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Added 13 mins ago
L
Senior Product Operations Manager
LiveKit
Canada
- Full-time
We're looking for our first Product Operations Manager. Our product team is small, senior, and growing fast, with each PM coming in to establish the foundations of a new part of the…
Added 13 mins ago
D
Communications Senior Manager - 14 Months Contract - Danone Canada
Danone
Boucherville, QC
- $95,000 to $135,000 CAD / year
- Full-time
Danone Canada is looking for a Communications Senior Manager for a 14-month contract. This is an opportunity to play a key role in a people-centric organization with a strong internal…
Added 13 mins ago
HR
Senior Quantity Surveyor - Ontario Line Project
Hitachi Rail
Toronto, ON
- Full-time
A career at Hitachi Rail will help create a legacy. With operations in every corner of the world, our work goes to the cutting-edge of digital transformation and technology. From the…
Added 13 mins ago
OR
Marketing Operations & Office Coordinator
Ohata Resource Canada Inc.
Richmond, BC
- Full-time
We are seeking a resourceful professional who can support both our marketing initiatives and our everyday office operations. This position is well suited to someone who enjoys varied…
Added 13 mins ago
PL
People and Culture Manager
Pomeroy Lodging
Calgary, AB
- Full-time
We are looking for a People and Culture Manager to join our team at the Westin Calgary Airport!
Added 13 mins ago
D
Communications Senior Manager - 14 Months Contract - Danone Canada
Danone
Toronto, ON
- $95,000 to $135,000 CAD / year
- Full-time
Danone Canada is looking for a Communications Senior Manager for a 14-month contract. This is an opportunity to play a key role in a people-centric organization with a strong internal…
Added 14 mins ago
TJ
Part-Time Receptionist - Volvo Cars Surrey
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- Part-time
…looking for individuals who can contribute to our business operations today and our future growth. We encourage those with the required experience and interest to…
Added 27 mins ago
RM
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- Full-time
Ross Memorial Hospital is seeking an experienced and highly motivated HR Manager to join our Human Resources team. This is an exciting opportunity for a practical, hands-on HR professional…
Added 27 mins ago
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Associate DVM (Part-Time Casual) - Burlington
Juno Veterinary
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Sous Chef - Bluebird Restaurant
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Added 27 mins ago
WC
Self Checkout Attendant
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- Full-time
…opportunity to build valuable skills in customer service and retail operations. The Self‑Checkout Attendant supports a positive shopping experience by providing friendly, helpful service…
Added 27 mins ago
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Chef Manager
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- Contract
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Added 27 mins ago
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London, ON
- Full-time
As a Security Supervisor, you will be leading a team of guards, ensuring that security operations run smoothly and providing exceptional customer service. You will work with people from all…
Added 27 mins ago
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Added 27 mins ago
(CAN) Self Checkout Attendant Part Time
Walmart Canada
Thunder Bay, ON
…opportunity to build valuable skills in customer service and retail operations. The Self‑Checkout Attendant supports a positive shopping experience by providing friendly, helpful service…
Added 27 mins ago
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Mine Planning Engineer, Operational Growth
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- Full-time
You will report to the Manager, Mining Operational Readiness and will play a technical role in supporting the operation team with mine plans during the construction and execution phase.…
Added 28 mins ago
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Customer Experience Associate - Fixed Term Contract
TD
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- Part-time
…career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you…
Added 28 mins ago
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Reporting to the Director, Project Services, the Manager, Project Controls, Technical Services leads the project controls capability required to support the development and delivery of…
Added 28 mins ago
Accounting Officer (GWO)
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The Accounting Officer (AO) Reconciliation Operations, is a subject matter expert supporting the Branch and units within Canadian Banking Operations, working in close partnership with the…
Added 28 mins ago
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Facility Manager III
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…drive innovation for our clients’ businesses. Globally, we manager over 320 million square feet of client portfolios across 30,000+ locations in North America, Europe, Middle East,…
Added 43 mins ago
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Operations Manager, ICI Buildings - Permanent - 4282
Parker Huggett - A Division of LRO Staffing
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Added 43 mins ago
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IT Service Desk II – Open Competition
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Added 43 mins ago
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Added 43 mins ago
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Office & HR Manager
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- Full-time
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Added 43 mins ago
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CRCL Coordinator- Casual Call
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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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