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Added 11 mins ago
WC
(CAN) Asset Protection Associate
Walmart Canada
AB · Edmonton, AB
- Full-time
…Participates in store task team responsibilities as required to support overall…
Added 11 mins ago
WC
Préposé aux caisses libre-service
Walmart Canada
Saint-Georges, QC · St-Georges, QC
- 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 11 mins ago
WC
Préposé aux caisses libre-service
Walmart Canada
Saint-Georges, QC · St-Georges, QC
- 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 11 mins ago
WC
(CAN) Front End Checkout Team Associate
Walmart Canada
Duncan, BC
- Full-time
Position Summary...To support and process transactions, providing exceptional customer service to ensure a positive shopping experience and drive customer loyalty.
Added 11 mins ago
WC
(CAN) Directs Store Delivery Associate
Walmart Canada
AB · Edmonton, AB
- Full-time
Works closely with the Operations Manager and Office Support Associate to identify and resolve receiving issues or discrepancies efficiently.
Added 13 mins ago
ZG
General Manager / Head of Vision Care Canada
ZEISS Group
Toronto, ON
- Full-time
Build and lead the local leadership team; developing capabilities and capacity to support the immediate and future business. Set goals for leadership team and enable delivery.
Added 13 mins ago
BR
Health and Safety Coordinator
Brad Ryan - Wright Canada Holdings LTD
Prince George, BC · CAN - SRGI Office - BC
- Full-time
Offer expert advice and assistance to Operations and Support Services teams to support the successful execution and maintenance of a robust OHS program.
Added 13 mins ago
T
Manager, Customer Experience II - Fixed Term Contract
TD
Kenora, ON
- Full-time
…experience? If so, then apply with us today for the position of Manager Customer Experience and offer your expertise in creating meaningful and memorable customer…
Added 13 mins ago
C
Sr. Security Service Manager, Application Security
CIBC
Toronto, ON
- Full-time
As a Senior Security Services Manager, Application Security, you will play a pivotal role in advancing CIBC’s enterprise-wide Application Security program. Your primary focus will be to…
Added 13 mins ago
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Personal Banking Associate
BMO
Knowlton, QC
- Full-time
Added 13 mins ago
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Senior Technology Manager, Loan Servicing Technology
BMO
Toronto, ON · FCP
- Full-time
Loan IQ platform support, administration, batch operations, environment management, releases, upgrades, and integrations.
Added 13 mins ago
A
Spécialiste, Cartes corporatives et gestion du compte de depense***Corporate Card & Travel Expense Specialist
Aliaxis
Canada
- Full-time
…gestion des comptes de dépenses. Elle veille à l’efficacité des opérations, au respect des politiques internes, aux exigences de conformité et au maintien de contrôles financiers…
Added 13 mins ago
IG
Spécialiste, Cartes corporatives et gestion du compte de depense***Corporate Card & Travel Expense Specialist
IPEX Group
Canada
- Full-time
…gestion des comptes de dépenses. Elle veille à l’efficacité des opérations, au respect des politiques internes, aux exigences de conformité et au maintien de contrôles financiers…
Added 13 mins ago
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Automation Manager
JLL
Pitt Meadows, BC
- Full-time
Partner with operations, engineering, and support teams to optimize MHE systems and deliver projects.
Added 13 mins ago
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Field Service Engineer
Ecolab
Calgary, AB · CAN-Calgary Office Quarry Park
- Full-time
The Field Service Engineer supports customers globally and reports to the Manager, Field Service Operations. The Field Service Engineer is responsible for aspects of deployments,…
Added 13 mins ago
Pharmacy Technician
Winnipeg Regional Health Authority
Winnipeg, MB
Reporting to the Pharmacy Manager and under the general supervision of a Pharmacist or other Pharmacy Technician, the incumbent is responsible for performing the following tasks:
Added 13 mins ago
Diagnostic Imaging Clerk
Winnipeg Regional Health Authority
Winnipeg, MB
Under the general supervision of the Diagnostic Imaging (DI) Manager of Operations, and while demonstrating a commitment to the Mission, Values and Management Philosophy of St. Boniface…
Added 13 mins ago
Staff Pharmacist
Winnipeg Regional Health Authority
Winnipeg, MB
Under the general direction of the Manager, Pharmacy, and while demonstrating a commitment to the Mission, Values and Management Philosophy of St. Boniface Hospital, the Pharmacist is…
Added 13 mins ago
Pharmacy Technician
Winnipeg Regional Health Authority
Winnipeg, MB
Reporting to the Pharmacy Manager and under the general supervision of a Pharmacist or other Pharmacy Technician, the incumbent is responsible for performing the following tasks:
Added 42 mins ago
SH
FOH Management - Assistant Manager
Sandman Hotel Group
Sherwood Park, AB
- Full-time
Working with the General Manager, some of your responsibilities will include:
Added 42 mins ago
B
Facility Manager III
BGIS
Milton, ON
- Full-time
Creates presentations for client consumption showcasing trends & providing valued insights and recommendations that support the operations of a first-class facility.
Added 42 mins ago
FC
Member Experience Representative
FirstOntario Credit Union
Hamilton, ON
- Full-time
…relating to business development as set forth by the Branch Manager at multiple…
Added 42 mins ago
FC
Manager, Information Security
FirstOntario Credit Union
Hamilton, ON
- Full-time
The Manager, Information Security, is responsible for managing the IT security operations centre, which oversees the daily security operations of FirstOntario Credit Union. This role is…
Added 43 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 43 mins ago
Niagara- 310T Truck & Coach Apprentice/Technician (Truck Mechanic)
Human Resources
Niagara-on-the-Lake, ON · Niagara Falls, ON
Today, Miller Waste operates collection fleets, recycling facilities, transfer stations, and composting operations that help communities manage waste responsibly while recovering valuable…

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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