Jobs in Canada

25+ jobs

Group jobs by employerEmail me new jobs Save this search

Added 11 mins ago
W
Industry Manager II
workog
Toronto, ON
- Full-time
As an Industry Manager in Toronto, you will define, launch and drive strategic outcomes and operationalize the vision for the sales team. We’re looking for a high-performing candidate with…
Added 11 mins 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 11 mins ago
CC
Distribution Supervisor
Coca-Cola Canada Bottling Limited
Winnipeg, MB
- Full-time
Shift/Hours – Tuesday to Saturday, Day Shift (Flexibility Required)
Added 27 mins ago
Assistant Branch Manager
Money Mart
Toronto, ON
…financial needs. If you’re passionate about customer service, relationship building, and helping consumers and business owners access financial solutions when they need them most, you’ll…
Added 27 mins ago
B
Client Service Assistant, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
Added 27 mins ago
B
PERSONAL BANKING ASSOCIATE
BMO
Winnipeg, MB
- Full-time
Collaborates with BMO partners to identify referral opportunities that further grow the customer’s relationship with BMO beyond personal banking.
Added 41 mins ago
Assistant Store Manager
Rogers Communications
Toronto, ON
Management Support: You support the Store Manager in managing day to day operations, coaching, and developing team members to positively impact growth and create best in class customer…
Added 41 mins ago
L
Assistant Branch Manager - Office 1640
LendDirect
Sarnia, ON
- Full-time
Are you ready to make a difference in the world of consumer finance? At LendDirect, a proud member of the Attain Finance family, we bring over 50 years of expertise in providing credit…
Added 41 mins ago
AF
Assistant Branch Manager - Office 1640
Attain Finance
Sarnia, ON
- Full-time
Are you ready to make a difference in the world of consumer finance? At LendDirect, a proud member of the Attain Finance family, we bring over 50 years of expertise in providing credit…
Added 56 mins ago
CC
Estate and Gift Planning Manager
Canadian Cancer Society
Quebec, QC
- Full-time
Job Title: Estate & Gift Planning Manager (Montreal, QC)
Added 56 mins ago
CC
Estate and Gift Planning Manager
Canadian Cancer Society
Montreal, QC
- Full-time
Job Title: Estate & Gift Planning Manager (Montreal, QC)
Added 56 mins ago
CC
Estate and Gift Planning Manager
Canadian Cancer Society
Ottawa, ON
- Full-time
Job Title: Estate & Gift Planning Manager (Montreal, QC)
Added 56 mins ago
TI
Senior Compliance Analyst
TekStaff IT Solutions
Toronto, ON
- Contract
Great relationship manager and collaborator with solid communication (verbal/written) skills in English is critical for the role.
Added 57 mins ago
T
Customer Experience Associate
TD
Calgary, AB
- Part-time
…products and services to refer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer…
Added 57 mins ago
T
Relationship Manager
TD
Mount Forest, ON
- Full-time
Lead all aspects of relationship management for an assigned portfolio
Added 57 mins ago
T
French Bilingual Contact Center Rep II, Borrowing - French
TD
Montreal, QC
- Full-time
Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of…
Added 1 hour ago
B
Manager, Client Engagement
BrandActive
Toronto, ON
- $100,000 to $150,000 CAD / year
- Contract
Contribute to internal initiatives that impact the client and/or team member experience such as our EDI Advisory Committee, Community Impact Committee, or our Social Committee.
Added 1 hour ago
GC
Coordinator, Amateur Championships
Golf Canada
Caledon, ON
- Full-time
…400,000 golfers and 1,700 facilities across the country. A proud member of the Canadian Olympic Committee, Golf Canada’s mission is to be a world leader in golf. For more information about…
Added 1 hour ago
Assistant Branch Manager
Money Mart
Edmonton, AB
…financial needs. If you’re passionate about customer service, relationship building, and helping consumers and business owners access financial solutions when they need them most, you’ll…
Added 1 hour ago
S
Senior Engineer, Transmission Line and Substation Structures
Stantec
Laval, QC
- Full-time
Serve as a Project Manager on structural engineering projects.
Added 1 hour ago
S
Senior Engineer, Transmission Line and Substation Structures
Stantec
Montreal, QC
- Full-time
Serve as a Project Manager on structural engineering projects.
Added 1 hour ago
PP
Account Manager
Preston Phipps Inc
Dartmouth, NS
- Full-time
Strong technical aptitude and the ability and willingness to work as a team member in a fast paced and continuously changing environment, carrying out assignments to completion with minimum…
Added 1 hour ago
DO
Senior Manager, Community Services
District of Peachland
Peachland, BC
- Temporary
Reporting to the Chief Administrative Officer, the Senior Manager, Community Services provides strategic and operational leadership for recreation, culture, aquatics, community events,…
Added 1 hour ago
E
Senior Manager, Market Intelligence & Strategic Insights (Supply Chain)
Equinix
Toronto, ON
- Full-time
The Senior Manager, Market Intelligence & Strategic Insights (Supply Chain) is a hands-on leader within Procurement and MCE who supports MCE-led supply chain, market intelligence, and…
Added 1 hour ago
T
Personal Banking Associate - Pierrefonds Sources (Full Time)
TD
Montreal, QC
- Full-time
…products and services to refer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer…

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

Report this job

Work requirements

Jobs in Canada