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Added 1 day ago
H
IT Project Manager
HrBrain
Featured · Posted directly by employer
Waterloo, ON
- $70 CAD / hour
- Contract
Support the end-to-end technology delivery of the MPW Replatform project, translating project priorities into executable plans, milestones, dependencies, and measurable outcomes.
Added 2 mins ago
S
Technical Account Manager
SOTI
Mississauga, ON
- Full-time
…(RCA's) for Priority 1 Cases, maintaining responsibility for the delivery of information back to the customer preventing future…
Added 2 mins ago
T
Site Reliability Engineer II
TD
Toronto, ON
- Full-time
Comply with well-defined enterprise technology delivery practices and standards and project management disciplines
Added 2 mins ago
VF
Group Fitness & Registered Fitness Programs Coordinator
Vivo for Healthier Generations
Calgary, AB
- Full-time
…of Group Fitness Instructors, ensuring the coordination and delivery of high-quality, safe, and engaging experiences and programs. This role is responsible for coordinating day-to-day…
Added 16 mins ago
B
Client Service Assistant, BMO Nesbitt Burns (12-month contract)
BMO
Calgary, AB · GLENMO
- Full-time
Gathers and distributes information on updates to training, guidelines, technology, and other business related information.
Added 16 mins ago
B
Client Service Assistant
BMO
Red Deer, AB · RDR
- Full-time
Gathers and distributes information on updates to training, guidelines, technology, and other business related information.
Added 16 mins ago
BI
Connected Vitals Account Manager
Baxter International Inc.
AB · Vancouver, BC · Calgary, AB
- Full-time
…continues to be our guiding principle. We are redefining healthcare delivery to make a greater impact today, tomorrow, and…
Added 17 mins ago
BS
People Services Generalist
Blackline Safety
Remote, Canada
- Remote
Our team at Blackline Safety is growing! As a people-driven technology company, with a mission to make sure every worker returns home safely, we drive innovation, practice resiliency,…
Added 17 mins ago
C
Manager, Finance Systems Business Analysis
Co-operators
Guelph, ON
- Full-time
Additional Information: This/these role(s) is/are currently vacant
Added 17 mins ago
IF
Engineering Manager - Frontend - Krak
Ink Foundation
Canada
- Full-time
We’re looking for a hands-on Engineering Manager to lead a cross-functional Consumer pod focused on building and scaling core Krak experiences. This leader will guide a team of Frontend…
Added 17 mins ago
IF
Product Manager II - Financial Crime Operations
Ink Foundation
Canada
- Full-time
Run the operating rhythm: a shared forum with engineering and adjacent product managers, a regular stakeholder update, and one delivery status that everyone reads the same way.
Added 17 mins ago
AM
Senior Web Developer
Alberta Medical Association (AMA)
AB · Alberta, Canada
- $89,069 to $115,790 CAD / year
- Full-time
This senior position plays a key role in the design, development, delivery, and maintenance of AMA’s web and client information systems; both member-facing web services and back-office…
Added 17 mins ago
D
Operations Manager, Growth Platforms
Deloitte
Calgary, AB
- Full-time
As Operations Manager, Growth Platforms, you will be part of the core Growth Platforms team and play a key role in translating strategy into execution. You will help develop and…
Added 17 mins ago
MR
Manager, Accommodated Exam Centre
Mount Royal University
Calgary, AB
- Part-time
As part of the Access and Inclusion Services department, the Accommodated Exam Centre Manager contributes to department consistency, the University’s strategic direction, quality assurance,…
Added 32 mins ago
MC
Member Services Representative - Part Time
Meridian Credit Union
Aylmer, ON
- $45,000 to $49,000 CAD / year
- Part-time
…Business, Mobile Mortgage Specialists to ensure value added delivery of Member centric…
Added 32 mins ago
SI
SAP Senior Project Manager - Northeast-Canada Market Unit
SAP IT Business Systeme
Toronto, ON
- $190,000 to $240,000 CAD / year
- Full-time
…across teams, vendors, and customers. A degree in business, technology, or a related field - or equivalent experience - supports your…
Added 32 mins ago
B
Senior Service Representative
BMO
Toronto, ON · YNG
- Full-time
Organizes work information to ensure accuracy and completeness.
Added 32 mins ago
IF
Manager, M365 and End-User Software
iA Financial Group
Montreal, QC · Quebec, QC
- Full-time
Has more than 10 years of experience combining information technology, solution delivery and leadership, including at least 5 years in a management role.
Added 32 mins ago
CC
Retail Shift Leader
Canna Cabana
Bracebridge, ON · Muskoka, Bracebridge, ON
- $17.95 to $19.5 CAD / hour
- Part-time
Oversee the responsibilities of the Store Manager in the absence of SM or ASM
Added 47 mins ago
O
Digital Infrastructure Engineer
OLG
Sault Ste. Marie, ON · Toronto, ON · Foster Drive Office
- Full-time
Collaborate closely with peer technology teams, lines of business, and third-party vendors to ensure infrastructure services effectively support integration testing, platform stability, and…
Added 47 mins ago
Technical Lead
Dye & Durham Talent Team
Toronto, ON
Dye & Durham, a leading global provider of cloud–based software and technology solutions, provides critical information services and workflows used by clients all over the world to manage…
Added 47 mins ago
LS
Engineering Project Manager III
Legrand Slovenija
Mississauga, ON
- Full-time
Legrand has an exciting opportunity for a Sr. Project Manager to join the Electrical Infrastructure division in Sr. Project Manager.
Added 47 mins ago
I
Software QA Engineer II
Infoblox
Burnaby, BC
- Full-time
…Critical Infrastructure 2024 - evidence that when first-class technology meets empowered talent, remarkable careers take shape. So, what if the next big idea, and the next great career…
Added 47 mins ago
GR
Senior Financial Analyst (SFA) – Financial Reporting & FP&A
GRANITE REIT HOLDINGS LP
Toronto, ON
- Full-time
…integral role in the preparation and analysis of financial information supporting Granite’s monthly, quarterly and annual reporting requirements, as well as its budgeting and forecasting…
Added 47 mins ago
BP
Customer & Programming Associate (Temporary - up to 18 Months)
Burlington Public Library
Burlington, ON
- Part-time
Previous program delivery experience is an asset
Added 47 mins ago
K
Controller, Family Office
KPMG
AB · Winnipeg, MB · Regina, SK · Saskatoon, SK · Calgary, AB · Edmonton, Alberta
- Full-time
…business unit leaders, accounts and marketing team, finance, information technology, human resources and executive team and external service…

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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