Jobs in Canada

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Added 14 mins ago
NR
Human Resources Advisor
Northview Residential REIT
Calgary, AB
- Full-time
We are looking for a Human Resource Advisor to join our Corporate-HR/Payroll team in Calgary, AB. Reporting to the Manager, Human Resource, you will be Providing practical HR support and…
Added 14 mins ago
S
Constructability Advisor
Stantec
Calgary, AB
- Full-time
…a variety of energy projects. The role of Constructability Advisor will be broad but mainly involve the…
Added 14 mins ago
SI
Field Compliance Officer
SAP IT Business Systeme
Montreal, QC
- $88,800 to $191,100 CAD / year
- Full-time
…every initiative. IT industry experience is a bonus. You're the advisor teams turn to when navigating gray…
Added 14 mins ago
S
Senior Compensation Analyst
SGS
Canada
- $82,500 to $110,000 CAD / year
- Full-time
Acts as a trusted compensation advisor to senior leaders, HR Business Partners, and other stakeholders for assigned client groups, providing guidance on complex compensation decisions,…
Added 28 mins ago
B
Client Service Assistant
BMO
Waterloo, ON · MARS
- Full-time
Gathers and distributes information on updates to training, guidelines, technology, and other business related information.
Added 28 mins ago
SC
Universal Financial Associate - Coventry Hills
Servus Credit Union
Calgary, AB
- Full-time
Proactively gather and document all pertinent information required for the Financial Advisor to have a robust conversation.
Added 28 mins ago
FT
Human Resources Business Partner
Fountain Tire
Edmonton, AB
- Other
Must possess or be eligible to obtain a CPHR designation
Added 43 mins ago
T
TDS Operations Analyst III
TD
Toronto, ON
- Full-time
…readiness, coordinating issue remediation and delivering clear management insights.The role also contributes to CLO business support and operational change activities, including process…
Added 43 mins ago
T
Associate Investment Advisor
TD
Waterloo, ON
- Full-time
This role is responsible for supporting the lead Investment Advisor (IA) or a team of IAs by acting on their behalf through the delivery of advice and planning support, client management…
Added 43 mins ago
SM
Business Development Manager
Solutions Metrix
Montreal, QC
- Full-time
Use existing company, employee, advisor, client, and partner connections for introductions.
Added 59 mins ago
LC
Marine Operations Supervisor
LNG Canada
Kitimat, BC
- Full-time
A key custodian of LNG Canada’s Maritime Risk Management framework, the Marine Supervisor supports operational continuity, regulatory compliance, and top‑quartile marine performance. The…
Added 59 mins ago
AC
Vice President of Marketing And Business Development
Agentis Capital
Vancouver, BC
- Full-time
Flexibility in how you work: join full-time, or on a fractional basis of approximately three days per week, with competitive compensation either way
Added 1 hour ago
Chaîne d'approvisionnement SAP / Supply Chain Value Advisor SAP Supply Chain
Syntax
Thornhill, ON
Le poste de Supply Chain Value Advisor est une nouvelle capacité de conseil au sein de la pratique mondiale Digital Supply Chain de Syntax. L’objectif de ce rôle est d’aider nos clients à…
Added 1 hour ago
Infrastructure & Cloud Analyst
Trans Mountain
Calgary, AB
Must have a valid Class 5 driver’s license
Added 1 hour ago
A
Director, Mechanical & Electrical, Atlantic
AtkinsRéalis
St. John's, NL · Bedford, NS
- Full-time
Participate in Key Account Management activities and strategic client discussions.
Added 1 hour ago
P
Senior Associate, Financial Services, Digital Banking Operations, Consulting
PwC
Toronto, ON
- Full-time
At PwC, our people in finance consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs, develop financial…
Added 1 hour ago
RB
Director, Newcomer Channel Strategy & Operations
Royal Bank of Canada
Toronto, ON
- Full-time
Simplify complex policies and product information
Added 1 hour ago
HG
H&M Sales Advisor
H&M Group
Cookstown, ON · Innisfil, Ontario
- Part-time
As a Sales Advisor, you'll be responsible for providing excellent customer service, welcoming & guiding customers through your store to actively sell our products and providing customers…
Added 1 hour ago
Senior Advisor, Environmental Stakeholder Liaison
VIA HFR - VIA TGF Inc
Ottawa, ON · Montreal, QC · Toronto, ON
The Senior Advisor serves as a strategic integrator and coordination lead across key Alto internal functions, ensuring that planning, priorities, activities, and deliverables are aligned to…
Added 1 hour ago
DA
Automotive Service Advisor
Dueck Auto Group
Richmond, BC
- Full-time
The Service Advisor follows the general procedure below for each customer, requiring continuous vehicle progress tracking and advanced time management skills.
Added 1 hour ago
Manager, Regulatory, Pacific Link
Trans Mountain
Calgary, AB
…benefits, enhanced marine protection, enhanced safety and emergency management capabilities, and enhanced skilled-worker capacity building in communities and Indigenous…
Added 1 hour ago
AC
Manager, Assurance and Accounting
ACCA Careers
Timmins, ON
- Full-time
…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
Added 1 hour ago
PC
Planning & Development Advisor
Parkland County
AB · Parkland County, AB
- Full-time
…& Development Advisory Services, the Planning & Development Advisor is responsible for providing exceptional service delivery through regular interaction with the County’s customer base.…
Added 1 hour ago
BS
Human Resources Advisor
Burnaby School District - SD41
Burnaby, BC
- Full-time
Reporting to the Assistant Director, the Human Resources Advisor functions as part of the Human Resources Team and is involved in all aspects of HR. The HR Advisor is the first point of…
Added 1 hour ago
AH
Sr. Human Resource Generalist
ATS Healthcare (Canada)
Vaughan, ON
- Temporary
…administration, HR compliance, and employee engagement. As a trusted advisor to leaders and employees, this role provides guidance on complex employee matters, leads HR initiatives and…

BMO

Client Service Assistant

Waterloo, ON, Canada
MARS, Canada

$33,500.00 - $56,500.00 · Full-time

Apply on bmo.wd3.myworkdayjobs.com About employer

Applications open in a new tab.

Job details

Pay: $33,500.00 - $56,500.00
Job type: Full-time
Apply by: Nov 19, 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 12, 2026

Original job description

Application Deadline:

11/18/2026

Address:

20 Erb Street West

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.

This job posting is for a current vacancy.

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.

Apply on bmo.wd3.myworkdayjobs.com About employer

More about this job

Responsibilities

Provides administrative and operational support to Investment Advisors while delivering exceptional service to manage and grow client relationships. Coordinates marketing activities, handles client inquiries, and ensures compliance with all regulatory and risk management policies.

Requirements

Requires 1-2 years of relevant experience and a post-secondary degree in a related field is desirable. Candidates should possess knowledge of wealth management operations and familiarity with financial industry technology applications.

Skills

Client service
Wealth management
Administrative support
Investment advisory support
Marketing coordination
Database management
Financial reporting
Risk management
Compliance
Communication skills
Problem solving
Relationship management
Account opening
Technology support
Collaboration

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans
Performance-based incentives
Discretionary bonuses

Visa sponsorship

Not detected in the job text

Keywords

Wealth management
Branch operations
Investment advisor
Client services
Account transfers
Trust services
Risk management framework
Compliance
Marketing
Social media
Financial planning
Stocks
Bonds
Mutual funds
Fee based products
Database management
Client retention
Regulatory requirements
Data analysis
Administrative support

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Work requirements

Jobs in Canada