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Added 11 mins ago
B
Marketing Specialist
BGCBIGS
Edmonton, AB
- $65,053 to $71,807 CAD / year
- Full-time
- Temporary
Coordinate creative, media buys, advertising schedules, website content, social media activity and promotional materials with internal teams, vendors and contractors.
Added 26 mins ago
AR
Regional General Manager, North
ABC Recycling Ltd.
Burnaby, BC
- $140,000 to $180,000 CAD / year
To stay up to date with our latest company updates, partnerships, and community initiatives, please visit our website (www.abcrecycling.com) and follow us on social media.
Added 40 mins ago
BC
Engagement and Events Coordinator
British Columbia Schizophrenia Society
Vancouver, BC
- Full-time
The Engagement & Events Coordinator reports to the Communications & Marketing Manager.
Added 41 mins ago
AU
Manager, Marketing
Algoma University
Sault Ste. Marie, ON · Brampton, ON
- $91,863 to $114,829 CAD / year
Algoma University has an existing vacancy in the position of Manager, Marketing. Reporting to the Director, Strategic Communications, Issues Management & Marketing, the Manager, Marketing…
Added 41 mins ago
DT
Sr Analyst II Service Management (Onsite Quebec Location)
DXC Technology
QC · CAN QC Client Site (CSC Location)
- Full-time
As a Major Incident Manager, you will be responsible for the effective and highly disciplined approach to execute the various service restoration activities such as engaging our technical…
Added 42 mins ago
DH
Sales and marketing manager
Danny's Hotel & Suites a SureStay Collection by Best Western
Beresford, NB
- $22 to $25 CAD / hour
- Full-time
- Hybrid
Added 55 mins ago
AR
Regional General Manager, North
ABC Recycling
Burnaby, BC
- $140,000 to $180,000 CAD / year
- Full-time
To stay up to date with our latest company updates, partnerships, and community initiatives, please visit our website (www.abcrecycling.com) and follow us on social media.
Added 1 hour ago
OR
Marketing Operations & Office Coordinator
Ohata Resource Canada Inc.
Richmond, BC
- Full-time
…digital advertising, performance reporting, written content, social media, record keeping, and general…
Added 1 hour ago
CU
DDA 1 - School of Business
Capilano University
North Vancouver, BC
- Full-time
For specified programs or areas: considerable knowledge of web posting and social media.
Added 1 hour ago
TS
Digital Marketing Specialist
Technology Solution
Mississauga, ON
- Full-time
Develop and execute digital marketing strategies across SEO, SEM, email, and social media
Added 1 hour ago
TC
Regional Marketing Manager - Quebec Zone
Toyota Canada Inc.
Brossard, QC
- Full-time
…on-page and off-page website optimization, Google tools and social…
Added 1 hour ago
GC
Senior Compliance Officer
Guardian Capital Group
Toronto, ON
- Full-time
Responsible for the ongoing monitoring and review of electronic communications and social media platforms used by GCLP employees;
Added 1 hour ago
DT
Sr Analyst II Service Management (onsite Quebec)
DXC Technology
QC · CAN QC Client Site (CSC Location)
- Full-time
As a Major Incident Manager, you will be responsible for the effective and highly disciplined approach to execute the various service restoration activities such as engaging our technical…
Added 1 hour ago
YB
Events & Community Engagement Coordinator
YWCA Banff
Banff, AB
- Full-time
Added 1 hour ago
Assistant Marketing Mgr - Coors Light
Molson Coors
Toronto, ON
In the role of Assistant Marketing Manager – Coors Light, you’ll build one of the most iconic brands, shaping culture and changing the way consumers enjoys beer. You’ll get to operate as a…
Added 2 hours ago
GH
Volunteer Administrative Assistant
Great Heights, Calm Minds Psychology
Calgary, AB
- Full-time
Cross-posting social media content across multiple platforms (content will be provided)
Added 2 hours ago
TM
Content Marketing Specialist - MRG Live & Rapseason
The MRG Group
Toronto, ON
- $62,500 to $67,500 CAD / year
- Full-time
…advanced monthly performance data (using Facebook Business Manager, Sprout Social, and native platform analytics) to discover insights, optimize content strategy, and drive ticket…
Added 2 hours ago
Marketing Specialist
Science North
Sudbury, ON · Greater Sudbury, ON
…will contribute to the planning and execution of marketing, media relations, social media and communications initiatives. As the successful candidate you will be a strong communicator,…
Added 2 hours ago
TM
Regional Marketing Manager - Quebec Zone
Toyota Motor Corporation
Quebec, QC · Toyota Canada Inc - Quebec Zone
- Full-time
…on-page and off-page website optimization, Google tools and social…
Added 2 hours ago
M(
Coordinator, Ticketing Communications
MLSE (Maple Leaf Sports & Entertainment Partnership)
Toronto, ON · Scotiabank Arena
- Part-time
Strong copywriting skills for digital platforms (email, blog, social media, app, ads, etc.)
Added 2 hours ago
Manager, Media and Public Affairs
Trans Mountain
Calgary, AB
Trans Mountain is seeking a collaborative, motivated, and values driven individual to join our dynamic team as a Manager, Media and Public Affairs. In this position, you will play a key…
Added 2 hours ago
Director, India Office
Government of Alberta
AB
Social media expertise, leveraging digital platforms to promote Alberta’s industries and drive business opportunities.
Added 3 hours ago
GD
DYNAMITE - Seasonal Sales Associate - Lime Ridge Mall
Groupe Dynamite
Hamilton, ON
- Temporary
Social Media Skills, knowledge of Mobile Devices Skills and Computer skills are an asset
Added 3 hours ago
GD
DYNAMITE - Team Leader PT - Metropolis at Metrotown
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Burnaby, BC
- Full-time
Social Media Skills, knowledge of Mobile Devices Skills and Computer skills are an asset
Added 3 hours ago
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DYNAMITE - Assistant Manager - Bayshore Shopping Centre
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Ottawa, ON · Nepean, ON
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Social Media Skills, Mobile Device Skills, Microsoft Office (Outlook, Word, Excel) or Open-Office

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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