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Added 30 mins ago
Senior Officer, Financing Operations
CMHC - SCHL
Calgary, AB · Vancouver, BC · Halifax, NS · Ottawa, ON · Toronto, ON · Montreal, QC
A bachelor’s degree in administration, finance, or accounting, or a combination of education and experience may be considered.
Added 30 mins ago
Bilingual Senior Officer, Financing Operations
CMHC - SCHL
Calgary, AB · Vancouver, BC · Halifax, NS · Ottawa, ON · Toronto, ON · Montreal, QC
A bachelor’s degree in administration, finance, or accounting, or a combination of education and experience may be considered.
Added 45 mins ago
IH
Manager | Clinical Operations
Interior Health Authority
Penticton, BC
- Full-time
Interior Health is looking for a term specific full-time Manager, Clinical Operations to support the South Okanagan Home Health, Rural Areas. This term will be until October 31, 2027 or…
Added 1 hour ago
FH
Integrated Protection Services Clerk
Fraser Health
Surrey, BC
- Full-time
Processes parking, commuter services and/or photo ID applications and coordinates employee deductions with Payroll; forward complaints to the Manager or designate for resolution.
Added 1 hour ago
RB
Senior Relationship Manager, Commercial Financial Services - Diversified Asian Markets
Royal Bank of Canada
Richmond Hill, ON
- Full-time
· University degree, ideally in commerce, business administration, or related experience
Added 2 hours ago
TH
Office Manager & People Operations Coordinator (Cranbrook, BC)
The Headhunters Recruitment
Cranbrook, BC
- Full-time
We're looking for an Office Manager & People Operations Coordinator to join a well-established and highly respected professional services firm in the financial sector, based in Cranbrook,…
Added 2 hours ago
A
Property Manager
Armco
Montreal, QC
- Full-time
As the Property Manager, you will be responsible for all aspects of property management at one of our downtown multi residential properties. The responsibilities will include, but are not…
Added 2 hours ago
H
Property Manager
Hays
Surrey, BC
- $90,000 to $110,000 CAD / year
- Full-time
Our client is a well-established Canadian real estate owner, investor, and manager with a large, diversified portfolio across multiple asset classes nationwide. This role offers the…
Added 2 hours ago
A
Area Manager
Avana
Saskatoon, SK
- Full-time
The Area Manager is accountable for the operational, financial, and service performance of an assigned portfolio of approximately 1,000 to 1,500 residential units across multiple…
Added 2 hours ago
S
Provincial Overdose Mobile Response Team, Crisis Intervention Specialist, HEMBC
Sanya’k̓ula
Vancouver, BC
- Full-time
Reporting to the Program Manager, Provincial Overdose Mobile Response Team (MRT), the MRT Crisis Intervention Specialist provides training, education and crisis response to first…
Added 2 hours ago
NN
Sales Support Manager - Montreal (m/f/d)
Nordex North America
Montreal, QC
- Internship
The role of Sales Support Manager directly supports Nordex’s mission to develop and deliver clean power plants that make 100% renewable energy a reality for the world. As the Sales Support…
Added 2 hours ago
PM
IMS Procurement Sr Specialist
Philip Morris International
Toronto, ON
- Full-time
University degree in Business Administration, Marketing, Finance, Economics or equivalent.
Added 3 hours ago
R
Senior Relationship Manager, Commercial Financial Services - Diversified Asian Markets
RBC
Richmond Hill, ON
- Full-time
· University degree, ideally in commerce, business administration, or related experience
Added 3 hours ago
T
Customer Experience Associate
TD
Kelowna, BC
- Part-time
Strong administration, organizational, planning and time management skills to work in a fast-paced environment.
Added 3 hours ago
T
Personal Banking Associate Trainee
TD
AB
- Full-time
A self-starter who works independently in a dynamic work environment through strong administration, organizational, planning and time management skills
Added 3 hours ago
MC
Senior Manager, Member Relations & NPS
Meridian Credit Union
St. Catharines, ON · Toronto, ON · Etobicoke, ON
- Full-time
Reporting to the Director, Operational Excellence & Controls, the Senior Manager, Member Relations and NPS leads Meridian’s enterprise approach to escalated Member concerns, complaint…
Added 3 hours ago
RB
Relationship Manager, Commercial Financial Services
Royal Bank of Canada
Regina, SK
- Full-time
As our Relationship Manager Intern, you are in a proactive, face-to-face client relationship role in RBC’s Commercial Banking platform. The program is based primarily in a Commercial Centre…
Added 3 hours ago
MC
Senior Manager, Member Relations & NPS
Meridian Credit Union
St. Catharines, ON
- Full-time
Reporting to the Director, Operational Excellence & Controls, the Senior Manager, Member Relations and NPS leads Meridian’s enterprise approach to escalated Member concerns, complaint…
Added 4 hours ago
CO
Manager of Operations Administration
City of St. Catharines
St. Catharines, ON
- Full-time
Completion of a three-year College Diploma in business administration or a related discipline.
Added 4 hours ago
Product Specialist - Individual Insurance
Wawanesa Insurance
Calgary, AB · AB · Vancouver, BC · Wawanesa, MB · Winnipeg, MB · Moncton, NB · Dartmouth, NS · Kitchener, ON · Ottawa, ON · Toronto, ON · ON · Montreal, QC · Hybrid - Canada, ON · Edmonton, AB (Hybrid), AB · North York - Toronto, ON (Hybr, ON
Reporting to the Manager, Individual Insurance and working under general supervision, the Product Specialist – Individual Insurance assists in the development, enhancement, and maintenance…
Added 4 hours ago
Manager, Underwriting - Programs & Operations - WSI
Wawanesa Insurance
Toronto, ON · North York - Toronto, ON (Hybr, ON
The Manager, Underwriting – Programs & Operations leads underwriting, portfolio management, reinsurance coordination and operations for the Programs division. The role ensures business…
Added 4 hours ago
Senior Manager, Learning Design & Delivery - Toronto, ON
Scotiabank
Toronto, ON
…Liaise with industry associations accordingly to ensure seamless…
Added 4 hours ago
FB
Loan Administrator
Fairstone Bank
Toronto, ON
- Full-time
Eden Park Inc. (“EdenPark”) is a dynamic automobile finance brand committed to enabling our dealer partners to sell more cars. Since 2012, EdenPark has serviced a wide network of automobile…
Added 4 hours ago
EC
Property Manager – River Cree Ventures Limited Partnership (RCVLP) – Open Competition
Enoch Cree Nation
Spruce Grove, AB
- Full-time
…commercial, retail, and mixed-use properties. The Property Manager serves as the primary liaison between tenants, contractors, service providers, and ownership, ensuring properties are…
Added 4 hours ago
Sales Support Manager - Montreal (m/f/d)
Nordex Group
Montreal, QC
The role of Sales Support Manager directly supports Nordex’s mission to develop and deliver clean power plants that make 100% renewable energy a reality for the world. As the Sales Support…

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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