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Added 2 hours ago
PV
Practice Manager
P3 Veterinary Partners
Kamloops, BC
- Full-time
P3 Veterinary Partners in Kamloops is seeking an enthusiastic full-time Practice Manager to join our amazing team. The Practice Manager will provide onsite leadership and oversight of the…
Added 2 hours ago
WR
Business Development Representative - Vancouver
War Room
Vancouver, BC
- Full-time
…(BDR) to join our growing team! Reporting to the Director of Sales, you will be responsible for generating new business opportunities, qualifying leads, and supporting our sales pipeline.…
Added 3 hours ago
C
Alliance / Partner Marketing Manager (Hyperscalers)
CGI
Toronto, ON
- Full-time
The Alliance / Partner Marketing Manager (Hyperscalers) plans and delivers joint marketing programs with CGI's strategic hyperscaler alliances: Microsoft, Amazon Web Services (AWS) and…
Added 3 hours ago
A
Lead Manager, Strategic Partnerships (Seoul-based)
Agoda
Toronto, ON
- Full-time
We are looking for a Lead Manager, Strategic Partnerships to lead Agoda’s Korea FI partnership strategy and execution.
Added 3 hours ago
A
Lead Manager, Strategic Partnerships (Seoul-based)
Agoda
Vancouver, BC
- Full-time
We are looking for a Lead Manager, Strategic Partnerships to lead Agoda’s Korea FI partnership strategy and execution.
Added 4 hours ago
BG
Responsable territoire - Matériel lourd - Bâtiment et sylviculture | Territory Manager - Heavy Equipment - Construction & Forestry (Val d'Or)
Brandt Group of Companies
Val-d'Or, QC
- Full-time
The Territory Manager - Construction and Forestry role is vital in the creation, fostering, and growing of Customer relationships within the defined area of responsibility (AOR) with the…
Added 4 hours ago
BG
Représentante ou représentant des ventes d’équipement lourd | Heavy Duty Equipment Sales Representative
Brandt Group of Companies
Mont-Joli, QC
- Full-time
Submit lost sales reports on a timely basis. Lost sales reports are to be filled out on all lost sales and submitted on a weekly basis to the manager. These are a must to receive, as…
Added 4 hours ago
BG
Représentant ·e des ventes - Manutention | Territory Manager - Material Handling
Brandt Group of Companies
Brossard, QC
- Full-time
The Territory Manager - Material Handling role is vital in the creation, fostering, and growing of Customer relationships within the defined area of responsibility (AOR) with the goal of…
Added 4 hours ago
TC
Assistant Store Manager in Training HomeSense Hyde Park
TJX Companies
Toronto, ON · East York, Ontario
- Full-time
Under the guidance of the Store Manager, you’ll participate in an on-the-job training program designed to deepen your knowledge of key store functions, including merchandising, customer…
Added 5 hours ago
Q
FY27 Intern - Deep Learning Research Internship - Canada (4 Months)
Qualcomm
Markham, ON
- Full-time
Log Into Your Eightfold Candidate Home Account
Added 5 hours ago
HP
Commercial Account Manager - Networking
Hewlett Packard Enterprise
Calgary, AB
- Full-time
Commercial Account Manager - NetworkingThis role has been designed as ‘’Onsite’ with an expectation that you will primarily work from an HPE partner/customer office.
Added 6 hours ago
SD
Store Administrator, Hourly Part Time Day
Shoppers Drug Mart
Leduc, AB
- Part-time
Administer the accounting related functions within the store supporting sales, inventory, payroll, and benefits reporting and other financial requirements in order to achieve the financial…
Added 6 hours ago
Q
FY27 Intern - Camera Design Engineering Internship - Canada (12 or 16 months)
Qualcomm
Vancouver, BC
- Full-time
Log Into Your Eightfold Candidate Home Account
Added 6 hours ago
Q
FY27 Intern - Design Automation & Quality Assurance Engineering Intern - Canada (16 months)
Qualcomm
Toronto, ON
- Full-time
Log Into Your Eightfold Candidate Home Account
Added 6 hours ago
ML
Kitchen Manager
MAPLE LEAF LOUNGE
Toronto, ON
- Full-time
Now, if you were to come on board as one of our Kitchen Manager’s, we’d ask you to do the following for us:
Added 6 hours ago
Q
Regional Marketing Manager – North America
QIMA
Montreal, QC
- Full-time
Commercially minded: You understand how marketing contributes to pipeline and account growth and can connect positioning, campaigns, content, and sales support into practical commercial…
Added 7 hours ago
WC
(CAN) Health and Beauty Team Associate
Walmart Canada
Winnipeg, MB
- Full-time
Refers appropriate service and transactional items to a Customer Service Manager as required.
Added 7 hours ago
WC
(can) staff pharmacist
Walmart Canada
Whitchurch-Stouffville, ON
- Contract
Position Summary...The Staff Pharmacist assists the Pharmacy Manager in all aspects of the Pharmacy Operations. Provides patient care specific to each patient based on feedback received…
Added 7 hours ago
WC
(CAN) Consumables Associate
Walmart Canada
Kamloops, BC
- Full-time
Refers appropriate service and transactional items to a Customer Service Manager as required.
Added 7 hours ago
WC
(CAN) Consumables Associate
Walmart Canada
Kamloops, BC
- Full-time
Refers appropriate service and transactional items to a Customer Service Manager as required.
Added 7 hours ago
WC
(CAN) Over-the-Counter Associate
Walmart Canada
Goderich, ON
- Full-time
Maximizing department sales and profit with direction from the Pharmacy Manager.
Added 7 hours ago
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Over-the-Counter Associate - Overnight
Walmart Canada
Saskatoon, SK
- Full-time
Maximizing department sales and profit with direction from the Pharmacy Manager.
Added 7 hours ago
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(CAN) Consumables Associate
Walmart Canada
Westbank, BC
- Full-time
Refers appropriate service and transactional items to a Customer Service Manager as required.
Added 8 hours ago
A
Accounting Manager I
Altec
Milton, ON
- Full-time
Lead the monthly close process for Altec Industries Ltd., including complex journal entries, account reconciliations, accruals, prepaids, payroll-related entries, bank and line-of-credit…
Added 8 hours ago
G
Business Development Manager – RMC Solutions
Giatec
Ottawa, ON
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…We’re headquartered in Ottawa with a growing North American sales…

