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Added 2 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 2 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 16 mins 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 16 mins 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…
Added 16 mins ago
B
Facility Manager III
BGIS
Kitchener, ON
- Full-time
The Facility Manager III ensures that client facilities are operated and maintained cost-effectively, safely, efficiently as per the operating parameters of the Statement of Work and…
Added 16 mins ago
BI
Connected Vitals Account Manager
Baxter International Inc.
AB · Vancouver, BC · Calgary, AB
- Full-time
…a meaningful impact. We strive for efficient and effective operations, and we hold each other accountable for delivering exceptional…
Added 16 mins ago
Real Estate & Development Coordinator
UFA Co-operative Ltd.
Calgary, AB
Reporting to the Manager, Real Estate and Development, the Real Estate & Development Coordinator will have accountability for coordinating property acquisitions (including leases,…
Added 16 mins ago
KC
Senior Project Coordinator
Kindred Construction Ltd.
Revelstoke, BC
- Full-time
…projects, including safety and quality control, and assists operations staff to ensure projects are completed on time and within budget. The Senior Project Coordinator will report to the…
Added 16 mins ago
Office Administrator
Highdive
Toronto, ON
…Toronto. This person will help to organize and support daily operations in-office; handle tasks delegated to them by the Site Manager and Operations Coordinator in Montreal and other tasks…
Added 16 mins ago
Courier Utility 101
Purolator
Dryden, ON
When inspections fail, the Courier advises the unit manager
Added 16 mins ago
A
Chef De Projet / Project Manager
Actalent
Montreal, QC
- $30 to $60 CAD / hour
- Contract
Minimiser les impacts et perturbations des opérations et des occupants pendant l'exécution des projets.
Added 16 mins ago
A
Chef De Projet / Project Manager
Actalent
Montreal, QC
- $30 to $60 CAD / hour
- Contract
Minimiser les impacts et perturbations des opérations et des occupants pendant l'exécution des projets.
Added 16 mins ago
PI
Courier Utility 101
Purolator Inc.
Dryden, ON
- Full-time
When inspections fail, the Courier advises the unit manager
Added 16 mins ago
SI
Senior Manager Sales Business Development
Stitch It
Burlington, ON
- $100,000 to $120,000 CAD / year
- Full-time
As a Senior Manager, Sales and Business Development at Stitch It Alterations and Dry Cleaning, you will be responsible for driving corporate sales growth by acquiring and retaining key…
Added 31 mins ago
GT
Senior Project Manager, Level II
Greater Toronto Airports Authority
Toronto, ON
- Full-time
…concept design to final handover of completed facilities to operations. Depending on project allocation, typical project budgets will exceed $10 million and may, at the higher end, exceed…
Added 31 mins ago
TT
Customer Success Manager
trane technologies
Montreal, QC
- Full-time
We are seeking a proactive, highly collaborative, and business-savvy Customer Success Manager (CSM) to join our team in Montreal, QC. Reporting directly to the Customer Success Leader, you…
Added 31 mins ago
B
Senior Service Representative
BMO
Toronto, ON · YNG
- Full-time
Provides support and service for the Investment Operations function of BMO’s business stakeholders and customers. Executes and delivers on Investment product and service processes ensuring…
Added 31 mins ago
B
Private Wealth Administrative Assistant - Vaughan, Winter 2027 (Co-op/Internship) - 4 months
BMO
Vaughan, ON · VMC
- Full-time
…support to one or more business groups and facilitate group operations. Collaborates with internal and external stakeholders to facilitate delivery of business objectives in accordance with…
Added 31 mins ago
B
Private Wealth Analyst, Winter 2027 (Co-op/Internship) - 4 months
BMO
Toronto, ON · FCP
- Full-time
Provides input to the program strategy by analyzing current operations & challenges, researching best practices and understanding industry trends.
Added 31 mins ago
DT
Assistant Manager II
Dollar Tree Stores
Windsor, ON
- Full-time
We’re seeking an Assistant Store Manager to join our team to help with store operations, customer service and team development. Duties include, but are not limited to, the following:
Added 31 mins ago
C
Senior Project Manager
Chemtrade
North Vancouver, BC
- Other
The Senior Project Manager, North Vancouver 2030, is accountable for the planning, engineering, procurement, construction, commissioning, and handover of a major, multi-year program of…
Added 46 mins ago
RP
Field Supervisor - Toronto (Part-time)
Reimagined Parking
Toronto, ON
- $22 CAD / hour
- Part-time
…The Field Supervisor works closely with fellow team members, Operations Manager, and/or Shift Supervisor to ensure that quality and safety standards are met at all times as well as adhering…
Added 46 mins ago
CB
Project Coordinator Intern
Clark Builders
Edmonton, AB
- Full-time
Clark Builders is looking for an enthusiastic and motivated Project Coordinator Intern to join our Operations team.
Added 46 mins ago
B
Branch Ops Manager
BMO
London, ON · LON
- Full-time
Added 46 mins ago
B
Customer Service Representative
BMO
Campbellford, ON
- Part-time

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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