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Added 1 day ago
VS
Adult Education Senior Math Instructor
Vancouver School Board
Vancouver, BC
- Part-time
Contract Dates: 2026 November 12 to 2027 January 22, Monday to Friday, 12:00 pm to 2:15 pm
Added 1 day ago
VS
Adult Education Math Instructor
Vancouver School Board
Vancouver, BC
- Part-time
Contract Dates: 2026 November 12 to 2027 January 22, Monday to Friday, 12:00 pm to 2:15 pm
Added 1 day ago
O
Legal Counsel
OpenText
Waterloo, ON
- Full-time
In this role, you will be a trusted Legal advisor and business partner collaborating with cross-functional teams and diverse internal clients. You'll handle escalations with finesse and…
Added 1 day ago
O
Legal Counsel
OpenText
Ottawa, ON
- Full-time
In this role, you will be a trusted Legal advisor and business partner collaborating with cross-functional teams and diverse internal clients. You'll handle escalations with finesse and…
Added 1 day ago
O
Legal Counsel
OpenText
Toronto, ON
- Full-time
In this role, you will be a trusted Legal advisor and business partner collaborating with cross-functional teams and diverse internal clients. You'll handle escalations with finesse and…
Added 1 day ago
O
Legal Counsel
OpenText
Richmond Hill, ON
- Full-time
In this role, you will be a trusted Legal advisor and business partner collaborating with cross-functional teams and diverse internal clients. You'll handle escalations with finesse and…
Added 1 day ago
O
Legal Counsel
OpenText
Mississauga, ON
- Full-time
In this role, you will be a trusted Legal advisor and business partner collaborating with cross-functional teams and diverse internal clients. You'll handle escalations with finesse and…
Added 1 day ago
H
Senior Architect
Hays
Toronto, ON
- $80 to $90 CAD / hour
- Contract
…cloud architecture. This individual will serve as a trusted advisor to business and technology stakeholders, guiding AI programs from strategy and proof-of-concept through enterprise-scale…
Added 1 day ago
H
Cloud Architect
Hays
Toronto, ON
- Contract
The architect serves as a senior technical advisor to business and engineering teams, driving architecture decisions from discovery and PoC through production and operationalization.
Added 2 days ago
R
Sales Advisor IV - Yorkdale Shopping Centre Spaces
Rivian
Toronto, ON
- Full-time
As a Sales Advisor IV, you will be an integral member of our field sales organization, building relationships with prospective customers and expanding the Rivian community. You will manage…
Added 2 days ago
B
Frontend Developer-React/Nextjs
BeachHead
Toronto, ON
- $65 to $70 CAD / hour
- Contract
…and enhancing a modern digital forms dashboard. This hands-on contract opportunity focuses on developing responsive, reusable and maintainable front end applications using React, Next.js…
Added 2 days ago
OM
Spécialiste en acquisition de talents
Omnicom Media
Montreal, QC
- Full-time
Added 2 days ago
T
General Counsel
Techo-Bloc
Longueuil, QC · Saint-Hubert, Quebec
- Full-time
This is a rare chance to become Techo-Bloc's first General Counsel and a trusted advisor to the CEO - with real influence, autonomy, and the opportunity to build something lasting.
Added 2 days ago
LH
Manager, Legal Services and General Counsel
London Health Sciences Centre (LHSC)
London, ON
- Full-time
The Manager, Legal Services & General Counsel provides strategic leadership to for medical legal and contract consultants, while directing and evaluating the delivery of contractual and…
Added 2 days ago
J
Senior Account Manager, Media
Jobgether
Canada
- Full-time
…of their advertising investments. You will act as a trusted advisor, translating business objectives and marketplace insights into effective, data-driven media strategies. Working closely…
Added 2 days ago
R
IAM Advisor
Raise
Vancouver, BC
- Full-time
Contract: Start Date 2026-11-16 End Date 2027-11-16 (1Year)
Added 2 days ago
T
General Counsel
Techo-Bloc
Longueuil, QC · Saint-Hubert, QC
- Full-time
This is a rare chance to become Techo-Bloc's first General Counsel and a trusted advisor to the CEO - with real influence, autonomy, and the opportunity to build something lasting.
Added 2 days ago
F
Manager, FP&A
Flywheel
Toronto, ON
- Full-time
…commercial judgment and relationship skills to act as a trusted advisor to both Finance and Commerce…
Added 2 days ago
Payroll & Benefits Specialist (Contract)
Richardson Wealth Ltd
Toronto, ON
…transformational journey to enhance our entrepreneurial, high-performing, advisor-centric…
Added 2 days ago
System Specialist II (Field Technician Building Automation Systems BAS - Solutions), Halifax NS
Siemens
Dartmouth, NS · Halifax, NS
…Automation Systems. As a System Specialist, you are a trusted advisor, team player, and frontline technical expert. You will perform project start-ups, checkout, system programming,…
Added 3 days ago
C
Customer Success Manager, Public Sector & Defence
Cohere
Ottawa, ON
- $150,000 to $215,000 USD / year
- Full-time
Drive contract renewals and account growth by consistently delivering value and building trusted relationships
Added 3 days ago
JA
Head of Contract Management Hub North America - Grid Automation
JR Automation
Montreal, QC · Saint-Laurent, QC
- Full-time
More than seven years of relevant professional experience as a Contract Manager, legal counsel, legal advisor, or in a comparable contractual and commercial role.
Added 3 days ago
Executive Director, Campus Safety Services
Georgian College
ON
Act as an advisor to senior management on matters of safety, security, emergency management, high profile investigations and matters relating to Human Rights. Liaising with outside agencies…
Added 3 days ago
AG
Spécialiste en acquisition de talents
Adelphi Group
Montreal, QC
- Full-time
Added 3 days ago
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Client Services Assistant
BMO
Newmarket, ON
- Full-time

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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