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Added 4 mins ago
SL
Restaurant assistant manager
St Louis Bar and Grill
Lower Sackville, NS
- From $30 CAD / hour
- Full-time
- On-site
Added 6 mins ago
HC
Construction assistant manager
Habermehl Contracting Ltd
Bedford, NS
- $20 to $24 CAD / hour
- Full-time
- On-site
Added 14 mins ago
FC
Assistant Snowboard or Ski Instructor
Freed Corp
Barrie, ON
- Up to $17.95 CAD / hour
- Contract
- Temporary
POSITION: Assistant Snow or Ski School Instructor
Added 14 mins ago
MK
Assistant(e) Gérant(e) St-Bruno/ Assistant Manager St-Bruno
Michael Kors
Saint-Bruno, QC
- Full-time
Added 27 mins ago
BM
Assistance Vice President of Client Success
Bespoke Metrics Inc.
Toronto, ON
- $90,000 to $120,000 CAD / year
- Full-time
We are looking for a highly motivated Assistant Vice President of Client Success to support our continued expansion North America. This is a high-impact role focused on building and…
Added 33 mins ago
DQ
Restaurant assistant manager
Dairy Queen
Vancouver, BC
- From $39 CAD / hour
- Full-time
- On-site
Added 44 mins ago
SC
Assistant Branch Manager - Namao Centre
Servus Credit Union
Edmonton, AB
- Full-time
We are hiring for a Full-time Assistant Branch Manager to join our Namao Centre Branch!
Added 44 mins ago
CS
Assistant Manager Suites
Calgary Stampeder Football Club
Calgary, AB
- Full-time
The Suites Assistant Manager supports the day-to-day operation of premium suite hospitality, helping deliver exceptional guest experiences in a fast-paced sports and entertainment…
Added 44 mins ago
DC
Administrative Assistant - Reception (Casual)
Dillon Consulting Limited
Toronto, ON
- Part-time
Your OpportunityWe are currently seeking motivated candidates for the position of Administrative Assistant - Reception (Casual) in our Downtown Toronto office to fill an existing vacancy.…
Added 44 mins ago
SD
Merchandiser, Hourly Part Time Day
Shoppers Drug Mart
Corner Brook, NL
- Part-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 44 mins ago
LC
Directeur adjoint de magasin
Loblaw Companies Limited
Saint-Hyacinthe, QC
- Full-time
Reporting to the Store Manager, the Assistant Store Manager will provide excellence in customer service. Demonstrate leadership by managing employees and effectively planning.
Added 44 mins ago
O&
Operations Manager - Offsite Catering & Events
Oliver & Bonacini
Toronto, ON
- $55,000 to $65,000 CAD / year
- Full-time
Under the direction of the Associate Director, the Operations Manager is accountable for the day to day operations of the business including logistics, staffing, cost controls, training,…
Added 51 mins ago
MR
Restaurant assistant manager
McDonald's Restaurants
Carleton Place, ON
- From $25 CAD / hour
- Full-time
- On-site
Added 52 mins ago
LP
Assistant manager, fast food
Local Pizza
Victoria, BC
- From $38.5 CAD / hour
- Full-time
- On-site
Added 53 mins ago
TH
Restaurant assistant manager
Tim Hortons
Victoria, BC
- From $24.04 CAD / hour
- Full-time
- On-site
Added 58 mins ago
SI
Seed Sales and Marketing Support (Summer Intern)
Sevita International
ON · Inkerman, ON
- Full-time
Sevita International, a leader in the Canadian soybean market, is seeking a Seed Sales and Marketing Assistant to support the seed team with their customer service and advertising efforts.…
Added 1 hour ago
B
Client Service Assistant
BMO
Waterloo, ON · MARS
- Full-time
…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…
Added 1 hour ago
M
Specialty Services Manager (Assistant Personal Training Manager)
Movati
Burlington, ON
- Full-time
…premiere affordable luxury fitness brand. A Specialty Services Manager in one of our Clubs is one of our most important positions – there we said it, but it’s because we’re looking for an…
Added 1 hour ago
ON
Assistant Manager - Riocan Durham Centre
Old Navy
Ajax, ON
- Full-time
As an Assistant Manager, you set the tone for the store and the team and help bring our brand to life for our customers. You’re responsible for driving profitable sales growth through all…
Added 1 hour ago
RE
Technical Project Manager
Randstad Enterprise
Montreal, QC
- Contract
Job Title - Technical Project/Program Manager
Added 1 hour ago
ON
Gestionnaire adjoint/Assistant Manager - Carrefour Angrignon
Old Navy
Montreal, QC
- Full-time
Added 1 hour ago
GC
Part Time Dual Surveillance Supervisor - FBO
Great Canadian Entertainment
Hamilton, ON · Dundas, ON
- Part-time
Position Summary: Under the general direction of the Surveillance Manager or designate, this position is responsible for daily on-going monitoring and observation of Casino operations,…
Added 1 hour ago
M
Assistant manager, fast food
McDonald's
L'Ancienne-Lorette, QC · Donnacona, QC
- $32 to $39 CAD / hour
- Full-time
- On-site
Added 1 hour ago
TH
Restaurant assistant manager
Tim Hortons
Oxford, NS
- From $22 CAD / hour
- Full-time
- On-site
Added 1 hour ago
HB
Assistant Shop Manager - BOSS Shop, Holt Renfrew Square One
HUGO BOSS Canada, Inc.
Mississauga, ON
- Other

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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