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Added 3 mins ago
H
Travel Registered Nurse (RN) - Med Surg | Night Shift
Healthforce
Canada
- $1,834 to $1,934 CAD / week
- Full-time
If you are a clinical professional who thrives in a collaborative environment, values high-quality patient outcomes, and wants a travel contract with competitive weekly pay, we encourage…
Added 3 mins ago
PC
Production Accountant
PETRONAS Canada
Calgary, AB
- Full-time
Dress for your day - a casual yet professional environment
Added 3 mins ago
MU
Assistant Professor (Tenure Track), Department of Pediatrics and Department of Epidemiology, Biostatistics and Occupational Health, Computational/Data Scientist in Child Health (L000651)
McGill University
Glen · MUHC-GLEN
- Full-time
If you are an active McGill employee (ie: currently in an active contract or position at McGill University), do not apply through this Career Site. Login to your McGill Workday account and…
Added 3 mins ago
LU
Human Resources Business Partner (HRBP), Human Resources and Organizational Development
Laurentian University/Université Laurentienne
Sudbury, ON
- Full-time
Perform other duties within the professional scope and skill level of the position, in full compliance with applicable legislation, university policies, and collective agreements.
Added 17 mins ago
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Client Service Assistant, BMO Nesbitt Burns (12-month contract)
BMO
Calgary, AB · GLENMO
- Full-time
Support IA’s in individual client investment needs to provide professional, customized investment-related advise, sales and services.
Added 17 mins ago
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Investment Associate
BMO
Calgary, AB · CALG
- Full-time
…advice. Assesses individual client investment needs to provide professional, customized investment-related advice, sales and service. Builds client trust, educating them on investment…
Added 17 mins ago
B
Client Service Assistant
BMO
Red Deer, AB · RDR
- Full-time
Support IA’s in individual client investment needs to provide professional, customized investment-related advise, sales and services.
Added 17 mins ago
B
Facility Manager III
BGIS
Kitchener, ON
- Full-time
…operating parameters of the Statement of Work and management contract. This job is accountable for the management, financial and operational performance of a facility or group of facilities…
Added 17 mins ago
R
Systems Engineering Analyst
RTX
Midland, ON
- Full-time
…compensation and benefits, job flexibility, and opportunities for professional growth. Join us and contribute to projects that push the boundaries of optics while working alongside some of…
Added 17 mins ago
Property Technologist
Government of Alberta
Red Deer, AB
…from inspections and leasing to disposals, acquisitions, and contract coordination. You’ll collaborate with internal partners, external consultants, and government agencies to ensure assets…
Added 17 mins ago
IC
Sourcing Specialist- EN
IAMGOLD Corporation
Gogama, ON
- Full-time
…performance expectations, and service requirements while maximizing contract value and operational…
Added 17 mins ago
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Manager, Financial Reporting (3-Month Contract)
Rillo
Toronto, ON
- $65 to $75 CAD / hour
- Contract
…organization to hire a Manager, Financial Reporting (3-Month Contract). This contract covers a leadership transition and the year-end close within the Financial Reporting team, and the…
Added 17 mins ago
D
Senior Analyst, Global Vendor Management
Deloitte
Toronto, ON
- Full-time
…future. And as the largest 100% Canadian-owned and operated professional services firm in our country, we are proud to work alongside our clients to make a positive impact for all…
Added 17 mins ago
WI
Senior Technical Water Resources & Stormwater Management Engineer
WSP in Canada
ON · Ontario, Canada
- Full-time
Licensed Professional Engineer in Ontario (P.Eng.).
Added 17 mins ago
TR
Assistant Teaching Professor - Nursing (1 year contract)
Thompson Rivers University
Kamloops, BC
- $76,000 to $121,000 CAD / year
- Contract
…health coverage, a competitive pension plan, and meaningful professional development opportunities. TRU fosters a collaborative, inclusive environment where diverse perspectives are…
Added 17 mins ago
CE
SAP Solution Architect (Asset Management & Supply Chain Ecosystem)
CPUS Engineering Staffing Solutions Inc.
Oshawa, ON
- Contract
Added 17 mins ago
TU
Director, Insurance & Loss Prevention
The University of British Columbia
Vancouver, BC
- $11,397 to $17,081.58 CAD / month
- Full-time
Added 17 mins ago
TI
Customer Service Rep - 12-Month Contract
Techtronic Industries Canada Inc. - TTI Canada
Winnipeg, MB
- Full-time
Professional development and hands-on experience
Added 17 mins ago
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Senior Project Manager
ABB
Montreal, QC · Saint-Laurent, QC
- Full-time
Solid understanding of project financial management, budgeting, cost control, and contract administration.
Added 17 mins ago
CO
Director, Parks - Parks, Forestry Horticulture and Fleet
City of Markham
Markham, ON
- $173,534 to $218,854 CAD / year
- Full-time
Represents the City and builds strategic relationships with residents, businesses, contractors, regulators, government agencies, community groups, and professional associations.
Added 17 mins ago
LM
Senior Surety Claims Counsel OR Senior Surety Claims Expert
Liberty Mutual Canada
Toronto, ON
- Full-time
…claims that often involve construction project completion, contract disputes, payment issues, insolvencies, liens, and litigation. Leveraging your expertise in law, construction,…
Added 17 mins ago
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Software Engineer in Test
Dexian
Mississauga, ON
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Added 17 mins ago
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Mail Clerk
Kelly
Vancouver, BC
- $19.75 CAD / hour
- Full-time
Contract: Approximately 4 months (November 23, 2026–March 22, 2027)
Added 17 mins ago
CO
Director, Capital Planning and Infrastructure Delivery
City of Markham
Markham, ON
- $188,758 to $238,054 CAD / year
- Full-time
…project planning, engineering, design, procurement, construction, contract administration, and commissioning of major capital infrastructure projects and…
Added 17 mins ago
TC
Learning and Development Content Specialist
The Canadian Real Estate Association | L'Association canadienne de l'immobilier
Ottawa, ON
- $80,000 to $87,000 CAD / year
- Full-time
We champion REALTORS® on behalf of Canadians, promoting awareness, education, and professional excellence in the profession.

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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