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Added 2 mins ago
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Insurance Advisor
SASCU
Salmon Arm, BC
- Full-time
As an Insurance Advisor, you will provide service to new and repeat walk-in and phone-in clients on auto and general insurance. This includes problem solving client concerns to ensure…
Added 2 mins ago
ST
Architectural & Design Sales Consultant
Stone Tile International
Vancouver, BC
- Full-time
Be the trusted advisor clients call first - anticipating needs, bringing new product forward and staying close through every phase of a project.
Added 2 mins ago
SC
Department Purchasing and Contracts Advisor, Utilities
Strathcona County
AB · Greater Edmonton Metropolitan Area
- $89,180 to $111,420.4 CAD / year
- Temporary
…makes a difference! As the Department Purchasing and Contracts Advisor for Utilities, you’ll play a key role in ensuring purchasing and contracting practices are effective, compliant and…
Added 2 mins ago
SC
Utility Billing Financial Advisor
Strathcona County
AB · Greater Edmonton Metropolitan Area
- $89,180 to $111,420.4 CAD / year
- Temporary
Turn data into insights that make an impact! As the Utility Billing Financial Advisor, you’ll play a key role in ensuring the accuracy and financial integrity of Strathcona County’s utility…
Added 3 mins ago
TT
Loss Prevention Investigations Manager
The TJX Companies, Inc.
Mississauga, ON · CAN Home Office Mississauga ON
- $89,208 to $135,086.4 CAD / year
- Full-time
Immediate access to our Group Benefits package, including a Health Care Spending Account, Associate & Family Assistance Program, and various well-being resources
Added 30 mins ago
CO
Director, Information Technology
City of St. Albert
St. Albert, AB
- $164,477.56 to $198,426.54 CAD / year
- Full-time
…obligations, and governance standards. As the City’s senior advisor on technology, cybersecurity, information management and digital transformation, the Director works with City leadership…
Added 30 mins ago
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Sr Advisor, Workforce Development
PTAG
Markham, ON
- Contract
Senior Advisor – Workforce Development Practice | Markham, ON | Hybrid – ID#7257
Added 1 hour ago
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Senior Customer Success Manager
STAN AI
Toronto, ON · North York, ON
- $100,000 to $135,000 USD / year
- Full-time
Build positive relationships with clients, while becoming a trusted AI Solutions advisor.
Added 1 hour ago
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Member Advisor (Sardis Branch)
First West Credit Union
Chilliwack, BC
- Full-time
We are currently seeking a Member Advisor to join our team.
Added 1 hour ago
SC
Utility Billing Financial Advisor
Strathcona County
Sherwood Park, AB
- Full-time
Turn data into insights that make an impact! As the Utility Billing Financial Advisor, you’ll play a key role in ensuring the accuracy and financial integrity of Strathcona County’s utility…
Added 1 hour ago
SC
Department Purchasing and Contracts Advisor, Utilities
Strathcona County
Sherwood Park, AB
- Full-time
…makes a difference! As the Department Purchasing and Contracts Advisor for Utilities, you’ll play a key role in ensuring purchasing and contracting practices are effective, compliant and…
Added 1 hour ago
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Regional HSE&S Manager - Americas
Neoen
Toronto, ON
- Full-time
…level into a project specific management system, taking into account local constraints as well as lenders…
Added 1 hour ago
SC
Member Experience Advisor - Grande Prairie
Servus Credit Union
Grande Prairie, AB
- Full-time
We are hiring for a temporary Full-time Member Experience Advisor to join our Grande Prairie Downtown Branch!
Added 1 hour ago
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Associate
Royal Bank of Canada
Newmarket, ON
- Full-time
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. As an…
Added 1 hour ago
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Account Manager (Insurance Advisor)
PROLINK
Toronto, ON
- Full-time
Account Manager (Insurance Advisor), Commercial Programs
Added 1 hour ago
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Client Advisor
RBC
Oakville, ON
- Part-time
…capabilities, you can build a great career with us as a future Account Manager/Banking…
Added 1 hour ago
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Associate
RBC
Newmarket, ON
- Full-time
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. As an…
Added 1 hour ago
UO
Pension & Benefits Advisor
University of Alberta
Edmonton, AB
- Full-time
Reporting to the Manager, Benefits and Employment Services, the Pension and Benefits Advisor is primarily responsible for providing timely and critical support and advice to faculty and…
Added 1 hour ago
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Administrative Assistant
CIBC
Sidney, BC
- Full-time
…responsible for providing administrative support to the Investment Advisor team in our Wood Gundy brokerage. You’ll work closely with the team of Advisors as they plan and manage client…
Added 1 hour ago
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BILINGUAL SENIOR BUSINESS ADVISOR, FINANCIAL MANAGEMENT, BUSINESS TRANSITION AND STRATEGY - Montreal
BDC
Montreal, QC
- Full-time
…Benefit Pension Plan, a $750 wellness and health care spending account, to name a…
Added 1 hour ago
Director, Systems & Data Transformation
Munich Re
Toronto, ON
Serve as a trusted advisor translating complex system and data topics into clear choices, trade-offs, recommendations, and decisions
Added 2 hours ago
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Client Service Associate
BMO
Toronto, ON · CLAIRE
- Full-time
Follows up on client inquiries, account maintenance, new accounts set-up, transfers and remitting funds from registered and non-registered accounts upon client’s request.
Added 2 hours ago
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BILINGUAL SENIOR BUSINESS ADVISOR, FINANCIAL MANAGEMENT, BUSINESS TRANSITION AND STRATEGY - Montreal
BDC
Montreal, QC
- Full-time
…Benefit Pension Plan, a $750 wellness and health care spending account, to name a…
Added 2 hours ago
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Gestionnaire bilingue, Conformité/Bilingual Compliance Manager
Altis
Montreal, QC
- $87,500 to $105,000 CAD / year
- Full-time
Added 2 hours ago
EC
Senior Customer Success Manager, Defence
Esri Canada
Ottawa, ON
- Full-time
Reporting to the Director of Federal Sector, the person in this role provides senior-level customer success and account leadership for complex, high-value Department of National Defence…

BMO

Client Service Assistant

Waterloo, ON, Canada
MARS, Canada

$33,500.00 - $56,500.00 · Full-time

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Job details

Pay: $33,500.00 - $56,500.00
Job type: Full-time
Apply by: Oct 26, 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: Oct 9, 2026

Original job description

Application Deadline:

10/25/2026

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.

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.

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

The Client Service Assistant supports Investment Advisors with daily administrative tasks, client relationship management, and branch operations. They are responsible for processing client requests, coordinating marketing activities, and ensuring compliance with regulatory and bank policies.

Requirements

Candidates should have 1-2 years of relevant experience and a post-secondary degree in a related field is desirable. Knowledge of wealth management operations and proficiency with financial industry technology applications are considered assets.

Skills

Client service
Wealth management
Investment advisory support
Administrative support
Marketing coordination
Relationship management
Financial reporting
Database management
Regulatory compliance
Risk management
Communication skills
Problem solving
Team collaboration
Technology support
Account management

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans
Performance-based incentives
Discretionary bonuses

Visa sponsorship

Not detected in the job text

Keywords

Wealth management
Investment advisor
Branch operations
Client service
Marketing
Compliance
Risk management
Financial planning
Account opening
Money movement
Database management
Reporting
Stakeholder management
Regulatory requirements
Investment products
Stocks
Bonds
Mutual funds
Fee-based products
Client retention

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