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Added 23 mins ago
H(
Sr. Analyst, Securities Operations (14-month contract)
HOOPP (Healthcare of Ontario Pension Plan)
Toronto, ON · CA ON Toronto
- $103,000 to $153,000 CAD / year
- Full-time
Reporting to the Senior Manager, Securities Operations, the Senior Analyst is the subject matter expert of this team and has extensive knowledge of derivatives and marketable products…
Added 1 hour ago
HM
Family Practitioner/General Practitioner
Health Match BC
New Westminster, BC
- Full-time
Dedicated clinic manager and HR director to assist with daily operations
Added 1 hour ago
MT
Account Manager, Lease & Rental
Maxim Truck and Trailer
Regina, SK
- Full-time
As an Account Manager, Lease & Rental, you will exceed budget goals and grow your department though providing exceptional front-line customer service for clients requiring rentals and who…
Added 1 hour ago
MG
Technical Analyst, Database
Michael Garron Hospital
Toronto, ON
- Full-time
Reporting to the IT Manager – Technical and Client Services, the Technical Analyst is responsible for the effective provisioning, installation, configuration, operation, security, access…
Added 1 hour ago
CE
Project Designer/Manager – Traffic Signals
Colm Engineering Ltd
Hamilton, ON
- Full-time
Contract administration including tendering, award, quantity review, completion and assumption stages.
Added 3 hours ago
B
Managed Accounts Supervision Specialist, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
Act as a relationship manager with Branch Supervision and Investment Advisors/Portfolio Managers in coaching on various suitability related and oversight matters.
Added 3 hours ago
ECH - Manager, Marketing (12-Month Contract)
The Employee Experience Team
Vaughan, ON
…acquisitions and retention efforts. This role is a 12-month…
Added 4 hours ago
B
Client Service Assistant
BMO
Vancouver, BC · FBT
- Full-time
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…
Added 4 hours ago
B
Senior Bilingual Contracting Representative
BMO
Toronto, ON · YNG
- Full-time
Onboards new managing general agencies (MGA)/distributors and advisors to allow them to market BMO Life Assurance products. Considers contracting requests and provides support to…
Added 4 hours ago
B
Tenant Services Coordinator (1 Year Contract)
BGIS
Surrey, BC
- Full-time
Review contract work, report any discrepancies to Facility Manager and request Purchase Orders
Added 6 hours ago
Store Manager
Sherwin-Williams
Chatham-Kent, ON · Chatham, ON
The Store Manager is responsible for overseeing the daily operations of their store, making sure it runs smoothly and effectively. This includes managing all aspects of store operations,…
Added 8 hours ago
YO
Facility Staff
YMCA of Greater Halifax/Dartmouth
Dartmouth, NS
- Full-time
Reporting to the Cleaning Manager, the Facility Staff (Full-Time Contract) plays a vital role in ensuring that the YMCA facility is clean, safe, and welcoming for members, guests, and…
Added 8 hours ago
B
Client Service Associate
BMO
Calgary, AB · CALG
- Full-time
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…
Added 9 hours ago
DG
Sales Admin
Dilawri Group of Companies
Langley (District), BC · Langley, BC
- Full-time
The Sales Administrator at Mercedes-Benz Langley plays a key role in supporting the Sales Manager, General Manager, and Sales team to ensure smooth and efficient dealership operations. This…
Added 10 hours ago
MS
Patient Care Manager, General Medicine
Mount Sinai Hospital (Toronto), Sinai Health
Toronto, ON · Greater Toronto Area, Canada
- $70.31 to $87.91 CAD / hour
- Contract
…excellence within an academic acute care setting. As a Patient Care Manager, General Medicine you will build team capacity, implement care standards, and contribute to the unit’s ongoing…
Added 11 hours ago
I-
Controller – Manufacturing | Contract with Extension Potential
IFG - International Financial Group
Toronto, ON
- $60 to $80 CAD / hour
- Contract
…Controller to join their finance team on an initial six-month contract, with potential for…
Added 11 hours ago
MS
General Manager_High-End Furniture Store
Must Société
Laval, QC
- Full-time
We are looking for a passionate, dynamic, and results-driven General Manager to lead our Must Société store in Ottawa, inspire a talented team, and deliver an exceptional customer…
Added 11 hours ago
L
Store Manager - Coquitlam Center 7776
Lids
Coquitlam, BC
- $21.5 to $22.5 USD / hour
- Full-time
Added 12 hours ago
WC
Territory Manager
Waste Connections of Canada
Kelowna, BC
- Full-time
The Territory Manager will prospect new business while providing excellent customer service. In this role, you will be reaching out to potential customers by cold calling… a lot! We have a…
Added 12 hours ago
HR
Senior Quantity Surveyor - Ontario Line Project
Hitachi Rail
Toronto, ON
- Full-time
Ensure the monthly statement issuing, with the Construction Manager, according to the project planning
Added 12 hours ago
PL
Administrative Assistant
Pomeroy Lodging
Calgary, AB
- Full-time
…comprehensive administrative assistance to the Areas Operations Manager/General Manager. This includes handling a variety of tasks related to organization and communication, requiring…
Added 13 hours ago
PG
Project Manager
PACO Group
Longueuil, QC
- Full-time
To ensure the success of each of these projects, we are looking for a project manager capable of understanding the technical challenges, navigating the contractual aspects with ease, and…
Added 13 hours ago
NS
Locum Consultant in Emergency Medicine
NHS Scotland
Saskatoon, SK
- Contract
Added 13 hours ago
O(
Quality Engineer - 6-month contract
OTIP (Ontario Teachers Insurance Plan)
Waterloo, ON
- Contract
Reporting to the Senior Manager, DevOps & System Integration, the Quality Engineer is responsible for creating, reviewing, executing, and documenting the tests necessary to ensure that…
Added 13 hours ago
DU
Senior Finance Manager
Dalhousie University
Halifax, NS
- Full-time
Duration of Contract (if applicable) March 31, 2029 with possibility of renewal

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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