🌴 JobsLeisure.com

Where Work Meets Adventure

← Back to Leisure Jobs

Client Service Assistant

Hospitality Full Benefits Career Growth
Company

BMO

Location

Guelph, Canada

Posted

March 23, 2026

Start Your Adventure

Join our team and work where others vacation

Apply Now

About This Opportunity

Application Deadline:

04/01/2026

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...