Jobs in Canada

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Added 3 mins ago
GO
Investment Analyst/Auditor
Government of Prince Edward Island
Charlottetown, PE
- $89,739 to $110,526 CAD / year
- Full-time
Reporting to the Manager of Accounting, Pension and Capital Management, the Investment Analyst/Auditor analyzes and validates investment activity data over the course of the entire…
Added 3 mins ago
NB
BANKING ADVISOR
National Bank of Canada
Montreal, QC
- Full-time
…depending on team availability. This position reports to the Branch Manager. On a day-to-day basis, you’ll work with a team of experts specializing in investment, mortgage financing, and…
Added 3 mins ago
KH
Manager, After-hours Operations
Kensington Health
Toronto, ON
- Part-time
As a key member of the operational leadership team, the Manager, After-hours Operations is responsible for the overall operations of programs and services that run after regular business…
Added 3 mins ago
NB
Banking advisor
National Bank of Canada
Quebec, QC
- Full-time
…depending on team availability. This position reports to the Branch Manager. On a day-to-day basis, you’ll work with a team of experts specializing in investment, mortgage financing, and…
Added 3 mins ago
CH
Design Consultant
Cachet Homes
Guelph, ON · Greater Guelph Metropolitan Area
- Full-time
Cachet is on a mission to be the most innovative community builder in Ontario. Joining our rapidly growing organization will give you the opportunity to work alongside us as we create the…
Added 3 mins ago
L
Senior Project Manager (EPCM - Mining & Minerals)
Lycopodium
Mississauga, ON
- Full-time
…high quality professional engineering and project delivery services globally, across the resources, infrastructure and industrial processes sectors. By joining our global team and learning…
Added 3 mins ago
VL
Office Coordinator
Valent Legal Personal Injury Lawyers
Halifax, NS
- Full-time
…people behind it. We care about making a difference in our community by standing up for people who have been injured and helping make wrongs right. That kind of success takes an amazing…
Added 3 mins ago
SB
Estimator, Star Building Materials
Star Building Materials Winnipeg
Winnipeg, MB
- Full-time
Reporting to the Branch Manager, as the Estimator you will analyze costs, prepare estimates and provide support to the Sales team. You also provide knowledge of costs and benefits that…
Added 3 mins ago
NB
Account Manager, Franchise Finance
National Bank of Canada
Montreal, QC
- Full-time
Strong communication skills in French required
Added 3 mins ago
RH
Community Disability Worker - Full Time Day Hours - Term
Robin Hood Association
Sherwood Park, AB
- $17.44 to $21.56 CAD / hour
- Full-time
Work in the community to open doors and provide access/participation opportunities, as well as being alert to alternate avenues for generic services that may be available to the individual.
Added 3 mins ago
KW
Manager, Events & Community Partnerships
Kids with Cancer Society
AB · Edmonton, AB
- Full-time
The Manager of Events and Community Partnerships is responsible for the overall leadership, development and success of KWCS's signature fundraising events and community partnerships. With…
Added 4 mins ago
C
Project Manager – Municipal / Land Development
CIMA+
Toronto, ON · Ottawa, Ontario
- Full-time
This role can be based in our Ottawa or Toronto office
Added 4 mins ago
VF
Clinical Administrative Assistant
Village Family Health Team
Toronto, ON
- Full-time
…committed to providing exceptional care and support to our community. We pride ourselves on delivering patient-centered care and fostering a collaborative, compassionate, and innovative…
Added 4 mins ago
R
Assistant Branch Manager
RBC
Port Coquitlam, BC
- Full-time
As an Assistant Branch Manager, you motivate and coach a high-performing team of Advisors in a dynamic, high-volume, and rewarding marketplace, while establishing and achieving team…
Added 4 mins ago
Windsor - DZ Driver/Picker (Residential Waste Collection)
Human Resources
ON · Windsor, ON · Essex, ON
…years of experience providing waste management and diversion services to municipalities, businesses, and industries across Ontario, Nova Scotia, and New…
Added 4 mins ago
R
Assistant Branch Manager
RBC
Brantford, ON
- Full-time
As an Assistant Branch Manager, you motivate and coach a high-performing team of Advisors in a dynamic, high-volume, and rewarding marketplace, while establishing and achieving team…
Added 4 mins ago
Senior Human Resources Generalist
NorWest Community Health Centres
Thunder Bay, ON
One of a network of provincial community health centres, the NorWest Community Health Centres, is a community based, non-profit organization funded by Ontario Health, emphasizing access to…
Added 4 mins ago
Support Worker – Rapid Access Addiction Medicine
NorWest Community Health Centres
Greenstone, ON
One of a network of provincial community health centres, the NorWest Community Health Centres is a community based, non-profit organization funded by Ontario Health, emphasizing access to…
Added 4 mins ago
Registered Nurse
NorWest Community Health Centres
Thunder Bay, ON
One of a network of provincial community health centres, the NorWest Community Health Centres is a community based, non-profit organization funded by Ontario Health, emphasizing access to…
Added 4 mins ago
FH
Registered Nurse, Surgical Services - Inpatient - Royal Columbian Hospital
Fraser Health
New Westminster, BC
- Full-time
…interprofessional care team, initiates referrals to appropriate health care/community…
Added 4 mins ago
FH
Registered Nurse, Surgical Services - Inpatient
Fraser Health
New Westminster, BC
- Part-time
…interprofessional care team, initiates referrals to appropriate health care/community…
Added 4 mins ago
OL
Maintenance Manager
Optima Living
Surrey, BC
- $62,500 CAD / year
- Full-time
Progressive Intercultural Community Services (PICS) Society is a registered community-based non-profit, multi-service organization that has served the community since 1987. PICS Society…
Added 4 mins ago
TS
Front Line Supervisor (Weekend- Contract)
The Salvation Army Canada and Bermuda Territory
Toronto, ON · Florence Booth House
- Part-time
Liaise with hospitals and other community service agencies to coordinate discharges to the shelter.
Added 4 mins ago
TS
Relief Resource Specialist - Housing
The Salvation Army Canada and Bermuda Territory
Calgary, AB
- Part-time
Engages with community support services to determine appropriateness of referral from the perspective of the individual’s need and resource referral criteria.
Added 18 mins ago
B
WiFi & Enterprise Networks Operations Engineer
Beanfield
Toronto, ON
- $80,000 to $95,000 CAD / year
- Full-time
…network infrastructure. Working under the direction of the Manager, Network Operations Centre, this role collaborates closely with Beanfield's Network Engineering, NOC, Information Security…

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