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Added 21 mins ago
Wealth Associate
National Bank of Canada
London, ON
Full-time
Support investment advisors in providing superior customer service and be available to meet client requests
Added 21 mins ago
Senior Advisor in Estate Planning
National Bank of Canada
Montreal, QC
Full-time
involves supporting NBF clients and Investment Advisors (IAs) with their estate
Added 21 mins ago
Senior Advisor (Conquest Planning) Financial Planning Support Team
National Bank of Canada
Montreal, QC
Full-time
with investment advisors and financial planners to promote industry best
Added 21 mins ago
Branch Administrator
National Bank of Canada
Joliette, QC
Full-time
National Bank Financial – Wealth Management is the fifth largest investment dealer in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients…
Added 21 mins ago
Retirement Stategy Advisor
National Bank of Canada
Brossard, QC
Full-time
Work closely with financial planners, banking advisors and investment specialists to offer an integrated client experience.
Added 4 hours ago
Financial Crime Analyst
Aviso
Toronto, ON
$80,000 to $85,000 CAD / year
Full-time
Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with approximately $145 billion in total assets under administration and…
Added 9 hours ago
Senior Specialist Trade Centre
IG Wealth Management
Quebec, QC
Full-time
The Senior Specialist supports clients, Portfolio strategist and investment dealer advisors through the accurate and efficient execution of trades through their broad knowledge on products,…
Added 13 hours ago
Director, Manager Research & Oversight
Aviso Wealth
Remote, Canada
$135,000 to $170,000 CAD / year
Full-time · Remote
We're looking to fill an opening for a Director, Manager Research & Oversight to join our Investment Management team.
Added 13 hours ago
Director, Manager Research & Oversight
Aviso Wealth
Remote, Canada
$135,000 to $170,000 CAD / year
Full-time · Remote
We're looking to fill an opening for a Director, Manager Research & Oversight to join our Investment Management team.
Added 13 hours ago
Senior Tax Specialist
Dow
Sarnia, ON · Prentiss, AB · Fort Saskatchewan, AB · Calgary, AB
Full-time
…key Dow priorities, including Path2Zero. As a major strategic investment, Path2Zero pairs world-scale petrochemical expansion with industry-leading decarbonization…
Added 13 hours ago
Director, Manager Research & Oversight
Aviso
Vancouver, BC
$135,000 to $170,000 CAD / year
Full-time
We're looking to fill an opening for a Director, Manager Research & Oversight to join our Investment Management team.
Added 13 hours ago
Director, Manager Research & Oversight
Aviso
Toronto, ON
$135,000 to $170,000 CAD / year
Full-time
We're looking to fill an opening for a Director, Manager Research & Oversight to join our Investment Management team.
Added 14 hours ago
Investment Advisor Assistant, Wealth Management
Canaccord Genuity Group Inc.
Calgary, AB
Full-time
Work directly with a team of Investment Advisors, supporting client relationships and contributing to the growth of a sustainable wealth management business;
Added 14 hours ago
Executive Assistant – Equity Research
Canaccord Genuity Group Inc.
Toronto, ON
Full-time
…boutique with the resources and reach of a global platform, giving advisors access to global research, capital markets insight, investment specialists, and institutional-quality solutions.…
Added 14 hours ago
Senior Tax Specialist
Dow
AB · Alberta, Canada
Full-time
…key Dow priorities, including Path2Zero. As a major strategic investment, Path2Zero pairs world-scale petrochemical expansion with industry-leading decarbonization…
Added 15 hours ago
Senior Tax Specialist
Dow
Calgary, AB
Full-time
…key Dow priorities, including Path2Zero. As a major strategic investment, Path2Zero pairs world-scale petrochemical expansion with industry-leading decarbonization…
Added 15 hours ago
Senior Tax Specialist
Dow
Fort Saskatchewan, AB
Full-time
…key Dow priorities, including Path2Zero. As a major strategic investment, Path2Zero pairs world-scale petrochemical expansion with industry-leading decarbonization…
Added 15 hours ago
Senior Tax Specialist
Dow
Calgary, AB · Greater Calgary Metropolitan Area
Full-time
…key Dow priorities, including Path2Zero. As a major strategic investment, Path2Zero pairs world-scale petrochemical expansion with industry-leading decarbonization…
Added 15 hours ago
Senior Tax Specialist
Dow
Sarnia, ON
Full-time
…key Dow priorities, including Path2Zero. As a major strategic investment, Path2Zero pairs world-scale petrochemical expansion with industry-leading decarbonization…
Added 15 hours ago
Manager Credit Risk Management (Full Time 12 Month Contract)
IG Wealth Management
ON · Ontario, Canada
Full-time
…assets as of December 31, 2025. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie…
Added 17 hours ago
Director & Human Resources Business Partner | Great West
The Canada Life Assurance Company
Toronto, ON
…international financial services holding company with interests in life insurance, health insurance, retirement and investment services, asset management, and reinsurance businesses. We…
Added 17 hours ago
Associate Portfolio Manager
Chronicle Wealth
Toronto, ON
Full-time
…Canadian families. Our multidisciplinary team provides strategic investment, insurance and risk management, tax and estate planning, as well as financial planning advice to our clients. Our…
Added 17 hours ago
Financial Planning Internship - Wealth Advisor Practice - Winter 2027
IG Wealth Management
AB · Alberta, Canada
Volunteer
Build your understanding of investment, retirement, estate, tax, insurance, and wealth planning concepts.
Added 17 hours ago
Senior Specialist Trade Centre
IG Wealth Management
MB · Manitoba, Canada
Full-time
The Senior Specialist supports clients, Portfolio strategist and investment dealer advisors through the accurate and efficient execution of trades through their broad knowledge on products,…
Added 18 hours ago
Manager, Sales Support, Temporary
Aviso Wealth
Remote, Canada
$93,000 to $113,000 CAD / year
Temporary · Remote
Excellent health, dental and insurance benefits to meet the diverse needs of our employees

