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Added 4 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 4 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 4 mins ago
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Financial Service Representative - LendDirect Office 1508
LendDirect
Oshawa, ON
- Full-time
…solutions across the U.S. and Canada. Our deep roots in the financial industry have empowered us to develop convenient, easily accessible financial services that meet our customers' growing…
Added 4 mins ago
CA
Finance Manager
Canadian Accounting Consultants [CPA Recruitment]
Toronto, ON
- $130,000 to $140,000 CAD / year
- Full-time
This opportunity is ideally suited for a CPA in public accounting currently at Manager or Senior Manager level who has progressive experience seeking meaningful exposure to financial…
Added 4 mins ago
NB
Account Manager, Franchise Finance
National Bank of Canada
Montreal, QC
- Full-time
Strong communication skills in French required
Added 4 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
Manager, Application Support
Richardson Wealth Ltd
Toronto, ON
The Application Support Manager leads the team responsible for the health and support of Richardson Wealth’s business applications. The role oversees complex application support, incidents,…
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Assistant Branch Manager
RBC
Port Coquitlam, BC
- Full-time
· A world-class training program in financial services
Added 4 mins ago
Donations Administrator - Partner Care
Power to Change
Abbotsford, BC
As a member of the Partner Care team, you will play an important role in supporting the financial and administrative operations of Power to Change’s donations department. This role requires…
Added 4 mins ago
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Assistant Branch Manager
RBC
Brantford, ON
- Full-time
A world-class training program in financial services
Added 4 mins ago
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Lead Business Architect
TD
Toronto, ON
- Full-time
…architecture or large-scale enterprise transformation within Financial Services, with Wealth experience…
Added 4 mins ago
T
Senior Machine Learning Engineer
TD
Toronto, ON
- Full-time
Act as thought leader, innovator, and agent of change for the programs and services under executive management impacting and influencing organizational direction to meet longer term…
Added 4 mins ago
T
Executive Assistant II
TD
Toronto, ON
- Full-time
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product,…
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 5 mins ago
SL
Associate, Institutional Sales & Client Support
Sun Life
Toronto, ON · Waterloo, ON · Montreal, QC · Vancouver, BC · Sun Life Toronto One York
- 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 5 mins ago
TS
Store Associate
The Salvation Army Canada and Bermuda Territory
Toronto, ON · North York Thrift Store
- Part-time
Must have good interpersonal and communication skills (oral)
Added 19 mins ago
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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…
Added 19 mins ago
S
Clerk IV Accounts Payable
Sanya’k̓ula
Burnaby, BC
- Full-time
…invoices, expense reports and cheque requisitions into computerized financial system and balances dollar amount totals to control totals listed in the reports generated by the system.…
Added 19 mins 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 19 mins ago
C
Project Manager – Municipal / Land Development
CIMA+
Toronto, ON
- Full-time
This role can be based in our Ottawa or Toronto office
Added 19 mins 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 19 mins ago
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Project Controller – Finance
BPA
Ottawa, ON
- Full-time
…projects. BPA is looking for a Project Controller to oversee the financial performance of a portfolio of engineering projects and support our Ottawa/Kanata team. You will also play a key…
Added 19 mins 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 19 mins 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…

BMO

Client Service Assistant, Private Wealth

Toronto, ON, Canada
FCP, Canada

$33,500.00 - $60,000.00 · Full-time

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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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