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Added 1 min ago
Lead, Document Control, Pacific Link (Contract)
Trans Mountain
Calgary, AB
Collaborate with Information Technology, Information Management, Project Controls, Engineering, Supply Chain, Construction, Commissioning, Regulatory and Operations teams to resolve system,…
Added 1 min ago
Executive Assistant to the Chief Project Development Officer, Pacific Link
Trans Mountain
Calgary, AB
…governance and operational support to enable the effective management of the Chief Project Development Officer’s office and Pacific Link’s executive priorities. In this position, you will…
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Contracts Administrator, Pacific Link (Contract)
Trans Mountain
Calgary, AB
…benefits, enhanced marine protection, enhanced safety and emergency management capabilities, and enhanced skilled-worker capacity building in communities and Indigenous…
Added 15 mins ago
L
Legal Counsel (Brand, Community and Marketing)
lululemon
Vancouver, BC
- Full-time
…partnerships through launch, compliance and ongoing relationship management - while developing scalable processes that allow the business to move quickly and responsibly. In addition to the…
Added 15 mins ago
FO
Senior Director, Enterprise Technology Services
Federation of Canadian Municipalities
Ottawa, ON · Greater Ottawa Metropolitan Area
- Full-time
…operational excellence, and sustainable growth. As a trusted advisor and strategic business partner, the Senior Director works closely with leaders across FCM and its programs to understand…
Added 15 mins ago
R
Bilingual Senior HR Business Partner – Corporate Groups
Radio-Canada
Toronto, ON
- Full-time
…operational and people strategies. You will serve as a trusted advisor, proactively addressing key business challenges, guiding organizational change, managing labour relations, and…
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Equity, Diversity, Inclusion and Impact Research Advisor , Office of Research and Innovation Services
Laurentian University/Université Laurentienne
Sudbury, ON
- Full-time
Job Title: Equity, Diversity, Inclusion and Impact Research Advisor , Office of Research and Innovation Services
Added 15 mins ago
CC
Sales Representative - Facility Services
Cintas Canada
Langley (District), BC · Langley, BC
- Full-time
Will be a solution-centric advisor; a forward-thinking problem-solver focused on customer satisfaction and results.
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Senior Advisor - Operational and Closure Readiness
eTeam
Montreal, QC
- $75 to $90 CAD / hour
- Contract
Job Title: Senior Advisor - Operational and Closure Readiness
Added 15 mins ago
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Cybersecurity Advisor
Raise
Calgary, AB
- Full-time
As a Cybersecurity Advisor, you will provide holistic, end-to-end cybersecurity advisory services across the enterprise. Collaborating closely with our Information Security (IS) teams and…
Added 16 mins ago
W
Associate (Lions Gate Private Wealth Counsel)
Wellington-Altus
Vancouver, BC
- Full-time
…better financial decisions. We combine expertise in investment management, financial planning, retirement, insurance, tax, and estate strategies to deliver a truly integrated wealth…
Added 16 mins ago
TC
Senior Advisor, Operational Risk and Resiliency - Express Scripts Canada
The Cigna Group
Mississauga, ON
- Full-time
Leads the IT recovery and contingency plan efforts and actual event management, including organizing and leading a team of professionals from across the enterprise in the event of a…
Added 29 mins ago
W
Associate (Lions Gate Private Wealth Counsel)
Wellington-Altus
Vancouver, BC
- Full-time
…better financial decisions. We combine expertise in investment management, financial planning, retirement, insurance, tax, and estate strategies to deliver a truly integrated wealth…
Added 29 mins ago
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Vice President Finance
GlassRatner Canada
Toronto, ON · Greater Toronto Area, Canada
- Full-time
…Finance and corporate services, while serving as a trusted advisor to the CEO, Board of Directors, and senior leadership…
Added 29 mins ago
AS
VP, Finance
About Staffing
Calgary, AB
- $180,000 to $210,000 CAD / year
- Full-time
…strong business acumen, with the ability to translate financial information into meaningful insights for senior…
Added 46 mins ago
VH
Research Associate (Permanent Full-Time)
VHA Home HealthCare
Toronto, ON · Soudan Office
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Facilitate research engagement with clients, carers, and point-of-care professionals in advisor and collaborator capacities across research projects.
Added 46 mins ago
C
Bilingual Senior HR Business Partner – Corporate Groups
CBC/Radio-Canada
Toronto, ON · Ottawa, ON
- Full-time
…operational and people strategies. You will serve as a trusted advisor, proactively addressing key business challenges, guiding organizational change, managing labour relations, and…
Added 59 mins ago
VH
Research Associate (Permanent Full-Time)
VHA Home HealthCare
Toronto, ON
- Full-time
Facilitate research engagement with clients, carers, and point-of-care professionals in advisor and collaborator capacities across research projects.
Added 59 mins ago
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Account Executive - North America
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…that you can grow as a professional and a social media expert…
Added 1 hour ago
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Sales (Fitness Advisor) - Brampton Kingspoint Plaza
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The Fitness Advisor is responsible for recruiting and working with new members to understand their specific health and fitness goals and provide recommendations for how they can achieve…
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Credit Risk Modelling Data Scientist
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…advanced statistical knowledge. You serve as a data use specialist advisor and subject matter expert for practitioners, as well as a resource person and coach for the team. You interact…
Added 1 hour ago
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Advisor, Procurement Governance and Systems
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Montreal, QC
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Reporting to the Manager, Governance and Analytics, the Advisor, Procurement Governance and Systems has critical responsibilities for strengthening our procurement framework across North…
Added 1 hour ago
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Senior Advisor, Operational Risk and Resiliency - Express Scripts Canada
Cigna Healthcare
Mississauga, ON
- Full-time
Leads the IT recovery and contingency plan efforts and actual event management, including organizing and leading a team of professionals from across the enterprise in the event of a…
Added 1 hour ago
Senior Manager, Strategic Portfolio Governance (English/Spanish), International Banking - Toronto
Scotiabank
Toronto, ON
As Senior Manager, Strategic Portfolio Governance, the incumbent will support the governance, management, and execution oversight of IB’s strategic investment portfolio, ensuring alignment…
Added 1 hour ago
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Advisor IT Data Network Operations & Support
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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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