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Added 5 mins ago
Everyday Banking Specialist - Kelowna Branch
Beem Credit Union
Kelowna, BC
Full-time
As one of BC’s largest credit unions, we serve over 200,000 members across 66 branches with $18 billion in assets under administration.
Added 18 mins ago
Advisor, Auto Insurance
Waypoint
Richmond, BC
$43,000 to $50,000 CAD / year
Full-time
…every interaction. This is an in-office role at our Richmond branch…
Added 18 mins ago
Advisor, Auto Insurance
Waypoint
New Westminster, BC
$43,000 to $50,000 CAD / year
Full-time
…interaction. This is an in-office role at our New Westminster branch…
Added 34 mins ago
Sr Project Manager - Technical Safety
CityofOttawa
Ottawa, ON
You provide consulting services to the department and the branch in the areas of project management, business analysis, process review, and the implementation of redesigned processes and…
Added 34 mins ago
Customer Experience Associate - Saint Hyacinthe (Part-time, 18.75h/week)
TD
Saint-Hyacinthe, QC
Part-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 48 mins ago
customer Experience Associate
TD
Sherwood Park, AB
Part-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 1 hour ago
Inside Sales Representative
Robert Half
Delta, BC
Full-time
Our client, a recognized leader in the industrial distribution sector, is seeking an experienced Inside Sales Representative to join their Delta, BC branch.
Added 1 hour ago
Manager, Technology Sustainment
CANADIAN AIR TRANSPORT SECURITY AUTHORITY
Ottawa, ON
The Canadian Air Transport Security Authority (CATSA) has 1 (one) exciting indeterminate opportunity within the Technology branch at the CATSA Headquarters.
Added 1 hour ago
Personal Banking Associate Trainee
TD
Fredericton, NB
Full-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 1 hour ago
Customer Experience Associate - Fixed Term Contract
TD
Calgary, AB
Part-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 1 hour ago
ACCOUNTING AGENT
MPE a division of Englobe
Lethbridge, AB
Full-time
Maintaining key relationships with branch office administrators and project managers.
Added 1 hour ago
Wealth Management - ScotiaMcLeod Internship-Co-op - Winter 2027
Scotiabank
Toronto, ON
…members supporting business development activities, day-to-day administration and other special projects and initiatives as assigned. The successful candidate will develop a good…
Added 1 hour ago
Tax Information Officer
Government of Alberta
AB
The Tax and Revenue Administration (TRA) division/Tax Services/Information Services branch is looking for a full-time Tax Information Officer to join their team!
Added 2 hours ago
Relationship Manager Intern, Commercial Financial Services
Royal Bank of Canada
Vancouver, BC
Full-time
University degree, ideally in commerce, business administration, or related experience
Added 2 hours ago
Registered Practical Nurse RPN Long Term Care
Schlegel Villages
Barrie, ON
Part-time
A Unique Family Culture: Every Person in Every Village is a branch of our Family Tree
Added 2 hours ago
Assistant Branch Manager, Highway 10 & County Court Branch
Royal Bank of Canada
ON · BRAMPTON, Ontario
Full-time
As an Assistant Branch Manager, you motivate and coach a high-performing team of Advisors in a dynamic, high-volume, and rewarding marketplace, while establishing and achieving team…
Added 2 hours ago
Personal Support Worker
Bayshore
St. Catharines, ON
assistance with oxygen administration and medication reminder.
Added 2 hours ago
Client Service Coordinator (Casual)
Bayshore
Brantford, ON
Casual, requiring every other weekend, with potential to pick up additional week day evenings, per branch needs
Added 2 hours ago
(sr) Technology Sales Representative (Edmonton)
Konica Minolta Business Solutions, U.S.A., Inc.
AB · Edmonton, Alberta
Full-time
Ensure outstanding customer service though regular follow-ups, reporting regularly to a branch office.
Added 2 hours ago
Senior Relationship Manager, Commercial Financial Services
Royal Bank of Canada
Vancouver, BC
Full-time
Undergraduate degree, ideally in commerce, business administration, or related experience
Added 2 hours ago
Administrative Assistant
Royal Bank of Canada
Timmins, ON
Full-time
The RBC Dominion Securities branch located in TImmins is looking for a resourceful, empathetic and collaborative individual to join our leading wealth management firm as an Administrative…
Added 2 hours ago
Business Development Representative
The Shaw Group Limited
Fredericton Junction, NB
Full-time
Added 2 hours ago
Program Advisor (Bilingual and Non-Bilingual)
Government of Manitoba
Winnipeg, MB
Full-time
The Program Advisor represents the branch in the wider community in order to increase program awareness, particularly among under-represented groups including Indigenous people, low-income…
Added 2 hours ago
General Manager
Environmental 360 Solutions
AB · Edmonton, AB
Full-time
Lead and direct branch managers on operations.
Added 2 hours ago
PIA Client Service Associate
TD
Orangeville, ON
Full-time
…assignments. You may also correspond with clients and other branch staff. In this frontline role, your first impressions will leave lasting results on our business and customer…

