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Added 13 mins ago
UO
Faculty Operations Manager
University of British Columbia
Vancouver, BC · UBCV | HR MacMillan Building (MCML)
- $7,727.33 to $11,112 CAD / month
- Full-time
The Faculty Operations Manager manages the day-to-day operations of H.R. MacMillan and the Food, Nutrition and Health building, and for operational and health and safety support to the UBC…
Added 13 mins ago
B
Senior Manager, Data Engineer, Applied AI Data Ingestion & Integration
BMO
Toronto, ON · FCP
- Full-time
…operationalize data for AI and analytics workloads. As a Senior Manager within the (DII) Team, you will play a key role in enabling BMO's AI and advanced analytics capabilities by…
Added 26 mins ago
TU
Faculty Operations Manager
The University of British Columbia
Vancouver, BC
- $7,727.33 to $11,112 CAD / month
- Full-time
The Faculty Operations Manager manages the day-to-day operations of H.R. MacMillan and the Food, Nutrition and Health building, and for operational and health and safety support to the UBC…
Added 56 mins ago
B
Community Residential Manager
Boardwalk
AB · Edmonton, AB
- Full-time
…the same. If you have previous customer service, sales, or property management experience, we’d love to hear from…
Added 1 hour ago
M
Rooms Operations Manager
Marriott
Waterloo, ON
- Full-time
2-year degree from an accredited university in Hotel and Restaurant Management, Hospitality, Business Administration, or related major; 2 years experience in the guest services, front desk,…
Added 1 hour ago
D
Property Administrator
Dream
Toronto, ON
- Full-time
We are always looking for the best and brightest to join our thriving community. Dream’s Property Management team is currently looking for a Property Administrator to support our Downtown…
Added 1 hour ago
B
Client Service Assistant
BMO
Toronto, ON · CLAIRE
- Full-time
…professionals operate within a collaborative, team based wealth management model spanning Investment Management, Private Banking, Wealth Planning, and Trust & Estate. This integrated…
Added 2 hours ago
B
Regional Support Manager, Estate and Trust, Private Wealth
BMO
London, ON · Ottawa, ON · Vaughan, ON · Waterloo, ON · Montreal, QC · Halifax, NS · IBMM
- Full-time
The Support Manager plays a critical role in overseeing the day-to-day operations of the GOA and Quebec Trust teams, ensuring that processes are executed efficiently, consistently, and in…
Added 2 hours ago
TL
Office Manager
The Law Office Management Association (TLOMA)
Toronto, ON
- Full-time
Ricketts Harris LLP, a full-service boutique law firm located in the financial district, is looking for an Office Manager. We offer a friendly, thoughtful work environment and competitive…
Added 2 hours ago
M
Property Manager - Multi-Residential (Contract)
Morguard
Toronto, ON
- Full-time
The Property Manager is responsible for delivering exceptional customer service and operational excellence across their assigned property, overseeing residential units. This role combines…
Added 3 hours ago
K
Contract Logistics Human Resources Manager - 3p - 11p
Kuehne+Nagel
Montreal, QC
- Full-time
…located on Bd Albert-Hudon is looking for a new Human Resources Manager, 2nd Shift to join our Contract Logistics…
Added 3 hours ago
SA
Senior Customer Success Manager
STAN AI
Toronto, ON · North York, ON
- $100,000 to $135,000 USD / year
- Full-time
STAN is the largest provider of AI solutions for HOA and Condo Property Managers. We are using cutting-edge and patented artificial intelligence technology to build solutions that enhance…
Added 3 hours ago
NC
Maintenance Worker
Neighbours Community Homes
Canada
- Full-time
…and in a manner that keeps the Maintenance Coordinator and Manager Property Services well-informed at all…
Added 3 hours ago
QM
Office Manager
Quantum Management Services Ltd.
Vaughan, ON
- $60,000 to $65,000 CAD / year
- Contract
…seeking a personable, organized and detail-oriented Office Manager to oversee daily administrative operations and provide support to its management team on a 12-month…
Added 3 hours ago
DR
Live-in Residential Superintendent
District Realty Corporation, Brokerage
Ottawa, ON
- Full-time
Since 1987, District Realty has been bringing tenants and property owners together to enjoy the best possible rental experience. With over 30 years of experience serving the Ottawa market,…
Added 3 hours ago
A
Buyer
Acciona
ON · CAN - Eglinton Crosstown West
- Full-time
Escalate procurement issues, delays, and risks to the Procurement Manager.
Added 4 hours ago
BP
Asset Protection Manager Barrie Retail
Bass Pro Shops
Barrie, ON
- Full-time
Reporting to the Regional Asset Protection Manager, the Retail Asset Protection Manager is responsible for proactively protecting all Bass Pro Shops and Cabela’s assets in our retail…
Added 4 hours ago
QM
Chef de projet - aménagement paysager / Project Manager - Landscaping
Quantum Management Services Ltd.
Montreal, QC
- $100,000 CAD / year
- Full-time
- Travailler en étroite collaboration avec les équipes internes, notamment celles de la conception, des opérations et de l'administration
Added 4 hours ago
Manager, Summer Accommodations (Term)
University of Toronto
Toronto, ON
Bachelor’s degree in hospitality management, business administration, or other relevant discipline, or a similar combination of relevant education and experience. Graduate degree (i.e.,…
Added 4 hours ago
CO
Administrative Assistant (By-law Enforcement)
City of Belleville
Belleville, ON
- Full-time
Reporting to the Manager, By-law Enforcement, this position provides administrative support to By-law Enforcement and ensures good customer service is provided to internal and external…
Added 5 hours ago
S
Community Mental Health Clinician
SHIPSHEY
Mississauga, ON
- $59,931.74 to $70,575.6 CAD / year
- Full-time
- Temporary
Reporting to the Program Manager, the Community Mental Health Clinician will be responsible for supporting and counselling clients experience mental health challenges in the community. The…
Added 5 hours ago
R
General Manager
RoomsRelay
Toronto, ON
- $150,000 to $170,000 CAD / year
- Full-time
5–10 years of general management experience in a related full-service, luxury, or resort property (requirements may vary based on property size and complexity)
Added 6 hours ago
B
Operations Associate
BMO
Halifax, NS · Nova_Ctr
- Full-time
Supports the branch and/or region in achieving business objectives by providing effective operational support and management of sales compliance and regulatory requirements.
Added 6 hours ago
B
Client Service Assistant
BMO
Waterloo, ON · MARS
- Full-time
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…
Added 6 hours ago
Postmaster - Premises provided by Postmaster (Group Office)
Canada Post - Postes Canada
Packington, QC
…The Postmaster, reporting to the Superintendent/Local Area Manager, is responsible for promoting and selling postal products and services to the public and businesses in the community. As…

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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