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Added 2 mins ago
IF
Functional Analyst, Financial Reporting Systems
iA Financial Group
Montreal, QC · Quebec, QC
- Full-time
Holds a bachelor’s degree in business administration, finance, accounting, information systems, information technology or a related field. A CPA designation is considered an asset.
Added 2 mins ago
UO
Human Resources Partner
University of Waterloo
Waterloo, ON
- Full-time
…labour relations matters. The HR Partner develops and implements service-oriented employment strategies by providing solutions, recommendations and best practices in order to minimize risk…
Added 2 mins ago
JF
Restaurant Supervisor
Jollibee Foods Corporation North America
Surrey, BC
- $20.25 CAD / hour
- Full-time
- Part-time
Implement assigned Product/Service Quality and/or Cleanliness & Sanitation (C&S) Program.
Added 2 mins ago
BG
Office Administrator
Brandt Group of Companies
Saint-Augustin-de-Desmaures, QC · St-Augustin-de-Desmaures, QC
- Full-time
Diploma or certificate in Office Administration, Business Administration, or related field.
Added 2 mins ago
S
Technical Account Manager
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Mississauga, ON
- Full-time
Accurately document all initial and sign-off communication to organise Work Orders. Record progress against delivery of service within Work Order, including the amount of time spent on each…
Added 2 mins ago
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- Full-time
3-5+ years in an intermediate-to-senior IT support or systems administration role, including administrative and project work
Added 2 mins ago
R
Assistant Branch Manager
RBC
Drummondville, QC
- Full-time
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Added 2 mins ago
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- Full-time
Minimum post-secondary diploma/degree, ideally in Commerce, Business Administration or related experience
Added 2 mins ago
UO
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University of Ottawa
Ottawa, ON
- Full-time
Added 2 mins ago
UO
Dental Clinic Receptionist
University of British Columbia
Vancouver, BC · UBCV | David Strangway Building (STRG)
- Full-time
Dental Clinic Administration | Faculty of Dentistry
Added 2 mins ago
T
Personal Banking Associate - Chateauguay (Full-time, 37.5h/week)
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- Full-time
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Added 2 mins ago
VF
Group Fitness & Registered Fitness Programs Coordinator
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- Full-time
…issues. You will also support program planning, coordination and administration, contribute to team training and development, and ensure compliance with all safety protocols and…
Added 2 mins ago
LU
Human Resources Business Partner (HRBP), Human Resources and Organizational Development
Laurentian University/Université Laurentienne
Sudbury, ON
- Full-time
Reporting to the Director, Service and Talent Management, the Human Resources Business Partner (HRBP) manages employee and labor relations, ensuring compliance with collective agreements…
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
BC
Accounting Assistant (Subcontract AP) - Corporate
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Winnipeg, MB
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Added 16 mins ago
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Executive Director - AgeCare Aspen
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- Full-time
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Added 16 mins ago
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Added 16 mins ago
BS
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Added 16 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 currently seeking an Operations Coordinator – Client Service Administration and Process Support based out of our Toronto office.
Added 16 mins ago
C
Receptionist/Concierge
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Exceptional communication and customer service skills
Added 16 mins ago
Director, Insured Services and Compensation Design
Government of Alberta
AB
The Alberta Public Service works to build a stronger province for current and future generations. We make a difference in the lives of Albertans through rewarding career opportunities.

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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