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Added 11 mins ago
Category Manager, Engineering Services, Pacific Link
Trans Mountain
Calgary, AB
…values driven individual to join our dynamic team as a Category Manager, Engineering Services, Pacific Link. In this position, you will lead category strategy, planning, sourcing,…
Added 12 mins ago
B
Client Service Assistant, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
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,…
Added 12 mins ago
B
PERSONAL BANKING ASSOCIATE
BMO
Winnipeg, MB
- Full-time
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,…
Added 12 mins ago
HR Director
ASSA ABLOY
ON · Mississauga, ON
…collaborative, mid-to-large corporate environment, balances sound risk management with operational realities, and participates hands-on to ensure functional…
Added 26 mins ago
Principal Technical Customer Manager - FSI
Qualtrics
Toronto, ON
Risk & Quality Management: Plan, monitor, and mitigate project risks while developing quality management plans aligned with business requirements
Added 26 mins ago
Analyst, Technical Customer Manager - FSI
Qualtrics
Toronto, ON
Risk & Quality Management: Plan, monitor, and mitigate project risks while developing quality management plans aligned with business requirements
Added 26 mins ago
T
Senior Manager, Talent Acquisition
Trulioo
Remote, Canada
- $125,000 to $150,000 CAD / year
- Full-time
- Remote
Our offices support a hybrid model and staff typically work three days per week at a hub location · This will be a full-time, permanent position working out of the Vancouver office on a hybrid model (3 days per week in the office)
Added 41 mins ago
FI
Compliance Analyst - Regulatory, IT Remediation
FP Inc.
Toronto, ON
- $70 to $83 CAD / hour
- Contract
Candidate Requirements/Must Have Skills:
Added 41 mins ago
GT
Project Manager - Call Centre Technology Migration
Global Technical Talent, an Inc. 5000 Company
Toronto, ON
- $60 to $72 CAD / hour
- Contract
Hybrid - currently 2 days onsite per week, with flexibility required to work up to 4 days per week onsite · There may be an opportunity to work one day per week from a location in Mississauga
Added 41 mins ago
I
Sr. Specialist, Procurement Project Management
IMAX
Mississauga, ON
- Full-time
IMAX is seeking a Senior Procurement Project Specialist to join our Global Procurement team. Reporting to the Senior Manager, Global Procurement, this role will lead complex Direct and…
Added 41 mins ago
YO
Supervisor, Immigrant Services, Community & Employment
YMCA of Three Rivers
Kitchener, ON
- Full-time
Ensure risk management plans are implemented and non-compliance issues are resolved.
Added 42 mins ago
T
Associate, Client Portfolio Management (Equity Portfolio) - TD Asset Management
TD
Toronto, ON · Montreal, QC
- Full-time
Must have exceptional writing skills and be able to present ideas clearly
Added 42 mins ago
T
Senior Product Analyst
TD
Toronto, ON
- Full-time
…service, collections and recovery, and our federated functions of risk management, technology solutions, finance & human resources. Our offices are located in Canada in Toronto, ON,…
Added 42 mins ago
T
Relationship Manager
TD
Mount Forest, ON
- Full-time
Lead all aspects of relationship management for an assigned portfolio
Added 42 mins ago
T
French Bilingual Contact Center Rep II, Borrowing - French
TD
Montreal, QC
- Full-time
Escalate non-standard or hig- risk transactions / activities as necessary
Added 42 mins ago
T
Product Manager
TD
Toronto, ON
- Full-time
Refine product management strategies through detailed analysis of the P&L, ongoing competitive research and review of marketing/risk management tactics
Added 42 mins ago
JC
Project Manager
JANA Corporation
Aurora, ON · Greater Toronto (Aurora), Ontario
- Full-time
JANA is focused on improving the integrity of gas pipeline systems through the application of advanced risk modeling technologies. Our models and software are defensible and highly…
Added 55 mins ago
B
Manager, Client Engagement
BrandActive
Toronto, ON
- $100,000 to $150,000 CAD / year
- Contract
…do their best work and grow together. We strive to set the global standard for excellence in our industry while fostering a culture rooted in trust, agility, and growth - guided by our…
Added 56 mins ago
Software Engineer, Fullstack Java Developer
Scotiabank
Toronto, ON
Oversee Finance Regulatory Data Management & Data Services within Global Finance, Risk and Treasury Technology (Corporate Functions) provides development and production support services for…
Added 1 hour ago
T
Associate, Client Portfolio Management (Equity Portfolio) - TD Asset Management
TD
Toronto, ON
- Full-time
Must have exceptional writing skills and be able to present ideas clearly
Added 1 hour ago
AA
HR Director
ASSA ABLOY Group
Mississauga, ON
- Full-time
…collaborative, mid-to-large corporate environment, balances sound risk management with operational realities, and participates hands-on to ensure functional…
Added 1 hour ago
HT
Payroll Manager, Americas
Husky Technologies
Bolton, ON
- Full-time
Policy & process management: Develop, implement, and maintain payroll policies, procedures, and controls; update systems in line with global payroll initiatives.
Added 1 hour ago
Coordinator, Project (Scarborough)
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Toronto, ON · Scarborough, ON
…America and a strong footprint internationally, Aecon brings global expertise and proudly serves public and private sector clients through its Construction and Concessions…
Added 1 hour ago
Technical Project Manager - Montreal
Nordex Group
Montreal, QC
Must possess a full valid driver’s license and be insurable under our auto insurance policy
Added 1 hour ago
Logistics Project Manager - Montreal
Nordex Group
Montreal, QC
Must possess a full valid driver’s license and be insurable under our auto insurance policy

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