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Added 9 mins ago
M
Administrative Assistant
MNP
Abbotsford, BC
- Full-time
…firm by supporting internal and external clients. As a trusted advisor, you’ll ensure the efficient and effective operation of our business. This role is based in our Abbotsford office with…
Added 23 mins ago
SC
Spécialiste Amélioration Continue (Senior)
SII Canada
Montreal, QC
- Full-time
…performance improvements across manufacturing operations and business…
Added 23 mins ago
B
Talent Acquisition Advisor
BRP
Valcourt, QC
- Full-time
We're looking for a Talent Acquisition Advisor to share the BRP Story and find and onboard the best talent that will help us continue our growth. If you enjoy taking on challenges and you…
Added 23 mins ago
B
Talent Acquisition Advisor
BRP
Sherbrooke, QC
- Full-time
We're looking for a Talent Acquisition Advisor to share the BRP Story and find and onboard the best talent that will help us continue our growth. If you enjoy taking on challenges and you…
Added 23 mins ago
Financial Advisor - Port Hope (37.5 hours/week)
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Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience
Added 23 mins ago
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Estate Planning Assistant, Wood Gundy-Bilingual
CIBC
Montreal, QC
- Full-time
Client Service – Distribute client anniversary statements and notifications to the appropriate Investment Advisor on a timely basis. Follow-up with the Investment Advisors to ensure timely…
Added 23 mins ago
MK
MK Ottawa Centre - Seasonal Sales Assistant
Michael Kors
Ottawa, ON · Kanata
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Act as a fashion advisor while demonstrating product knowledge
Added 24 mins 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 24 mins ago
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Manager, M&A Execution, Human Capital
Deloitte
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- Full-time
…people can find meaning and opportunity. It builds consumer and business confidence, empowers organizations to find imaginative ways of deploying capital, enables fair, trusted, and…
Added 39 mins ago
RB
Banking Advisor
Royal Bank of Canada
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- Full-time
Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business
Added 39 mins ago
RB
Client Advisor - Casual
Royal Bank of Canada
London, ON
- Part-time
Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business
Added 39 mins ago
RB
Banking Advisor
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- Full-time
Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business
Added 53 mins ago
Trainee, Insurance Advisor
Talent Acquisition Team at Westland Insurance. Text reply only.
Ucluelet, BC
We’re searching for a Trainee, Insurance Advisor. Are you searching for new possibilities?
Added 53 mins ago
CT
Principal Solutions Consultant – Salesforce & Digital Transformation
Chapman Tate Associates
Canada
- Full-time
You'll act as a trusted advisor, bridging the gap between business requirements and technology while helping customers maximise the value of their systems.
Added 54 mins ago
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Client Advisor Intern
RBC
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- Part-time
Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business
Added 54 mins ago
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Investment Advisor
RBC
Toronto, ON
- Full-time
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Added 54 mins ago
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Client Advisor
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Iqaluit, NU
- Full-time
Focus on client education and demonstration, leveraging technology to deliver memorable client experience, drive sales, and retain business
Added 54 mins ago
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Lead, Performance, Accountability & Funding Allocation
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Barrie, ON · Brampton, ON · Mississauga, ON
- Full-time
…Funding Allocation – Central Region, you will serve as a trusted advisor and primary contact for assigned Health Service Providers (HSPs), overseeing Service Accountability Agreements,…
Added 54 mins ago
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- Full-time
…evaluating competitive quotes, negotiating pricing, and awarding business. You will source raw materials and fabricated components, balancing cost, quality, and delivery requirements to…
Added 54 mins ago
GF
District Sales Representative
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- Full-time
…expanding existing customer relationships and securing new business by promoting Gordon Food Service products and value-added…
Added 54 mins ago
RD
Investment Advisor
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- Full-time
As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but…
Added 54 mins ago
SP
Director, Finance Data Strategy & Stewardship
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Define and drive the Finance data strategy, aligned with business priorities and downstream reporting needs.
Added 1 hour ago
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Beauty Advisor - La Mer
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The Beauty Advisor is responsible for developing deep, long lasting relationships with customers that lead to an increase in sales, service, and loyalty. Beauty Advisor compensation is…
Added 1 hour ago
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Human Resources Director
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MK Toronto Premium - Mens - Seasonal Sales Assistant
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Act as a fashion advisor while demonstrating product knowledge

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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