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Added 1 hour ago
FC
HR Coordinator (6-month Contract)
Fidelity Canada
Mississauga, ON · Toronto, ON
- Full-time
This contract role offers a flexible, hourly compensation model that reflects your expertise and the value you bring. The hourly rate ranges from $28.00 to $40.00, based on experience and…
Added 4 hours ago
AC
Customer Service Representative
Aston Carter
Calgary, AB
- $21 CAD / hour
- Contract
Job Description: We are seeking a dedicated and detail-oriented Administrative Assistant to join our team. This role involves managing customer interactions, coordinating logistics, and…
Added 7 hours ago
VF
Exec Assistant & Business Coordinator, PCS
Ventum Financial
Vancouver, BC
- $75,000 to $80,000 CAD / year
- Full-time
Term: One-year contract, with an option to extend, subject to review
Added 2 days ago
GW
Administrative Assistant- Immigration Law (6 Month Contract)
Gowling WLG
Calgary, AB
- Contract
Gowling WLG’s Calgary office is seeking an Administrative Assistant to support the Immigration Law Group on a six-month temporary contract. This role will focus primarily on data entry,…
Added 2 days ago
SJ
Administrative Assistant, HMMS
St. Joseph's Health Care London
London, ON
- Full-time
HMMS has been operating since 1997 providing consolidated functions of Sourcing, Contract Management, Purchasing, Accounts Payable, Logistics, Supply Chain Systems and Inventory Management…
Added 2 days ago
B
Executive Assistant
BMO
Toronto, ON · FCP
- Full-time
Added 2 days ago
AC
Administrative Assistant
Aston Carter
AB · Edmonton, Alberta
- $21 CAD / hour
- Contract
Job Title: Administrative Assistant (1:00 PM to 9:30 PM)
Added 2 days ago
B
Client Service Assistant
BMO
Toronto, ON · CLAIRE
- Full-time
Added 2 days ago
QP
Community Manager
QuadReal Property Group
Vancouver, BC
- Full-time
Provide administrative support for the Assistant Community Manager including preparation of notices and other resident correspondence; and
Added 3 days ago
GW
Legal Administrative Assistant - Restructuring & Insolvency
Gowling WLG
Toronto, ON
- Full-time
We are currently recruiting for a senior level Legal Administrative Assistant to join our fast-paced team for a minimum 15 month contract. As an integral member of the Legal Administrative…
Added 3 days ago
VF
Executive Assistant & Business Coordinator, Private Client Services
Ventum Financial
Vancouver, BC
- Contract
Term: One-year contract, with an option to extend, subject to review
Added 3 days ago
B
Portfolio Assistant, Private Wealth
BMO
Burnaby, BC · STSQ
- Full-time
Added 3 days ago
M
Pharmacy Coordinator (18 Month Contract)
McKesson
Calgary, AB
- Full-time
…Gmail or Hotmail. Note that McKesson does rely on a virtual assistant (Gia) for certain recruiting-related communications with…
Added 4 days ago
Women's Soccer Head Coach
Durham College
Oshawa, ON
Varsity Women’s Soccer team on a contract basis. Reporting to the Director,
Added 4 days ago
B
Client Service Assistant, BMO Nesbitt Burns
BMO
Calgary, AB · CALG
- Full-time
The Client Service Assistant supports one or more Investment Advisors (IAs) and IA Team and staff, and private wealth branch operations with day-to-day administration and provides…
Added 4 days ago
F
Project Manager II
Fluor
Vancouver, BC
- Full-time
…an execution framework on the project that complies with the contract and ensures the safety, quality, value, timeliness, and Fluor profitability of the completed project. This position…
Added 4 days ago
DH
Assistant Housekeeping Manager (Maternity Leave Contract: 12-months)
Delta Hotels and Resorts®
Calgary, AB
- Contract
Added 4 days ago
CC
Assistant Project Manager
CGI Constructors
Mississauga, ON
- Full-time
We currently have an opportunity open for an experienced Assistant Project Manager in our Toronto office.
Added 4 days ago
L
9 month contract | Assistant Manager, Guest Experience | Orchard Park
lululemon
Kelowna, BC
- Full-time
The Assistant Manager, Guest Experience role is an essential part of the store leadership team, ensuring our team members and guests (i.e., customers) receive a quality experience in our…
Added 4 days ago
FC
Project Manager II
Fluor Corporation
Vancouver, BC
- Full-time
…an execution framework on the project that complies with the contract and ensures the safety, quality, value, timeliness, and Fluor profitability of the completed project. This position…
Added 4 days ago
B
Client Services Assistant
BMO
Newmarket, ON
- Full-time
Added 4 days ago
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Operations Supervisor (12 month Contract)
McKesson
Edmonton, AB
- Full-time
…Gmail or Hotmail. Note that McKesson does rely on a virtual assistant (Gia) for certain recruiting-related communications with…
Added 4 days ago
M
Assistant Housekeeping Manager (Maternity Leave Contract: 12-months)
Marriott
Calgary, AB
- Full-time
Added 5 days ago
MI
Senior Assistant Director of Finance and Accounting
Marriott International
Toronto, ON
- Contract
Ensures compliance with management contract and reporting requirements.
Added 5 days ago
B
Portfolio Assistant
BMO
Victoria, BC
- Full-time

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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