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Added 13 mins ago
MG
Registered Nurse (Inpatient Mental Health Services)
Michael Garron Hospital
Toronto, ON
- Part-time
Michael Garron Hospital is a proud member of East Toronto Health Partners, the Ontario Health Team serving East Toronto. We are honoured to serve one of Canada’s most diverse communities.
Added 13 mins ago
CC
Greeting Card Merchandiser (PT) - The Esplanade
Carlton Cards
Toronto, ON · Greater Toronto Area, Canada
- Part-time
You will be a valued member of an engaged team who work independently to complete service schedules and order processing for greeting card departments within top Canadian Retailers in a…
Added 13 mins ago
RM
Supervisor, Centralized Scheduling
Ross Memorial Hospital
Kawartha Lakes, ON · Lindsay, ON
- Full-time
As a key member of the Human Resources team, you will provide operational leadership, technical expertise, and support to scheduling staff, managers, and directors across the Hospital. You…
Added 13 mins ago
C
Assistant Accounting Supervisor at Red River Co-op
Co-op
Winnipeg, MB
- Full-time
And we just keep growing as we develop fresh, modern ways to deliver premium products with extraordinary customer service.
Added 13 mins ago
C
Hot Food Clerk-Eagle Butte (Highway #1) Gas Bar
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Dunmore, AB
- Part-time
Team Member Volunteer Program: Get involved in community initiatives and make a positive impact through volunteer opportunities.
Added 13 mins ago
C
Pharmacy Assistant - 13th Ave Pharmacy
Co-op
Medicine Hat, AB
- Part-time
Team Member Volunteer Program: Get involved in community initiatives and make a positive impact through volunteer opportunities.
Added 13 mins ago
C
Liquor Clerk-Brooks Liquor (Temporary)
Co-op
Brooks, AB
- Part-time
Team Member Volunteer Program: Get involved in community initiatives and make a positive impact through volunteer opportunities.
Added 13 mins ago
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Liquor Clerk-Westgate Liquor
Co-op
Lethbridge, AB
- Part-time
Team Member Volunteer Program: Get involved in community initiatives and make a positive impact through volunteer opportunities.
Added 13 mins ago
C
Deli Clerk-Taber Food Store
Co-op
Taber, AB
- Part-time
Team Member Volunteer Program: Get involved in community initiatives and make a positive impact through volunteer opportunities.
Added 13 mins ago
C
Meat Clerk- Northlands Food Store
Co-op
Medicine Hat, AB
- Part-time
Team Member Volunteer Program: Get involved in community initiatives and make a positive impact through volunteer opportunities.
Added 28 mins ago
QH
9-8-8 Crisis Responder
Quinte Health
Belleville, ON
- Internship
The 9-8-8 Crisis Responder is a member of a multi-disciplinary Suicide Crisis Helpline team at Quinte Health, providing immediate assessment and support to individuals across the Province…
Added 28 mins ago
RC
Dietitian
Retirement Concepts
Williams Lake, BC
- Contract
…ensures the highest clinical standard through quality meal service as outlined in the Adult Care Regulations and legislation…
Added 28 mins ago
MG
Assistant Food and Beverage Manager
Magna Golf Club
Aurora, ON
- Full-time
Assist the F&B Manager in overseeing all aspects of the club's food and beverage operations, ensuring our exceptional service standards are maintained and member satisfaction.
Added 28 mins ago
CO
Registered Nurse, Rideaucrest Home, Temporary Part-Time (up to 6 months)
City of Kingston
Kingston, ON
- $35 to $50.12 CAD / hour
- Part-time
- Temporary
Ability to work independently and as a member of a team
Added 43 mins ago
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Prepared Foods Team Member (Deli Service Counter & Culinary Venues) - Part Time
Whole Foods Market
Ottawa, ON
- Part-time
Provides support as a member of the Prepared Foods team to include preparation, counter service, sanitation, and stocking of products. All Whole Foods Market Retail jobs require ensuring a…
Added 43 mins ago
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Program Resource Worker
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North Vancouver, BC
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Added 43 mins ago
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Whole Foods Market
Ottawa, ON
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Added 43 mins ago
CR
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Montreal, QC
- Full-time
As a Research Scientist II for our Toxicology team at the Senneville location, you will be responsible for planning, coordinating, and overseeing study activities to ensure compliance with…
Added 57 mins ago
C
Deli Clerk-13th Ave Food Store
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Team Member Volunteer Program: Get involved in community initiatives and make a positive impact through volunteer opportunities.
Added 1 hour ago
CC
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As a member of our frontline team, you may be exposed to emotionally charged and high-stress situations. It is essential that you demonstrate resilience, sound judgment, emotional…
Added 1 hour ago
FN
Program Consultant, Mental Health
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Vancouver, BC · Metro Vancouver A, BC
- Full-time
As a member of the team, you will have access to a wide range of employee benefits including:
Added 1 hour ago
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Temporary Sales Support Associate
Coach
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Added 1 hour ago
CR
Formulations Specialist
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- Full-time
As a Formulations Specialist for our Formulations team at the Senneville location, you will prepare documentation and coordinate all activities related to assigned studies.
Added 1 hour ago
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Patient Care Aide, Ambulatory Care Unit - BC Cancer - Surrey
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Vancouver, BC
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Relay patient concerns and information to appropriate member of the health care team.
Added 1 hour ago
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…Customer Care/Business Development Representative to join the…

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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