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Added 8 mins ago
Assistant Store Manager - BOSS Outlet, Halton Hills
HUGO BOSS Canada, Inc.
Halton Hills, ON
Internship · Other
Convey a positive impression of HUGO BOSS to the marketplace by delivering an exceptional shopping experience, showcasing the brand through exciting merchandise presentations and executing…
Added 8 mins ago
Assistant Manager - BOSS Store, Square One
HUGO BOSS Canada, Inc.
Mississauga, ON
Internship · Other
BS College Degree preferred or equivalent experience
Added 23 mins ago
Assistant Store Manager - Masonville
Lindt & Sprüngli (Canada), Inc
ON · Ontario, Canada
Full-time
We are looking for an enthusiastic and keen individual to fill the role of Assistant Store Manager for our Lindt Chocolate Shop in Masonville. The ideal candidate must possess strong…
Added 23 mins ago
Advisor, HR Shared Services Centre
Baycrest
Toronto, ON
Full-time
Reporting to the Manager, Talent Acquisition and HR Shared Services Centre, the Advisor, HR Shared Services Centre plays a key role within the Human Resources team. This position is…
Added 37 mins ago
Thrift Store Donations & Retail Associate - Casual
Kelowna Women's Shelter
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Full-time
…invites you to join our team as a Thrift Store Donations & Retail…
Added 38 mins ago
MAC Cross Iron Mall - Keyholder Part Time - Calgary AB
Estée Lauder Companies
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Added 38 mins ago
Assistant F&B Manager
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Up to $60,000 CAD / year
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Elevate food and beverage service and presentation by proposing initiatives to the F&B Manager.
Added 38 mins ago
Laboratory Assistant
ALS
Calgary, AB · CAN - AB - Calgary
Full-time
Follow the Standard Operating Procedure (SOP) requirements, deviations must be approved by Supervisor or Manager;
Added 53 mins ago
Assistant Manager, Operations | Masonville Place
lululemon
London, ON
Full-time
The Assistant Manager, Operations role is an essential part of the store leadership team and is responsible for making sure our retail business runs smoothly and successfully. Assistant…
Added 53 mins ago
Assistant Manager, Guest Experience | Masonville Place
lululemon
London, ON
Full-time
The Assistant Manager, Guest Experience role is an essential part of the store leadership team, ensuring our team members and guests (i.e., customers) receive a quality experience in our…
Added 53 mins ago
C202 - Program Assistant - (Part Time)
Phoenix Drug & Alcohol Recovery and Education Society
Chilliwack, BC
Part-time
The Program Assistant supports the daily operations of the facility and supports clients by providing a variety of day-to-day physical, emotional, and social supports, life skills…
Added 1 hour ago
Assistant Front Store Manager, Hourly Full Time Flexible Shifts
Loblaw Companies Limited
Vancouver, BC
Full-time
To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving…
Added 1 hour ago
Sales Manager
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Full-time
Candidates should have retail management experience as a Sales Manager or Assistant Manager, strong leadership and team development skills, and a passion for customer experience and sales…
Added 1 hour ago
The Shoe Co. - Assistant Manager
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Added 2 hours ago
Medical Office Assistant/Receptionist, Urgent Primary Care Centre
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Abbotsford, BC
Grade 12, plus completion of a Medical Office Assistant diploma plus one year of recent related office/clerical experience or an equivalent combination of education training and experience.
Added 2 hours ago
Assistant Store Manager - BOSS Store, Laval
HUGO BOSS Canada, Inc.
Laval, QC
Other
BS College Degree preferred or equivalent experience
Added 2 hours ago
Assistant Manager - BOSS Store, Fairview
HUGO BOSS Canada, Inc.
Toronto, ON
Other
Convey a positive impression of HUGO BOSS to the marketplace by delivering an exceptional shopping experience, showcasing the brand through exciting merchandise presentations and executing…
Added 2 hours ago
Assistant Manager - BOSS Store, Guildford 1
HUGO BOSS Canada, Inc.
Surrey, BC
Other
Donner une impression positive d’HUGO BOSS sur le marché en offrant une expérience de magasinage exceptionnelle, grâce à la mise en valeur de la marque au moyen de présentations de produits…
Added 2 hours ago
Assistant Manager - BOSS Store, West Edmonton Mall
HUGO BOSS Retail, Inc.
Edmonton, AB
Other
Convey a positive impression of HUGO BOSS to the marketplace by delivering an exceptional shopping experience, showcasing the brand through exciting merchandise presentations and executing…
Added 2 hours ago
Housekeeping Operations Manager
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Added 2 hours ago
Operations Consultant - Flex
sephora.com
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$17 to $20 CAD / hour
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Communicate inventory issues/concerns to Supervisor (s), Assistant Manager(s) or Store Manager.
Added 2 hours ago
Timber-Tech Truss LP. - Assistant General Manager
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The Assistant General Manager (AGM) is responsible for leading Timber-Tech Truss's Lethbridge branch toward recovery, growth, and long-term success. Reporting to the General Manager, this…
Added 2 hours ago
Occupational Therapist - Rehabilitation and Supportive Care Services
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Internship
The Occupational Therapist works under the supervision of the Program Manager of Rehabilitation & Supportive Care Services. The Occupational Therapist (OT) works in collaboration with the…
Added 2 hours ago
Domestic Assistant
NHS Ayrshire & Arran
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Part-time
DOMESTIC ASSISTANT: 15.30hrs Monday & Tuesday 16.45pm to 8pm, Wednesday to Friday 5pm to 8pm.
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Domestic Assistant
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BMO

