B
BMOClient Service Associate
Waterlooonsitejunior$40K – $42K
Posted today · via Workday
About this role
Application Deadline: 11/04/2026 Address: 20 Erb Street West Job Family Group: Wealth Sales & Service 1. This role is Onsite in Waterloo. 2. You must already hold an Investment Representative (IR) license to be accepted for this role. 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. MUST CURRENTLY HOLD Investment representative licensing with CIRO. Books meetings with new prospects and prepares introductory package for the prospect/referral.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
We compare your skills against the role requirements.
2
Level fit
This role is junior-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Waterloo. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
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