Jobs in Canada

25+ jobs

Group jobs by employerEmail me new jobs Save this search

Added 50 mins ago
Associate Wealth Advisor
First West
Victoria, BC
Leadership: Builds relationship with branch team members and provides subject matter expertise and/or mentoring when required; schedules and facilitates product knowledge sessions with…
Added 1 hour ago
Executive Legal Officer
Manitoba Justice
Winnipeg, MB
…the judiciary’s unique institutional position as the third branch of government. The ELO provides leadership in developing strategies and policies to enhance an accurate and current public…
Added 1 hour ago
T
Customer Experience Associate
TD
London, ON
- Part-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 1 hour ago
T
Customer Experience Associate
TD
Mississauga, ON
- Part-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 1 hour ago
Branch Operations Manager
Sherwin-Williams
Sudbury, ON
Must have a valid, unrestricted Driver’s License · Must have at least High School diploma or a Certificate of Adult Education Completion (CAEC)
Added 1 hour ago
SM
RQ11845 – Software Developer – Senior (Onsite)
S M Software Solutions Inc
Toronto, ON
- Internship
Work Arrangement: Onsite – 5 Days per Week · Onsite Requirement: 5 days per week
Added 2 hours ago
T
Personal Banking Associate
TD
Richmond, BC
- Full-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 3 hours ago
R
Client Care Advisor, Private Banking
RBC
Richmond Hill, ON
- Full-time
Manage branch traffic, informing management team of opportunities to improve sales and service availability.
Added 3 hours ago
T
Customer Experience Associate
TD
Vancouver, BC
- Part-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 3 hours ago
T
TD Wealth- Client Service Associate- Private Investment Advice
TD
Quebec, QC
- Full-time
…assignments. You may also correspond with clients and other branch staff. In this frontline role, your first impressions will leave lasting results on our business and customer…
Added 3 hours ago
TE
Branch Administrator - Victoria
TK Elevator
Victoria, BC
- Full-time
Perform administrative duties on behalf of the branch
Added 4 hours ago
TL
CUSTOMER SUPPORT ADMINISTRATOR/SPECIALIST
Troy Life & Fire Safety Ltd.
Owen Sound, ON
- Full-time
Manage backlog reports monthly with branch contacts
Added 4 hours ago
T
Personal Banking Associate Trainee
TD
Winnipeg, MB
- Full-time
…We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their financial queries and banking needs,…
Added 4 hours ago
T
Personal Banking Associate Trainee
TD
Calgary, AB
- Full-time
…We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their financial queries and banking needs,…
Added 4 hours ago
FN
Commercial Banking Analyst
First Nations Bank of Canada
Saskatoon, SK
- $69,828 to $100,552 CAD / year
- Full-time
You must have:
Added 4 hours ago
N
Analyst, Retail, North American Finance Operations
Nutrien
Saskatoon, SK
- Full-time
Provide accurate, timely, and reliable financial reports to Regional, Divisional, Branch and Corporate administration as assigned
Added 4 hours ago
N
Analyst, Retail, North American Finance Operations
Nutrien
Calgary, AB
- Full-time
Provide accurate, timely, and reliable financial reports to Regional, Divisional, Branch and Corporate administration as assigned
Added 4 hours ago
GO
Crown Counsel
Government of Manitoba
Winnipeg, MB
- Full-time
…development and training are supported and encouraged. Legal Services Branch (LSB) is the Government of Manitoba’s full service in-house civil law office of about 70 lawyers. It provides a…
Added 4 hours ago
GO
Executive Legal Officer
Government of Manitoba
Winnipeg, MB
- Full-time
…the judiciary’s unique institutional position as the third branch of government. The ELO provides leadership in developing strategies and policies to enhance an accurate and current public…
Added 5 hours ago
BG
Office Administrator
Brandt Group of Companies
Saint-Augustin-de-Desmaures, QC · St-Augustin-de-Desmaures, QC
- Full-time
…operational support to ensure efficient day-to-day functioning of the branch. This role involves liaising with internal and external stakeholders, managing office logistics, assisting with…
Added 5 hours ago
R
Assistant Branch Manager
RBC
Drummondville, QC
- Full-time
As an Assistant Branch Manager, you motivate and coach a high-performing team of Advisors in a dynamic, high-volume, and rewarding marketplace, while establishing and achieving team sales…
Added 5 hours ago
R
Financing Specialist
RBC
Vancouver, BC
- Full-time
Minimum post-secondary diploma/degree, ideally in Commerce, Business Administration or related experience
Added 5 hours ago
T
Personal Banking Associate - Chateauguay (Full-time, 37.5h/week)
TD
Châteauguay, QC
- Full-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 5 hours ago
B
Client Service Assistant, BMO Nesbitt Burns (12-month contract)
BMO
Calgary, AB · GLENMO
- Full-time
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…
Added 5 hours ago
B
Client Service Assistant
BMO
Red Deer, AB · RDR
- Full-time
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…

BMO

Client Service Assistant

Red Deer, AB, Canada
RDR, Canada

$33,500.00 - $56,500.00 · Full-time

Apply on bmo.wd3.myworkdayjobs.com About employer

Applications open in a new tab.

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.

Apply on bmo.wd3.myworkdayjobs.com About employer

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

Report this job

Work requirements

Jobs in Canada