Jobs in Canada

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Client Service Assistant
BMO
Waterloo, ON · MARS
- Full-time
Familiarity with technology applications and software used in the financial planning and investment industry.
Added 11 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 11 mins ago
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Digital Product Manager
Swoon
Toronto, ON
- Contract
…funds availability, holds, reversals and exceptions) while accounting for financial controls, operational processes and…
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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 11 mins ago
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Program Manager – Audit Transformation & Technology
Kelly
Toronto, ON
- Contract
Our client, a leading organization in the financial services sector, is seeking an experienced Program Manager to lead and coordinate a portfolio of strategic audit transformation and…
Added 11 mins ago
GT
Senior BI Developer / Data Analyst - DAX and Power Query
Global Technical Talent, an Inc. 5000 Company
Toronto, ON
- $85 to $100 CAD / hour
- Contract
Experience in financial services or another highly governed enterprise environment.
Added 11 mins ago
IE
Sr. Manager, Tax Audit & Risk
IMAX Enhanced | Streaming & Consumer Technology
Mississauga, ON
- Full-time
IMAX is seeking a Senior Manager, Tax Audit & Risk to join our Finance team at our Sheridan Park office in Mississauga. Reporting to the Vice President, Tax, this role will play a critical…
Added 11 mins ago
CS
Fenergo System Integration Project Manager
Confiar Services
Toronto, ON
- Contract
Job Role:- Fenergo System Integration Project Manager
Added 26 mins ago
Credit Administration Associate
Your Neighbourhood Credit Union
Toronto, 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 26 mins ago
Manager, Cyclical Transactions
University Pension Plan
Toronto, ON
Reporting to the Associate Director, Cyclical Transactions, the Manager, Cyclical Transactions is responsible for the execution, coordination, and quality assurance of recurring pension…
Added 26 mins ago
Junior Accountant, Project Bookkeeping (9-Month Fixed-Term Contract)
Tridel Group of Companies
Toronto, ON
As our Junior Accountant, you will support our project bookkeeping team by managing day-to-day financial operations across all phases of our construction projects. Leveraging your…
Added 26 mins ago
T
Business Insights Analyst II - AI Accelerator
TD
Toronto, ON · Montreal, QC
- Full-time
As part of TD Bank Group, one of Canada's largest financial institutions, at TD Insurance, we care for Canadian families, making it easy to get the best advice, protection, and support in…
Added 26 mins ago
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Manager Testing/QA
TD
Toronto, ON
- Full-time
Provide testing estimates and estimate revisions for costs and resources, track financial actuals against provided estimates and provide forecasts to appropriate stakeholders
Added 26 mins ago
T
Oracle Cloud ERP Specialist
TD
Toronto, ON
- Full-time
Must have strong skills in writing PL/SQL code with Oracle database and ERP data model design
Added 26 mins ago
T
Oracle Cloud ERP Developer
TD
Toronto, ON
- Full-time
Must have strong skills in writing PL/SQL code with Oracle database and ERP data model design
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Senior Manager, Wealth & Insurance Compliance, Compliance Programs and Transformation (5136)
TD
Toronto, ON
- Full-time
Reporting to the Vice President, Wealth and Insurance Compliance, the Senior Manager, Wealth & Insurance Compliance, Compliance Programs and Transformation is a senior Compliance leader…
Added 26 mins ago
T
Customer Experience Associate - Spanish and/or Korean Language Skills an Asset
TD
Vancouver, BC
- Part-time
Can you bring your charming self to work and make customer interactions delightful one? Can you process financial transactions accurately and get a sense of achievement by providing…
Added 26 mins ago
T
TDS Operations Analyst III
TD
Toronto, ON
- Full-time
Added 26 mins ago
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Associate Investment Advisor
TD
Waterloo, ON
- Full-time
Optional: Certified International Wealth Manager (CIWM) designation, Certified Financial Analyst (CFA), Chartered Investment Manager (CIM), or Certified Financial Planner (CFP)
Added 26 mins ago
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Manager, Finance
The Health Employers Association of BC
Vancouver, BC
- Full-time
Reporting to the Senior Director, Financial Services and Controller, the Manager, Finance is accountable for the financial accounting and reporting functions of HEABC in accordance with…
Added 26 mins ago
PC
Lead, Security Architect
Payments Canada
ON · Ontario, Canada
- $119,850 to $141,000 CAD / year
- Full-time
…passionate about payments and want to help ensure that these financial transactions in Canada are carried out safely and securely, working with us is for…
Added 26 mins ago
MW
Junior Investment Advisor
Manulife Wealth
Dorval, QC
- Full-time
…build a successful client portfolio and thrive as a wealth…
Added 26 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 42 mins ago
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Senior Business Analyst, Commercial Risk Data
BMO
Toronto, ON · YNG
- Full-time
The above represents BMO Financial Group’s pay range and type.
Added 42 mins ago
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SENIOR ACCOUNT MANAGER / MANAGER, MAJOR ACCOUNTS - DEFENCE SECTOR - WINNIPEG
BDC
Winnipeg, MB
- Full-time
…It also means being at the centre of ambitious economic and financial projects to see further and to do things differently, to fuel the success of Canadian…

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