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Added 12 mins ago
Operations Supervisor - Production and Special Projects
Group Compass Ltee
Vancouver, BC
Full-time
Report to Operations Manager and the Director of Operations.
Added 26 mins ago
Associate Vice President (AVP), Footwear Merchandising
Altis
Laval, QC
Full-time
…en stratégie commerciale contribuera à offrir une expérience client exceptionnelle tout en favorisant une croissance rentable à travers un réseau de franchise…
Added 26 mins ago
Directeur(rice) adjoint(e), audit externe
Altis
Montreal, QC
Full-time
…de différents secteurs. Vous aurez l’occasion de bâtir des relations de confiance avec vos clients, de contribuer au développement de votre équipe et de participer à des projets stimulants…
Added 26 mins ago
Manager, Branch Administrator
Richardson Wealth
Ottawa, ON
Full-time
The Manager, Branch Administrator fulfils a leadership role in the branch providing operational and administrative support to Advisor teams. The incumbent of this role fulfils a diverse…
Added 26 mins ago
Estimator
BAUER Foundations Canada Inc.
Burnaby, BC
$110,000 to $140,000 CAD / year
Full-time
Reporting to the Estimating Manager, the Estimator is responsible for responding to client Requests for Proposals (RFPs) and interfacing directly with clients.
Added 27 mins ago
Senior Events and Promotions Specialist-Limited Term
ontariotechu
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Added 42 mins ago
Assistant Manager- Stoney Creek
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Added 56 mins ago
Community Ministries Worker
The Salvation Army in Canada
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Added 56 mins ago
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Full-time
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Added 57 mins ago
Senior IT Audit Manager
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Added 57 mins ago
Commercial Account Manager
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Added 1 hour ago
Senior Operations Manager (Programs/Services)-EN
Canadian Forces Morale and Welfare Services
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Added 1 hour ago
Le ou la Représentant(e) des ventes internes bilingue/Bilingual Inside Sales Representative
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Added 1 hour ago
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Evolve
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Project Manager (CRM)
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Added 2 hours ago
Senior Manager, Supplier Relationship Management
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Banking Operations, Business Partner Relations, Client Relationship Management, Communication, Courier Delivery, Data Analysis, Data Analytics, Design Thinking, Interpersonal Relationship…
Added 2 hours ago
Manager, Branch Administrator
Richardson Wealth Ltd
Ottawa, ON
The Manager, Branch Administrator fulfils a leadership role in the branch providing operational and administrative support to Advisor teams. The incumbent of this role fulfils a diverse…
Added 2 hours ago
Customer Experience Associate
TD
AB
Part-time
…banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are…
Added 2 hours ago
Physiotherapist
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Ajax, ON
$36.75 to $46.4 CAD / hour
Part-time · Contract
Under the general direction of the Clinical Manager, the Physiotherapist completes an assessment of clients referred to the physiotherapy service and identifies problem areas; establishes…
Added 2 hours ago
Senior Manager, People Partnerships & Wellbeing
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Added 2 hours ago
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Manager, IFG (12 months) - 226 EN
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Added 2 hours ago
Risk Management & Insurance Consultant
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Full-time
Direct the development of customized insurance and risk management proposals that are appropriate for the risk profile and needs of each client.
Added 3 hours ago
Lead Platform Developer (AEM)
Royal Bank of Canada
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Full-time
Hands-on development of AEM Sites components, editable templates, policies, dialogs, and client libraries using HTL/Sightly and core Java.
Added 3 hours ago
Operations Supervisor
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Full-time
Reporting to the Operations Manager, the Operations Supervisor will be responsible for all facets of the operations on the shift. This involves leading all aspects of health and safety,…

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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