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Added 22 mins ago
TG
Technology Portfolio Manager (Global Technology Solutions)
TMX Group
Toronto, ON
- $120,000 to $140,000 CAD / year
- Full-time
The Technology Portfolio Manager is a critical role responsible for overseeing the successful execution and delivery of projects and initiatives for a specific group or groups. This…
Added 22 mins ago
T
Associate Vice President, Agentic Software Development
TD
Toronto, ON
- Full-time
…AI transformation and large-scale technology delivery in a complex regulated…
Added 22 mins ago
B
Business Banking Relationship Manager Trainee
BMO
Guelph, ON
- Full-time
Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager.
Added 22 mins ago
B
Personal Banker
BMO
Mississauga, ON
- Full-time
Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
Added 22 mins ago
D
Manager, M&A Execution, Human Capital
Deloitte
Toronto, ON
- Full-time
Are you looking for a rewarding career helping North America’s leading institutions solve their most complex M&A lifecycle challenges? If so, this could be the role for you.
Added 37 mins ago
MC
Senior Manager, Operational Excellence
Meridian Credit Union
St. Catharines, ON · Toronto, ON · Etobicoke, ON
- Full-time
Reporting to the Director, Operational Excellence & Controls, the Senior Manager, Operational Excellence leads the operational transformation and continuous improvement agenda across…
Added 37 mins 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 52 mins ago
R
Investment Advisor
RBC
Toronto, ON
- Full-time
Lean on RBC Dominion Securities’ strong brand and reputation to build a client base of high-net-worth individuals, families and business owners and manage their complex financial needs.
Added 52 mins ago
MC
Senior Manager, Operational Excellence
Meridian Credit Union
St. Catharines, ON
- Full-time
Reporting to the Director, Operational Excellence & Controls, the Senior Manager, Operational Excellence leads the operational transformation and continuous improvement agenda across…
Added 52 mins ago
RD
Investment Advisor
RBC Dominion Securities
Toronto, ON
- Full-time
Lean on RBC Dominion Securities’ strong brand and reputation to build a client base of high-net-worth individuals, families and business owners and manage their complex financial needs.
Added 52 mins ago
SP
Manager, Global Incentive Compensation
Salesforce Partner Canada
Toronto, ON
- Full-time
We're looking for a Product Manager to help shape the future of our sales compensation and revenue planning platforms, blending deep domain expertise in incentive compensation with a strong…
Added 52 mins ago
OI
Operations Manager
Outhire Inc.
Toronto, ON · North York, ON
- $80,000 to $100,000 CAD / year
- Full-time
Serving as escalation point for complex scheduling conflicts, making independent decisions under tight timelines
Added 52 mins ago
KR
Senior Tax Manager
Kassen Recruitment
Toronto, ON
- $160,000 to $180,000 CAD / year
- Full-time
A dynamic public accounting firm is seeking an experienced Tax Senior Manager to help expand its tax practice and strengthen its presence in a key Canadian market. This opportunity is ideal…
Added 52 mins 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 1 hour ago
T
Senior IT Developer
TD
Toronto, ON
- Full-time
…Specification (SDS) and is largely focused on large-scale, complex or enterprise projects. May also be accountable for complex programming /…
Added 1 hour ago
T
Scrum Master I
TD
Toronto, ON
- Full-time
Helps resolve complex problems; takes a new perspective using existing solutions
Added 1 hour ago
CO
Manager of Operations Administration
City of St. Catharines
St. Catharines, ON
- Full-time
Experience with complex time and attendance tracking (Kronos).
Added 1 hour ago
B
Director, T&O Operational Risk Officer - Capital Markets & Commercial Banking
BMO
Toronto, ON · FCP
- Full-time
Translate complex operational and technology risks into meaningful business impacts.
Added 1 hour ago
B
Private Banking Officer
BMO
London, ON
- Full-time
Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
Added 1 hour ago
Manager, Underwriting - Programs & Operations - WSI
Wawanesa Insurance
Toronto, ON · North York - Toronto, ON (Hybr, ON
WSI is a specialty insurer within the Wawanesa group of companies, helping Canadian organizations navigate complex risk to thrive in a changing world. Working closely with its distribution…
Added 1 hour ago
Manager, Analytics
Scotiabank
Toronto, ON
The Manager, Analytics is responsible for leading a high-performing team of analytics professionals to deliver actionable insights that drive business strategy and performance across…
Added 1 hour ago
Tax Administrator, Scotiatrust - Montreal, QC
Scotiabank
Montreal, QC
Discusses tax rules and tax elections with the Tax Officer, Associate Tax Officer and/or Manager, Taxation, and assess client tax situations, performs detailed analysis, undertakes research…
Added 1 hour ago
M
Business Project Manager, financial field
Maarut
Montréal-Est, QC · Montreal, Quebec
- Contract
schedule, risks and deliverable approval. The project manager is the central
Added 1 hour ago
Global Mobility - Expatriate Tax - Manager - Vancouver
EY
Vancouver, BC
As a Manager within our Mobility – Expatriate Tax team, you will lead the delivery of cross‑border tax services for globally mobile employees, executives, and their employers. You will…
Added 1 hour ago
Global Mobility - Expatriate Tax - Senior Manager - Toronto
EY
Toronto, ON
We are currently seeking a Senior Manager to join our People Advisory Services – Mobility Tax practice in Toronto. Our People Advisory Services practice (PAS) provides high-quality…

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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