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BmoClient Service Assistant, Private Wealth
Oshawaonsite$34K – $51K
Posted 3 days ago · via Workday
About this role
Application Deadline: 06/07/2026 Address: 419 King Street W, Suite 301 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.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
For this role: teams
2
Level fit
We check your title trajectory against the seniority signal of the role.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Oshawa. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
Skills in this role
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