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Added 14 mins ago
S
Senior Manager, Store Experience & Services
sephora.com
Toronto, ON
- Full-time
Ready for a career glow-up? As Senior Manager, Store Experiences & Services, you’ll lead strategies that elevate the client experience, strengthen selling performance, and grow Beauty…
Added 27 mins ago
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Volunteer Project Manager, ClimateLens | Sprout
Sprout Climate
Toronto, ON
- Volunteer
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Added 29 mins ago
ZG
General Manager / Head of Vision Care Canada
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Toronto, ON
- Full-time
…are the key to a sustainable future and solutions for global change. We have a diverse range of portfolios throughout the ZEISS family in segments like, Industrial Quality & Research,…
Added 29 mins ago
C
Sr. Security Service Manager, Application Security
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Toronto, ON
- Full-time
As a Senior Security Services Manager, Application Security, you will play a pivotal role in advancing CIBC’s enterprise-wide Application Security program. Your primary focus will be to…
Added 29 mins ago
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Personal Banking Associate
BMO
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- Full-time
Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
Added 29 mins ago
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Lead production support governance, incident management, problem management, change management, release execution, and operational readiness activities.
Added 29 mins ago
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Senior Technology Manager
BMO
Toronto, ON · FCP
- Full-time
We are seeking a Senior Technology Manager to play a critical leadership role in advancing our technology modernization and cloud transformation agenda. This position is instrumental in…
Added 29 mins ago
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Automation Manager
JLL
Pitt Meadows, BC
- Full-time
Adhere to strict documentation and Automation Change Management procedures.
Added 29 mins ago
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Sales Professional - Pet Health - Greater Toronto Area
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Mississauga, ON · CA - Mississauga
- Full-time
…products to veterinary customers. Reporting to the District Sales Manager, you will develop customer partnerships, execute territory plans and deliver sales results while expanding product…
Added 29 mins ago
Pharmacy Technician
Winnipeg Regional Health Authority
Winnipeg, MB
Reporting to the Pharmacy Manager and under the general supervision of a Pharmacist or other Pharmacy Technician, the incumbent is responsible for performing the following tasks:
Added 29 mins ago
Pharmacy Technician
Winnipeg Regional Health Authority
Winnipeg, MB
Reporting to the Pharmacy Manager and under the general supervision of a Pharmacist or other Pharmacy Technician, the incumbent is responsible for performing the following tasks:
Added 58 mins ago
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Facility Manager III
BGIS
Milton, ON
- Full-time
BGIS is a leading provider of customized facility management and real estate services. With a combined team of over 10,000 professionals worldwide, we relentlessly focus on enabling…
Added 58 mins ago
Senior Project Manager
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Vancouver, BC
Experience leading change management and implementation initiatives within a project environment.
Added 58 mins ago
Senior Manager, Document Management Platforms (COR.TRANSFORM)
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Mississauga, ON
The Senior Manager, COR.TRANSFORM leads the team responsible for implementing, maintaining, and supporting Symcor’s Document Management platforms, ensuring solutions meet business,…
Added 1 hour ago
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Post Office Manager, Hourly Full Time Flexible Shifts
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Toronto, ON
- Full-time
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Added 1 hour ago
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Gérant(e) Beauté, rémunéré(e) à l’heure temps plein Quarts de travail flexibles
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- Full-time
If that sounds like you, and you are open-minded, responsive to change and up to the challenges provided in a fast-paced retail environment, apply today.
Added 1 hour ago
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customer service manager
Walmart
Hanover, ON
- Part-time
Working as a Customer Service Manager at Walmart Canada is a great opportunity to build strong leadership and operational skills in a fast paced retail environment. In this role, you lead…
Added 1 hour ago
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Added 1 hour ago
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Manager, DtC (Retail/Ecomm) Data Analytics
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Mississauga, ON
- Full-time
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Added 1 hour ago
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Senior Manager, HR Digital Solutions Design
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Toronto, ON
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Added 1 hour ago
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Assistant Store Manager - Full-Time
PVH Corp.
Halton Hills, ON
- Full-time
…will oversee key operational functions and support the Store Manager in driving performance and maintaining a high-functioning, motivated team. As an Assistant Manager, you will play a…
Added 1 hour ago
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Senior Audit Group Manager, Financial Crimes Fraud and Insider Risk (1158)
TD
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Act as lead audit advisor to management and respective teams for area of specialization. Report on emerging trends, identifying issues and opportunities and recommending action to senior…
Added 1 hour ago
HT
Manager, Internal Controls
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- Full-time
…passion of our people around the world and their desire to lead change. At the same time, we are not afraid to expect a lot and strive for leadership in all of our key markets. We are a…
Added 1 hour ago
HT
Financial Manager
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Bolton, ON
- Full-time
Can work independently and show initiative to drive change in a dynamic and fast-paced environment
Added 1 hour ago
HT
Financial Manager - PLM (Product Line Mgmt)
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Bolton, ON
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Title: Financial Manager - PLM (Product Line Mgmt)

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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