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Added 6 mins ago
PT
Temporary EA1 (#310-RW) half-time
Pembina Trails School Division
Winnipeg, MB
- Part-time
ALL DOCUMENT ATTACHMENTS MUST BE IN PDF FORMAT FOR YOUR APPLICATION TO BE CONSIDERED
Added 21 mins ago
UH
Nurse Practitioner Complex Malignant Hematology
University Health Network
Toronto, ON
- Full-time
…and more than 44,000 TeamUHN members, UHN consists of Toronto General Hospital, Toronto Western Hospital, Princess Margaret Cancer Centre, Toronto Rehabilitation Institute, The Michener…
Added 21 mins ago
UH
Nurse Practitioner
University Health Network
Toronto, ON
- Contract
…and more than 44,000 TeamUHN members, UHN consists of Toronto General Hospital, Toronto Western Hospital, Princess Margaret Cancer Centre, Toronto Rehabilitation Institute, The Michener…
Added 35 mins ago
SD
Beauty Specialist, Hourly Part Time Evening
Shoppers Drug Mart
Oshawa, ON
- Part-time
Ability to conduct sit down makeup and skincare consultations and demonstrate application
Added 35 mins ago
SD
Store Administrator, Hourly Part Time Day
Shoppers Drug Mart
Leduc, AB
- Part-time
The above statement reflects the general details considered necessary to describe the principal functions and duties as required for proper evaluation of the job and shall not be construed…
Added 35 mins ago
SD
Beauty Manager, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Pickering, ON
- Full-time
The above statement reflects the general details considered necessary to describe the principal functions and duties as required for proper evaluation of the job and shall not be construed…
Added 50 mins ago
E
Stagiaire Développeur de Logiciels
Ericsson
Montreal, QC
- Full-time
Améliorer le cadre de surveillance continue des tests en supportant la migration de notre outils vers une application web..
Added 50 mins ago
Q
FY27 Intern - Camera Design Engineering Internship - Canada (12 or 16 months)
Qualcomm
Vancouver, BC
- Full-time
Our internship hiring model routes candidates from this application into multiple project specific roles. Your "Profile Visibility" choice will guide how we manage your data across our…
Added 50 mins ago
Q
FY27 Intern - Design Automation & Quality Assurance Engineering Intern - Canada (16 months)
Qualcomm
Toronto, ON
- Full-time
Our internship hiring model routes candidates from this application into multiple project specific roles. Your "Profile Visibility" choice will guide how we manage your data across our…
Added 1 hour ago
CO
Ski Lift Attendant(s) - Ski Hill
City of Greater Sudbury
Sudbury, ON · Greater Sudbury, ON
- Internship
…choice. Please do not submit your criminal record check with your…
Added 1 hour ago
C
Liquor Clerk-Brooks Liquor (Temporary)
Co-op
Brooks, AB
- Part-time
Previous experience in liquor retail or general retail/cash handling is preferred
Added 1 hour ago
C
Liquor Clerk-Westgate Liquor
Co-op
Lethbridge, AB
- Part-time
Previous experience in liquor retail or general retail/cash handling is preferred
Added 1 hour ago
SH
Quality and Compliance Specialist - Diagnostic Services - Repost
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
Under the general supervision of the Quality Director Diagnostic Services the incumbent is responsible for:
Added 1 hour ago
CO
Registered Nurse, Rideaucrest Home, Temporary Part-Time (up to 6 months)
City of Kingston
Kingston, ON
- $35 to $50.12 CAD / hour
- Part-time
- Temporary
Assign, supervise and mentor the activities of the team to ensure the proper application of skills, knowledge and judgment
Added 1 hour ago
WF
Prepared Foods Team Member (Deli Service Counter & Culinary Venues) - Part Time
Whole Foods Market
Ottawa, ON
- Part-time
Note: The purpose of this document is to provide a general summary of essential responsibilities for the position and is not meant as an exhaustive list. This document does not reflect all…
Added 1 hour ago
FC
Package Handler Trainer-1
FedEx Canada
Barrie, ON
- Part-time
This job description is general in nature and is not designed to contain or to be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of…
Added 1 hour ago
FC
Seasonal Package Handler Non-Driver
FedEx Canada
Woodbridge, ON
- Temporary
This job description is general in nature and is not designed to contain or to be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of…
Added 1 hour ago
WF
Whole Body Team Leader (Body Care, Makeup, Vitamins, Nutrition Department Manager)
Whole Foods Market
Ottawa, ON
- Full-time
Note: The purpose of this document is to provide a general summary of essential responsibilities for the position and is not meant as an exhaustive list. This document does not reflect all…
Added 1 hour ago
LC
Cashier Part Time Day Greenlight Requisition
Loblaw Companies Limited
Cambridge, ON
- Part-time
…invisible, temporary or permanent) can be made at any stage of application and employment. We encourage candidates to make their accommodation needs known so that we can provide equitable…
Added 2 hours ago
B&
Seasonal Retail Sales Associate-WHITE OAKS MALL
Bath & Body Works
London, ON
- $18.95 USD / hour
- Part-time
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all…
Added 2 hours ago
CC
Community Navigator
CMHA Calgary
Calgary, AB
- Other
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be a thorough list of all…
Added 2 hours ago
FC
Seasonal Package Handler Non-Driver
FedEx Canada
Thunder Bay, ON
- Temporary
This job description is general in nature and is not designed to contain or to be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of…
Added 2 hours ago
MI
Loss Prevention Manager
Marriott International
Toronto, ON
- Full-time
Oversees the claims process and protects company assets by closely monitoring the General Liability and Worker's Compensation cases.
Added 2 hours ago
FC
P-4200582 - Operations Administrator II
FedEx Canada
Delta, BC
- Full-time
This job description is general in nature and is not designed to contain or to be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of…
Added 2 hours ago
PN
Bilingual Technical Helpdesk Analyst L1
Panasonic North America
Niagara-on-the-Lake, ON
- $40,000 to $51,000 CAD / year
- Full-time
Candidates must be legally eligible to work in Canada at the time of application. Please note, Panasonic Canada Inc. does not offer sponsorship to individuals for the purpose of obtaining…

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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