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Added 8 mins ago
S
Account Manager
SoTalent
Montreal, QC
- Full-time
Are you passionate about helping customers transform operations through technology-driven solutions, consultative sales, and process optimization?
Added 8 mins ago
SF
Administrative and Payroll Assistant
SGGG Fund Services Inc.
Toronto, ON
- $58,000 to $63,000 CAD / year
- Contract
This is a one-year maternity leave contract role.
Added 8 mins ago
E
Senior Advisor - Operational and Closure Readiness
eTeam
Montreal, QC
- $75 to $90 CAD / hour
- Contract
From contract to cash, every aspect of our operations will benefit from this modernization that offers an exciting opportunity to deliver a digital foundation that will stand up well for…
Added 9 mins ago
Applications Engineering Manager, Nuclear
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The Manager, Nuclear Applications Engineering provides strategic and operational leadership for the Nuclear Applications Engineering function. The role is responsible for the quality,…
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Catering Sales Manager - Full-Time Maternity Leave Coverage
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Previous hotel Catering and Sales manager experience (5 years preferred)
Added 22 mins ago
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JR Municipal Technologist or SR Municipal Technologist (PFT)(CUPE 56.26) repost
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- Full-time
Administer and provide effective project and contract management on various capital projects, under the supervision of the Project Manager
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Building Official Intern (18 months contract)
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…Supervisor, Technical & Regulatory Training who is the program manager of the internship…
Added 24 mins ago
SHIFT LEADER - KENNEDY COMMONS
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Added 39 mins ago
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Property Administrator (User Experience Partner)
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- Full-time
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Added 39 mins ago
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Lifecycle Optimization Manager
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- Full-time
The Lifecycle Optimization Manager converts building condition, operational performance, energy and utility data, sustainability objectives, lifecycle requirements, lease obligations, and…
Added 51 mins ago
DG
Estimator
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- Full-time
…project’s lifecycle, from conception to construction to long-term operations. This structure encourages collaboration across all departments and gives our team the chance to contribute…
Added 51 mins ago
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Intraday Analyst - Moncton, NB - Tangerine (18-month contract)
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- Contract
As an Intraday Analyst, you will help keep our Contact Centre operations running smoothly by monitoring staffing, call volumes and service levels in real time. Reporting directly to the…
Added 51 mins ago
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Property Administrator (User Experience Partner)
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- Full-time
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Added 51 mins ago
TS
Human Resources Analyst (Learning & Development) (12-month contract)
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Richmond, BC
- $44,000 to $55,000 CAD / year
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Reporting to the Manager, Learning and Development, this position is responsible for providing comprehensive administrative and operational support across Human Resources functions, with a…
Added 51 mins ago
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Manager, Venues & Client Experience
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Toronto, ON
- Full-time
Manager, Venues & Client Experience - Cambridge Executive Connections, Inc. (CEC)
Added 54 mins ago
MU
Administrative Manager
McGill University
ON
- Full-time
Reporting to the Associate Director Administration, the Administrative Manager is responsible for planning, developing and implementing business processes related to finance, human…
Added 54 mins ago
Chief Information Officer
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Ottawa, ON
…the City's information technology function in support of City operations, corporate priorities and the delivery of municipal programs and…
Added 54 mins ago
FT
Accounting Specialist (2 positions)
Fanshawe Toronto@ILAC
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- Full-time
Under the direction of the Manager, Finance Operations, the incumbent serves as a technical accounting resource responsible for payment settlement, accounts payable and receivable…
Added 54 mins ago
NC
JR Municipal Technologist or SR Municipal Technologist (PFT)(CUPE 56.26) repost
Norfolk County
Remote, Canada
- Full-time
- Remote
Administer and provide effective project and contract management on various capital projects, under the supervision of the Project Manager
Added 1 hour ago
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Markham, ON
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Added 1 hour ago
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Program Manager - Non-IT III
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Toronto, ON
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Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management,…
Added 1 hour ago
AA
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The Collision Repair Planner/Production Manager serves as a central figure in the restoration process, coordinating safe and efficient vehicle repairs to pre-accident status. This role…
Added 1 hour ago
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Sr Mgr, SMR Development
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- Full-time
…technical, commercial, legal, and executive stakeholders, the Client Manager will contribute to business development initiatives, overall growth strategy, contract negotiations, and…
Added 1 hour ago
S(
Gestionnaire immobilier Westwalk DDO / Property Manager Westwalk DDO
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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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