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Added 2 mins ago
T
Senior Talent Acquisition Specialist
Taiv
Winnipeg, MB
- Full-time
Taiv is growing, and the people we hire decide how well that growth goes. We’re adding people across sales, operations, marketing, and engineering in Winnipeg and our U.S. markets. We need…
Added 2 mins ago
DF
Senior Trade and Investment Officer
Department for Business, Innovation, Science and Trade
Montreal, QC
- Full-time
…Canadian prospects in the aforementioned sectors looking to set up operations in the UK; and support Canadian companies already active in the UK market to grow their…
Added 2 mins ago
SS
General Manager - Steel & Fabrication Industry
Summit Search Group
Toronto, ON · Greater Toronto Area, Canada
- Full-time
The General Manager, Ontario Region, is the engine behind the company’s growth, modernization, and market dominance across Ontario. Reporting directly to the President, this executive…
Added 2 mins ago
LN
Territory Sales Representative
Lambert Nemec Group
Winnipeg, MB
- Full-time
Lambert Nemec Group is partnering with a respected organization in their search for a Territory Manager. This is an exciting opportunity for a commercially driven sales professional who…
Added 2 mins ago
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Sales Account Manager
InfinitDrones
Woodbridge, ON
- Full-time
We are seeking a motivated and customer-focused Sales Account Manager to develop new business opportunities, manage customer accounts, and drive sales growth. The successful candidate will…
Added 3 mins ago
MF
Staff Accountant (Bilingual) - M&M Food Market
M&M Food Market Ltd/Les Aliments M&M Lte
Mississauga, ON
- Full-time
Reporting to the Finance Manager, the Staff Accountant will be responsible for performing full cycle accounting functions including preparation of financial reports for several…
Added 3 mins ago
Senior Manager Tax
Mejuri
Toronto, ON
Reporting directly to the CFO, the Senior Manager, Tax will own Mejuri’s day-to-day tax compliance and reporting across Canada, the US and our international markets, and ensure accuracy in…
Added 3 mins ago
S
Asset Protection Partner
Sephora
Halifax, NS
- $25 to $30 CAD / hour
Conduct surveillance on the sales floor, as well as utilizing the CCTV system, to identify, observe, and apprehend or deter individuals from committing external theft(s).
Added 3 mins ago
Retail Hiring Event October 15, Elmsdale
Bell
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Please come by with your resume to meet with a Store Manager on the
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Manager, Summer Accommodations (Term)
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Toronto, ON
The Manager leads the Summer Accommodations team and coordinates the many operational partners required to deliver a successful guest stay, including front desk, housekeeping, building…
Added 7 mins ago
Gift Shop Clerk
Manitoba Legislative Assembly
Winnipeg, MB
Reporting to the Gift Shop Manager, the Gift Shop Clerk is a key point of contact for customers and is responsible for delivering an exceptional retail experience. This role involves…
Added 15 mins ago
MV
Store manager - retail
Mattress Villa
Calgary, AB
- From $38 CAD / hour
- Full-time
- On-site
Study market research and trends to determine consumer demand, potential sales volumes and effect of competitors' operations on sales
Added 15 mins ago
GG
Store manager - retail
GS Granite Limited
Edmonton, AB
- From $45 CAD / hour
- Full-time
- On-site
Study market research and trends to determine consumer demand, potential sales volumes and effect of competitors' operations on sales
Added 16 mins ago
GC
Department Manager - Gift & Home Décor – Saanich
GARDENWORKS Canada
Saanich, BC
- Full-time
We are seeking a creative, organized, and customer-focused retail leader to join our Saanich team as Department Manager – Gift & Home Décor. In this role, you will oversee the daily…
Added 18 mins ago
M
GRC Specialist
Miovision
Remote, Canada
- $90,000 to $115,000 CAD / year
- Full-time
- Remote
…AI, Miovision’s innovations in traffic signal planning and operations are making it possible for cities to improve the transportation experience for drivers, cyclists and…
Added 18 mins ago
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Client Service Associate
BMO
Toronto, ON · CLAIRE
- Full-time
…Advisors (IAs) and IA Team and staff, and Private Wealth branch operations with day-to-day administration and provides exceptional client service to support achievement of business…
Added 18 mins ago
Revenue Operations Specialist
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Vancouver, BC
The Revenue Operations Specialist will support Diligent's global revenue operations function by managing product catalog data, SKU governance, and Deal Desk processes. Working closely with…
Added 32 mins ago
DQ
shift manager - fast food restaurant
Dairy Queen
Golden, BC
- Full-time
Maintain records of stock, repairs, sales and wastage
Added 32 mins ago
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Associate Manager, Brand Revenue Growth Management
So Jobs
Toronto, ON
- $78,300 to $102,300 CAD / year
- Full-time
Collaborate closely with teams across Marketing, Sales, Finance, Supply Chain, Operations, and Product Management to ensure alignment on business priorities.
Added 32 mins ago
KS
Regional Sales Manager - Building Automation
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- Full-time
…sensing, and gas detection technologies is seeking a Regional Sales Manager to lead business development and sales growth throughout…
Added 32 mins ago
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General Sales Manager
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- Full-time
As the General Sales Manager, you will serve as the engine of our showroom floor. You will direct daily sales operations, optimize inventory turnover, drive profitability across sales and…
Added 32 mins ago
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Applications Administrator
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- Full-time
Reporting to the Senior Manager, Application Support, the Applications Administrator will be responsible for the maintenance and support of financial, real estate, and other business and…
Added 32 mins ago
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Store Manager - Smart Centres Oakville
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Oakville, ON
- Full-time
Reporting to the District Manager, join a team where your leadership will truly have an impact! As a Store Manager, you’ll be at the heart of the action: leading and inspiring your team,…
Added 33 mins ago
Route Sales Rep (Customer Service Representative)
Vestis Uniforms and Workplace Supplies | Canadian Linen & Uniform Service | Québec Linge Service D’Uniformes
Ottawa, ON
If you thrive on a dynamic blend of physical work, driving, exemplary customer service, and sales, then this role is tailor-made for you! Canadian Linen seeks a driven Customer Service…
Added 33 mins ago
ME
Department Manager, Member Experience (Full Time)
Mountain Equipment Company
Ottawa, ON
- $48,100 to $60,200 CAD / year
- Full-time
As the Department Manager, Member Experience, you are a key store leader responsible for delivering exceptional member experiences across the sales floor, Cash and Member Service Desk, and…

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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