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Added 1 day ago
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IT Project Manager
HrBrain
Featured · Posted directly by employer
Waterloo, ON
- $70 CAD / hour
- Contract
Financial-services or another highly regulated industry experience is particularly relevant to the role.
Added 3 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 3 mins ago
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Technical Account Manager
SOTI
Mississauga, ON
- Full-time
Undertake Discovery Calls for your Enterprise customers to deliver paid Work Orders, or free PS Hours (if applicable) for all Professional Services SKU's.
Added 3 mins ago
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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 3 mins ago
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Manager Primary Health Care
HealthCareersInSask.ca
Saskatoon, SK
- Full-time
Department: Community Health Services Admin B
Added 3 mins ago
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Manager, Client Advice I
CIBC
Niagara Falls, ON · Niag.Falls-Portage and Huggins
- Full-time
…client experience and deepening client relationships. As a Manager, Client Advice, you’ll inspire team members to perform at their best, while supporting a “One Team” approach that connects…
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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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
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 17 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 17 mins ago
Specialist, Cash Management Client Services, GTB - Montreal
Scotiabank
Montreal, QC
…their business accounts, cash management, electronic banking services and credit facilities within Global Wholesale Operations. The incumbent is expected to act in the capacity of a…
Added 17 mins ago
Bilingual Account Manager
Grainger Businesses
Montreal, QC · SAINT-LAURENT, Queb
…aspects of business daily. You will report to the District Sales Manager. This opportunity is open to candidates located in Montréal’s West Island and South Shore…
Added 18 mins ago
BS
People Services Generalist
Blackline Safety
Remote, Canada
- Remote
Reporting to the Manager, People Services, the People Services Generalist supports the day-to-day operations of the People Services department. This role is responsible for delivering a…
Added 18 mins ago
FG
Operations Coordinator - Client Service Administration and Process Support
Fitch Group
Toronto, ON
- $45,000 to $55,000 CAD / year
Fitch Learning is a leader in financial services training. With unrivaled breadth and depth, the company delivers learning solutions for apprentices, graduates, and those with 10+ years’…
Added 18 mins ago
Director, Insured Services and Compensation Design
Government of Alberta
AB
Job Title: Director, Insured Services and Compensation Design
Added 18 mins ago
C
Manager, Finance Systems Business Analysis
Co-operators
Guelph, ON
- Full-time
We are a leading Canadian financial services cooperative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s…
Added 18 mins ago
D
Assistant Manager, Yardi Implementation, Finance Operations Advisory
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 18 mins ago
YU
Grounds Supervisor
York University
Toronto, ON
- Contract
Reporting to the Manager, Grounds, Fleet & Waste Management, the Grounds Supervisor is committed to equity, diversity and inclusion and is responsible for the proactive, responsive,…
Added 18 mins ago
TH
Associé(e) comptoir des entrepreneurs (temps partiel)
The Home Depot Canada
Longueuil, QC
- Part-time
…relationships and selling products to industrial, commercial and other professional customers. Key responsibilities for this position include providing outstanding service to customers…
Added 18 mins ago
ML
Account Manager
Meet Life Sciences
Canada
- Full-time
I'm partnering with a growing medical communications agency looking to bring on an Account Manager to join its Client Services team!
Added 18 mins ago
ZS
GCP Architect
Zortech Solutions
Canada
- Contract
Deep working knowledge of core GCP services relevant to this program: Cloud Run, Cloud SQL(PostgreSQL), Cloud Storage, Memorystore, Vertex AI, Cloud Load Balancing, VPC/Shared VPC, IAM,…
Added 18 mins ago
IF
Sr. Model Risk Manager
Ink Foundation
Canada
- Full-time
Payward - the parent company behind Kraken, NinjaTrader, Breakout, xStocks, Payward Services and CF Benchmarks - has spent the last 15 years building one of the most modern and globally…
Added 18 mins ago
AM
Senior Web Developer
Alberta Medical Association (AMA)
AB · Alberta, Canada
- $89,069 to $115,790 CAD / year
- Full-time
…the corporate network, remote access to the network, internet services, information security, disaster recovery, application development and numerous knowledge management…
Added 18 mins ago
TU
Financial Analyst
The University of British Columbia
Vancouver, BC
- $7,158.42 to $10,292.25 CAD / month
- Full-time
Portfolio 6 Academic Finance | Financial Services | Faculty of Medicine
Added 18 mins ago
MT
Territory Manager (East Toronto)
MT Talent Solutions Inc.
Toronto, ON
- Full-time
…for an exciting opportunity within the commercial building services industry. Our client is a well-established, industry-leading organization known for delivering high-quality, reliable…
Added 18 mins ago
KN
Drupal Developer
Knowledge Network Corporation
Burnaby, BC
- Full-time
…Streaming Platforms and working under the supervision of the Senior Manager of Platform Development & Web Operations, you will build and maintain the Drupal capabilities, APIs and…

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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