Client Service Assistant

Waterloo, ON, Canada
MARS, Canada

Pay: $33,500.00 - $56,500.00
Job type: Full-time
Apply by: Sep 28, 2026
Experience: 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.
Posting language: English
Posted: Sep 24, 2026

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Original job description

Application Deadline:

09/27/2026

Address:

20 Erb Street West

Job Family Group:

Wealth Sales & Service

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.

As this role contributes to the overall success of the Investment Advisors portfolio, you may be entitled to additional discretionary compensation.

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.

Please note the base salary for this specific position in Waterloo is $40,000 and this role may be eligible to receive a monthly discretionary bonus.

This job posting is for a current vacancy.

Salary:

$33,500.00 - $56,500.00

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. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please 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. It calls on us to create lasting, positive change for our customers, our communities and our people. 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 strive to help you make an impact from day one – for yourself and our customers. 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.

To find out more visit us at https://jobs.bmo.com/ca/en.

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.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

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More about this job

Responsibilities

Support Investment Advisors and branch operations with daily administration, client inquiries, account processing, meeting preparation, and marketing activities. Maintain client relationships and records, assist with investment-related service, and follow risk, privacy, and compliance requirements.

Requirements

Typically requires 1–2 years of relevant experience; a post-secondary degree in a related field is desirable, or equivalent education and experience. Wealth management operations and investment product knowledge are assets, and candidates must meet applicable branch licensing and certification requirements.

Skills

Client Service
Wealth Management
Investment Support
Account Administration
Money Movement Processing
Marketing Coordination
Appointment Scheduling
Report Generation
Database Management
Risk Management
Regulatory Compliance
Communication
Organization
Collaboration
Analytical Problem Solving

Benefits

Health Insurance
Tuition Reimbursement
Accident Insurance
Life Insurance
Retirement Savings Plans
Discretionary Bonus

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Investment Advisors
Client Service
Branch Operations
Trust Services
Account Transfers
Stocks
Bonds
Money Market
Mutual Funds
Managed Products
Fee-Based Products
Money Movement
Wire Transfers
Account Opening
Account Updates
Financial Planning
Investment Products
Marketing Activities
Social Media
Client Events
Client Database
Risk Management Framework
Regulatory Compliance
Privacy
Licensing
Certification

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