BMO

Administration Assistant

Moncton, NB, Canada
MCTN, Canada

Job type: Full-time
Apply by: Oct 14, 2026
Experience: Typically between 1 – 2 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
Posting language: English
Posted: Sep 24, 2026

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Original job description

Application Deadline:

10/13/2026

Address:

633 Main Street

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 reports and documents for IAs and clients as requested and processes items for client accounts and files.
Maintains and organizes client database and client files.
Ensures transactions and tasks are appropriately assigned to team members and completed.
Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing.
Gathers and distributes information on updates to training, guidelines, technology, and other business related information.
Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience resulting in retaining long- term client relationships and delivers an exceptional client experience.
Assists with managing a portfolio of clients to retain and grow relationships.
Support IA’s in individual client investment needs to provide professional, customized investment-related advise, sales and services.
Works collaboratively within the market, BMO partners and the community to build relationships and deliver the desired customer experience.
Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensure an effectively run branch.
Protects the Bank's assets and clients’ assets and complies with all regulatory, legal, and ethical requirements.
Maintains the confidentiality of client and Bank information.
Completes complex & diverse tasks within given rules/limits.
Analyzes issues and determines next steps; escalates as required.
Broader work or accountabilities may be assigned as needed.
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Qualifications:

Typically between 1 – 2 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
Knowledge of wealth management company and branch operations (e.g. client services, trust services, account transfers, etc.) is an asset
Knowledge of operational aspects of traditional (stocks, bonds, money market, mutual funds) and non traditional (managed and fee based) products is an asset
Familiarity with technology applications and software used in the financial planning and investment industry.
Must meet the licensing and certification requirements for the branch / jurisdiction where the mandate is being fulfilled.
Basic specialized knowledge.
Verbal & written communication skills - Good.
Organization skills - Good.
Collaboration & team skills - Good.
Analytical and problem solving skills - Good.

The range below reflects the BMO enterprise range. The expected base pay range for this position is: $40,000.00- $42,400.00

This position includes competitive-based pay, and the overall earning potential is impacted by a variable incentive structure, earning a multiple of salary up to: 0.5x.

Salary:

$33,500.00 - $56,500.00

Pay Type:

Salaried & Commission

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

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More about this job

Responsibilities

The Administration Assistant supports Investment Advisors and branch operations by managing client relationships, coordinating marketing initiatives, and handling day-to-day administrative requests. They ensure compliance with regulatory policies while providing professional service to help retain and grow the client portfolio.

Requirements

Candidates should have 1-2 years of relevant experience and a post-secondary degree in a related field is desirable. Knowledge of wealth management operations, financial products, and proficiency with industry-specific technology applications are considered assets.

Skills

Wealth management
Client service
Administrative support
Investment advisory support
Marketing coordination
Database management
Risk management
Compliance
Financial planning
Communication skills
Problem solving
Collaboration
Account management
Technology support
Data analysis

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans

Visa sponsorship

Not detected in the job text

Keywords

Wealth management
Investment advisor
Branch operations
Client service
Marketing
Account opening
Risk management
Compliance
Financial planning
Stocks
Bonds
Mutual funds
Database management
Client relations
Administrative support
Regulatory requirements
Data analysis
Technology support

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