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Added 12 mins ago
AA
Principal Product Manager
Asensean Advisory
Remote, Canada
- $150,000 to $190,000 CAD / year
- Full-time
- Remote
…applications built around existing data, workflows, and rules while people stay on the loop to step in where judgment…
Added 27 mins ago
NB
Associate
National Bank of Canada
Medicine Hat, AB
- Full-time
…400,000 clients in about 100 branches. Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership…
Added 27 mins ago
SD
Technicien(ne) de laboratoire / Laboratory Technician
Sygnature Discovery
Levis, QC
- Full-time
DEC avec 2 ans d'expérience ou Diplôme d’études secondaires avec 5 ans d’expérience pertinente.
Added 27 mins ago
AH
Senior Advisor
Alberta Health Services
AB · Greater Edmonton Metropolitan Area
- Full-time
…partnerships & a commitment to creating environments where people feel respected, supported, and empowered to do their best work. We're looking for a Senior Advisor, Psychological Health &…
Added 27 mins ago
AH
Administrative Support IV
Alberta Health Services
AB · Greater Edmonton Metropolitan Area
- Full-time
Minimum five (5) years of full-time administrative experience in a healthcare environment. Advanced proficiency with various computer applications, including e-People, Epic/Connect Care,…
Added 27 mins ago
AH
Licensed Practical Nurse
Alberta Health Services
Three Hills, AB
- Temporary
As a Licensed Practical Nurse, you will report to the Site Manager at the Three Hills Health Centre. You will work in a fast-paced environment in Acute Care, Emergency Department and Labour…
Added 27 mins ago
AH
Nurse Practitioner
Alberta Health Services
Calgary, AB · Greater Calgary Metropolitan Area
- Temporary
…practices within a collaborative care model. Reporting to the Manager, the NP provides comprehensive neurosurgical care to adult inpatients at FMC. As one of Canada's largest hospitals, FMC…
Added 42 mins ago
FR
Customer Success Manager
Fiat Republic
ON · Toronto, Ontario
- Full-time
…with FINTRAC and the Bank of Canada. Our team of around 40 people works across London, Amsterdam, Kraków and Toronto, and we are backed by Speedinvest, Credo, Fabric, Inovo, Kraken Ventures…
Added 57 mins ago
Senior Manager, Leadership Recruiting
Bain & Company
Toronto, ON
…skills in a supportive and inclusive work environment. We hire people with exceptional talent and create an environment in which every individual can thrive professionally and…
Added 1 hour ago
Technical Solutions Development Manager, Workspace, Google Cloud
Google
Waterloo, ON
Bachelor’s degree in Science, Technology, Engineering, Mathematics, or equivalent practical experience.
Added 1 hour ago
N
Department Manager, Administration
Northern/NorthMart
Toronto, ON · Greater Toronto and Hamilton Area, ON
- Full-time
The Department Manager, Administration is accountable for the successful day-to-day operation of Financial Services, Front End, Customer Service and Post Office if applicable. This includes…
Added 1 hour ago
FR
Customer Success Manager
Fiat Republic
ON · Ontario, Canada
- Full-time
…with FINTRAC and the Bank of Canada. Our team of around 40 people works across London, Amsterdam, Kraków and Toronto, and we are backed by Speedinvest, Credo, Fabric, Inovo, Kraken Ventures…
Added 2 hours ago
Security Site Manager - Victoria Shopping Centre (Guardteck)
Kandor
Victoria, BC
…industries. We believe that exceptional service begins with the right people. That’s why we invest heavily in our team through thorough training, ongoing support, and genuine opportunities…
Added 2 hours ago
Account Manager - Calgary (Guardteck)
Kandor
Calgary, AB
…industries. We believe that exceptional service begins with the right people. That’s why we invest heavily in our team through thorough training, ongoing support, and genuine opportunities…
Added 2 hours ago
Senior Account Manager-Metro Vancouver (Guardteck)
Kandor
Burnaby, BC
…industries. We believe that exceptional service begins with the right people. That’s why we invest heavily in our team through thorough training, ongoing support, and genuine opportunities…
Added 2 hours ago
L
Retail Assistant Store Manager
Lovisa
Winnipeg, MB
- Full-time
- Are you an existing Store Manager or Assistant Store Manager with experience in creating a team environment, to coach, develop and motivate your team to deliver great results?
Added 2 hours ago
Shelter Resource Worker
Lookout Housing and Health Society
Duncan, BC
…who have few, if any, housing or support options. Because the people we serve have challenges meeting basic needs and goals, we place minimal barriers between them and our services. For…
Added 2 hours ago
Z
Technical Account Manager
Zoom
NB
- Full-time
At Zoom, we believe great work happens when people feel supported and empowered. We’re committed to fair hiring practices that ensure every candidate is evaluated based on skills,…
Added 3 hours ago
P
Inventory & Logistics Technician
PURPLEFARM
Fredericton, NB
- Full-time
Work with the Sanitation Manager to maintain inventory control of all facility items and provide updates when supplies are needed.
Added 3 hours ago
P
Compliance Specialist (Inventory)
PURPLEFARM
Fredericton, NB
- Full-time
Follow specific instructions from the Post-Harvest Manager and work closely with the Quality Assurance Person.
Added 3 hours ago
WC
(CAN) Asset Protection Associate
Walmart Canada
Toronto, ON · Scarborough, ON
- Full-time
…and teamwork, the Asset Protection Associate helps protect people, merchandise, and the overall shopping…
Added 3 hours ago
A
Manager, Global Practice and Delivery (Solutions & Services)
Acceldata
Kitchener, ON · Toronto, ON
- Full-time
We're looking for a Manager, Global Practice and Delivery to build, lead, and scale a global team of Solutions Consultants and Forward-Deployed Engineers responsible for enterprise…
Added 3 hours ago
W
(CAN) Asset Protection Associate
Walmart
Hamilton, ON
- Full-time
…and teamwork, the Asset Protection Associate helps protect people, merchandise, and the overall shopping…
Added 3 hours ago
NS
Manager, Financial Reporting
Nova Scotia Power
Halifax, NS
- Full-time
Are you a financial reporting leader who thrives in a fast-paced, highly regulated environment? As Manager, Financial Reporting, you will play a critical role in ensuring the integrity,…
Added 3 hours ago
NS
Distribution Asset Strategy Engineer
Nova Scotia Power
Halifax, NS
- Full-time
Reporting to the Manager, Asset Performance, the Distribution Asset Strategy Engineer is responsible for the development, implementation, and continuous improvement of distribution asset…

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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