Jobs in Canada

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Added 1 min ago
IW
Director, Corporate Channel
IG Wealth Management
BC · British Columbia, Canada
- Full-time
…office, connecting, collaborating, and enjoying quality time with your amazing colleagues! Our Values: Be better; we strive for improvement in everything we do. Be accountable; we foster…
Added 1 min ago
IW
Director, Corporate Channel
IG Wealth Management
AB · Alberta, Canada
- Full-time
…office, connecting, collaborating, and enjoying quality time with your amazing colleagues! Our Values: Be better; we strive for improvement in everything we do. Be accountable; we foster…
Added 1 min ago
ST
Individual and Family Support Worker
Strides Toronto
Toronto, ON
- $61,352 to $71,656 CAD / year
- Full-time
THE “MUST HAVES”
Added 1 min ago
GO
Territorial Physician Travel and Logistics Officer
Government of Nunavut Recruitment
NU · NU, Canada
- Full-time
The Official Languages of Nunavut are Inuktitut, English and French. Applicants may submit their resume in any of the official languages of Nunavut. Fluency in more than one of Nunavut’s…
Added 1 min ago
ST
Individual and Family Therapist
Strides Toronto
Toronto, ON
- $39.75 to $46.09 CAD / hour
- Full-time
THE “MUST HAVES”
Added 1 min ago
EC
Counter/Inside Sales Person
Emco Corporation: Plumbing, HVAC, Waterworks, Industrial, Irrigation, Fire Protection
Regina, SK
- $40,000 to $50,000 CAD / year
- Full-time
…teammate, you will have the opportunity to continually develop your skills through ongoing training, have the opportunity to be innovative and try new things, and work alongside passionate…
Added 1 min ago
PM
.NET Applications Software Developer
Polaris Motion
Victoria, BC
- Full-time
Support your developed works with documentation for and communications to internal and external customers.
Added 1 min ago
AC
Embedded Systems Designer
Antec Controls
Winnipeg, MB
- Full-time
Should this excellent opportunity interest you, please submit your resume, including salary expectations.
Added 2 mins ago
B
Recruiter - Fixed Term up to March 31, 2028
BCI
Victoria, BC · Vancouver, BC · CA Victoria
- Full-time
…recruitment and / or networking with passive candidates as well as resume mining, database searching, and ensuring an active presence on all appropriate job boards and social…
Added 2 mins ago
CM
Integrated AP/AR Clerk
Canadian Mental Health Association Lambton Kent
Chatham-Kent, ON · Chatham, Ontario
- Full-time
Applicants should submit a covering letter and resume by 4:30pm on November 23, 2026 on BambooHR.
Added 17 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 17 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 31 mins ago
HO
Food Services Team Lead (SH)
House of Friendship
Kitchener, ON
- Part-time
Food Handlers Certification required
Added 46 mins ago
RE
Senior Designer
ROHI Engineering Ltd.
Canada
- Full-time
Please submit your resume and salary expectations to:
Added 46 mins ago
CC
Estate and Gift Planning Manager
Canadian Cancer Society
Quebec, QC
- Full-time
…health insurance - and a fulfilling work environment where your efforts make a meaningful impact…
Added 46 mins ago
CC
Estate and Gift Planning Manager
Canadian Cancer Society
Montreal, QC
- Full-time
…health insurance - and a fulfilling work environment where your efforts make a meaningful impact…
Added 46 mins ago
CC
Estate and Gift Planning Manager
Canadian Cancer Society
Ottawa, ON
- Full-time
…health insurance - and a fulfilling work environment where your efforts make a meaningful impact…
Added 46 mins ago
R&
IT - Project Manager
Robertson & Company Ltd.
Toronto, ON
- Contract
How to Apply: If you are a motivated professional looking to contribute to a leading team, please submit your resume outlining your qualifications and experience relevant to this role.…
Added 46 mins ago
R&
Administrative Assistant II
Robertson & Company Ltd.
Toronto, ON
- Contract
How to Apply: If you are a motivated professional looking to contribute to a leading team, please submit your resume outlining your qualifications and experience relevant to this role.…
Added 46 mins ago
AC
Vice President Treasury
Assiniboine Credit Union
Winnipeg, MB
- Full-time
Added 46 mins ago
AC
Vice President Finance
Assiniboine Credit Union
Winnipeg, MB
- Full-time
Added 46 mins ago
WF
Graphic Designer
Winnipeg Foundation
Winnipeg, MB
- $57,057 to $68,469 CAD / year
- Full-time
Applicants who do not fully meet all essential requirements are still encouraged to submit their applications for consideration for this position. We firmly believe diverse perspectives,…
Added 46 mins ago
NE
#26-82 Family Preservation Worker
North Eastern Ontario Family and Children's Services (NEOFACS)
Cochrane, AB
- Full-time
Please submit your resume by: November 27, 2026
Added 46 mins ago
RR
Electrical Project Coordinator
Rightway Recruitment
Vancouver, BC
- $70,000 to $85,000 CAD / year
- Full-time
…If you’re an Electrical Project Coordinator looking to build your experience within utilities and infrastructure construction, we’d be happy to have a confidential chat. Please submit your…
Added 46 mins ago
Justice Systems Navigator
Tungasuvvingat Inuit
Ottawa, ON

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