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Added 20 mins ago
S
Clerk IV Accounts Payable
Sanya’k̓ula
Burnaby, BC
- Full-time
…processing. 14. Performs other related duties as assigned by Manager, Accounts…
Added 20 mins ago
BE
Communications and Marketing Assistant
BC Egg Marketing Board
Abbotsford, BC
- Full-time
Create, schedule, and manage content for BC Egg's social media platforms and website.
Added 36 mins ago
B
Client Service Assistant, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
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…
Added 50 mins ago
IB
Marketing Specialist, Indigokids
Indigo Books & Music
Toronto, ON
- $60,000 to $65,000 CAD / year
- Full-time
Reports to: Sr Manager, Brand Marketing, IndigoKids & Teen
Added 1 hour ago
I
Marketing Specialist, Indigokids
Indigo
Toronto, ON
- $60,000 to $65,000 CAD / year
- Full-time
Reports to: Sr Manager, Brand Marketing, IndigoKids & Teen
Added 1 hour ago
VA
Marketing Specialist (Part-Time)
Vancouver Airport Marriott Hotel
Richmond, BC
- Part-time
Develops and creates engaging content for the restaurant’s social media channels, including copywriting, photography and short-form video such as Reels and Stories.
Added 1 hour ago
GD
COMBO - Seasonal Sales Associate - Tanger Outlets St-Sauveur
Groupe Dynamite, Inc Garage
Saint-Sauveur, QC
- Part-time
Reporting to the Store Manager, you’ll be the face of our brand. As a Seasonal Sales Associate, your focus is creating an elevated shopping experience - whether it’s styling customers in…
Added 2 hours ago
TZ
Supervisor, Marketing and Communications (TZWC)
Toronto Zoo
Toronto, ON
- $79,056 to $89,000 CAD / year
- Full-time
…and oversees internal and external communications, including social media, media relations, donor communications, and fundraising collateral (print and digital), etc. while ensuring…
Added 2 hours ago
UO
Employer Relations Specialist
University of Calgary
Calgary, AB
- Full-time
…methods such as cold calling, emailing, networking events, and social media, building relationships, evaluating the results, and adjusting the approach as…
Added 2 hours ago
UO
Program Assistant, Indigenous Student Access Program
University of Calgary
Calgary, AB
- Part-time
Collaborate and support the Program Coordinator ISAP, WSL Manager, and Ótáp ímisskaan regarding communications and social media content.
Added 2 hours ago
SN
199-26-1 Supervisor Kanikonriio Child & Youth Programs
Six Nations
Ohsweken, ON
- Full-time
Must have a valid driver’s license, transportation, and carry a minimum of two million dollars liability insurance
Added 2 hours ago
SN
198-26-1 School Counselling and Support Worker
Six Nations
Ohsweken, ON
- Full-time
JOB SUMMARY: The School Counselling and Support Worker reports to and works under the direction and supervision of the Manager of the Kanikonriio (Good Mind) Child and Youth Programs, Six…
Added 2 hours ago
O
Global Paid Search Marketing Manager
Okta
Toronto, ON
- $114,000 to $157,300 CAD / year
- Full-time
Okta is seeking a highly analytical and forward-thinking Global Paid Search Marketing Manager with exceptional Martech integration skills to join our Global Digital Acquisition Team.
Added 2 hours ago
Coordinator, Academic Collaborations and Pathways
Wilfrid Laurier University
Waterloo, ON
In addition, the incumbent will be required to work at the Brantford campus as directed by their manager, typically 2 days per week
Added 2 hours ago
B
Brand Communications Manager
Blazesoft
Concord, ON
- Full-time
We are looking for an experienced, creative, and data-driven Brand Communications Manager to lead our social media, community growth, and email marketing initiatives across multiple brands.
Added 2 hours ago
GF
Assistant General Manager - Grimsby Industrial and South Service
GoodLife Fitness
Grimsby, ON
- Full-time
Many companies are experiencing an increase in recruitment fraud in the form of fake job postings on social media and career sites.
Added 2 hours ago
LB
Medical Editor (Health marketing agency)
Lemieux Bédard
Montreal, QC
- Full-time
…internal and external company communications, visual aids, social media, websites and…
Added 2 hours ago
LB
Digital project manager (Health marketing agency)
Lemieux Bédard
Montreal, QC
- Full-time
-Posting and social media characteristics, best practices and guidelines
Added 3 hours ago
R
Senior Relationship Manager, Commercial Financial Services - Healthcare Professionals
RBC
Montreal, QC
- Full-time
Experience with emerging communications and technology (i.e., web based meetings, social media, Digital Banking and Mobile Applications)
Added 4 hours ago
B
Personal Banker
BMO
Toronto, ON
- Full-time
Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
Added 5 hours ago
R
Manager, Field Service
Rivian
Vaughan, ON
- Full-time
Must possess a valid driver's license and clean driving record
Added 5 hours ago
B
Personal Banker
BMO
Toronto, ON
- Full-time
Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
Added 6 hours ago
C
Social Media Lead
CoVet
Canada
- $75,000 to $85,000 CAD / year
We are hiring a Social Media Lead to own CoVet's organic social presence, community engagement on social channels, and our ambassador programme. You will report to the Senior Community…
Added 10 hours ago
GC
Sr. Community Developer - Far Cry
Game Companies
Montreal, QC
- Full-time
Collaborate with portfolio’s Social Media Manager to define and report on content KPI’s to demonstrate success and ROI of community programs and content.
Added 16 hours ago
T
Marketing Specialist
Troika
Penticton, BC
- Full-time
Plan and coordinate marketing campaigns across digital, print, signage, social media and other relevant channels.

BMO

Client Service Assistant, Private Wealth

Toronto, ON, Canada
FCP, Canada

$33,500.00 - $60,000.00 · Full-time

Apply on bmo.wd3.myworkdayjobs.com About employer

Applications open in a new tab.

Job details

Pay: $33,500.00 - $60,000.00
Job type: Full-time
Apply by: Nov 16, 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 13, 2026

Original job description

Application Deadline:

11/15/2026

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.

Apply on bmo.wd3.myworkdayjobs.com About employer

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. Possession of or ability to obtain Investment Representative licensing with CIRO is required.

Skills

Client service
Wealth management
Investment administration
Relationship management
Marketing coordination
Financial reporting
Database management
Risk management
Compliance
Communication skills
Organizational skills
Problem solving
Team collaboration
Investment products 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
Risk Management
Compliance
Financial Planning
Investment Products
Marketing
Administration
Portfolio Management
Trust Services
Data Management
Relationship Management

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Work requirements

Jobs in Canada