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Added 10 mins ago
TA
Regional Vice President, Eastern Canada
Thorek/Scott and Partners
ON · Ontario, Canada
- Full-time
…institutions, private equity and investment funds, professional service firms, and entrepreneurial businesses in a variety of industries. We value the human connection and distinguish…
Added 10 mins ago
TL
Box Office Duty Manager (Part Time)
TO Live
Toronto, ON
- $25.08 CAD / hour
- Part-time
Under the direction of the Manager and Assistant Manager of Box Office Services, the Box Office Duty Manager is responsible for helping run the Box Offices of TO Live for events and…
Added 10 mins ago
TA
Regional Vice President, Western Canada
Thorek/Scott and Partners
AB · Alberta, Canada
- Full-time
…institutions, private equity and investment funds, professional service firms, and entrepreneurial businesses in a variety of industries. We value the human connection and distinguish…
Added 10 mins ago
BM
Resort Experience Manager - Year-Round - Full-Time
Blue Mountain Resort
The Blue Mountains, ON
- Full-time
As a key member of the Resort Experience leadership team, the Manager, Resort Experience plays a vital role in shaping a culture of purpose-driven service, ensures operational excellence…
Added 10 mins ago
TF
Inside Sales & Service Rep
The Fastener Group Ltd.
Red Deer, AB
- Full-time
We are seeking a reliable and motivated Inside Sales & Service Lead to join our growing team at our Red Deer location. As an Inside Sales & Service Lead, your primary responsibilities will…
Added 10 mins ago
HG
Sales Development Representative
Harris Global Business Services (GBS)
Toronto, ON
- Full-time
TouchBistro is looking for a Sales Development Representative to join our Sales team in Toronto! Joining our SDR team, you will promote TouchBistro and build relationships with restaurant…
Added 13 mins ago
H
Beverage Manager
Hilton
Toronto, ON
- Full-time
…exactly what you’ll do every time you come to work! As a Beverage Manager, you’re not just overseeing all aspects of beverage operations across the hotel’s outlets – you’re spreading the…
Added 13 mins ago
Assistant Manager
Laura Canada
Edmonton, AB
Develop and train the sales team on exemplary customer service, the promotion of different programs, product knowledge and current trends.
Added 13 mins ago
Bakery Decorator (Strathmore)
Calgary Co-operative Association Limited
Strathmore, AB
The Bakery Decorator is responsible to ensure customer service is provided through maintaining a safe and efficient operation while adhering to all Company policies, procedures and…
Added 13 mins ago
Retail Sales Associate
EssilorLuxottica Group
Edmonton, AB
1 year of previous sales or customer service experience
Added 13 mins ago
FG
Warehouse Manager - Winnipeg
Fort Garry Industries LTD.
Winnipeg, MB
- Full-time
Fort Garry Industries (FGI) is Canada's most trusted truck and trailer parts, sales and service provider.
Added 13 mins ago
SN
Seasonal Team Member, Chinook Centre
Saje Natural Wellness | Retail
Calgary, AB
- Contract
…there. </p><h3><br>The impact you'll make:</h3><p>Reporting to the Store Manager, Retail Team Members drive our mission first-hand with our customers: you connect people to the healing…
Added 13 mins ago
Assistant Branch Manager - Fisher & Northgate, North Bay, ON
Scotiabank
North Bay, ON
As the Assistant Manager, you will lead and oversee the overall success of the Retail Sales and Customer Service teams in a Canadian Bank branch. You will work to ensure business…
Added 13 mins ago
Senior Manager, Sales Effectiveness Seismic Product Owner, GTB - Toronto
Scotiabank
Toronto, ON
The Senior Manager, Sales Effectiveness Seismic Product Owner is accountable for maximizing the value of GTB’s Seismic platform as a core sales enablement capability. Acting as the business…
Added 16 mins ago
WC
Kitchen manager
Wendel Clark's
Grande Prairie, AB
- From $29 CAD / hour
- Full-time
- On-site
Ensure that food and service meet quality control standards
Added 28 mins ago
B
Branch Supervision Administrator (Compliance), Nesbitt Burns
BMO
Montreal, QC · MCGC
- Full-time
Supports sales supervision activities and regulatory activities for designated branches to meet all regulatory requirements.
Added 28 mins ago
S
Operations Lead - Full Time
sephora.com
Toronto, ON
- $22.2 to $26.1 CAD / hour
- Full-time
Passionate about clients. Regularly act as the Manager on Duty within the store. Engage with Beauty Advisors and clients on the sales floor whenever possible..
Added 28 mins ago
SI
Sales Associate
Staples Inc.
Courtenay, BC
- Part-time
Deliver exceptional customer service and enhance customer engagement and satisfaction.
Added 35 mins ago
PH
Shift manager - fast food restaurant
Pizza Hut
Bonnyville, AB
- From $18.5 CAD / hour
- Full-time
- On-site
Ensure that food and service meet quality control standards
Added 40 mins ago
TS
Store Associate
The Salvation Army in Canada
Toronto, ON
- Part-time
Contribute to meeting store sales targets; provide efficient courteous customer service; use tact when dealing with difficult customers.
Added 40 mins ago
SA
Senior Customer Success Manager
STAN AI
Toronto, ON · North York, ON
- $100,000 to $135,000 USD / year
- Full-time
We are looking for a Senior Customer Success Manager who is obsessed with turning users into lifelong advocates. In this role, you will own the end-to-end post-sales journey for our most…
Added 40 mins ago
TF
Outside Sales Representative / Account Manager
The Fastener Group Ltd.
Surrey, BC
- Full-time
Role Description This full-time, on-site Outside Sales Representative / Account Manager role is based in Surrey, BC. The position is responsible for managing and growing an assigned…
Added 40 mins ago
TH
Merchandising Execution Associate Part Time - 7057 Polo Park
The Home Depot Canada
Winnipeg, MB
- Part-time
Merchandising Execution Associates (MEAs) perform in-store merchandising service activities such as merchandising projects, planogram maintenance, overhead organization, and display/signage…
Added 40 mins ago
S
Weekend Visitor Services Representative
SaskCulture
Yorkton, SK
- Internship
Experience in retail sales or customer service is an asset.
Added 40 mins ago
AI
Strategic Sourcing Manager
American Iron & Metal (AIM)
Montreal, QC
- Full-time
Reporting to the Director, Procurement, the Strategic Sourcing Manager is responsible for leading the organization’s strategic sourcing function and developing sourcing strategies aimed at…

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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