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Added 14 mins ago
S
Senior Manager, Store Experience & Services
sephora.com
Toronto, ON
- Full-time
Ready for a career glow-up? As Senior Manager, Store Experiences & Services, you’ll lead strategies that elevate the client experience, strengthen selling performance, and grow Beauty…
Added 14 mins ago
VA
Procurement Project Specialist
Voyageur Aviation
North Bay, ON
- Full-time
The Procurement Project Specialist will report to the Procurement Manager and will support company-obligated projects by coordinating the sourcing, reporting, purchasing, repairing and…
Added 27 mins ago
WC
(CAN) Asset Protection Associate
Walmart Canada
AB · Edmonton, AB
- Full-time
Investigates incidents of financial and physical shrink and communicates findings to Store Leadership. For internal investigations, escalates information to the Market Loss Prevention…
Added 29 mins ago
R
Senior Manager, Special Loans
RBC
Toronto, ON
- Full-time
Reporting to the Director, GRM you will contribute to strategic business priorities by successfully creating and retaining survivors, maximizing revenue while minimizing costs, leveraging…
Added 29 mins ago
ZG
General Manager / Head of Vision Care Canada
ZEISS Group
Toronto, ON
- Full-time
Deliver complete, compliant and timely financial reporting; ensuring financial objectives are met or exceeded.
Added 29 mins ago
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Personal Banking Associate
BMO
Knowlton, QC
- Full-time
…Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through…
Added 29 mins ago
B
Senior Technology Manager, Loan Servicing Technology
BMO
Toronto, ON · FCP
- Full-time
We are seeking a Senior Technology Manager to lead the Loan Servicing Technology portfolio supporting critical lending platforms and services within Commercial and Corporate Banking.
Added 29 mins ago
A
Spécialiste, Cartes corporatives et gestion du compte de depense***Corporate Card & Travel Expense Specialist
Aliaxis
Canada
- Full-time
We currently have an exciting opportunity as a Corporate Card & Travel Expense Specialist. This role is based in our Office at Verdun in and reports to the Manager, Accounts Payable .
Added 29 mins ago
IG
Spécialiste, Cartes corporatives et gestion du compte de depense***Corporate Card & Travel Expense Specialist
IPEX Group
Canada
- Full-time
We currently have an exciting opportunity as a Corporate Card & Travel Expense Specialist. This role is based in our Office at Verdun in and reports to the Manager, Accounts Payable .
Added 29 mins ago
M
Senior Manager, Communications
Manulife
Toronto, ON · Waterloo, ON
- Full-time
Reporting to the Head of Communications, North America & Europe, Manulife Wealth and Asset Management, the Senior Manager for Retirement & Wealth, Canada. will be responsible for building,…
Added 44 mins ago
RB
Senior Manager, Special Loans
Royal Bank of Canada
Toronto, ON
- Full-time
Reporting to the Director, GRM you will contribute to strategic business priorities by successfully creating and retaining survivors, maximizing revenue while minimizing costs, leveraging…
Added 58 mins ago
B
Facility Manager III
BGIS
Milton, ON
- Full-time
The Facility Manager III ensures that client facilities are operated and maintained cost-effectively, safely, efficiently as per the operating parameters of the Statement of Work and…
Added 58 mins ago
M
Senior Manager, Communications
Manulife
Toronto, ON
- Full-time
Reporting to the Head of Communications, North America & Europe, Manulife Wealth and Asset Management, the Senior Manager for Retirement & Wealth, Canada. will be responsible for building,…
Added 58 mins ago
FC
Member Experience Representative
FirstOntario Credit Union
Hamilton, ON
- Full-time
…service and identifying and providing solutions for members' financial needs. The Member Experience Representative will provide relevant, timely and accurate financial advice to members and…
Added 59 mins ago
Janitorial Services Manager
Kandor
Victoria, BC
We are seeking an experienced and detail-oriented Janitorial Services Manager to lead our facilities operations team. Reporting to senior management, you will be responsible for planning,…
Added 59 mins ago
Senior Project Manager
First Nations Financial Management Board
Vancouver, BC
Seven (7) to ten (10) years of progressive experience managing complex projects, preferably within financial reporting, accounting, audit, consulting, public sector, or professional…
Added 1 hour ago
SD
Cashier Manager, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Prince George, BC
- Part-time
The Cash Manager manages the resources (human, physical, financial) of the Cash Department. The Cash Manager interfaces with other store departments to ensure achievement of store…
Added 1 hour ago
CA
Finance Manager
Capital Auto Mall
Derrick Chrysler Dodge Jeep Ram Fiat
- Full-time
Financial Stability: Competitive pay plans that are reviewed regularly.
Added 1 hour ago
CB
Civil Project Manager
CapWest Build
Vancouver, BC
- Full-time
Prepare and review budgets, cost forecasts, and financial reporting for civil components.
Added 1 hour ago
SE
Manager, DtC (Retail/Ecomm) Data Analytics
Samsung Electronics
Mississauga, ON
- Full-time
The Manager, DtC Data Analytics reports to the Director, DtC Strategy & Planning and plays a pivotal role in driving data-driven decision-making for the Omnichannel (eStore and SES stores)…
Added 1 hour ago
R
Manager, Financial Instruments & Securities Reporting
RBC
Toronto, ON
- Full-time
The Manager, Financial Instruments & Securities Reporting will be responsible for supporting the Senior Manager in efficient and effective delivery of the enterprise wide financial…
Added 1 hour ago
R
Senior Manager, HR Digital Solutions Design
RBC
Toronto, ON
- Full-time
The Workday Solutions Senior Manager is the functional backbone and people leader for RBC's Workday platform, accountable for its Design integrity - configuration, integrations, data model,…
Added 1 hour ago
T
Manager, Information Security
TD
Toronto, ON · Mississauga, ON · Markham, ON
- Full-time
…and control processes, supporting technology capabilities and reporting. The team partners closely with business segments, Technology, Information Security and Risk teams to identify,…
Added 1 hour ago
T
Underwriter I
TD
AB
- Full-time
Identifies key operational / reporting / process issues for own area
Added 1 hour ago
T
Audit Manager I, TD Securities (1151)
TD
Toronto, ON
- Full-time
May develop and provide complex reporting, analysis, and assessments at the functional or enterprise level

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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