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Added 13 mins ago
P
Financial Representative
Primerica
Lethbridge, AB
- Full-time
Role Description This full-time Financial Representative role is a hybrid position based in Lethbridge, AB, with a combination of in-office and work-from-home responsibilities. The…
Added 13 mins ago
SQ
Bilingual Customer Service Representative - Mutual funds Operations
Sunlife Québec
Montreal, QC
- Full-time
As a Bilingual Customer Service Representative - Mutual funds Operations you'll play a key role in the day-to-day servicing of English and French Advisors/ Clients across Canada.…
Added 13 mins ago
FL
Représentant(e) des ventes internes et techniques / Technical Inside Sales Representative
Flex-Pression Ltée
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
…industries. We are currently looking for a Technical Inside Sales Representative to join our growing…
Added 13 mins ago
RC
Inside Sales Representative
Rexel Canada
Burlington, ON
- $45,000 to $65,000 CAD / year
- Full-time
As an Inside Sales Representative based in Burlington, ON, your essential duties will be to:
Added 13 mins ago
OH
Regional Financial Director, FP&A
O’Dell HVAC Group
Burlington, ON
- Full-time
Partner with Sales, Operations, Purchasing, Service, and other departments to understand business performance and support continuous improvement.
Added 28 mins ago
BB
Senior Technician - Security
Bosch Building Technologies
AB
- Full-time
…installation blueprints and plans from Project Managers and Sales Teams to complete…
Added 43 mins ago
LA
Automotive Parts Representative
Lordco Auto Parts
Golden, BC
- $19 to $25 CAD / hour
- Full-time
Provide exceptional customer service experience
Added 1 hour ago
AS
Commercial & Residential Sales Representative (Construction / Design Industry)
Artivo Shades
Toronto, ON
- Full-time
We are seeking a motivated and results-driven Commercial & Residential Sales Representative to join our growing team in the outdoor living, home improvement and construction industry. This…
Added 1 hour ago
EH
Customer Service - Inside Sales
E.B. Horsman & Son
Prince George, BC
- Full-time
The Customer Service - Inside Sales representative is responsible for building positive relationships with customers and suppliers by generating accurate quotations, sales orders, and…
Added 1 hour ago
TS
HVAC Applications Representative – P.Eng Support Available
TalentSphere Staffing Solutions
Surrey, BC
- Full-time
…and a reputation built on quality, innovation, and customer service, our client continues to experience strong growth across Western…
Added 1 hour ago
J
Outside Sales Representative
JobsMedia.io
Laval, QC
- Full-time
Our client:A well-established company in the industrial tooling sector is seeking a Sales Representative to strengthen its sales and customer relationship management team.
Added 1 hour ago
CC
Member Service Representative II
Conexus Credit Union
Emerald Park, SK
- Full-time
We’re looking for a motivated team-player who is member-service focused to come on board as a permanent full-time Member Service Representative II (MSR II) at our Emerald Park Branch. As…
Added 1 hour ago
CF
Customer Service Representative
Canadian Fiber Optics Corp
Grande Prairie, AB
- Full-time
We are seeking a reliable, and customer-focused Customer Service Representative to join our growing team. We are looking for someone energetic, outgoing, and driven to exceed customer…
Added 1 hour ago
NC
Inside Sales Specialist
NAPA Canada
Dryden, ON
- Full-time
The Inside Sales Representative is the dedicate point of contact for a single large customer. This role delivers responsive, end-to-end support from initial inquiry through product…
Added 1 hour ago
A
Field Representative - Alcoholic Beverages
Acosta
Toronto, ON · Etobicoke, ON
- Full-time
Communicate effectively with store staff regarding tasks, sales activities, promotions, client objectives and work completed.
Added 1 hour ago
RB
Bilingual (French/English) Customer Service Representative
Royal Bank of Canada
Mississauga, ON
- Full-time
The Bilingual (French/English) Creditor Customer Service Representative will interact with clients over the phone, and provide them with insurance advice and solutions based on their…
Added 1 hour ago
FB
Seasonal Tax Services Associate
Farm Business Consultants
Brighton, ON
- Other
Navigate Difficult Conversations Professionally. Navigate concerns, questions, resistance, pricing discussions, and service-related issues with confidence and professionalism.
Added 2 hours ago
FL
Freight and Logistics Business Development Representative / Account Executive
Falco Logistics
Toronto, ON
- Full-time
BDR / National Account Executives to join our sales team in growing key customer relationships across Canada and the United States. This role focuses on acquiring new clients, expanding…
Added 2 hours ago
SR
Dealing Representative
STRIVE Recruitment Inc.
Vancouver, BC
- $60,000 to $90,000 CAD / year
- Full-time
As the organization's sole sales representative, you will take ownership of business development, investor acquisition, and relationship management, working with high-net-worth individuals,…
Added 2 hours ago
M
Sr. Specialist, Risk Oversight and Policy Support
Manulife
Toronto, ON
- Full-time
Sound knowledge across specific product lines, policies, sales and service processes and Sales Practices requirements across Manulife Bank.
Added 2 hours ago
M
Sr. Specialist, Partner Rewards and Strategic Initiatives
Manulife
Toronto, ON
- Full-time
The role partners across Product, Sales, CX, Communications and external stakeholders to deliver program administration, communications, insights and process improvements that enhance the…
Added 2 hours ago
HI
Client Care Representative - Personal Insurance Associate
HUB International
Nelson, BC
- Full-time
…valuable assets. In this role, you will provide outstanding client service through your positive, friendly manner while educating clients in your excellent product knowledge in…
Added 2 hours ago
HI
Client Care Representative – Auto Insurance Trainee
HUB International
Sicamous, BC
- Full-time
A self-starter mentality with a strong drive to exceed performance and sales goals
Added 2 hours ago
KS
Credit Card Representative
Kognitive Sales Solutions
Windsor, ON
- Full-time
Are you someone who lights up a room and genuinely enjoys connecting with people? Kognitive Sales Solutions is hiring Retail Sales Representatives across Canada to represent one of the…
Added 2 hours ago
GF
Local Class 1 Delivery Driver
Gordon Food Service - Canada
Lloydminster, AB
- Full-time
Presents a positive image to Gordon Food Service (GFS) customers through courteous, on-time, and accurate deliveries of GFS products. Serves as liaison between GFS management and customers.…

