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Added 2 mins ago
LC
Manager, Warehouse Operations Il
Loblaw Companies Limited
Winnipeg, MB
- Full-time
Lead change management initiatives and process improvements to enhance operational effectiveness and support business objectives.
Added 2 mins ago
VC
Food Service Worker
Vancouver Coastal Health
Vancouver, BC
- $25.82 CAD / hour
- Part-time
…visitors and staff. Reporting to the Coordinator and/or the Manager, Food Services, and with work direction from the Food Service Supervisor, and/or the Cook, the Food Service Worker…
Added 2 mins ago
VC
Food Service Worker - Casual/On-Call
Vancouver Coastal Health
Sechelt, BC
- $25.82 CAD / hour
- Other
…visitors and staff. Reporting to the Coordinator and/or the Manager, Food Services, and with work direction from the Food Service Supervisor, and/or the Cook, the Food Service Worker…
Added 2 mins ago
VC
Food Service Worker
Vancouver Coastal Health
Vancouver, BC
- $25.82 CAD / hour
- Part-time
…visitors and staff. Reporting to the Coordinator and/or the Manager, Food Services, and with work direction from the Food Service Supervisor, and/or the Cook, the Food Service Worker…
Added 2 mins ago
MC
Financial Services Representative - Full Time
Meridian Credit Union
Burlington, ON
- $50,000 to $53,000 CAD / year
- Full-time
Develop goals with Manager that are clearly defined, measurable and achievable, and align them to business unit and strategic priorities for Meridian
Added 2 mins ago
U
Administrative and Resilience Coordinator (March Of Giants)
Ubisoft
Montreal, QC
- Full-time
…resilience activities. You will report to the Studio Resilience Manager and work within established guidelines and…
Added 2 mins ago
HB
Assistant Manager - BOSS Store, St. Bruno
HUGO BOSS Canada, Inc.
Saint-Bruno-de-Montarville, QC
- Other
…we are, we are united by a common goal: We love fashion, we change…
Added 2 mins ago
HB
Store Manager - BOSS Store, St Foy
HUGO BOSS Canada, Inc.
Ste.-Foy, QC
- Other
…we are, we are united by a common goal: We love fashion, we change…
Added 2 mins ago
B
Client Service Associate
BMO
Toronto, ON · CLAIRE
- Full-time
Added 2 mins ago
Revenue Operations Specialist
Diligent Corporation
Vancouver, BC
Support the Revenue Operations Manager in managing SKU workflows and request queues
Added 16 mins ago
CB
Automotive Service Technician - Glace Bay
Cape Breton Job Board
Sydney Indian Reserve No. 28A, NS · Sydney, NS
- Full-time
Reporting to the Manager of Fleet performs a variety of skilled or semi-skilled tasks associated with the operation, maintenance and repair of municipal equipment. Inspect, diagnose, repair…
Added 16 mins ago
TI
Operations officer-II
TekStaff IT Solutions
Toronto, ON
- Contract
…Service Level Goals and CEI targets are met. Reports to a Team Manager within the Team Structure CUSTOMER: - Positively contribute to the overall customer experience and loyalty index in…
Added 16 mins ago
VC
Executive Assistant - VP
VON Canada
ON · Ontario, Canada
- $30.9 to $32.83 CAD / hour
- Part-time
Provides support and works closely with the Manager Corporate Affairs to ensure that materials for Board meetings from the respective Board Committees are received in a timely manner.
Added 16 mins ago
SS
Adobe Site Reliability Engineer – CDN & Web Performance
Staffmax Staffing & Recruiting
Toronto, ON
- Full-time
…and digital experience platform powered by Adobe Experience Manager (AEM) Edge Delivery…
Added 16 mins ago
RM
Clinical Education Coordinator
Ross Memorial Hospital
Kawartha Lakes, ON · Lindsay, ON
- Temporary
Ensure patient care complies with standards, legislation and regulations. Report non-compliance to the program manager.
Added 16 mins ago
D
Junior project management
Dexian
Montreal, QC · Greater Montreal Metropolitan Area
- $35 to $40 CAD / hour
- Contract
The Junior Project Manager will support the planning, coordination, governance, and delivery of the AGT PLM360 digital transformation program. Working under the guidance of the Senior…
Added 16 mins ago
CP
Applications Administrator
Choice Properties
Toronto, ON
- Full-time
Reporting to the Senior Manager, Application Support, the Applications Administrator will be responsible for the maintenance and support of financial, real estate, and other business and…
Added 16 mins ago
CC
Manager of Pharmacy
Cornwall Community Hospital
Cornwall, ON
- Full-time
Scheduled all shifts as required - Schedule subject to change
Added 17 mins ago
Business Analyst
Exchange Technology Services Inc.
Winnipeg, MB
Reporting to the PMO Manager, the Business Analyst is responsible for analyzing business processes, gathering requirements, and collaborating with cross-functional teams to ensure…
Added 17 mins ago
Payroll Supervisor - Payroll
CAMH
Toronto, ON
Reporting to the Payroll Manager, the Payroll Supervisor oversees the payroll process/system, and ensures that all policies, procedures and other requirements related to the proper…
Added 17 mins ago
ES
Network Analyst II - Core Networking
eHealth Saskatchewan
SK · Saskatchewan
- $41.93 to $51.04 CAD / hour
- Full-time
Reporting to the Manager, Core Networking, you will:
Added 32 mins ago
TO
Front Desk Staff
Town of Pincher Creek
Pincher Creek, AB
- $20.05 to $20.99 CAD / hour
REPORTS TO: AQUATICS COODINATOR/RECREATION MANAGER
Added 32 mins ago
W
Adjudicator
WCB-Alberta
Calgary, AB · AB · Edmonton - Central
- Full-time
Determine when claims may require further services or support from a case manager.
Added 32 mins ago
W
Case Manager
WCB-Alberta
Calgary, AB · AB · Edmonton - Central
- Full-time
…balance. Take the next great step in your career and help us change lives. For more information, please see our:…
Added 32 mins ago
NC
Housing Services Support Worker (PT/Weekend) Mdewgaan Lodge
Native Child & Family Services of Toronto
Toronto, ON
- $23.23 to $26.15 CAD / hour
- Part-time
- Contract
Collaborate with the case manager to ensure coordinated, holistic, and continuous support for residents.

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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