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Client Service Assistant

BMO
📍 Guelph, Ontario, Canada 💼 Full time 🕒 Posted June 21, 2026
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Job Description

Application Deadline:

04/28/2026

Address:

649 Scottsdale Drive

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...

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    Job Details

    • Location Guelph, Ontario
    • Job Type Full time
    • Category Information and Record Clerks
    • Posted Date June 21, 2026
    • Application Deadline July 31, 2026