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Added 10 mins 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 26 mins ago
MS
Organizational Dashboard Director
Morgan Stanley
Montreal, QC
- Full-time
Serve as a trusted advisor and subject matter expert, influencing global stakeholders and leveraging emerging technologies, AI, and automation to continuously improve data, systems,…
Added 40 mins ago
RB
Investment Funds Advisor Assistant
Royal Bank of Canada
Vancouver, BC
- Full-time
Demonstrated Excellence with Customer Service – minimum 2-3 years’ experience
Added 40 mins ago
RB
Client Advisor
Royal Bank of Canada
Langley (District), BC · LANGLEY, British Columbia
- Full-time
Track record in building rapport and maintaining client relationships within the financial or service industry
Added 1 hour ago
EL
Beauty Advisor (Freelance/On-Call) - Jo Malone London - PT Seasonal - Pacific Centre, Vancouver, BC
Estée Lauder Companies
Vancouver, BC
- Full-time
⁃ All applicants must be able to demonstrate the ability to provide inspirational, authentic and personalized customer service
Added 1 hour ago
EL
Beauty Advisor (Freelance/On-Call) - Jo Malone London - PT Seasonal - Chinook Centre, Calgary, AB
Estée Lauder Companies
Calgary, AB
- Full-time
⁃ All applicants must be able to demonstrate the ability to provide inspirational, authentic and personalized customer service
Added 2 hours ago
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Product Support Specialist
Pigment
Toronto, ON
- Full-time
As a Product Support Specialist at Pigment, you will play a critical role in delivering an exceptional customer experience by serving as a trusted technical advisor and advocate.
Added 2 hours ago
EL
Beauty Advisor/Artist Freelancer/On-Call - Jo Malone London - PT Seasonal - Metropolis - Burnaby BC
Estée Lauder Companies
Burnaby, BC
- Full-time
⁃ All applicants must be able to demonstrate the ability to provide inspirational, authentic and personalized customer service
Added 2 hours ago
M
AI Business Solutions
Microsoft
Calgary, AB · Edmonton, AB · Vancouver, BC · Winnipeg, MB
- Full-time
We are seeking an experienced Copilot Cloud Solution Architect to serve as a trusted advisor and technical leader for Microsoft's strategic Retail & Consumer Goods customers.
Added 2 hours ago
LG
Seasonal Beauty Advisor - Part Time - Yonge St.
L'OCCITANE Group (B Corp)
Toronto, ON
- Part-time
Added 3 hours ago
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Client Advisor
RBC
Langley (District), BC
- Full-time
Track record in building rapport and maintaining client relationships within the financial or service industry
Added 3 hours ago
RB
Client Advisor
Royal Bank of Canada
Iqaluit, NU
- Full-time
Track record in building rapport and maintaining client relationships within the financial or service industry
Added 3 hours ago
RB
Investment Advisor
Royal Bank of Canada
Toronto, ON
- Full-time
As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but…
Added 3 hours ago
DG
Technician
Dilawri Group of Companies
Calgary, AB
- Full-time
Referring to images and/or videos provided by the customer or service advisor to assist in identifying repairs needed.
Added 4 hours ago
RG
Vice-président(e), tarification / VP, Underwriting
Reinsurance Group of America, Incorporated
Toronto, ON · Montreal, QC · Canada, Toronto, RGA Re
- Full-time
…d’élaborer des solutions adaptées qui favorisent l’excellence du service, l’efficacité opérationnelle et l’évolution de leurs besoins…
Added 4 hours ago
Financial Advisor - Calgary, AB (September, 2027)
Scotiabank
Calgary, AB
…Banking Branch network, our focus is to provide exceptional service throughout the customer’s journey…
Added 4 hours ago
Financial Advisor - Nelson Road, Saskatoon, Saskatchewan
Scotiabank
Saskatoon, SK
…Banking Branch network, our focus is to provide exceptional service throughout the customer’s journey…
Added 4 hours ago
HR
Specialist, Designated Beauty Advisor (DBA) - Cartier
Holt Renfrew
Vancouver, BC
- Full-time
The Specialist, Designated Beauty Advisor develops deep, long lasting relationships with customers that lead to an increase in sales, service, and loyalty. The Specialist (DBA) is also…
Added 4 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 4 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 4 hours ago
UO
Facility Operations Specialist - Active Living, Faculty of Kinesiology
University of Calgary
Calgary, AB
- Full-time
Builds and maintains strong, collaborative relationships with campus departments, ensuring the Facility receives cost effective and efficient service.
Added 4 hours ago
UO
Lead, Program Partnerships & Projects, UCalgary Continuing Education
University of Calgary
Calgary, AB
- Full-time
Acts as a trusted advisor by providing guidance on partnership opportunities, service delivery models, implementation approaches, and governance structures.
Added 4 hours ago
O
Insurance Advisor - Calgary, AB
Optiom
Calgary, AB
- Full-time
Insurance Advisor | Optiom Inc. | Calgary, AB
Added 5 hours ago
M
Administrative Assistant
MNP
Abbotsford, BC
- Full-time
…firm by supporting internal and external clients. As a trusted advisor, you’ll ensure the efficient and effective operation of our business. This role is based in our Abbotsford office with…
Added 5 hours ago
BG
Technicienne ou technicien de service sur la route – Équipement lourd – C&F | Service Technician - Field - Heavy Equipment - C&F (Val d'Or)
Brandt Group of Companies
Val-d'Or, QC
- Full-time
Utiliser des applications informatiques et des systèmes d’information (c.-à-d. John Deere Service Advisor) pour documenter la maintenance, l’inspection et le diagnostic

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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