Client Service Assistant

BMO; Area A (Seymour Inlet/Knight Inlet); Sur place; CAD 34 000 - 57 000; Plein temps

Avantages offerts par ce poste

Health insurance

Tuition reimbursement

Retirement savings plan

Accident and life insurance

Résumé du poste

BMO Financial Group is seeking a role within Wealth Sales & Service to support Investment Advisors and branch operations. The role emphasizes client service, managing inquiries, basic money movements, scheduling, and preparing for client meetings.

The position collaborates across the advisory team, maintains client databases, generates reports, and ensures processes comply with risk and privacy standards. A post-secondary degree and 1–2 years of related experience are typical. On-site in Canada.

Qualifications

• 1–2 years of relevant experience and post-secondary degree in related field desirable
• Knowledge of wealth management company and branch operations is an asset
• Familiarity with traditional and non-traditional investment products
• Strong communication and organizational skills

Responsabilités

• Coordinate advisory team marketing activities (website, social media, client events)
• Assist with client meeting prep and scheduling
• Handle day-to-day client requests including basic money movement and account updates
• Generate reports and documents for IAs and clients
• Maintain client databases and files
• Ensure tasks are assigned and completed by team members
• Provide technical support and respond to policy/process inquiries
• Support investment needs and deliver professional investment-related advice

Connaissances

Client service

Scheduling

Money movement

Reports generation

Database management

Team collaboration

Tech support

Policy knowledge

Formation

Post-secondary degree

Outils

Microsoft Office

CRM systems

Description du poste

Application Deadline

10/25/2026

Address

20 Erb Street West

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.

This job posting is for a current vacancy.

Salary

$33,500.00 - $56,500.00

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.