BMO

Administration Assistant, Private Wealth

Toronto, ON, Canada
FCP, Canada

Pay: $33,500.00 - $60,000.00
Job type: Full-time
Apply by: Oct 9, 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: Oct 1, 2026

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Original job description

Application Deadline:

10/08/2026

Address:

100 King Street West

Job Family Group:

Wealth Sales & Service

BMO Private Wealth is centered on long‑term client relationships. We support high‑net‑worth clients and families with tailored advice across investments, planning, and complex banking needs. Our teams work closely together to deliver a high‑touch, personalized experience, balancing strong investment discipline with proactive service and trusted advice.

The Client Service Assistant role sits within Nesbitt Burns, the full‑service investment advisory platform within Private Wealth, supporting high‑net‑worth clients through personalized advice and long‑term relationships.

The Client Service Associate role supports a large advisory team consisting of two Investment Advisors (IAs, five Investment Associates and three Client Service Associates (CSA). This role is integral to the day-to-day operations of the advisory practice and is focused on delivering exceptional client experiences while supporting the achievement of business objectives.

This is an administrative-focused role committed to managing and growing client relationships through high quality service delivery, attention to detail and proactive support.

Provide proactive administrative support including calendar management, meeting coordination, travel arrangements, expense reporting, and preparation of correspondence and materials.
Act as a key point of contact for internal and external stakeholders, prioritizing communications and handling sensitive matters with professionalism and confidentiality.
Prepare agendas, presentations, reports, and briefing materials; track action items and follow up as required to ensure timely execution.
Coordinate logistics for meetings, town halls, training sessions, and events (virtual and in‑person), including room bookings, materials, technology, and attendee communications.
Support workflow management by organizing documents, maintaining records, and ensuring information is accurate, current, and accessible.
Liaise with branch operations, advisory teams, HR, Compliance, Technology, and other internal partners to support business priorities and initiatives.
Handle highly sensitive and confidential information with discretion, in alignment with BMO policies, privacy standards, and regulatory requirements.
Ensure administrative processes and documentation adhere to internal guidelines and risk management standards.
Anticipate executive needs, proactively resolving administrative issues and improving processes to enhance efficiency and effectiveness
Contribute to a collaborative team environment.
Leads the planning, coordinating and implementation of events.
Manages and monitors calendars and upcoming events. Dispatches meeting invitations, books meeting rooms and arranges for resources and other requirements in support of smooth and efficient meeting facilitation. Supports the coordination and implementation of department events.
Processes invoices for payment in adherence with documented processes and guidelines and vendor agreements
Prepares and logs departmental expense claims and reports. Tracks expenses to ensure they stay within budget.
Makes travel arrangements, booking flight/hotel reservations as needed.
Collaborates with internal and external stakeholders in order to deliver on business objectives.

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 Investment Representative licensing with CIRO and certification requirements for the branch / jurisdiction where the mandate is being fulfilled within 12 months of start date.
Basic specialized knowledge.
Verbal & written communication skills - Good.
Organization skills - Good.
Collaboration & team skills - Good.
Analytical and problem solving skills - Good.
Please note the base salary for this specific position is $40,000 and this role may be eligible to receive monthly discretionary bonus.

This job posting is for a current vacancy.

Salary:

$33,500.00 - $60,000.00

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 role provides proactive administrative support to an advisory team, including calendar management, meeting coordination, and expense reporting. It also involves managing client relationships and ensuring all administrative processes adhere to internal policies and regulatory standards.

Requirements

Candidates should have 1-2 years of relevant experience and a post-secondary degree is desirable. Knowledge of wealth management operations and the ability to obtain CIRO licensing within 12 months are required.

Skills

Administrative support
Calendar management
Meeting coordination
Expense reporting
Communication skills
Attention to detail
Problem solving
Financial planning
Investment knowledge
Regulatory compliance
Data organization
Event planning
Stakeholder management
Confidentiality

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans
Discretionary bonus

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Private Wealth
Nesbitt Burns
Investment Advisory
CIRO
Administrative Assistant
Client Service
Financial Planning
Compliance
Expense Reporting
Event Coordination
Stakeholder Management
Risk Management
Investment Products
Banking
Records Management
Professionalism
Confidentiality

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