BMO Private Wealth
Wealth Management
ClientServiceAssistant,PrivateWealth
Neural analysis suggests this role is
optimal for Entry candidates.
“Client Service Assistant, Private Wealth at BMO Private Wealth. Skills: client service, administration, relationship management. 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.”
What You'll Achieve.
achievement of business objectives; retaining long- term client relationships; delivers an exceptional client experience; retain and grow relationships; safeguard our customers’ assets; maintain their privacy; act in their best interests; ensure an effectively run branch; Protect the Bank's assets and clients’ assets; comply with all regulatory, legal, and ethical requirements
Industry & Context.
Analytical and problem solving skills
flexibility is required to work out of both the Markham & North York office.
What They're Looking For.
Must Have
Must meet the Investment Representative licensing with CIRO and certification requirements for the branch / jurisdiction where the mandate is being fulfilled.
Nice to Have
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, Mandarin language skills are an asset.
What You'll Do.
Coordinates marketing activities on behalf of the advisory team
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.
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
Gathers and distributes information on updates to training
and other business related information.
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
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
and ethical requirements.
Maintains the confidentiality of client and Bank information.
Completes complex & diverse tasks within given rules/limits.
Analyzes issues and determines next escalates as required.
How You'll Work.
Team & Collaboration
Works collaboratively within the market, BMO partners and the community to build relationships and deliver the desired customer experience.; Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing.
Communication Scope
Verbal & written communication skills
Full Job Description
Application Deadline: 06/04/2026 Address: YSC - 4881 Yonge Street Job Family Group: Wealth Sales & Service **BMO Private Wealth** is centered on long‑term client relationships. We support high‑net‑worth clients and families with tailored advice across investments, planning, and complex banking needs. Our teams work closely together to deliver a high‑touch, personalized experience, balancing strong investment discipline with proactive service and trusted advice. This role sits within **Nesbitt Burns** , the full‑service investment advisory platform within Private Wealth, supporting high‑net‑worth clients through personalized advice and long‑term relationships. 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. **Mandarin language skills are an asset.** * 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 p
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