Support wealth management clients at BMO Nesbitt Burns through responsive service, account administration, and organized Investment Advisor support. Work from 100 King Street West.

As a Client Service Assistant, you will support Investment Advisors, advisory teams, and private wealth branch operations. Your work includes coordinating client communications, preparing meetings, handling inquiries, and processing account requests. You will help maintain relationships while supporting customized investment-related advice, sales, and services.

Key Responsibilities:

- Support Investment Advisors and private wealth branch operations
- Schedule appointments and prepare materials for client meetings
- Handle transfers, wires, account updates, and technology inquiries
- Maintain organized client databases, files,



reports, and documents
- Follow risk, compliance, privacy, and regulatory requirements

Requirements:

- One to two years of relevant experience typically
- Post-secondary education in a related field desirable
- Familiarity with financial planning and investment software
- CIRO Investment Representative licensing and branch certification requirements
- Positive communication, organization, collaboration, and analytical skills

Bring client service, wealth administration, and organized Investment Advisor support to BMO Nesbitt Burns and its clients.

📌 Wealth Management Client Service Assistant (Toronto)
🏢 Bank N.a.
📍 Toronto