Client Service Assistant

Bank of Montreal; Vancouver; On-site; CAD 36,000 - 42,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

Bank of Montreal (BMO) is seeking a client-focused support role within the Nesbitt Burns and Private Wealth teams in Vancouver. You will assist Investment Advisors with day-to-day administration, coordinate client meetings, process basic transactions, and help maintain client dossiers to deliver a high-quality, compliant client experience.

The role emphasizes teamwork, confidentiality, and adherence to risk and compliance guidelines while supporting growth of a valued client base.

Qualifications

• Verbal & written communication skills are essential.
• Organizational skills are required to coordinate client activities.
• Analytical and problem-solving abilities to support service delivery.

Responsibilities

• Support Investment Advisors and IA Team with day-to-day administration.
• Provide exceptional client service to maintain and grow relationships.
• Assist with client meetings, scheduling, and basic money movements.
• Prepare reports and documents for IAs and clients as requested.
• Maintain client database and file organization.
• Support with technology issues and policy/process inquiries.
• Help deliver personalized investment-related advice and services.

Skills

Verbal & written communication

Organization skills

Collaboration & teamwork

Analytical thinking

Wealth management knowledge

Education

Post-secondary degree in a related field

Licensing & certifications for the branch jurisdiction

Job description

About the Position

Application Deadline: 09/13/2026 Address: 595 Burrard Street Job Family Group: Wealth Sales & Service

About BMO Nesbitt Burns & BMO Private Wealth

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.

Role Responsibilities

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 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.

Compensation

The expected pay range for this position is: $36,000 - $42,000. 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.

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.

Benefits

• health insurance
• tuition reimbursement
• accident and life insurance
• retirement savings plans

To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

Inclusive Workplace

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.

Company Culture

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’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.

BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, we’re focused on building, investing and transforming how we work to drive performance and continue growing the good.

About BMO

We’re proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, we’ll continue to build, invest and transform to drive performance that serves the good that grows.