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Added 2 mins ago
UO
Dental Clinic Receptionist
University of British Columbia
Vancouver, BC · UBCV | David Strangway Building (STRG)
- Full-time
Receives direction from the Clinic Director, Graduate Program Director and the Dental Assistant 4 for the Programs. Reports directly to the Clinic Administrator that reports to the Senior…
Added 16 mins ago
B
Client Service Assistant, BMO Nesbitt Burns (12-month contract)
BMO
Calgary, AB · GLENMO
- Full-time
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…
Added 16 mins ago
B
Client Service Assistant
BMO
Red Deer, AB · RDR
- Full-time
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…
Added 16 mins ago
SB
Project Manager, Maintenance
Skyservice Business Aviation
Dorval, QC
- Full-time
…& status updates, ensure delivery of deposit invoices, and general invoice review with…
Added 16 mins ago
NH
PRIMARY CARE ASSISTANT
Northern Health - BC
Terrace, BC
- Full-time
In accordance with the established mission, vision, values, and strategic priorities of Northern Health, and under the general supervision of Manager or designate, the Primary Care…
Added 16 mins ago
TU
Dental Clinic Receptionist
The University of British Columbia
Vancouver, BC
- Full-time
Receives direction from the Clinic Director, Graduate Program Director and the Dental Assistant 4 for the Programs. Reports directly to the Clinic Administrator that reports to the Senior…
Added 16 mins ago
RF
Human Resources Assistant (North York/Scarborough)
Real Fruit Bubble Tea
Toronto, ON · Scarborough, ON
- $19 to $21 CAD / hour
- Full-time
Reporting directly to the Human Resources Manager and above, the Human Resources Assistant will support the initiatives and tasks delegated by the HR Manager and execute the right steps to…
Added 17 mins ago
TU
Manager, Human Resources
The University of British Columbia
Vancouver, BC
- $7,158.42 to $10,292.25 CAD / month
- Full-time
This position supervises the Admin Support, Admin Coordinator, and the Head’s Assistant and will work collaboratively with the Faculty of Science, Dean’s Office, Central UBC offices…
Added 31 mins ago
SD
Merchandiser, Hourly Part Time Day
Shoppers Drug Mart
Toronto, ON
- Part-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 31 mins ago
SD
Merchandiser, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Winnipeg, MB
- Part-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 31 mins ago
SD
Merchandiser, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Toronto, ON
- Part-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 31 mins ago
W
(CAN) Gérant de rayon leader, marchandise générale
Walmart
Baie-Comeau, QC
- Full-time
To assist in the leadership of General Merchandise and Fashion Associates and department processes through partnership with the General Merchandise and Fashion Assistant Manager and ensure…
Added 31 mins ago
B
Private Wealth Administrative Assistant - Vaughan, Winter 2027 (Co-op/Internship) - 4 months
BMO
Vaughan, ON · VMC
- Full-time
…unofficial copy of your academic transcript. By applying for this general posting, you will be considered for a number of different student opportunities across multiple locations. If you…
Added 46 mins ago
Assistant Manager
Hollywood Bowl Group
Calgary, AB
Join Splitsville as an Assistant Manager and in return you'll get:
Added 47 mins ago
TU
Assistant Housekeeping Manager
The University of British Columbia
Vancouver, BC
- $6,143.67 to $8,830.25 CAD / month
- Full-time
The Assistant Housekeeping Manager is primarily responsible for administration, recruitment and training on department operational procedures. This role develops, analyzes and implements…
Added 47 mins ago
TH
CUSTOMER EXPERIENCE MANAGER-9 Month Contract, RED DEER
The Home Depot Canada
Red Deer, AB
- Full-time
…customer service escalations. At times, CXMs may be the only Manager available and will be expected to make business and associate decisions in partnership with appropriate resources and…
Added 1 hour ago
SD
Merchandiser, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Chatham-Kent, ON
- Part-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 1 hour ago
HP
Sales Assistant (12 month Contract) (Toronto Hybrid)
HarperCollins Publishers
Toronto, ON
- Other
Sales Assistant, reporting to the Sales Manager, will provide support for the sales department including line managers and sales representatives and general sales department support. Duties…
Added 1 hour ago
RE
Person Centered Support Worker
Ranch Ehrlo Society
Regina, SK
- Part-time
Completion of a certificate, diploma or degree in disability studies or related field of study such as a nursing assistant, health care aid, applied behavioral analysis, functional behavior…
Added 1 hour ago
TG
H&S Incident & Training Coordinator
Trillium Guideway Partners
Toronto, ON
- $70,000 to $90,000 CAD / year
- Full-time
Provide coordination support to the Health and Safety Manager, Assistant Health & Safety Manager / ISO Lead, Coordinators, and safety administrator.
Added 1 hour ago
SD
Merchandiser, Hourly Full Time Day Greenlight Requisition
Shoppers Drug Mart
Toronto, ON
- Full-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 1 hour ago
SD
Merchandiser, Hourly Part Time Day Greenlight Requisition
Shoppers Drug Mart
Toronto, ON
- Part-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 1 hour ago
SD
Merchandiser, Hourly Part Time Evening Greenlight Requisition
Shoppers Drug Mart
Regina, SK
- Part-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 1 hour ago
SD
Merchandiser, Hourly Full Time Evening
Shoppers Drug Mart
Ottawa, ON
- Full-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 2 hours ago
CUPE - MRHS Janitor (4 hour)
Nova Scotia Regional Centres for Education & CSAP
Middleton, NS
Under the supervision of the Assistant Custodial Supervisor, the successful candidate for this position will be required to perform a wide variety of janitorial tasks.

BMO

Client Service Assistant

Red Deer, AB, Canada
RDR, 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: Nov 27, 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: Nov 9, 2026

Original job description

Application Deadline:

11/26/2026

Address:

179A Leva Ave

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.

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 and branch operations by managing client relationships, coordinating marketing activities, and handling day-to-day administrative requests. They ensure compliance with regulatory policies while providing professional, customized investment-related service to clients.

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, financial products, and proficiency with industry-specific technology applications are considered assets.

Skills

Client service
Wealth management
Administrative support
Investment advisory support
Marketing coordination
Database management
Financial reporting
Regulatory compliance
Risk management
Communication skills
Problem solving
Organization skills
Team collaboration
Account management
Technology support

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans

Visa sponsorship

Not detected in the job text

Keywords

Wealth management
Investment advisor
Branch operations
Client service
Marketing
Account opening
Money movement
Compliance
Risk management
Financial planning
Stocks
Bonds
Mutual funds
Fee based products
Database management
Reporting
Policy adherence
Client retention
Relationship management
Professional advice

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