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Added 1 day ago
H
IT Project Manager
HrBrain
Featured · Posted directly by employer
Waterloo, ON
- $70 CAD / hour
- Contract
Partner closely with the Product Owner, business stakeholders, technology teams, architects, vendors, and other delivery partners to coordinate priorities and maintain delivery alignment.
Added 6 mins ago
ON
Business Planning Specialist
Ontario Northland
North Bay, ON
- $83,538 to $98,280 CAD / year
- Contract
POSITION: Business Planning Specialist (12 Month Contract)
Added 6 mins ago
TH
Cashier Part Time - MISSISSAUGA W
The Home Depot
Mississauga, ON
- Part-time
Using the GET Involved approach to customer service, front-end associate greets each customer, engages them during the transaction and thanks the customer for their business.
Added 6 mins ago
UO
Human Resources Partner
University of Waterloo
Waterloo, ON
- Full-time
Provides client support in the areas of recruitment, salary administration, job evaluation, manager and employee onboarding, and training and development
Added 6 mins ago
JF
Restaurant Supervisor
Jollibee Foods Corporation North America
Surrey, BC
- $20.25 CAD / hour
- Full-time
- Part-time
The Restaurant Supervisor assists the Restaurant Manager and restaurant team in the achievement of the Restaurant Business Goals through effective implementation of specific operations…
Added 6 mins ago
S
Technical Account Manager
SOTI
Mississauga, ON
- Full-time
Deliver Quarterly Business Reviews including product roadmap (when available) in accordance with customer's requirements.
Added 6 mins 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 6 mins ago
R
Senior Manager, Risk and Controls
RBC
Toronto, ON · Vancouver, BC
- Full-time
Are you passionate about Risk? We are looking for an experienced professional to fill the role of Senior Manager, Risk and Controls, for the Risk and Governance team in Global Functions…
Added 6 mins ago
R
Branch Manager Advisor
RBC
Cardston, AB
- Full-time
As a Branch Manager Advisor, you fulfill a critical role in the branch with 40-50% of your time spent providing advice to clients as a Financial Advisor and 50-60% in a Branch leadership…
Added 6 mins ago
H
Manager Primary Health Care
HealthCareersInSask.ca
Saskatoon, SK
- Full-time
Job Description: The Manager, Primary Health Care is a key leader in Saskatchewan health care, partnering with system leaders to achieve our province's healthcare goals. Reporting to the…
Added 6 mins ago
T
Site Reliability Engineer II
TD
Toronto, ON
- Full-time
…job-related knowledge, geographic location, and other specific business and organizational…
Added 6 mins ago
T
TDS Operations Analyst II
TD
Toronto, ON
- Full-time
Global Operations and Business Services employees bring diverse talents and experiences to provide value to TD Securities. Our team offers a dynamic and inclusive environment where…
Added 6 mins ago
T
Personal Banking Associate - Chateauguay (Full-time, 37.5h/week)
TD
Châteauguay, QC
- Full-time
…job-related knowledge, geographic location, and other specific business and organizational…
Added 6 mins ago
T
Manager, Life & Health Advice Center Performance
TD
Toronto, ON
- Full-time
Work effectively as a team, supporting other members of the team in achieving business objectives and providing client services
Added 6 mins ago
CP
Senior Financial Analyst, Properties
Choice Properties
Toronto, ON
- Full-time
…attitude that will continue to encourage constant improvement of services and…
Added 6 mins ago
C
Manager, Client Advice I
CIBC
Niagara Falls, ON · Niag.Falls-Portage and Huggins
- Full-time
As a member of the Personal and Business Banking team, you’ll develop and coach a team of client service and financial service professionals, working towards a shared goal – delivering an…
Added 6 mins ago
C
Senior Manager, Vendor Management
CIBC
Toronto, ON
- Full-time
The Senior Vendor Manager will be part of the Contact Centre Risk and Control Governance team and will be responsible for building and managing relationships with core suppliers who supply…
Added 6 mins ago
VF
Group Fitness & Registered Fitness Programs Coordinator
Vivo for Healthier Generations
Calgary, AB
- Full-time
Participate in exploring, securing, testing, and implementing new trends and types of fitness experiences/services for our customers on a quarterly basis through the service design lens.
Added 20 mins ago
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Client Service Assistant, BMO Nesbitt Burns (12-month contract)
BMO
Calgary, AB · GLENMO
- Full-time
…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…
Added 20 mins ago
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Client Service Assistant
BMO
Red Deer, AB · RDR
- Full-time
…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…
Added 20 mins ago
B
Facility Manager III
BGIS
Kitchener, ON
- Full-time
BGIS is a leading provider of customized facility management and real estate services. With a combined team of over 10,000 professionals worldwide, we relentlessly focus on enabling…
Added 20 mins ago
C
FT Petroleum Driver (Highway 16 #313) Saskatoon, SK - Saskatoon Co-op
Co-op
Saskatoon, SK
- Full-time
Saskatoon Co-op is here to serve our members with products and services that help build, feed and fuel individuals and communities. We are a different kind of business; being member-owned…
Added 20 mins ago
H
Manager System Flow Client Patient Access Services
HealthCareersInSask.ca
Saskatoon, SK
- Full-time
Job Description: The Manager, System Flow CPAS is a key leader in Saskatchewan health care, partnering with system leaders to achieve our province’s healthcare goals. Reporting to the…
Added 20 mins ago
H
Manager Medical Imaging Urban
HealthCareersInSask.ca
Saskatoon, SK
- Full-time
Job Description: The Manager, Medical Imaging Urban, is a key leader in Saskatchewan health care, partnering with system leaders to achieve our province’s healthcare goals. Reporting to the…
Added 20 mins ago
W
Associate Manager - Customer Service North America
Wesco
Grande Prairie, AB
- Full-time
As Associate Manager - Customer Service North America, you will be responsible for managing sales operational activities to ensure customer service levels are met or exceeded, with a focus…
Added 20 mins ago
E
Associate Representative - Customer Service
EECOL
Thompson, MB
- Full-time
When you join EECOL, you become part of a global leader in business-to-business distribution, logistics services and supply chain management solutions. We take pride in having an inclusive…

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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