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Added 4 mins ago
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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 4 mins ago
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Financial Planner, Investment Retirement Planning
RBC
Vancouver, BC
- Full-time
Minimum 2-3 years’ experience in financial planning/advisor role
Added 4 mins ago
T
Site Reliability Engineer II
TD
Toronto, ON
- Full-time
Be a performance test advocate and advisor for the performance tools and frameworks that serve as a model for others with regard to quality, scalability, operability, maintainability, etc
Added 4 mins ago
SL
Director, Global Brand and Consumer Insights
Sun Life
Toronto, ON · Sun Life Toronto One York
- Full-time
Act as a strategic insights advisor to senior leaders, translating complex research, consumer behaviour and market trends into clear implications and recommendations that support business…
Added 4 mins ago
SL
AVP Market Strategy, Activation and Communications
Sun Life
Toronto, ON · Waterloo, ON · Montreal, QC · Calgary, AB · Sun Life Toronto One York
- Full-time
Lead demand generation and commercial alignment: Attract and nurture prospective sponsors and activate consultant and advisor channels. Partner with Business Development on lead…
Added 4 mins ago
C
Associate Financial Advisor
CIBC
Vancouver, BC
- Full-time
…difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you recommend simple,…
Added 4 mins ago
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Financial Planner, Scotia Financial Planning - Burnaby
Scotiabank
Burnaby, BC
- Full-time
…learning more about this role, please review our “Financial Advisor Investment and Retirement planning”…
Added 18 mins ago
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Client Service Assistant, BMO Nesbitt Burns (12-month contract)
BMO
Calgary, AB · GLENMO
- Full-time
Added 18 mins ago
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Investment Associate
BMO
Calgary, AB · CALG
- Full-time
Partners with lead advisor(s) to build and nurture relationships with COI’s and business partners; working collaboratively within the team and with internal partners to identify…
Added 18 mins ago
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Client Service Assistant
BMO
Red Deer, AB · RDR
- Full-time
Added 18 mins ago
Scotia Jarislowsky Fraser Associate Portfolio Manager - Toronto
Scotiabank
Toronto, ON
This position is a trusted advisor of private wealth services that meet high net worth client’s short- and longterm holistic wealth management and investment growth goals, through a firm…
Added 18 mins ago
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Sr. Director, Sales
d1g1t
Toronto, ON
- Full-time
…opportunity to develop and execute strategies that transform the…
Added 18 mins ago
Manager Corporate Communications | Great West
The Canada Life Assurance Company
Winnipeg, MB · Toronto, ON
Works in partnership with HR, Legal, Risk, Finance and segment/regional communication colleagues
Added 19 mins ago
IF
Senior Data Analyst
iA Financial Group (Industrial Alliance)
Quebec, QC
- Full-time
…platforms and operations, as well as decision-making across our advisor network and business…
Added 19 mins ago
LM
Senior Surety Claims Counsel OR Senior Surety Claims Expert
Liberty Mutual Canada
Toronto, ON
- Full-time
…Claims, the Senior Surety Claims Counsel, will serve as a trusted advisor and subject matter expert within our Global Surety Claims team. This highly visible role is responsible for…
Added 19 mins ago
CO
Director, Capital Planning and Infrastructure Delivery
City of Markham
Markham, ON
- $188,758 to $238,054 CAD / year
- Full-time
Prepares reports, business cases, and recommendations for Council, Committees, and senior leadership, and serves as a trusted advisor on infrastructure priorities and investment decisions.
Added 19 mins ago
TU
Manager, Human Resources
The University of British Columbia
Vancouver, BC
- $7,158.42 to $10,292.25 CAD / month
- Full-time
The Manager, Human Resources is a key advisor for staff and faculty in the unit with supervisory responsibilities, including the Head of the Department and Associate Heads; it is expected…
Added 34 mins ago
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Personal Insurance Advisor
BrokerLink
High Prairie, AB
- Full-time
We are looking for a Personal Insurance Advisor to join our growing team!
Added 34 mins ago
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Banking Advisor
RBC
Pincher Creek, AB
- Full-time
Added 34 mins ago
PC
Resourcing and Deployment Senior Associate, Assurance (Bilingual FR/EN)
Pwc Canada
Montreal, QC
- Full-time
Build strong relationships within the line of service to establish oneself as a trusted advisor while also promoting and focusing on resource sharing across regional counterparts
Added 34 mins ago
PC
U.S. Tax, Director
Pwc Canada
Vancouver, BC
- Full-time
Join our U.S. tax practice in Canada as a U.S. Tax Director, where you’ll serve as a trusted advisor to multinational clients across industries. You’ll help clients navigate complex U.S.…
Added 34 mins ago
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Client Advisor
RBC
Saskatoon, SK
- Part-time
Added 34 mins ago
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Client Advisor
RBC
Snow Lake, MB
- Part-time
Added 34 mins ago
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Client Advisor
RBC
Sudbury, ON
- Part-time
Added 49 mins ago
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Senior Advisor, Capital markets and treasury
Desjardins
Montreal, QC · Complexe Desjardins Montréal
- Full-time
As a senior capital markets and treasury advisor, you help carry out financial market, capital market and treasury activities, projects and initiatives. You lead and influence development…

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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