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Added 15 mins ago
M
Administrative Assistant
Medavie
Dartmouth, NS · MBC NS Local Office Dartmouth
- Full-time
General administrative duties including mail, data entry, scanning, answering emails, redacting documents, document merging, preparing formal mailout packages and updating the public-facing…
Added 30 mins ago
T
Public Relations Communications Manager
Turo
Toronto, ON
- $86,000 to $107,000 CAD / year
- Full-time
…annually. This role is also eligible for equity and benefits. In general, our ranges reflect the market-based target for new hire salaries based on the level and location of the role.…
Added 30 mins ago
CC
Retail Shift Leader
Canna Cabana
Mississauga, ON · Tomken, Mississauga, ON
- $19 to $21 CAD / hour
- Full-time
Oversee the responsibilities of the Store Manager in the absence of SM or ASM
Added 44 mins ago
TH
Merchandising Execution Associate Part-Time - 7245 Regina Northwest
The Home Depot Canada
Regina, SK
- Part-time
…departments in the stores. These associates execute approved general bay service, tasking, projects and resets safely, accurately and efficiently. MEAs must build and maintain strong…
Added 44 mins ago
TH
Associé, Ventes, Électroménagers
The Home Depot Canada
Regina, SK
- Part-time
…all safety policies & standards, completing specified safety training, immediately correcting hazards & unsafe conditions or reporting conditions to the Manager On Duty, and working safely…
Added 44 mins ago
TH
Appliance Sales Specialist Part-Time - 7245 Regina Northwest
The Home Depot Canada
Regina, SK
- Part-time
…all safety policies & standards, completing specified safety training, immediately correcting hazards & unsafe conditions or reporting conditions to the Manager On Duty, and working safely…
Added 44 mins ago
AH
Respiratory Therapist I
Alberta Health Services
Calgary, AB · Greater Calgary Metropolitan Area
- Temporary
…Respiratory Therapy equipment. All RRT positions at Rockyview General Hospital are expected to be able to work in all areas that Respiratory Services clinically supports if required. Daily…
Added 44 mins ago
AH
Medical Radiation Technologist II
Alberta Health Services
Calgary, AB · Greater Calgary Metropolitan Area
- Part-time
CT training courses or registration. A minimum of two years of general technical experience. Previous experiences in appropriate imaging modality and general knowledge of computers. Good…
Added 45 mins ago
MG
Import Transportation Supervisor
Mohawk Global Logistics Corp
Mississauga, ON · Toronto, ON
- $70,000 to $85,000 CAD / year
Please note that the salary range referenced is a general guideline only. Salary differentials are based on multiple factors including (but not limited to), geographic location,…
Added 45 mins ago
Property Manager
Realstar
Côte-Saint-Luc, QC
Realstar is seeking a Property Manager who will oversee the property’s performance by maximizing profitability and maintaining standards within operational and budgetary objectives. The…
Added 45 mins ago
FH
Licensed Practical Nurse, Full Scope - Burnaby Hospital
Fraser Health
Burnaby, BC
- Part-time
…an extensive surgery program with anesthesia, orthopedics, general surgery, ENT, ophthalmology, obstetrics and gynecology, urology, and plastics…
Added 45 mins ago
PA
Bilingual Flight Attendant - Toronto Base (YTO)
Porter Airlines Inc.
Toronto, ON
- Full-time
Reporting to the Director or Manager, In-Flight Services, this position is responsible for ensuring the safety and well-being of Porter passengers while consistently delivering our brand…
Added 45 mins ago
PA
Bilingual Flight Attendant - Ottawa Base (YOW)
Porter Airlines Inc.
Ottawa, ON
- Full-time
Reporting to the Manager, In-Flight Services, this position is responsible for ensuring the safety and well-being of Porter passengers while consistently delivering our brand promise of…
Added 1 hour ago
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Full-Time Fresh Clerk II (Chester's)
Co-op
North Battleford, SK
- Full-time
Reporting to the Territorial Gas Bar Manager, you will have the following responsibilities:
Added 1 hour ago
C
Part-Time Gas Bar Attendant I
Co-op
Battleford, SK
- Part-time
…pharmacy, petroleum and lubricants, home and building solutions, general merchandise and leisure, and agricultural supplies including fertilizer. To learn more about who we are, visit…
Added 1 hour ago
C
Part-Time Fresh Clerk I (Chester's)
Co-op
North Battleford, SK
- Part-time
…pharmacy, petroleum and lubricants, home and building solutions, general merchandise and leisure, and agricultural supplies including fertilizer. To learn more about who we are, visit…
Added 1 hour 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 1 hour ago
Transit Operator
Regional Municipality of Wood Buffalo
Fort McMurray, AB
This position has a training rate during the training period for two weeks. The training rate is $18.00.
Added 1 hour ago
Advisor, Emergency Management
Regional Municipality of Wood Buffalo
Fort McMurray, AB
…like family. The department offers above-average wages, paid training opportunities, and excellent employee benefits including health, dental, and pension plans to support your lifestyle…
Added 1 hour ago
7
Assistant Store Leader (Assistant Manager)
7-Eleven
Airdrie, AB
- Full-time
A focus and dedication to your success! We are committed to ensuring our employees receive proper training so they can confidently provide excellent customer service to our customers every…
Added 1 hour ago
CC
Office Manager
CARGO CABBIE Inc.
Toronto, ON · Etobicoke, ON
- Full-time
…company operations by maintaining office systems, scheduling and training, supervising staff (office and movers), general bookkeeping and payroll and other office duties as…
Added 1 hour ago
A
Laboratory Warehouse Assistant (General Labour)
ALS
North Vancouver, BC · CAN - BC - North Vancouver
- Full-time
Communicate workflow, sample, or equipment concerns, to the appropriate supervisor or manager
Added 1 hour ago
Alterations Specialist
David's Bridal
Cambridge, ON
…the high standards of David’s Bridal and reports to the Store Manager. S/he is responsible for exemplifying friendly, knowledgeable, and technical expertise and providing superior customer…
Added 1 hour ago
Customer Service Agent - YSB
The Talent Team at Perimeter Aviation
Sudbury, ON · Greater Sudbury, ON
…duties/tasks and/or breaks/lunch assigned by Supervisor and/or…
Added 1 hour ago
DB
Part Time Bridal Sales
David's Bridal
Woodbridge, ON
- Part-time
…presentation and operations of the store. S/he reports to the Store Manager in partnership with the Sales Manager. Bridal Stylists are brand ambassadors and demonstrate the values and…

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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