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Added 10 mins ago
P
Capital Deployment Intern
Prologis
Toronto, ON
- Full-time
You will support the Toronto Capital Deployment team by enhancing market modelling and intelligence through property and vacancy data, competitive market research, and development pipeline…
Added 10 mins ago
H
Senior Property Accountant
Hays
Toronto, ON
- $90,000 to $105,000 CAD / year
- Full-time
Senior Property Accountant (Downtown Toronto)
Added 10 mins ago
H
Property Accountant
Hays
Toronto, ON
- $75,000 to $90,000 CAD / year
- Full-time
Intermediate Property Accountant - Downtown Toronto - Commercial Portfolio
Added 24 mins ago
B
Director, T&O Operational Risk Officer - Capital Markets & Commercial Banking
BMO
Toronto, ON · FCP
- Full-time
Added 24 mins ago
B
Strategic Change Manager
BMO
AB · BC · Toronto, ON · BMOPLACE
- Full-time
Added 24 mins ago
B
Private Banking Officer
BMO
London, ON
- Full-time
Added 25 mins ago
MG
Senior Accountant
Madison Group of Companies
Toronto, ON · North York, ON
- Full-time
The Senior Accountant will report to the VP, Accounting and will support our diversified real-estate portfolio, including commercial property management and residential development /…
Added 39 mins ago
HB
Business Analyst
HomeEquity Bank
Toronto, ON
- Full-time
Understanding of financial and banking concepts including mortgages, interest rates, property appraisals, credit assessment and mortgage products.
Added 40 mins ago
LP
Senior Administrator & Yardi Operations (Condominium)
Larlyn Property Management Ltd.
London, ON
- Full-time
Larlyn Property Management Ltd. is seeking an experienced property administration professional to
Added 40 mins ago
EC
Property Manager – River Cree Ventures Limited Partnership (RCVLP) – Open Competition
Enoch Cree Nation
Spruce Grove, AB
- Full-time
…assigned commercial, retail, and mixed-use properties. The Property Manager serves as the primary liaison between tenants, contractors, service providers, and ownership, ensuring properties…
Added 1 hour ago
B
Senior Analyst, Data Analytics & Automation Solutions
BMO
Toronto, ON · FCP
- Full-time
…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…
Added 1 hour ago
MH
Guest Services Associate
MasterBUILT Hotels Ltd.
Kitimat, BC
- Full-time
The Guest Services Associate will work diligently to ensure the quality, cleanliness and service of the property are consistently maintained. They must be committed to the achievement of…
Added 1 hour ago
FP
Assistant Controller- Dual Property
Four Points by Sheraton Kelowna Airport
Kelowna, BC
- Full-time
…Kelowna is currently looking for an Assistant Controller- Dual…
Added 1 hour ago
AC
Early Careers: Broker, Risk Solutions - Calgary
Aon Corporation
Calgary, AB
- Full-time
…and deliver innovative risk and insurance solutions - from property and casualty to cyber and specialty risks - using data, analytics, and deep market insight to help them make better…
Added 1 hour ago
NF
Claims Adjuster, Casualty & Litigation
Northbridge Financial Corporation
Calgary, AB · Vancouver, BC
- Full-time
…have a reputation for being one of Canada’s leading commercial property and casualty insurance company. Our employees are dedicated to understanding the needs of our customers and we go…
Added 1 hour ago
B
Client Services Assistant
BMO
Newmarket, ON
- Full-time
Added 1 hour ago
B
Customer Service Representative
BMO
Corner Brook, NL
- Part-time
Added 1 hour ago
B
Customer Service Representative
BMO
North Vancouver, BC
- Part-time
Added 1 hour ago
WM
Office Administrator
Waste Management, Inc. (WM)
Brampton, ON
- Full-time
In order to travel by air or access federal property, federal law requires individuals have a REAL ID or an acceptable alternative. This position may require the successful candidate to…
Added 1 hour ago
LM
Manager, Workplace Operations & Executive Support - Canada
Liberty Mutual Canada
Remote, Canada
- Full-time
- Remote
Establish service standards, procedures, escalation paths and performance measures. Partner effectively with landlords, property managers, vendors and internal teams to address building,…
Added 1 hour ago
T&
Business Operations Partner
Turner & Townsend
Toronto, ON
- Full-time
Added 2 hours ago
DF
Retail Credit Underwriter
DUCA Financial Services Credit Union Ltd.
Toronto, ON · North York, ON
- Full-time
Review, analyze, and verify mortgage application information, including financial statements, income documentation, property assessments, appraisals, and supporting documentation for…
Added 2 hours ago
LN
Human Resources Generalist
Lord Nelson Hotel & Suites
Halifax, NS
- Full-time
…dynamic team that is setting the standard of excellence in the property management…
Added 2 hours ago
A
Regional Service Agent - Boutique
Allstate
Markham, ON
- Full-time
Employee discounts (15% on auto and property insurance, plus many other products and services)
Added 2 hours ago
NF
Director, Corporate Underwriting, Specialty Risk, Programs & Travel
Northbridge Financial Corporation
Calgary, AB · Vancouver, BC · Halifax, NS · Toronto, ON · Montreal, QC
- Full-time
10+ years of commercial property and casualty underwriting experience, including mid-market and large commercial risks

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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