As of November 7, 2026, Jobsy lists 5 client service assistant jobs in Toronto, ON. 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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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+ 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.
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
Common questions
Who is hiring client service assistants?
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.