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Added 12 mins ago
CO
Ski Lift Attendant(s) - Ski Hill
City of Greater Sudbury
Sudbury, ON · Greater Sudbury, ON
- Internship
Characteristic: Under the general supervision of the Manager of Parks Services and/or Designate.
Added 12 mins ago
C
Hot Food Clerk-Eagle Butte (Highway #1) Gas Bar
Co-op
Dunmore, AB
- Part-time
Reporting to the Gas Bar Manager, this position is responsible for preparing a variety of hot and cold food items; including sandwiches, subs, desserts, chicken, wedges, and pizza while…
Added 12 mins ago
C
Pharmacy Assistant - 13th Ave Pharmacy
Co-op
Medicine Hat, AB
- Part-time
Reporting to the Pharmacy Manager, the Pharmacy Assistant works under the direct supervision of the Pharmacist on Duty and is responsible for supporting pharmacy operations by performing…
Added 12 mins ago
C
Liquor Clerk-Brooks Liquor (Temporary)
Co-op
Brooks, AB
- Part-time
Reporting to the Liquor Manager, the Liquor Clerk is responsible for delivering exceptional customer service while supporting the day-to-day operations of the liquor store. This includes…
Added 12 mins ago
C
Liquor Clerk-Westgate Liquor
Co-op
Lethbridge, AB
- Part-time
Reporting to the Liquor Manager, the Liquor Clerk is responsible for delivering exceptional customer service while supporting the day-to-day operations of the liquor store. This includes…
Added 12 mins ago
C
Deli Clerk-Taber Food Store
Co-op
Taber, AB
- Part-time
Reporting to the Deli Manager, this position is responsible for preparing a variety of deli foods: including meats, salads, pizzas, and sandwiches - while delivering an exceptional customer…
Added 12 mins ago
C
Meat Clerk- Northlands Food Store
Co-op
Medicine Hat, AB
- Part-time
Reporting to the Meat Manager, the successful candidate will play a key role in delivering outstanding customer service while assisting with the packaging, pricing, merchandising, and…
Added 27 mins ago
TL
Diesel Technician - Heavy Duty Truck Services
TruckPro, LLC
Cambridge, ON
- Full-time
Inform customer/manager of completion times, services expenses, and possible changes
Added 27 mins ago
TL
Diesel Technician - Heavy Duty Truck Services
TruckPro, LLC
Cambridge, ON
- Full-time
Inform customer/manager of completion times, services expenses, and possible changes
Added 27 mins ago
KR
L3 Operations Engineer
KTek Resourcing
Canada
- Contract
Proactively monitor the VCF environment using advanced analytics tools like vRealize Operations (Aria Operations) to identify potential issues before they impact services.
Added 27 mins ago
RC
Recreation Aide
Retirement Concepts
Williams Lake, BC
- $31.64 CAD / hour
- Temporary
The Recreation Aide reports to the Therapeutic Recreation Manager/ Recreation Manager or designate. This role assists in planning, implementing and evaluating activity programs to meet the…
Added 27 mins ago
RC
Dietitian
Retirement Concepts
Williams Lake, BC
- Contract
Overseeing onsite food production in collaboration with both Support Services Manager & Head Chef as required.
Added 27 mins ago
RC
Social Worker
Retirement Concepts
Williams Lake, BC
- $43,000 CAD / year
- Full-time
Reporting to the General Manager and/or designate, the Social Worker is responsible for the delivery of social work services to residents and their families in all Long Term Care and…
Added 27 mins ago
RV
Senior Technical Product Manager- Virtualized Switchers
Ross Video
Ottawa, ON · Nepean, ON
- Full-time
The Sr. Technical Product Manager- Virtualized Switchers role is a hands-on technical product manager/software development leadership role responsible for leading and developing a team of…
Added 27 mins ago
Q
Regional Marketing Manager – North America
QIMA
Montreal, QC
- Full-time
With 6,000+ employees and services offered across 100+ countries, QIMA is growing fast - and transforming its commercial engine to support the next decade of scale. Marketing is at the…
Added 42 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 42 mins ago
LH
Program Resource Worker
Lookout Housing and Health
North Vancouver, BC
- Internship
We provide housing and a range of support services to adults with low or no income who have few, if any, housing or support options. Because the people we serve have challenges meeting…
Added 42 mins ago
L&
Account Services Representative
Long & McQuade Musical Instruments
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Provide monthly status reports to the Account Services Regional Manager
Added 42 mins ago
SG
Assurance - Intermediate Associate, Accounting & Assurance
Segal GCSE LLP
Toronto, ON
- Full-time
Industry: Professional Services (Audit, Tax, Advisory)
Added 42 mins ago
LH
Outreach Worker
Lookout Housing and Health
North Vancouver, BC
- Full-time
The Outreach Worker reports to the Designated Manager and works in accordance with the mission and philosophy of Lookout Housing and Health Society including following Lookout’s Code of…
Added 57 mins ago
SD
Merchandiser, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Shelburne, ON
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 57 mins ago
SD
Merchandiser, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Vaughan, ON
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 57 mins ago
W
(CAN) Consumables Associate
Walmart
Kamloops, BC
- Part-time
2. Assists customers by promoting products/services, locating merchandise and making purchase decisions.
Added 57 mins ago
C
Deli Clerk-13th Ave Food Store
Co-op
Medicine Hat, AB
- Part-time
Reporting to the Deli Manager, this position is responsible for preparing a variety of deli foods: including meats, salads, pizzas, and sandwiches - while delivering an exceptional customer…
Added 1 hour ago
CC
Community Navigator
CMHA Calgary
Calgary, AB
- Other
REPORTS TO: Senior Manager - Community Programs

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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