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A
Yardi Support Analyst
Affinity
BC · British Columbia, Canada
- Contract
2+ years of experience supporting any or all of the following Yardi systems/modules: Yardi Voyager, Elevate, AB&F, Deal Manager, Payscan and other Yardi applications.
Added just now
PC
Client Services Manager
PACE Consulting Benefits & Pensions LTD.
Toronto, ON
- Full-time
Must have a valid driver’s licence and access to a car
Added 1 min ago
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Clerk IV Accounts Payable
Sanya’k̓ula
Burnaby, BC
- Full-time
…discussions, including but not limited to representatives from Finance and Supply Chain Management (SCM) to review procedural issues, vendor relations and other issues related to…
Added 1 min ago
RP
Service Manager
RECRUITMENT PARTNERS INC.
AB · Edmonton, AB
- Full-time
Journeyman Red Seal Mechanic certification is required
Added 1 min ago
S
Associate, Institutional Sales & Client Support
Sunlife
Toronto, ON
- Full-time
…drive real, lasting impact. Now in our 17th year as an asset manager and with over $44B in assets under management across institutional and retail markets, we continue to focus on…
Added 1 min ago
TE
Branch Administrator - Sudbury
TK Elevator
Sudbury, ON · Greater Sudbury, ON
- Full-time
…qualifications. All final hiring decisions are made by either the hiring manager or the recruitment…
Added 1 min ago
SQ
Associate, Institutional Sales & Client Support
Sunlife Québec
Montreal, QC
- Full-time
…drive real, lasting impact. Now in our 17th year as an asset manager and with over $44B in assets under management across institutional and retail markets, we continue to focus on…
Added 1 min ago
B
Project Controller – Finance
BPA
Ottawa, ON
- Full-time
…team’s files to meet BPA standards and work closely with the Finance team to meet deadlines. This represents about 15% of the role, with more involvement during key project phases in…
Added 1 min ago
SM
Manager, Finance, Performance & Analytics
Stevenson Memorial Hospital
Alliston, ON
- Full-time
Reporting to the Vice President, Corporate Services & Chief Financial Officer, the Manager, Finance, Performance and Analytics supports the hospital's strategic objectives, performance…
Added 1 min ago
S
Associate, Institutional Sales & Client Support
Sunlife
Vancouver, BC
- Full-time
…drive real, lasting impact. Now in our 17th year as an asset manager and with over $44B in assets under management across institutional and retail markets, we continue to focus on…
Added 1 min ago
RP
Category Specialist
Rexall Pharmacy Group Ltd.
Mississauga, ON
- $60,000 CAD / year
- Full-time
The Category Specialist will assist and collaborate with the Category Manager in the development and execution of category strategies for all elements of the merchandising mix (i.e. product…
Added 1 min ago
L
Corporate HR Advisor (Maternity Leave Replacement)
Lallemand
Montreal, QC
- Contract
This role is essential to maintaining a healthy work environment through proactive manager support, consistent application of policies, and ongoing optimization of our HR practices.
Added 1 min ago
S
Associate, Institutional Sales & Client Support
Sunlife
Waterloo, ON
- Full-time
…drive real, lasting impact. Now in our 17th year as an asset manager and with over $44B in assets under management across institutional and retail markets, we continue to focus on…
Added 1 min ago
MI
Senior Associate, Portfolio Operations
MUFG Investor Services
Halifax, NS
- Full-time
Operate and oversee reconciliation technology to deliver Investment Manager positions and profit & loss reconciliations.
Added 1 min ago
EH
Front Desk Associate - Empire Homes Design Centre
Empire Homes
Caledonia, ON
- Full-time
Experience with NewStar and Design Studio Manager would be considered an asset.
Added 1 min ago
AW
Senior Financial Analyst
Arterra Wines Canada
Mississauga, ON
- Full-time
The Senior Financial Analyst, FP&A is a key member of the Finance team, supporting enterprise financial planning, reporting, and analysis as well as SG&A management and planning. Reporting…
Added 1 min ago
AE
Field Sales Manager
Arrow Electronics
Mississauga, ON · CA-ON-Mississauga (Superior Blvd)
- Full-time
Develop customer, supplier, and vendor relationships: Enhance manager relationships with key contacts by providing superior service and operation excellence. Implement effective and…
Added 1 min ago
RB
Manager, Compensation, Restaurant & Supply Chain
Restaurant Brands International
Toronto, ON · Corp - Toronto Corporate Office
- $110,000 to $140,000 CAD / year
- Full-time
Successful candidates will be expected to work onsite 5 days per week in our Toronto office
Added 1 min ago
CS
Suite Cashier
Canucks Sports & Entertainment
Vancouver, BC
- Part-time
Non- Canadian residents must hold a valid work permit with a minimum of 8 months of validity remaining
Added 16 mins ago
Category Manager, Engineering Services, Pacific Link
Trans Mountain
Calgary, AB
Working closely with Engineering, Project Management, Construction, Project Controls, Legal, Finance, Indigenous Relations and/or Procurement, Environment, Safety, Quality, Land and…
Added 16 mins ago
Senior Project Manager
The Canada Life Assurance Company
Winnipeg, MB · London, ON · Toronto, ON
Reporting to the BPMO Director, Project Delivery, the Business Senior Project Manager is responsible for leading complex business transformation initiatives that support strategic…
Added 16 mins ago
Senior Negotiations Strategist
Government of Alberta
AB
Please review Treasury Board and Finance to learn more and what it has to offer.
Added 16 mins ago
Director, Financial Operations & Projects
Government of Alberta
AB
Added 16 mins ago
Assistant Branch Manager
Money Mart
Toronto, ON
Assistant Branch Managers help the Branch Manager lead the day-to-day success of a Money Mart branch while staying hands-on with customer service, sales, financial service transactions,…
Added 16 mins ago
S
Contract Administrator
SYSTRA
Toronto, ON
- Full-time
¢ Responsible to the Lead administrator or Commercial Manager for relevant commercial/ contract administration/ cost aspects of the project.

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 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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Jobs in Canada