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Added 6 mins ago
C
Director, Chapter Lead, Mass Affluent
CIBC
Toronto, ON
- Full-time
Business and technical translation - Connect technical possibilities to business strategy, client needs, advisor realities, and risk considerations to guide sound, practical decisions.
Added 6 mins ago
TA
Regional Vice President, Eastern Canada
Thorek/Scott and Partners
ON · Ontario, Canada
- Full-time
Our client is an established, independent Canadian wealth manager with a substantive national footprint. Currently experiencing sustained growth, the organization is seeking a Regional Vice…
Added 6 mins ago
TA
Regional Vice President, Western Canada
Thorek/Scott and Partners
AB · Alberta, Canada
- Full-time
Our client is an established, independent Canadian wealth manager with a substantive national footprint. Currently experiencing sustained growth, the organization is seeking a Regional Vice…
Added 6 mins ago
PC
Project Manager - Building Science
Pinchin Canada
Victoria, BC
- Full-time
…design, and on-site inspection and reporting for a diverse client base. You will also execute, coordinate, and / or manage projects from start to finish, provide technical guidance to a…
Added 6 mins ago
P
Sr Advisor, Workforce Development
PTAG
Markham, ON
- Contract
Senior Advisor – Workforce Development Practice | Markham, ON | Hybrid – ID#7257
Added 6 mins ago
DG
Senior Accountant, Privately Held Business Group
Doane Grant Thornton LLP
Oakville, ON
- Full-time
Be a business advisor: leverage your financial expertise to help our clients thrive.
Added 9 mins ago
Manager, Pricing & Portfolio Management - Retail Deposits
Scotiabank
Toronto, ON
…business decisions and identify trends in liquidity management and client behaviors, with the goal of identifying deposit growth opportunities for the…
Added 24 mins ago
M
Senior Manager, Tax
MNP
ON · Mississauga, ON
- Full-time
…within a complex and dynamic regulatory framework. As a trusted advisor, you’ll design solutions for clients that meet compliance and reporting requirements, minimize risk, drive…
Added 24 mins ago
M
Tax Technician, National Tax Services
MNP
Red Deer, AB
- Full-time
…internally drive the success of our Tax practice. As a trusted advisor, you’ll work internally to support the delivery of tax compliance services and the communication of tax…
Added 24 mins ago
M
Senior Manager, Tax
MNP
Stratford, PE · Summerside, PE
- Full-time
…within a complex and dynamic regulatory framework. As a trusted advisor, you’ll design solutions for clients that meet compliance and reporting requirements, minimize risk, drive…
Added 24 mins ago
M
Senior Manager, Tax / Directeur(trice) principal(e), Fiscalité
MNP
Dieppe, NB · Bathurst, NB
- Full-time
…within a complex and dynamic regulatory framework. As a trusted advisor, you’ll design solutions for clients that meet compliance and reporting requirements, minimize risk, drive…
Added 36 mins ago
SA
Senior Customer Success Manager
STAN AI
Toronto, ON · North York, ON
- $100,000 to $135,000 USD / year
- Full-time
Build positive relationships with clients, while becoming a trusted AI Solutions advisor.
Added 36 mins ago
W
Advisor, Auto Insurance
Waypoint
Sidney, BC
- $43,000 to $50,000 CAD / year
- Full-time
As an Advisor, Auto Insurance, you will play a key role in our team of dedicated insurance professionals, delivering personalized services and experiences to clients at our branches. This…
Added 36 mins ago
W
Advisor, Auto Insurance
Waypoint
Victoria, BC
- $43,000 to $50,000 CAD / year
- Full-time
As an Advisor, Auto Insurance, you will play a key role in our team of dedicated insurance professionals, delivering personalized services and experiences to clients at our branches. This…
Added 39 mins ago
M
RQ11705 - Solutions Designer - Senior
Maarut
Toronto, ON
- Contract
client's service specifications, standards, policies, best practices and cost
Added 39 mins ago
Senior Manager, Store Experience & Services
Sephora
Toronto, ON
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 39 mins ago
Client Advisor
Burberry
Vancouver, BC
The Client Advisor builds relationships with Burberry’s new and existing clients, delivering a personalised and elevated experience with commercial success.
Added 54 mins ago
Training Advisor – Procurement and Logistics
Pomerleau
Montreal, QC · Levis, QC · Saint-Georges, QC
Reporting to the Director, Logistics – Administrative Services, the Training Advisor is responsible for all activities related to user training and competency development. This individual…
Added 54 mins ago
RB
Damage Insurance Agent (Bilingual)
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Montreal, QC
- Full-time
As an RBC bilingual Licensed Insurance Advisor for Home & Auto, you’ll be the trusted voice on the other end of the phone providing insurance advice and options to help clients protect…
Added 54 mins ago
RB
Associate
Royal Bank of Canada
Newmarket, ON
- Full-time
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. As an…
Added 54 mins ago
PA
Service Advisor
Precision Auto Parts and Repairs
Thornhill, BC
- $20 to $25 CAD / hour
- Full-time
We’re looking for a Service Advisor who understands how to balance customer care, clear communication, and sales. This role serves as the primary point of contact for customers throughout…
Added 1 hour ago
P
Account Manager (Insurance Advisor)
PROLINK
Toronto, ON
- Full-time
Account Manager (Insurance Advisor), Commercial Programs
Added 1 hour ago
H
Rental agent
Hedhofis
Brossard, QC
- Full-time
Added 1 hour ago
CG
Specialist - Business Development, Individual Insurance
Cloutier Groupe Financier
Trois-Rivières, QC
- Full-time
Maintains the files of orphan clients until an advisor is assigned to them
Added 1 hour ago
R
Client Advisor
RBC
Oakville, ON
- Part-time
…champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service…

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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