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Client Service Assistant

Guelph, Ontario, Canada • Posted March 23, 2026

Job Type: Full time
Location: Guelph, Ontario
Posted: March 23, 2026
Category: Information and Record Clerks
Application Deadline: May 02, 2026

Role Description

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...

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