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Added 4 mins ago
A
Advertising Sales Rep Analyst - Agency Account Manager
Accenture
Mississauga, ON
- Full-time
Strive to achieve individual and team KPIs related to both input and output sales metrics, consistently driving performance improvements and successful business outcomes
Added 4 mins ago
A
Advertising Sales Rep Analyst - Agency Partner Manager
Accenture
Mississauga, ON
- Full-time
Strive to achieve individual and team KPIs related to both input and output sales metrics, consistently driving performance improvements and successful business outcomes
Added 4 mins ago
R
Portfolio Manager, External Managers – Alternatives
RBC
Toronto, ON
- Full-time
We are seeking an experienced Portfolio Manager to support the management of relationships with external fund managers and alternative investment partners. This role involves portfolio…
Added 4 mins ago
R
Senior Manager, Business Intelligence & Reporting
RBC
Toronto, ON
- Full-time
…limited to candidate's experience, skills, registration status, performance, individual goals, market conditions, and business…
Added 4 mins ago
R
Director, External Managers – Alternatives
RBC
Toronto, ON
- Full-time
Financial Derivatives, Investment Consulting, Investment Performance Measurement, Investment Risk Management, Investments, Investments Analysis, Long Term Planning, Portfolio Management,…
Added 4 mins ago
Member Relationship Manager
Your Neighbourhood Credit Union
Kitchener, ON
YNCU was created by working people and small business owners who pooled their money to make affordable financial services available to one another. They weren’t just customers - they were…
Added 4 mins ago
AC
Senior Manager, Assurance and Accounting
ACCA Careers
Montreal, QC
- Full-time
Maintain quality control and apply specialized knowledge to anticipate, identify and address issues relevant to the client’s business, financial entries and reports
Added 4 mins ago
TH
District Asset Protection Manager
The Home Depot Canada
ON · Ontario, Canada
- Full-time
Must have experience as an Asset Protection Specialist Supervisor for a minimum 1 year · Must have access to a vehicle
Added 4 mins ago
TH
Loss Prevention Specialist Full Time
The Home Depot Canada
Toronto, ON
- Full-time
Must have access to a vehicle
Added 4 mins ago
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Facility Manager
CNH
Saskatoon, SK
- Full-time
The Saskatoon Training Center (STC) Facility Manager is responsible for the overall operational readiness, facility infrastructure, equipment fleet, and physical environment of the…
Added 4 mins ago
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VP, Quantitative Research - TD Asset Management
TD
Toronto, ON · Montreal, QC
- Full-time
135 000 $/$135,000 - 175 000 $/$175,000 CADThis role is eligible for a discretionary variable compensation award that considers business and individual performance.
Added 4 mins ago
T
Personal Banker - Future Opportunities
TD
Parry Sound, ON · Orillia, ON · Collingwood, ON · Gravenhurst, ON · Huntsville, ON · Meaford, ON · Penetanguishene, ON · Bracebridge, ON · Midland, ON · Thornbury, ON · Stayner, ON · Coldwater, ON
- Full-time
…job-related knowledge, geographic location, and other specific business and organizational…
Added 4 mins ago
C
Hourly Front of House Supervisor
Cineplex
Winnipeg, MB · Seasons of Tuxedo TRR
- Part-time
Ensure gaming initiatives are executed accordingly to drive financial performance while keeping costs in line.
Added 4 mins ago
DH
Vendor and Contract Specialist, FT
Dixon Hall
Toronto, ON
- Full-time
Implements best practice procurement vision, strategy, policies, processes, and procedures that are innovative and cost-effective to aid and improve operational performance
Added 4 mins ago
TH
Asset Protection Specialist Full-Time - 7052 Regina
The Home Depot Canada
Regina, SK
- Full-time
Must have access to a vehicle
Added 4 mins ago
RI
Portfolio Manager, External Managers – Alternatives
RBC Insurance
Toronto, ON
- Full-time
We are seeking an experienced Portfolio Manager to support the management of relationships with external fund managers and alternative investment partners. This role involves portfolio…
Added 4 mins ago
RI
Director, External Managers – Alternatives
RBC Insurance
Toronto, ON
- Full-time
Financial Derivatives, Investment Consulting, Investment Performance Measurement, Investment Risk Management, Investments, Investments Analysis, Long Term Planning, Portfolio Management,…
Added 4 mins ago
PS
Financial Controller
People Store Staffing
Mississauga, ON
- $130,000 to $145,000 CAD / year
- Full-time
Your initial focus will be strengthening the general ledger, establishing a consistent month-end close, and ensuring financial reporting is accurate, timely, and useful. As these…
Added 4 mins ago
SC
Financial Advisor/ Senior Financial Advisor - Seton Branch
Servus Credit Union
Calgary, AB
- Full-time
Successful candidate must have flexibility to work late shifts Thursday (until 7:00); Friday (until 6:00); and Saturday (until 3:00) · Must have a reliable vehicle and valid driver's license
Added 4 mins ago
MP
Senior Manager, US Tax
Moodys Private Client
Calgary, AB
- Full-time
Utilizing the Canada US Tax Treaty to determine filing positions for cross border clients
Added 19 mins ago
SP
General Manager
Shiplake Properties
Toronto, ON
- Full-time
…community. You bring a proactive mindset, deep operational and financial acumen, strong understanding of the commercial leasing environment and proven experience leading site teams. With a…
Added 19 mins ago
J
Publisher Relationship Manager
JobGet
Remote, Canada
- $65,000 to $75,000 CAD / year
- Full-time
- Remote
As the Publisher Relationship Manager, you will be the primary point of contact for JobGet's publishing partners and the person who owns that supply end to end. The role blends relationship…
Added 19 mins ago
M
Accounts Receivable Specialist
Maple
Toronto, ON
- Full-time
…customers and internal teams to resolve issues and give the business clear visibility into outstanding…
Added 34 mins ago
Supervisor, Capital Acquisition
City of Mississauga
Mississauga, ON
Reporting to the Manager of Realty Services, the Supervisor, Capital Acquisition is responsible for leading and supporting the acquisition/disposal of real property, including land,…
Added 34 mins ago
TA
Manager, Group Revenue Management
Transat AT
Montreal, QC
- Full-time
In collaboration with the Director, Revenue Management Planning, the Manager, Group Revenue Management is responsible for the revenue performance of the group segment. They lead the…

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