Jobs in Canada

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Added 8 mins ago
Territory Manager - Heritage Division (Calgary East)
Southern Glazer’s Wine and Spirits, LLC
Calgary, AB
…to create documents, and presentations), and experience with Customer Relation Management (CRM)…
Added 8 mins ago
Kitting Associate
Demant Group
Kitchener, ON
Must have 1+ years of experience in data entry in a Windows environment (with word processing and spreadsheet applications)
Added 9 mins ago
EE
Chief Executive Officer
Express Employment Professionals Fraser Valley
Burnaby, BC
- Full-time
Strengthen customer satisfaction through responsiveness, effective communication, and relationship management.
Added 9 mins ago
L
Specialty Leasing Manager/Gestionnaire de location spécialisée
Leyad
Montreal, QC
- Full-time
The Specialty Leasing Manager is responsible for identifying, securing, and managing specialty retail tenants and ancillary revenue opportunities across a portfolio of retail power centres…
Added 9 mins ago
SM
General Worker (Casual) – Facilities Management
Saint Mary's University
Halifax, NS
- Full-time
Customer Service Skills: Ability to interact with customers in a positive manner while maintaining a positive working relationship and delivering quality service.
Added 23 mins ago
B
Client Service Assistant
BMO
Waterloo, ON · MARS
- Full-time
Works collaboratively within the market, BMO partners and the community to build relationships and deliver the desired customer experience.
Added 23 mins ago
VP
Client Service Manager - US Business Immigration
Vialto Partners
Toronto, ON
- Full-time
As a Client Service Manager within Vialto Partners' Immigration Law practice, you will oversee day-to-day client service and operational delivery for one or more client accounts, ensuring…
Added 23 mins ago
CF
Personal Trainer
Crunch Fitness Canada
Woodbridge, ON
- $18 to $20 CAD / hour
- Full-time
Transparent Communication: Open-door policy with supportive management
Added 23 mins ago
CF
Personal Trainer
Crunch Fitness Canada
Calgary, AB
- $18 to $20 CAD / hour
- Full-time
Transparent Communication: Open-door policy with supportive management
Added 23 mins ago
SC
Universal Financial Associate - Coventry Hills
Servus Credit Union
Calgary, AB
- Full-time
Reporting to the Branch Manager, our Universal Financial Associate plays an integral role in the branch by supporting our members with all their banking needs. As a Universal Financial…
Added 23 mins ago
TB
Account Manager Therapeutic Area Specialist, Rare tumour ON
The businesses of Merck KGaA, Darmstadt, Germany
Mississauga, ON
- Full-time
…sales targets by developing and executing a strategic account management plan tailored to your assigned territory. This involves not only fostering strong relationships with key…
Added 23 mins ago
SB
Service Center Associate
Stanley Black & Decker, Inc.
AB · Edmonton CAN - Roper Rd
- Part-time
As a Part-Time Service Centre Associate, you will be part of a dedicated team based in Edmonton, Alberta and reporting to the Branch Manager.
Added 23 mins ago
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Customer Success Manager
Zappix
Success, SK
- Full-time
Customer Success Manager is a key part of our Customer Success organization. The CSM is the trusted advisor who will manage all aspects of the customer lifecycle. From deployment and…
Added 38 mins ago
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Sales Support Specialist
Renishaw
Mississauga, ON
- Full-time
Recording relevant customer activities using Renishaw’s internal Customer Relationship Management software and sales opportunity databases.
Added 38 mins ago
BR
Project Manager
Brad Ryan - Wright Canada Holdings LTD
Prince George, BC · Vancouver, BC · CAN - Field - BC
- Full-time
Customer service, communication, and time management skills.
Added 38 mins ago
BR
Project Manager
Brad Ryan - Wright Canada Holdings LTD
AB · Calgary, AB · CAN - Field - AB
- Full-time
Customer service, communication, and time management skills.
Added 38 mins ago
Sales Supervisor
Execulink Telecom
Woodstock, ON
Experience working with a Customer Relationship Management (CRM) application
Added 38 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 38 mins ago
T
Associate Investment Advisor
TD
Waterloo, ON
- Full-time
TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to…
Added 38 mins ago
TS
Store Associate
The Salvation Army Canada and Bermuda Territory
Toronto, ON · St. Clair Thrift Store
- Part-time
Must have good interpersonal and communication skills (oral)
Added 38 mins ago
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Account Manager
Barentz
New Hamburg, ON
- Full-time
The Account Manager is responsible for achieving profitable and sustainable growth within their assigned market and sales territory. They build relationships and understand customer…
Added 38 mins ago
SM
Business Development Manager
Solutions Metrix
Montreal, QC
- Full-time
Solutions Metrix is hiring a Business Development Manager to build and run our account-based growth strategy in financial services. You will research priority banks and credit unions, reach…
Added 38 mins ago
NE
Manager, Partnerships & Corporate Accounts (GTA)
Noble Education Group
Toronto, ON · Greater Toronto Area, Canada
- Full-time
…instruction, convenient training options, and an exceptional customer experience while helping individuals and organizations meet workplace safety requirements and develop essential…
Added 54 mins ago
CM
2026-070 - TFT Human Resources Administrator
Canadian Mental Health Association HPE
Belleville, ON
- Full-time
…employment-related documentation, assisting with policy and document management, producing HR reports, and coordinating various employee lifecycle activities. The HR Administrator plays a…
Added 54 mins ago
FG
Project Manager
Flynn Group of Companies
Mississauga, ON
- Full-time
-Must have strong understanding of blueprints/specifications/contracts

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