Client Service Assistant, BMO Nesbitt Burns

BMO; Red Deer; On-site; CAD 32,000 - 49,000; Full time

Job summary

A leading financial services firm in Red Deer is seeking a dedicated professional to support Investment Advisors by coordinating marketing activities, managing client relationships, and assisting with day-to-day administration. The ideal candidate should have 1-2 years of relevant experience, a related degree, and strong organizational and communication skills. This role offers a competitive salary and may include bonuses and benefits such as health insurance and retirement savings plans.

Benefits

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Performance-based incentives

Qualifications

• 1-2 years of relevant experience in a client services role.
• Successful completion of Canadian Securities Course required.
• Familiarity with wealth management operations.
• Basic specialized knowledge in financial products.

Responsibilities

• Coordinate marketing activities for the advisory team.
• Assist in scheduling client meetings and appointments.
• Handle day-to-day client requests and inquiries.
• Generate reports and maintain client database.
• Support team members on technology-related inquiries.

Skills

Client relationship management

Organizational skills

Verbal & written communication

Analytical skills

Collaboration & team skills

Education

Post-secondary degree in a related field

Tools

Technology applications in financial planning

Job description

Supports one or more Investment Advisors (IAs) and the IA team, handling day‑to‑day administration and delivering exceptional client service to help achieve business objectives. This client‑focused role is committed to managing and growing client relationships through service and advice.

Responsibilities

• Coordinate marketing activities on behalf of the advisory team, including website, social media, client recognition for milestone events, and planning of client events.
• Assist the advisory team in preparing for client meetings, including scheduling appointments.
• Handle clients’ day‑to‑day requests and inquiries, including basic money movement (e.g., wires, transfers), technology issues, account opening/updating, and follow up in a timely and confidential manner.
• Generate reports and documents for IAs and clients as requested, and process items for client accounts and files.
• Maintain and organize client database and files.
• Ensure transactions and tasks are appropriately assigned to team members and completed.
• Provide team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing.
• Gather and distribute information on updates to training, guidelines, technology, and other business‑related information.
• Develop rapport and instill confidence with clients to promote a positive experience that retains long‑term relationships.
• Assist with managing a portfolio of clients to retain and grow relationships.
• Support IA’s in individual client investment needs by providing professional, customized investment‑related advice, sales, and services.
• Work collaboratively with market partners and the community to build relationships and deliver the desired customer experience.
• Follow through on risk and compliance processes and policies to safeguard customers’ assets, maintain privacy, act in their best interests, and ensure an effective branch operation.
• Protect the Bank’s assets and clients’ assets, and comply with all regulatory, legal, and ethical requirements.
• Maintain the confidentiality of client and Bank information.
• Complete complex and diverse tasks within given rules/limits.
• Analyze issues and determine next steps; escalates as required.
• Broader work or accountabilities may be assigned as needed.

Qualifications

• Typically between 1–2 years of relevant experience and a post‑secondary degree in a related field of study, or an equivalent combination of education and experience.
• Knowledge of wealth‑management company and branch operations (e.g., client services, trust services, account transfers) 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.
• Successful completion of both the Canadian Securities Course and the Conduct and Practices Handbook exam required within 18 months from hire date.
• Successful completion of the 30‑day BMO NB Investment Representative Licensing Program.
• Basic specialized knowledge.
• Verbal & written communication skills – Good.
• Organization skills – Good.
• Collaboration & team skills – Good.
• Analytical and problem‑solving skills – Good.

Bonus Note: This role may be eligible to receive a monthly discretionary bonus.

Salary

$32,400.00 – $48,300.00 ($ per annum)

Pay Type

Salaried & Commission

Benefits

Our total compensation package may include performance‑based incentives, discretionary bonuses, and other perks and rewards. Additional benefits include health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. For more details, 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. We work together to innovate and push boundaries, transforming lives and businesses and powering economic growth worldwide.

As a member of the BMO team, you are valued, respected, and heard. We provide tools and resources to help you reach new milestones and grow your skill set from day one. To learn more, visit https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable, and accessible workplace. Accommodations are available on request for candidates during the selection process.