BMO

Client Service Assistant, Private Wealth

Toronto, ON, Canada
FCP, Canada

$33,500.00 - $60,000.00 · Full-time

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Job details

Pay: $33,500.00 - $60,000.00
Job type: Full-time
Apply by: Nov 18, 2026
Experience: Typically between 1 – 2 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
Posting language: English
Posted: Nov 4, 2026

Original job description

Application Deadline:

11/17/2026

Address:

100 King Street West

Job Family Group:

Wealth Sales & Service

BMO Nesbitt Burns has been a cornerstone of Canada’s investment industry for more than a century, with roots dating back to 1912. Known for trusted advice, strong client relationships, and disciplined investment expertise, our teams combine deep market knowledge with the strength and stability of BMO Financial Group. As part of BMO Private Wealth, BMO Nesbitt Burns professionals operate within a collaborative, team based wealth management model spanning Investment Management, Private Banking, Wealth Planning, and Trust & Estate. This integrated approach enables a more personalized client experience while giving team members exposure to a broad range of expertise, capabilities, and career paths. We foster a culture of collaboration, professionalism, and continuous growth - where individuals are supported to develop both personally and professionally while delivering exceptional outcomes for clients.

The Client Service Assistant supports one or more Investment Advisors (IAs) and IA Team and staff, and private wealth branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. A client-focused role, committed to managing and growing client relationships through the delivery of service and advice.

Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events.
Assists the advisory team in preparing for client meetings, including scheduling appointments.
Handles clients’ general day-to-day requests and inquiries including basic money movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential manner.
Generates reports and documents for IAs and clients as requested and processes items for client accounts and files.
Maintains and organizes client database and client files.
Ensures transactions and tasks are appropriately assigned to team members and completed.
Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing.
Gathers and distributes information on updates to training, guidelines, technology, and other business related information.
Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience resulting in retaining long- term client relationships and delivers an exceptional client experience.
Assists with managing a portfolio of clients to retain and grow relationships.
Support IA’s in individual client investment needs to provide professional, customized investment-related advise, sales and services.
Works collaboratively within the market, BMO partners and the community to build relationships and deliver the desired customer experience.
Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensure an effectively run branch.
Protects the Bank's assets and clients’ assets and complies with all regulatory, legal, and ethical requirements.
Maintains the confidentiality of client and Bank information.
Completes complex & diverse tasks within given rules/limits.
Analyzes issues and determines next steps; escalates as required.
Broader work or accountabilities may be assigned as needed.
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Qualifications:

Typically between 1 – 2 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
Knowledge of wealth management company and branch operations (e.g. client services, trust services, account transfers, etc.) is an asset
Knowledge of operational aspects of traditional (stocks, bonds, money market, mutual funds) and non traditional (managed and fee based) products is an asset
Familiarity with technology applications and software used in the financial planning and investment industry.
Must meet the Investment Representative licensing with CIRO and certification requirements for the branch / jurisdiction where the mandate is being fulfilled.
Basic specialized knowledge.
Verbal & written communication skills - Good.
Organization skills - Good.
Collaboration & team skills - Good.
Analytical and problem solving skills - Good.
Please note the base salary for this specific position is $40,000 and this role may be eligible to receive additional monthly discretionary bonus. The overall earning potential is impacted by a variable incentive structure, earning a multiple of salary up to: .5X

This job posting is for a current vacancy.

Salary:

$33,500.00 - $60,000.00

Pay Type:

Salaried & Commission

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

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More about this job

Responsibilities

The Client Service Assistant provides administrative support to Investment Advisors and manages day-to-day client requests, including money movement and account maintenance. They also coordinate marketing activities and ensure all branch operations comply with regulatory and risk management policies.

Requirements

Candidates should have 1-2 years of relevant experience and a post-secondary degree in a related field. Applicants must be able to meet Investment Representative licensing requirements with CIRO.

Skills

Client service
Wealth management
Investment administration
Relationship management
Marketing coordination
Financial reporting
Database management
Regulatory compliance
Risk management
Communication skills
Problem solving
Team collaboration
CIRO licensing
Investment product knowledge

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans
Performance-based incentives
Discretionary bonuses

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
BMO Nesbitt Burns
Investment Advisor
CIRO
Client Service
Account Transfers
Trust Services
Risk Management
Compliance
Financial Planning
Marketing
Database Management
Investment Products
Stocks
Bonds
Mutual Funds
Fee-based Products
Administration
Client Relations
Reporting

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