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Added 1 day ago
GC
Branch Manager II
Global Credit Union
Mississauga, ON · Clearview, ON
- Full-time
Coach & Mentor: Provide regular observational feedback and structured monthly 1:1s; specifically coaching the Assistant Branch Manager to drive service and sales excellence.
Added 1 day ago
L
Assistant Branch Manager - Office 1553
LendDirect
Kingston, ON
- Full-time
…quickly rose to being a Shift Lead. I trained diligently with my Branch Manager and Assistant Manager for two more years until my District Manager approached me with the opportunity to move…
Added 2 days ago
B
Administration Assistant, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
Liaise with branch operations, advisory teams, HR, Compliance, Technology, and other internal partners to support business priorities and initiatives.
Added 2 days ago
KM
(sr) Branch Service Manager (Maritimes)
Konica Minolta Business Solutions (Canada) Ltd.
Dartmouth, NS
- Full-time
As a Branch Service Manager, you will play a key role in:
Added 2 days ago
B
Client Service Assistant, Private Wealth (Contract)
BMO
Toronto, ON
- Full-time
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…
Added 2 days ago
T
Assistant Branch Manager
TD
Saskatoon, SK
- Full-time
Assist with maintaining a professional and inviting space in all common areas of the branch, adhering to premises, marketing, and/or regulatory guidelines; particularly, this role helps…
Added 2 days ago
V
Financial Services Representative (BCGEU) - Main Street
Vancity
Vancouver, BC
- Full-time
This is a Full-Time, Temporary role based at our Main Street Community Branch (Branch 09) and will report directly to the Assistant Branch Manager.
Added 2 days ago
KM
(sr) Branch Service Manager (Maritimes)
Konica Minolta Business Solutions Canada
Dartmouth, NS
- Full-time
As a Branch Service Manager, you will play a key role in:
Added 2 days ago
AC
Member Services Representative - Ste. Anne & La Broquerie Branches
Assiniboine Credit Union
La Broquerie, MB · Ste. Anne, MB
- Full-time
Reporting to the Assistant Branch Manager, the Member Service Representative (MSR) plays a key role in delivering consistent and compelling member experience at ACU. The Member Service…
Added 2 days ago
RD
Branch Operations Assistant
RBC Dominion Securities
Toronto, ON
- Full-time
The RBC Dominion Securities Management team located in Toronto is looking for a Branch Operations Assistant to join their team! You will provide superior service along with administrative…
Added 3 days ago
OM
Events & Group Sales Manager - Time Out Market, Vancouver
Oakridge Market Limited Partnership
Vancouver, BC
- $65,000 to $70,000 CAD / year
- Full-time
The Events & Group Sales Manager will be a crucial, dual-focused role. The main task will be to drive and manage corporate group sales to meet and exceed targets, coupled with providing…
Added 3 days ago
B
Client Service Assistant
BMO
Vancouver, BC · FBT
- Full-time
Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of…
Added 3 days ago
RB
Branch Operations Assistant
Royal Bank of Canada
Toronto, ON
- Full-time
The RBC Dominion Securities Management team located in Toronto is looking for a Branch Operations Assistant to join their team! You will provide superior service along with administrative…
Added 3 days ago
RJ
Branch Administrator
Raymond James
Vancouver, BC
- Full-time
The primary role of the Branch Administrator is to assist both the Branch Manager (BM) and Branch Compliance Supervisor (BCS) and ensure the Raymond James office is managed efficiently and…
Added 3 days ago
R
Branch Operations Assistant
RBC
Toronto, ON
- Full-time
The RBC Dominion Securities Management team located in Toronto is looking for a Branch Operations Assistant to join their team! You will provide superior service along with administrative…
Added 3 days ago
KM
Gestionnaire de succursale, Service (Maritimes)
Konica Minolta Business Solutions Canada
Dartmouth, NS
- Full-time
As a Branch Service Manager, you will play a key role in:
Added 3 days ago
HH
Administrative Assistant
Hopes Home Inc
Saskatoon, SK
- $19.38 to $26.22 CAD / hour
- Full-time
The Administrative Assistant for the Early Learning & Childcare Centre is an important role at Hope’s Home. They are responsible for the overall organization of the centre which helps to…
Added 4 days ago
Assistant Branch Manager
Money Mart
Downsview, ON
This role combines sales, customer service, personal lending, compliance, cash handling, and branch operations. Team Members must deliver excellent customer service while following company…
Added 4 days ago
NB
Branch Administrative Assistant
National Bank of Canada
Toronto, ON
- Full-time
A career as a Branch Administrative Assistant at Private Banking 1859 means being the first point of contact for clients, visitors, and colleagues across several business groups. Your…
Added 4 days ago
C
Branch Assistant
CIBC
Winnipeg, MB
- Full-time
CIBC’s Wood Gundy team is the full-service brokerage division of CIBC serving our high net worth clientele. As a Branch Assistant, you will provide ongoing support to the branch manager and…
Added 4 days ago
C
Branch Assistant
CIBC
Toronto, ON
- Full-time
CIBC’s Wood Gundy team is the full-service brokerage division of CIBC serving our high net worth clientele. As a Branch Assistant, you will provide ongoing support to the Branch Manager and…
Added 4 days ago
General Manager I 1
Avolta
Montreal, QC
The purpose of the General Manager I (GM) position is to manage a QSR restaurant or small cluster of restaurants or points-of-sale in close proximity to each other with Sales of generally…
Added 4 days ago
Senior Project Lead
Government of Alberta
AB
The ESO branch is looking for two (2) Senior Project Leads. Reporting to the Manager, Project Delivery, this position leads the planning and delivery of complex, enterprise-level technology…
Added 4 days ago
D
Financial Sercives Assistant
Desjardins
Alma, QC · Baie-Saint-Paul, QC · Dolbeau-Mistassini, QC · Montreal, QC · Roberval, QC · Saguenay, QC · Sherbrooke, QC · Complexe Desjardins Montréal
- Full-time
…budget monitoring and management of administrative staff to the manager of a large branch or a group of branches. Serve as resource person for all employees regarding policies, procedures,…
Added 4 days ago
Assistant Branch Manager - Automotive Finishes
Sherwin-Williams
Toronto, ON · Scarborough, ON
The Branch Assistant Manager works with the Branch Manager to organize, plan, and implement strategies in a Sherwin-Williams Automotive Branch. This includes supporting all aspects of…

BMO

Client Service Assistant, Private Wealth (Contract)

Toronto, ON, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Nov 6, 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: Oct 23, 2026

Original job description

Application Deadline:

11/05/2026

Address:

YSC - 4881 Yonge Street

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 licensing 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.
The base salary for this position is: $40,000.00- $42,400.00
This position includes competitive-based pay, and the overall earning potential is impacted by a variable incentive structure, earning a multiple of salary up to 0.5X

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.

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More about this job

Responsibilities

The Client Service Assistant provides administrative support to Investment Advisors and manages day-to-day client requests, including account updates and money movement. 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. Knowledge of wealth management operations and familiarity with financial industry technology applications are considered assets.

Skills

Client service
Wealth management
Investment administration
Relationship management
Financial reporting
Database management
Regulatory compliance
Risk management
Communication skills
Organizational skills
Problem solving
Team collaboration
Account management
Marketing coordination
Technology support

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
Investment advisors
Private wealth
Client service
Account opening
Money movement
Risk management
Compliance
Financial planning
Investment products
Stocks
Bonds
Mutual funds
Fee-based products
Database management
Marketing coordination
Branch operations
Client relationships
Regulatory requirements
Data analysis

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