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Added 2 mins ago
T
Senior Manager Information Security
TD
Toronto, ON
- Full-time
The Domain Governance Lead serves as the strategic security and technology risk partner to Domain Owners Domain Governance Lead, ensuring that the supported domain operates with strong,…
Added 2 mins ago
T
Senior IT Developer
TD
Toronto, ON
- Full-time
Work with the Technology Project Manager, Business Analysts / Systems Analysts, and other team members to define metrics and performance goals for the application
Added 2 mins ago
T
Scrum Master I
TD
Toronto, ON
- Full-time
Encourages the Team to look for opportunities to support each other (e.g., focus on higher priority Stories that team members are struggling with)
Added 2 mins ago
T
Software Engineer II (Java/Spring)
TD
Toronto, ON
- Full-time
You’ll be expected to work primarily onsite at a TD location for meetings, team events and experiences. The hiring manager will provide more information about how this works for their team.
Added 2 mins ago
T
Data Engineer Intern/Co-op (Winter 2027)
TD
Toronto, ON
- Full-time
Currently enrolled in a relevant technology program, such as Computer Science, Engineering, Information Technology Management, Computing, etc.
Added 2 mins ago
M
Manager - Supply Chain
MineSense
Vancouver, BC
- Full-time
The Manager, Supply Chain leads the planning, inventory, logistics, shipping and receiving activities that keep MineSense's manufacturing operations, field services, and customer…
Added 2 mins ago
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Director, T&O Operational Risk Officer - Capital Markets & Commercial Banking
BMO
Toronto, ON · FCP
- Full-time
Bachelor’s degree in Business, Finance, Risk Management, Information Technology, Engineering, Computer Science, or a related discipline.
Added 2 mins ago
B
Strategic Change Manager
BMO
AB · BC · Toronto, ON · BMOPLACE
- Full-time
…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…
Added 17 mins ago
S
Project Controls Supervisor - Delivery Centre
Stantec
Fredericton, NB
- Full-time
Reporting to the Project Services Manager for Energy & Resources, the Project Controls Supervisor will play a key role in driving successful project delivery by leading a team that ensures…
Added 17 mins ago
SAP SuccessFactors Consulting Manager - Technical Integrations Lead
EY
AB · Toronto, ON · Calgary, AB
We're seeking a dynamic and technically skilled SAP SuccessFactors Consulting Manager - Technical Integrations Lead to join our growing HR Technology practice. This role is ideal for…
Added 18 mins ago
BS
Senior Project Manager
Blackline Safety
Calgary, AB
- Full-time
Blackline Safety is seeking an experienced Senior Project Manager to join our Business Information Technology (BIT) team. This role is responsible for leading a diverse portfolio of…
Added 30 mins ago
YI
Office manager
YASHICA IMPEX INC.
Edmonton, AB
- From $37.5 CAD / hour
- Full-time
- On-site
Added 32 mins ago
Territory Sales Manager
Influence Marketing
Montreal, QC
At Influence Marketing, we partner with world-class consumer electronics brands to bring technology to life. We empower retail teams, elevate in-store brand presence, and build product…
Added 32 mins 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…
Added 32 mins ago
TO
Supervisor Roads - Temporary
Township of Springwater
Elmvale, ON · Midhurst, ON
- Full-time
Reporting to the Manager, Roads, as part of a team of three (3), the position is responsible for providing daily leadership, scheduling, coordination, and oversight of unionized frontline…
Added 32 mins ago
MG
VDC / BIM Coordinator
Madison Group of Companies
Toronto, ON
- Full-time
…ensuring efficient coordinated project delivery while providing support to the VDC/BIM Manager as well as the Design and Construction…
Added 32 mins ago
S
Systems Analyst, Clinical Solutions, IMITS
Sanya’k̓ula
Vancouver, BC
- Full-time
The Systems Analyst, Clinical Solutions reports to the Manager or designate in this professional level job that works with independence within a multi-site health care environment. The…
Added 32 mins ago
MT
Manager - Supply Chain
MineSense Technologies Ltd.
Vancouver, BC
- $100,000 to $130,000 CAD / year
- Full-time
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential…
Added 32 mins ago
ML
Manager, HR Services
Maple Leaf Foods Inc
Mississauga, ON
- $96,000 to $141,000 CAD / year
- Full-time
Lead the HR Service team in delivering high-quality HR support, including onboarding, offboarding, SAP administration, and employee lifecycle management.
Added 32 mins ago
CI
Manager, Sales Governance and Operations
Calian in Space & Technology
Ottawa, ON
- Full-time
Provide input and guidance on information management practices that support operational effectiveness, data integrity, and business governance objectives.
Added 32 mins ago
CH
RN CARE MGR III
Covenant Health
Montreal, QC · Urban agglomeration of Montreal, QC
- Full-time
The RN Care Manager III is responsible for integrating evidenced based clinical practice into the patient care setting, coordinating education of staff and patients and serving as a…
Added 32 mins ago
I
Product Manager - Senior
isgSearch
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Seeking a Senior Product Manager with mandatory healthcare experience to lead product strategy, roadmap development, and backlog prioritization for enterprise digital health integrations.…
Added 32 mins ago
T
Production Support Analyst Akamai
TechDoQuest
Toronto, ON
- Contract
…Forward Rewrite Cloudlet, Front End Optimization, HTTP/2, Image Manager, Mobile Detection & Redirect, Real User Monitoring, Site Failover, SiteShield, Variable Support, Visitor…
Added 47 mins ago
IF
Analyste en intelligence d'affaires - Expérience client et conseiller
iA Financial Group
Montreal, QC · Quebec, QC
- Full-time
…segmentation et l’analyse des parcours. La connaissance de Google Tag Manager constitue un…
Added 47 mins ago
QP
Operations Coordinator
QuadReal Property Group
AB · Edmonton
- Full-time
…administrative functions, providing timely and professional support to the property management team, and contributing to the overall…

BMO

Client Services Assistant

Newmarket, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

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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