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Added 34 mins ago
Assistant Manager, Member Services - Kelowna Branch
Coast Capital Savings
Kelowna, BC
…fulfill a diverse role in which change is the norm. As the Assistant Manager, Member Services, you’ll use your many skills to lead a team of Member Service Representatives in providing…
Added 1 hour ago
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Administrative Assistant
RBC Dominion Securities
Vancouver, BC
- Full-time
VANCOUVER MAIN BRANCH (B), 1055 GEORGIA ST W:VANCOUVER
Added 2 hours ago
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Financial Services Representative (BCGEU) - South Burnaby
Vancity
Burnaby, BC
- Part-time
This is a Part-Time, Permanent role based at our South Burnaby Community Branch (Branch 17) and will report directly to the Assistant Branch Manager.
Added 2 hours ago
RD
Administrative & Marketing Assistant
RBC Dominion Securities
Courtenay, BC
- Full-time
The RBC Dominion Securities branch located in Courtenay, BC is looking for an Administrative & Marketing Assistant to provide administrative and marketing support to a high performing…
Added 3 hours ago
Assistant Warehouse and Distribution Manager
Nippon Express Canada
Richmond, BC
Assistant Warehouse and Distribution Manager, Warehouse - YVR branch
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Library Service Assistant 1/2 Circulation Assistant SWST
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Winnipeg, MB
- Part-time
Library Service Assistant 1/2 - Circulation Assistant
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City of Vancouver
Vancouver, BC
Makes recommendations to improve branch processes and information access needs
Added 3 hours ago
Engineering Assistant III - Sewers Utility Drafter - REPOST
City of Vancouver
Vancouver, BC
Makes recommendations to improve branch processes and information access needs
Added 4 hours ago
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Financial Services Representative (BCGEU) - South Burnaby
Vancity
Burnaby, BC
- Part-time
This is a Part-Time, Permanent role based at our South Burnaby Community Branch (Branch 17) and will report directly to the Assistant Branch Manager.
Added 4 hours ago
Director, Community Partnerships
Government of Alberta
AB
Provide accurate, timely, and strategic advice to the Assistant Deputy Minister, Executive Director, and senior leadership on complex, politically sensitive, and emerging program issues,…
Added 6 hours ago
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Assistant Branch Manager
BMO
Toronto, ON
- Full-time
Provides technical training and support to branch employees to maintain operational and sales effectiveness and recommends improvements.
Added 7 hours ago
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Administration Assistant, BMO Nesbitt Burns
BMO
Edmonton, AB · Enbridge
- Full-time
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…
Added 7 hours ago
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Assistant Branch Manager - Lynn Creek
Vancity
North Vancouver, BC
- Full-time
As an Assistant Branch Manager, you will establish and develop relationships with our business community contacts and look for opportunities to promote Vancity products and services with…
Added 7 hours ago
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Mortgage Development Manager - Vancouver Island
Vancity
Vancouver, BC
- Full-time
Advising and coordinating with the branch network so that there is seamless transition from the Mortgage Development Manager to the branch network (Assistant Branch Managers, Account…
Added 7 hours ago
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Library Assistant 2
Municipality of Chatham-Kent
Chatham-Kent, ON · Wallaceburg, ON
- Part-time
The Library Assistant 2’s primary responsibility is to assist with the daily operations of the branch to provide information resources and services to CK communities. The Library Assistant…
Added 8 hours ago
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Administrative Assistant
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Red Deer, AB
- Full-time
The RBC Dominion Securities branch located in Red Deer is looking for a resourceful, empathetic and collaborative individual to join our leading wealth management firm as an Administrative…
Added 8 hours ago
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Assistant Branch Manager - Lynn Creek
Vancity
North Vancouver, BC
- Full-time
As an Assistant Branch Manager, you will establish and develop relationships with our business community contacts and look for opportunities to promote Vancity products and services with…
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Mortgage Development Manager - Vancouver Island
Vancity
Bowen Island, BC
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Advising and coordinating with the branch network so that there is seamless transition from the Mortgage Development Manager to the branch network (Assistant Branch Managers, Account…
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Strathcona County
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Client Service Assistant
BMO
Toronto, ON · CLAIRE
- Full-time
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…
Added 9 hours ago
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Financial Service Representative - LendDirect Office 1556
LendDirect
Calgary, AB
- Full-time
…quickly rose to being a Shift Lead. I trained diligently with my Branch Manager and Assistant Manager for two more years until my District Manager approached me with the opportunity to move…
Added 9 hours ago
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Assistant Branch Manager - Office 1553
LendDirect
Kingston, ON
- Full-time
…quickly rose to being a Shift Lead. I trained diligently with my Branch Manager and Assistant Manager for two more years until my District Manager approached me with the opportunity to move…
Added 9 hours ago
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Assistant Branch Manager - Office 1553
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- Full-time
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Added 9 hours ago
AF
Financial Service Representative - LendDirect Office 1556
Attain Finance
Calgary, AB
- Full-time
…quickly rose to being a Shift Lead. I trained diligently with my Branch Manager and Assistant Manager for two more years until my District Manager approached me with the opportunity to move…
Added 10 hours ago
Assistant Branch Manager - Fisher & Northgate, North Bay, ON
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As the Assistant Manager, you will lead and oversee the overall success of the Retail Sales and Customer Service teams in a Canadian Bank branch. You will work to ensure business…

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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