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Added 12 mins ago
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Housing Assistant
Wasauksing
McDougall, ON · Parry Island, Ontario
- Full-time
…housing inspections and project administration. The Housing Assistant plays an important role in ensuring the efficient delivery of housing services while supporting the goals and…
Added 27 mins ago
GE
Administrateur(trice) au service à la clientèle
GFL Environmental Inc.
Saint-Hyacinthe, QC
- Full-time
Vous aimez le service à la clientèle et le travail d’équipe? Joignez-vous à GFL Environnement à titre d’administratif(ve) / Représentant(e) du service à la clientèle (CSR) à St-Hyacinthe.
Added 27 mins ago
Administrative Assistant
Government of Alberta
Calgary, AB
Job Title: Administrative Assistant- Disability Services
Added 27 mins ago
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Assistant Federated Agencies
Co-operators
Guelph, ON · Mississauga, ON
- Full-time
As the Assistant you will provide a full range of support services to the department. You will compile, process, and maintain account information in accordance with established policies and…
Added 27 mins ago
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Client Support Representative
Co-operators
Moncton, NB · Guelph, ON · Laval, QC · Calgary, AB
- Full-time
The Client Support role provides clerical and administrative support to the agency including greeting clients, accepting payments, answering and placing phone calls. Use existing systems to…
Added 55 mins ago
WL
Financial Services Administrator
Wagner, Livock & Associates Financial Services Inc.
Kitchener, ON
- $45,000 to $60,000 CAD / year
- Full-time
Our commitment to exceptional client service shapes every interaction and helps us build lasting relationships.
Added 57 mins ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps partiel Quarts de travail flexibles Embauche feu vert
Shoppers Drug Mart
Beaconsfield, QC
- Part-time
Saluer le client rapidement et recueillir les renseignements sur l’ordonnance conformément aux normes.
Added 57 mins ago
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Administration Assistant, BMO Nesbitt Burns
BMO
Edmonton, AB · Enbridge
- Full-time
…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…
Added 1 hour ago
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Registered Veterinary Technician - Wellington Veterinary Services
VetCare Canada
Elora, ON
- Temporary
Our ideal Vet Assistant will counsel and educate clients, under the direction of a Veterinarian or a RVT, on various aspects of animal care such as dosage/purpose of medications, home care,…
Added 1 hour ago
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Veterinary Assistant - Quinte Regional Pet Hospital
VetCare Canada
Belleville, ON
- Full-time
Our ideal Vet Assistant will counsel and educate clients, under the direction of a Veterinarian or a RVT, on various aspects of animal care such as dosage/purpose of medications, home care,…
Added 1 hour ago
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Veterinary Assistant - Paradise Animal Hospital & Wellness Centre
VetCare Canada
Paradise, NL
- Full-time
Our ideal Client Care/Receptionist builds positive client relationships by displaying genuine care and compassion towards clients and their pets, being respectful in all interactions and…
Added 1 hour ago
VC
Veterinary Assistant - Downtown Animal Clinic
VetCare Canada
Calgary, AB
- Full-time
Our ideal Vet Assistant will counsel and educate clients, under the direction of a Veterinarian or a RVT, on various aspects of animal care such as dosage/purpose of medications, home care,…
Added 1 hour ago
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Field Geophysicist
ConeTec Group
Burnaby, BC
- Full-time
ConeTec Group is a full-service geotechnical and geoenvironmental site investigation contractor. Our Group includes ConeTec, Geotech Group and Mud Bay Drilling, Lankelma and Adara and our…
Added 1 hour ago
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Admin Assistant | Reside Properties | Toronto
Reside Properties Inc
Toronto, ON
- Full-time
Role Description The Admin Assistant | Reside Properties | Toronto is a part-time to start with potential to switch into full time, role based in Toronto, ON. This position supports daily…
Added 1 hour ago
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Assistant Manager, Full Time
Compass Group Canada
AB · Greater Edmonton Metropolitan Area
- Full-time
Provide a professional attitude and proper business attire when on-site, ready to meet or service a client at any time
Added 1 hour ago
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Executive Assistant, Central Business Services (Kitchener)
Deloitte
Kitchener, ON
- Full-time
A focus on client service excellence, attention to detail and continuous improvement mindset.
Added 1 hour ago
Assistant Manager, Income Processing - Asset Servicing (GWO)
Scotiabank
Toronto, ON
Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
Added 1 hour ago
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Mortgage Development Manager - Vancouver Island
Vancity
Vancouver, BC
- Full-time
…from the Mortgage Development Manager to the branch network (Assistant Branch Managers, Account Managers, Financial Service Coordinators) that allows maximum cross sell opportunities and a…
Added 1 hour ago
RB
Senior Transition Assistant, Competitive Recruitment
Royal Bank of Canada
Montreal, QC
- Full-time
RBC Dominion Securities is seeking a dynamic Senior Transition Assistant to champion the onboarding of top-tier advisory talent in Quebec. As a pivotal member of our team, you will…
Added 1 hour ago
AH
Occupational Therapist I
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Fort Saskatchewan, AB
- Part-time
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Added 1 hour ago
RD
Administrative Assistant
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Added 1 hour ago
QM
Contrôleur adjoint - Montréal - Atwater - 75 k$ à 95 k$ / Assistant Controller - Montreal - Atwater
Quantum Management Services Ltd.
Montreal, QC
- $75,000 to $95,000 CAD / year
- Full-time
Our client, a growing technology company based in Montreal, is looking for a versatile and detail-oriented Assistant Controller to join its team.
Added 2 hours ago
TR
Medical administrative assistant
Thames River Family Dentistry
Chatham, ON
- From $61,568 CAD / year
- Full-time
- On-site
Added 2 hours ago
TW
Estimating and Administrative Assistant
TPD® Workforce Solutions
Prince George, BC
- Full-time
Our client, a well-established drilling company, is seeking an Estimator to join its rapidly growing team in Prince George, BC. As the Estimator, you will be responsible for client…
Added 2 hours ago
JT
Program Assistant, Job ID #5052
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Toronto, ON
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collaborates with other programs to ensure efficient and smooth operations through streamlining client

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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