As of November 7, 2026, Jobsy lists 17 client service assistant jobs in Canada. The most active employers are BMO Nesbitt Burns Inc., Bank of Montreal and Ratehub. Skills often requested: communication skills, problem solving, financial planning and collaboration.
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Candidates need experience in life insurance, financial services, banking or high-volume client service, and strong attention to detail. Google Suite skills are needed, with Salesforce and insurance software experience preferred, and an LLQP licence or progress toward one is a strong asset.
Ratehub needs candidates with experience in life insurance, financial services, banking, client service or high-volume work. Strong attention to detail, Google Suite skills and Salesforce or insurance software experience are preferred. An LLQP licence or working toward one is a strong asset.
1+ YOECandidates need about 1 to 2 years of relevant experience, with post-secondary education preferred. They must hold or obtain CIRO Investment Representative licensing and show good communication, organization, teamwork, and problem-solving skills.
Financial planning and investment software, Client database
1+ YOECandidates need typically 1 to 2 years of relevant experience, with a post-secondary degree desirable. Strong communication, organization, teamwork and problem-solving skills are needed, plus familiarity with financial planning software and any required licensing for the jurisdiction.
1+ YOECandidates need about 1 to 2 years of relevant experience, with a post-secondary degree preferred. They need good communication, organization, teamwork and problem-solving skills, plus the licences required for the jurisdiction.
1+ YOECandidates need about 1 to 2 years of relevant experience, with a post-secondary degree preferred. They need good communication, organization, teamwork and problem-solving skills, plus the licences required for the jurisdiction.
1+ YOEBMO Nesbitt Burns Inc. needs candidates with about 1 to 2 years of relevant experience, ideally a post-secondary degree, plus good communication, organization and problem-solving skills. Candidates must meet the licensing requirements for the branch's jurisdiction.
1+ YOEBMO Nesbitt Burns needs candidates with about 1 to 2 years of relevant experience, with a post-secondary degree preferred. Useful knowledge includes wealth management operations, traditional and managed investment products, and financial planning software. Candidates must hold any licences required in their jurisdiction.
1+ YOEBank of Montreal needs candidates with typically 1 to 2 years of relevant experience, with a post-secondary degree preferred. Strong communication, organization and problem-solving skills, familiarity with financial planning software, and the licensing required for the jurisdiction are needed.
1+ YOECandidates need one to two years of relevant experience, with a post-secondary degree preferred. They should have good communication, organization, teamwork and problem-solving skills, plus familiarity with financial planning and investment software and any required licensing for the jurisdiction.
1+ YOECandidates need one to two years of relevant experience, with a post-secondary degree preferred. They should have good communication, organization, teamwork and problem-solving skills, plus familiarity with financial planning and investment software and any required licensing for the jurisdiction.
1+ YOEBank of Montreal needs candidates with typically 1 to 2 years of relevant experience, and a post-secondary degree is desirable. Candidates must meet the licensing and certification requirements for the branch and jurisdiction, and good communication, organization, teamwork and problem-solving skills are required.
1+ YOEBank of Montreal needs candidates with typically 1 to 2 years of relevant experience, and a post-secondary degree is desirable. Candidates must meet the licensing and certification requirements for their branch and jurisdiction, and need good communication, organization, teamwork and problem-solving skills.
2+ YOECandidates need at least two years of office experience, strong Microsoft Outlook, Excel and Word skills, and the ability to manage high volumes and tight deadlines with great attention to detail. Knowledge of retirement forms, GPAS or CIS Copilot is an asset, and a Reliability Status security clearance is required.
GPAS, CIS Copilot, IntelliQ, Microsoft Outlook, Microsoft Excel, Microsoft Word
BFL CANADA: Financial Services Firm / Cabinet de services financiers
1+ YOECandidates need a college or university diploma, strong organizational skills, and excellent Microsoft Office skills. At least one year of insurance experience is an asset, as is a RIBO licence.
Candidates need administrative or customer service experience, strong written and verbal communication, and close attention to detail. Microsoft Office 365 skills and a willingness to learn new software are expected.
2+ YOECandidates need at least two years of administrative experience in financial services, post-secondary education (finance preferred), and strong organization, communication and confidentiality skills. A CIRO licence is an asset, or must be obtained within six months.
BMO Nesbitt Burns Inc. (6), Bank of Montreal (5), Ratehub (2), BFL CANADA (1) and Blackbird ATS (1).
What skills do client service assistant jobs ask for?
Postings most often mention communication skills, problem solving, financial planning, collaboration, scheduling, sales, confidentiality and customer experience.