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Regional AML Compliance Officer
SIGA
Saskatoon, SK
- Full-time
This position is responsible for assisting SIGAs AML Manager in administering and implementing SIGAs Compliance program for adherence to The Financial Transactions and Reports Analysis…
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Assistant Branch Manager
RBC
Drummondville, QC
- Full-time
As an Assistant Branch Manager, you motivate and coach a high-performing team of Advisors in a dynamic, high-volume, and rewarding marketplace, while establishing and achieving team sales…
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Financing Specialist
RBC
Vancouver, BC
- Full-time
…exceptional client experience by providing superior business, financial and credit advice. Your contribution to the Client’s Relationship Team, and strategic partner to the Commercial…
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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…
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Branch Manager Advisor
RBC
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- 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…
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Site Reliability Engineer II
TD
Toronto, ON
- Full-time
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TDS Operations Analyst II
TD
Toronto, ON
- Full-time
- Deliver exceptional quality: Perform accurate data entry, mitigating risks related to regulatory, financial, operational, or reputational exposure.
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Personal Banking Associate - Chateauguay (Full-time, 37.5h/week)
TD
Châteauguay, QC
- Full-time
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Manager, Life & Health Advice Center Performance
TD
Toronto, ON
- Full-time
Ensure business operations are in compliance with applicable internal and external requirements (e.g. financial controls, segregation of duties, transaction approvals, and physical control…
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Senior Financial Analyst, Properties
Choice Properties
Toronto, ON
- Full-time
Reporting to the Senior Manager, Property Accounting, this role will be responsible for the full cycle of accounting duties of revenue generating properties within the portfolio.
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Manager, Client Advice I
CIBC
Niagara Falls, ON · Niag.Falls-Portage and Huggins
- Full-time
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Added 20 mins ago
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Client Service Assistant, BMO Nesbitt Burns (12-month contract)
BMO
Calgary, AB · GLENMO
- Full-time
Familiarity with technology applications and software used in the financial planning and investment industry.
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Investment Associate
BMO
Calgary, AB · CALG
- Full-time
…risks, and performance expectations that help them achieve their financial goals. Develops and retains long-term client relationships and delivers an exceptional client experience.…
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Client Service Assistant
BMO
Red Deer, AB · RDR
- Full-time
Familiarity with technology applications and software used in the financial planning and investment industry.
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Scotia Jarislowsky Fraser Associate Portfolio Manager - Toronto
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Toronto, ON
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Specialist, Cash Management Client Services, GTB - Montreal
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…payments, improve working capital performance, and mitigate financial…
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Perform post project team meetings and analyze production and financial margins.
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- Full-time
…budget. The Senior Project Coordinator will report to the Project Manager and/or Project Director, and interacts closely with the project team, owners, consultants, sub-trades, Kindred…
Added 20 mins ago
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Toronto, ON
- $45,000 to $55,000 CAD / year
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Added 20 mins ago
Manager Corporate Communications | Great West
The Canada Life Assurance Company
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Added 20 mins ago
Director, Insured Services and Compensation Design
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- Full-time
You have strong knowledge of financial and business operations, including insurance accounting, billing, payments, treasury, and banking.
Added 20 mins ago
Project Development Cycle Controller
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Added 20 mins ago
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Added 21 mins ago
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Assistant Manager, Yardi Implementation, Finance Operations Advisory
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- Full-time
…of complex Yardi transformation initiatives. As an Assistant Manager, you will play a key role in planning and delivering Yardi implementations, upgrades, configurations and optimization…

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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