BMO

Client Services Assistant

Newmarket, ON, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Nov 11, 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: Oct 28, 2026

Original job description

Application Deadline:

11/10/2026

Address:

16775 Yonge Street

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.

The range below reflects the BMO enterprise range. The expected base pay range for this position is: $40,000.00- $42,400.00.

This position includes competitive-based pay, and the overall earning potential is impacted by a variable incentive structure, earning a multiple of salary up to: 0.5X.

This job posting is for a current vacancy.

Salary:

$33,500.00 - $60,000.00

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.

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More about this job

Responsibilities

The Client Services Assistant supports Investment Advisors with daily administration, client relationship management, and marketing coordination. They also handle client inquiries, process account transactions, and ensure compliance with regulatory and bank policies.

Requirements

Candidates should have 1-2 years of relevant experience and a post-secondary degree is desirable. Knowledge of wealth management operations and proficiency with financial industry technology applications are considered assets.

Skills

Client service
Wealth management
Administrative support
Investment advisory support
Marketing coordination
Database management
Regulatory compliance
Risk management
Financial reporting
Communication skills
Problem solving
Team collaboration
Account management
Technology support

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans

Visa sponsorship

Not detected in the job text

Keywords

Wealth management
Investment advisor
Client services
Branch operations
Account opening
Money movement
Marketing
Compliance
Risk management
Financial planning
Stocks
Bonds
Mutual funds
Database management
Customer experience
BMO Financial Group

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