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Added 4 hours ago
MR
Academic Advisor
Mount Royal University
Calgary, AB
- Part-time
While the Academic Advisor reports centrally through the Manager, Academic Advising, they work in collaboration with their assigned Faculty to ensure their advising practices align with…
Added 4 hours ago
VC
Community Care Assistant (Community Health Worker)
Vancouver Coastal Health
Powell River, BC
- $29.76 to $31.64 CAD / hour
- Part-time
Knowledge and ability to operate mechanical lifts, following safe work procedures.
Added 4 hours ago
B
Strategic Change Manager
BMO
AB · BC · Toronto, ON · BMOPLACE
- Full-time
…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,…
Added 5 hours ago
DB
Part Time Bridal Sales
David's Bridal
Mississauga, ON
- Part-time
Supports all cash wrap behaviors and processes transactions with accuracy to make every customer feel celebrated. (Ask about shopping experience, sell additional add-ons and promote…
Added 5 hours ago
Finance Strategic Business Advisor
University of Saskatchewan
Saskatoon, SK
As a Finance Strategic Business Advisor (SBA), we partner with colleges and units across campus to support strategic finance initiatives focused on the University Plan 2025 in being the…
Added 6 hours ago
B
Client Services Assistant
BMO
Newmarket, ON
- Full-time
…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,…
Added 6 hours ago
IF
Senior Legal Counsel, Compliance (Temporary position – 18 to 24 months)
Intact FC
Toronto, ON · Montreal, QC
- Full-time
As Senior Counsel, your work will have a significant impact on supporting Intact Financial Corporation and its subsidiaries in identifying and managing legal, regulatory, compliance, and…
Added 6 hours ago
W
Senior Regional Business Administration Manager
Wellington-Altus
Toronto, ON
- Full-time
…Manager will utilize their significant administrative, leadership and operational experience in the financial services sector to oversee operations and administrative staff members. This…
Added 6 hours ago
A
Regional Service Agent - Boutique
Allstate
Markham, ON
- Full-time
Be knowledgeable of all Allstate policies and procedures in the province(s) you are licensed in.
Added 7 hours ago
W
Account Manager, Commercial Insurance
Waypoint
Vancouver, BC
- $65,000 to $90,000 CAD / year
- Full-time
…responsible for managing day-to-day client needs, ensuring policy accuracy, and supporting the Risk Advisor in maintaining and growing client relationships. The Account Manager is a key…
Added 7 hours ago
B
Information Security Advisor
BMO
Toronto, ON · FCP
- Full-time
…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,…
Added 8 hours ago
Claims Advisor Property
Gore Mutual Insurance
Vancouver, BC
Join our Claims team as a Property Claims Advisor, where you’ll play an important role in supporting customers when they need us most. You’ll independently manage a portfolio of primarily…
Added 8 hours ago
O
Safety Advisor
ONxpress
Toronto, ON
- Full-time
Training and Education: Providing training sessions and educational materials to construction workers and site managers on safety protocols, procedures, and best practices to prevent…
Added 8 hours ago
WC
Human Resources Business Partner (2026-411-CS)
WoodGreen Community Services
Toronto, ON
- Contract
Act as a trusted advisor to employees and management while providing guidance on employee relations, policies and procedures, and employee engagement.
Added 9 hours ago
AC
Regional Service Agent
Allstate Canada
AB · Edmonton, AB
- Full-time
Be knowledgeable of all Allstate policies and procedures in the province(s) you are licensed in.
Added 9 hours ago
Lead, SAP Functional Solutions (Utility Metering & Customer Technology)
Liberty Utilities
Oakville, ON
The SAP Functional Lead serves as Liberty's SAP business process expert and trusted advisor, providing functional expertise and operational support across SAP-enabled business processes.…
Added 9 hours ago
SD
Human Resources Business Partner - SDM Northern Alberta
Shoppers Drug Mart
Edmonton, AB
- Full-time
As the Human Resources Business Partner is an Internal Consultant/Advisor to regional resources and Associate-Owners for all Human Resources Management disciplines.
Added 9 hours ago
SD
Human Resources Business Partner - SDM Northern Alberta
Shoppers Drug Mart
AB · Edmonton, AB
- Full-time
As the Human Resources Business Partner is an Internal Consultant/Advisor to regional resources and Associate-Owners for all Human Resources Management disciplines.
Added 10 hours ago
P
System Configuration Specialist / Spécialiste en configuration de systèmes (CS003)
Potenco
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
Follow and complete documentation associated with maintenance procedures.
Added 10 hours ago
B
Senior Credit Officer
BMO
Montreal, QC · HO
- Full-time
Provides independent, objective review and adjudication of credit applications and transactions for an assigned portfolio within credit limits or makes credit recommendations and escalates…
Added 10 hours ago
C
Senior Customer Engineer, Digital Native - Vancouver BC
Cloudflare
BC · British Columbia, Canada
- Full-time
The Customer Engineer (CE) is the core driver of our technical go-to-market strategy: a trusted technical advisor and primary architect of the customer journey. You will bridge the gap…
Added 10 hours ago
A
Human Resources Generalist
Akkodis
Calgary, AB
- Full-time
You are a strong generalist who can take ownership of HR initiatives and contribute to the continued development of the HR function. In this role, there is a strong emphasis on HR…
Added 11 hours ago
E
Human Resources Business Partner (HRBP)
EPCOR
AB · Edmonton, Alberta
- Full-time
- Temporary
…Associate Director, HR Operations, you will serve as a trusted advisor to leaders within North American Commercial Services, helping them navigate workforce challenges and achieve business…
Added 11 hours ago
A
Regional Service Agent
Allstate
Edmonton, AB
- Full-time
Be knowledgeable of all Allstate policies and procedures in the province(s) you are licensed in.
Added 12 hours ago
HC
Director of Facilities and Capital Infrastructure (2026-NON-FAC-321)
Hastings County
Belleville, ON
- Full-time
Provide guidance and coaching to staff and colleagues with respect to current County policies/procedures, provincial and federal legislation and other issues that may impact or change the…

BMO

Client Services Assistant

Newmarket, ON, Canada

Full-time

Apply About employer

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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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