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Added 13 mins ago
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Vice President Information Technology
Executrade – Your Recruitment Specialists
AB · Edmonton, AB
- Full-time
Act as the executive point of accountability for outsourced technology service providers and strategic technology vendors.
Added 13 mins ago
S
Lower Mainland - Coordinator, Apprenticeship Advisor (Permanent, Full-Time)
SkilledTradesBC
Richmond, BC
- Full-time
Works with Managers, Team Leads and the Advisor Leadership Team to improve team operations, service quality and processes.
Added 27 mins ago
RM
Manager, Human Resources
Ross Memorial Hospital
Kawartha Lakes, ON · Lindsay, ON
- Full-time
As a Trusted HR Advisor, You Will Work Closely With Managers And Leaders To Provide Practical Guidance On a Broad Range Of Human Resources Matters, Including
Added 27 mins ago
PC
Sales Associate - Westgate
Plantlife Cannabis
Grande Prairie, AB
- Part-time
Proven experience as a sales advisor or in another guest service/sales role
Added 27 mins ago
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Senior Insurance Advisor
SASCU
Salmon Arm, BC
- Full-time
As a Senior Insurance Advisor, you will supporting a capable, accountable team that delivers trusted advice, protects clients, and creates consistently strong service experiences. Through…
Added 27 mins ago
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Pension Advisor
Sobeys
Mississauga, ON
- Full-time
…talent to join our team! We are currently seeking a Pension Advisor to join us in a hybrid role based in Mississauga, Ontario, with an in-office requirement of three days per…
Added 27 mins ago
FH
Pharmacy Assistant IA (Casual - All Locations)
Fraser Health Authority
Surrey, BC
- $31.63 CAD / hour
- Other
…and provide an integrated approach to pharmaceutical care and service excellence patients, residents and clients committed to investing in your professional development in building an…
Added 28 mins ago
PC
Sales Associate - Harvest Pointe
Plantlife Cannabis
AB
- Part-time
Proven experience as a sales advisor or in another guest service/sales role
Added 28 mins ago
PC
Sales Associate - Cobblestone
Plantlife Cannabis
Grande Prairie, AB
- Part-time
Proven experience as a sales advisor or in another guest service/sales role
Added 28 mins ago
PC
Sales Associate - Westgate
Plantlife Cannabis
Grande Prairie, AB
- Part-time
Proven experience as a sales advisor or in another guest service/sales role
Added 28 mins ago
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Senior Advisor, Business development and sales support
Desjardins
Montreal, QC · Complexe Desjardins Montréal
- Full-time
As a senior sales and business development support advisor, you help serve and maintain business relationships with members and clients. You help sell products and services through multiple…
Added 28 mins ago
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Assistant Manager, Auto Service Centre
BCAA
Victoria, BC
- Full-time
Step into a Service Advisor role when required by greeting customers, preparing estimates, scheduling appointments, recommending repairs and maintenance, and coordinating communication…
Added 28 mins ago
Manager, Project Controls, Technical Services, Pacific Link
Trans Mountain
Calgary, AB
Define decision rights, approval thresholds, accountabilities, escalation pathways and minimum control requirements for project teams, partners, contractors and service providers.
Added 42 mins ago
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Public Protection Nurse Advisor - Public Protection Service
NHS Ayrshire & Arran
Saskatoon, SK
- Full-time
An exciting opportunity has arisen for the right person to join NHS Greater Glasgow and Clyde Public Protection Service as a Public Protection Nurse Advisor. Working within a board-wide…
Added 42 mins ago
NS
Public Protection Nurse Advisor - Public Protection Service
NHS Scotland
Saskatoon, SK
- Full-time
An exciting opportunity has arisen for the right person to join NHS Greater Glasgow and Clyde Public Protection Service as a Public Protection Nurse Advisor. Working within a board-wide…
Added 43 mins ago
Materials Analyst
Pembina Pipeline Corporation
North Vancouver, BC
Monitor inventory performance and reporting, including accuracy, stockouts, service levels, working capital, and process compliance;
Added 43 mins ago
Customer Data Technician, temporary 4-month contract
The Canada Life Assurance Company
Winnipeg, MB · Kitchener, ON
…streamline data processes, and maintain the integrity of client and advisor information across the…
Added 43 mins ago
Bilingual Advisor, System Integration
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…Conversational Robot (AI – chat/voice Bots), WFM, WFO and/or Self Service IVR with call routing technologies,…
Added 57 mins ago
VC
Midwife
Vancouver Coastal Health
Richmond, BC
- Full-time
The compensation type for this role is Fee-for-Service
Added 57 mins ago
VC
Emergency Physician
Vancouver Coastal Health
North Vancouver, BC
- Full-time
We service the North Shore and Sea to Sky corridor, seeing a diverse patient population including pediatrics, acute medicine, and geriatrics. Our hospital sees about 73,000 patients/year.…
Added 57 mins ago
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Wealth Advisor
Royal Bank of Canada
Calgary, AB
- Full-time
RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized…
Added 57 mins ago
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Banking Advisor
Royal Bank of Canada
Yorkton, SK
- Full-time
Track record in building rapport and maintaining client relationships within the financial or service industry
Added 57 mins ago
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Banking Advisor
Royal Bank of Canada
Regina, SK
- Full-time
Track record in building rapport and maintaining client relationships within the financial or service industry
Added 1 hour ago
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Service Desk Specialist
Genpact
Toronto, ON
- Full-time
Act as a trusted advisor to HR partners by providing consultative guidance on Workday capabilities and impacts.
Added 1 hour ago
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ENGINEER
City of Toronto
Toronto, ON
- Full-time
The first five program areas are led by a Senior Engineer, and the last is led by a Source Water Protection Advisor. As an Engineer in PIE, you will report to a Senior Engineer. Two (2)…

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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