Client Service Assistant

BMO; Waterloo; On-site; CAD 32,000 - 49,000; Full time

Job summary

A leading financial institution in the Region of Waterloo is seeking an individual to support Investment Advisors with administration, client service, and relationship management. Responsibilities include coordinating marketing activities, preparing for client meetings, and ensuring compliance. The ideal candidate should have 1-2 years of relevant experience, knowledge of wealth management products, and good communication skills. A post-secondary degree is required. The position offers a salary range of $32,400 - $48,300 plus potential incentives.

Qualifications

• Typically 1-2 years of relevant experience.
• Knowledge of wealth management operations and financial products.
• Completion of Canadian Securities Course within 18 months of hire.
• Completion of the BMO NB Investment Representative Licensing Program.

Responsibilities

• Assist Investment Advisors with daily administration and client service.
• Coordinate marketing activities and prepare for client meetings.
• Handle client requests and generate reports.
• Maintain client records and ensure compliance with policies.

Skills

Communication skills

Organization skills

Collaboration skills

Analytical skills

Education

Post-secondary degree or equivalent

Tools

Financial planning software

Investment industry software

Job description

Application Deadline : 08 / 27 / 2025

Address : 20 Erb Street West

Job Family Group : Wealth Sales & Service

This role supports Investment Advisors (IAs) and their teams, assisting with daily administration, client service, and relationship management to contribute to the success of the portfolio. The position involves coordinating marketing activities, preparing for client meetings, handling client requests, generating reports, maintaining client records, supporting technology use, and ensuring compliance with policies and regulations. The role aims to develop strong client relationships and support investment needs, working collaboratively within the team and community. Responsibilities also include safeguarding assets, maintaining confidentiality, and completing diverse tasks within established rules.

Qualifications :

• Typically 1-2 years of relevant experience and a post-secondary degree or equivalent
• Knowledge of wealth management operations and financial products is an asset
• Familiarity with financial planning and investment industry software
• Completion of Canadian Securities Course and Conduct and Practices Handbook within 18 months of hire
• Completion of 30-day BMO NB Investment Representative Licensing Program
• Good communication, organization, collaboration, and analytical skills

Salary : $32,400.00 - $48,300.00

Pay Type : Salaried & Commission

Compensation varies based on location, skills, experience, and may include incentives and benefits. For more details, visit https://jobs.bmo.com/global/en/Total-Rewards.

About Us

At BMO, we are driven by a shared purpose to grow the good in business and life, creating positive change for customers, communities, and employees. We support your growth with training, resources, and opportunities to make an impact.

We are committed to an inclusive, equitable, and accessible workplace. Accommodations are available upon request during the recruitment process.

Note to Recruiters : BMO does not accept unsolicited resumes without a prior agreement. Resumes sent unsolicited will be considered property of BMO, and no fee will be paid for such submissions.