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Added 1 hour ago
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Family Practitioner, Forensic Assertive Community Treatment (FACT), Forensic Psychiatric Regional Clinics - Surrey, BC
Provincial Health Services Authority
Surrey, BC
- Part-time
BC Mental Health & Substance Use Services (BCMHSUS), as part of the provincial mental health services continuum, provides a diverse range of specialized, "one-of-a-kind" tertiary mental…
Added 1 hour ago
Surveyor - MEC & Existing Ship Surveys
Lloyds Register
Halifax, NS
Assess and recommend appropriate time and value for work undertaken for external clients, assisting in determining the most suitable fee and cost structure.
Added 10 hours ago
RB
Client Advisor Intern
Royal Bank of Canada
Ajax, ON
- Part-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 10 hours ago
S
Paid Services Beauty Advisor - Part Time
sephora.com
Toronto, ON
- $19.7 to $23.2 CAD / hour
As our Paid Service Beauty Advisor, you are an expert in all thing’s beauty! You’re here to guide our clients on their beauty journey at the Beauty Studio & beyond. It’s not just about the…
Added 11 hours ago
RB
Investment Funds Advisor Assistant
Royal Bank of Canada
Vancouver, BC
- Full-time
Ensuring compliance and regulatory adherence of client portfolios and trades
Added 14 hours ago
RG
Vice-président(e), tarification / VP, Underwriting
Reinsurance Group of America, Incorporated
Toronto, ON · Montreal, QC · Canada, Toronto, RGA Re
- Full-time
Added 14 hours ago
A
Americas Marketing Lead - Transport
Arup
Toronto, ON
- Full-time
The Americas Marketing Lead - Transport is a critical role within the context of Arup’s client and market focus, acting as an advisor to the businesses (Rail, Aviation, Roads and Streets,…
Added 14 hours ago
C
Associate Financial Advisor
CIBC
Fort St. John, BC · Fort Saint John
- Full-time
…difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you recommend simple,…
Added 14 hours ago
CA
Quick Lane Service Advisor
Capital Automotive Group
Regina, SK · Ford Regina New
- Full-time
Capital Ford Lincoln Regina is looking for a Quick Lane Service Advisor to join our team!
Added 16 hours ago
RB
Client Advisor - Casual
Royal Bank of Canada
London, ON
- Part-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 16 hours ago
Trainee, Insurance Advisor
Talent Acquisition Team at Westland Insurance. Text reply only.
Ucluelet, BC
Westland Insurance Group Ltd has an exciting opportunity for a Trainee, Insurance Advisor at our Ucluelet, BC office. Do you love to provide exceptional client service? If so, you will love…
Added 16 hours ago
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Client Advisor Intern
RBC
Ajax, ON
- Part-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 16 hours ago
FH
Pharmacy Technician - Squamish General Hospital
Fraser Health
North Vancouver, BC
- Part-time
We currently have an exciting Part Time opportunity for a Pharmacy Technician to join our team at Squamish General Hospital located in Squamish, BC.
Added 16 hours ago
Bilingual Wealth Management Intern (Student/New Grad)
The Canada Life Assurance Company
Montreal, QC
…sales team to focus on generating new sales and growing the advisor base. You will also be part of supporting the implementation of multiple territory business…
Added 17 hours ago
Finance Strategic Business Advisor
University of Saskatchewan
Saskatoon, SK
As a Finance Strategic Business Advisor (SBA), we partner with colleges and units across campus to support strategic finance initiatives focused on the University Plan 2025 in being the…
Added 17 hours ago
R
Investment Funds Advisor Assistant
RBC
Vancouver, BC
- Full-time
Ensuring compliance and regulatory adherence of client portfolios and trades
Added 17 hours ago
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Client Services Assistant
BMO
Newmarket, ON
- Full-time
…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…
Added 18 hours ago
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Lead, Client Services - Bilingual (Hybrid)
Broadridge
Toronto, ON
- Full-time
Experience building client relationships and acting as a business partner and trusted advisor.
Added 18 hours ago
S
HR Business Partner
Stantec
Calgary, AB
- Full-time
…our passionate, collaborative, and results-driven team. As part of our HR Client Services (HRCS) team, the HR Business Partner will be supporting leaders and employees throughout our…
Added 18 hours ago
S
Paid Services Beauty Advisor - Part Time
Sephora
Toronto, ON
- $19.7 to $23.2 CAD / hour
- Part-time
As our Paid Service Beauty Advisor, you are an expert in all thing’s beauty! You’re here to guide our clients on their beauty journey at the Beauty Studio & beyond. It’s not just about the…
Added 19 hours ago
W
Associate (National Advisory Desk)
Wellington-Altus
Toronto, ON
- Full-time
Reporting to the Senior Manager, Ontario, the Associate is an administrative and client-facing role that moves client households from advisors into NAD. The Associate builds and submits…
Added 19 hours ago
A
Technical Specialist, Wastewater Treatment
AECOM
Markham, ON · Mississauga, Ontario
- $200,000 to $250,000 CAD / year
- Full-time
There has never been a better time to be at AECOM. With accelerating infrastructure investment worldwide, our services are in great demand. We invite you to bring your bold ideas and big…
Added 19 hours ago
CG
Graphic Designer
Canaccord Genuity Group Inc.
Toronto, ON
- Full-time
…established brand systems. A significant focus will be supporting Advisor Marketing, partnering with Advisor Marketing Managers to create polished advisor and client-facing materials across…
Added 19 hours ago
DF
Wealth Advisor - Orangeville/Newmarket
DUCA Financial Services Credit Union Ltd.
Toronto, ON · North York, ON
- Full-time
…Achieve more with their money and their lives. At DUCA, you’ll be part of a vibrant and collaborative team where you’ll be supported to excel and make an impact, no matter what role you…
Added 19 hours ago
Regional Quality Manager
GHD Group Pty Ltd
Toronto, ON
Become part of our global network of skilled engineers, scientists, auditors, planners and environmental specialists, all working together to leave this world better than we found it.

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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