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Added 6 mins ago
Territory Manager - Heritage Division (Calgary East)
Southern Glazer’s Wine and Spirits, LLC
Calgary, AB
Participate in/and assist in relevant trade shows, supplier lead marketing initiatives
Added 6 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…
Added 6 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 21 mins ago
Events & Field Marketing Manager
Angus Reid
Vancouver, BC
Reporting to CMO, we’re looking for a organized, proactive, detail-oriented Events & Field Marketing Manager to join Rival Technologies. In this role, you’ll help deliver high-quality trade…
Added 21 mins ago
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Client Service Assistant
BMO
Waterloo, ON · MARS
- Full-time
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…
Added 21 mins ago
TB
Account Manager Therapeutic Area Specialist, Rare tumour ON
The businesses of Merck KGaA, Darmstadt, Germany
Mississauga, ON
- Full-time
…you will collaborate with cross-functional teams, including marketing, medical affairs, and customer care, to inform strategy and enhance the value proposition of EMD Serono’s offerings.…
Added 21 mins ago
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Content Marketing Manager
Haystack
Canada
- Full-time
This employer is seeking a Content Marketing Manager to lead content creation, storytelling, and communications for technical audiences. This role involves turning complex technological…
Added 21 mins ago
H
Vice President Finance
Hero
Calgary, AB
- Full-time
…key member of the leadership team. Reporting to the General Manager and partnering closely with Hero Group Finance, the VP Finance provides strategic financial leadership while maintaining…
Added 36 mins ago
A
Advertising Sales Rep Analyst - Direct Partner Manager
Accenture
Mississauga, ON
- Full-time
Minimum 1 year of experience in sales, marketing, and/or account management
Added 36 mins ago
JUNIOR ASSISTANT MANAGER
Boutique La Vie En Rose
Kelowna, BC
As a member of the management team, you will support the assistant manager and manager in achieving sales goals, maintaining our company standards and motivating your team to excel.
Added 36 mins ago
Sales Supervisor
Execulink Telecom
Woodstock, ON
In cooperation with the Sales Manager, you will set performance goals and objectives. You will maintain a high level of engagement with the sales team, consistently monitoring progress,…
Added 36 mins ago
A
Spécialiste en campagnes numériques - Digital Campaign Specialist
Avanquest
Montreal, QC
- Full-time
…des campagnes Microsoft Audience. Familiarité avec Google Tag Manager, les conversions améliorées, l’API de conversion, les conversions hors ligne, l’attribution, les tests d’incrémentalité…
Added 36 mins ago
A
Coordonnateur marketing numérique - Digital Marketing Coordinator
Avanquest
Montreal, QC
- Full-time
Formation et expérience : Diplôme universitaire en marketing ou équivalent, et 3 ans et plus d’expérience en marketing numérique, marketing de performance, marketing de croissance,…
Added 36 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 36 mins ago
OM
Manager, Media Planning
Omnicom Media
Toronto, ON
- Full-time
The role of a Media Planning Manager is to supervise and manage our integrated media planning product and assume an active role on the business. The Media Planning Manager will assist with…
Added 36 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 36 mins ago
MS
People and Culture Manager
ML6 Search + Talent Advisory
Arnprior, ON
- Full-time
Working closely with the Office Manager and Marketing team, you will help create a supportive, collaborative, and engaging workplace that reflects the companies values and mission.
Added 51 mins ago
E
Gestionnaire de programme et des releases / Program & Release Manager
Explorance
Montreal, QC
- Full-time
Animer les réunions de préparation opérationnelle, recueillir les preuves de préparation des équipes Sales, Marketing et Support, identifier les écarts et escalader les enjeux go/no-go…
Added 51 mins ago
AE
Client Development Manager
Apogee Enterprises, Inc.
Montreal, QC · Alumicor - Montreal
- Full-time
· Assist the VP Sales, Marketing Manager and National VP, Sales & Marketing as required.
Added 51 mins ago
SC
Sales Associate
Staples Canada
Calgary, AB
- Part-time
Handle transactions using the Point of Sale (POS) system, including shipping transactions and marketing tools to convert customers.
Added 52 mins ago
AG
Account Manager
Ascend Growth Partners
Toronto, ON
- Full-time
…together public relations, media strategy, SEO, GEO, performance marketing, creative, web development, and artificial…
Added 52 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
Senior Technical Program Manager, Central
Lyft
Toronto, ON
Lyft considers working in the office at least 3 days per week to be an essential function of this hybrid role
Added 1 hour ago
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Site Superintendent
Troika
Penticton, BC
- Full-time
Must have a thorough understanding of construction documents and blueprints
Added 1 hour ago
FR
Events Coordinator
Four Rivers Co-op
Vanderhoof, BC
- Full-time
Job Overview: Reporting to the Marketing and Communications Manager, your responsibilities will include:

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