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Added 46 mins ago
District Sales Representative
Gordon Food Service
Moncton, NB
Full-time
Works effectively in teams and display integrity and honesty to participate and contribute to branch team efforts.
Added 46 mins ago
Inventory Control / Quality Assurance Specialist
REXEL
Delta, BC
$60,000 to $75,000 CAD / year
Full-time
We are currently looking for an Inventory Control / Quality Assurance Specialist at our Delta, BC branch. The Inventory Control / QA Specialist reporting to the Regional DC Administration…
Added 59 mins ago
Associate
RBC Dominion Securities
Toronto, ON
Full-time
The RBC Dominion Securities branch located in Toronto is looking for a resourceful, efficient and collaborative individual to join our leading wealth management firm as an Associate for a…
Added 59 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 1 hour ago
Financial Consultant - Rivers
Brandon University
Rivers, MB
Full-time
Reporting to the Branch Manager, the Financial Consultant plays a key role in deepening member relationships by delivering proactive, personalized advice and supporting a broad range of…
Added 1 hour ago
Clinical Respiratory Consultant
Air Liquide Healthcare
Victoria, BC
Full-time
…motivated Clinical Respiratory Consultant for our Victoria BC branch. The Clinical Respiratory Consultant provides all respiratory services with a focus on Sleep Diagnostics and…
Added 1 hour ago
Clinical Assistant
VitalAire
Duncan, BC
Full-time
…storefront area as it pertains to CPAP therapy in a specific branch location.Committed to contributing towards a safe work environment by obeying safety procedures and policies, working and…
Added 1 hour ago
Project Coordinator
Overhead Door Corporation
Saskatoon, SK
Full-time
We have an immediate opening for a Project Coordinator located in the Saskatoon Branch. Reporting to the General Manager, this position is responsible for managing contracts for ongoing and…
Added 1 hour ago
Manager of Financial Operations
Government of Alberta
AB
The Financial Services Branch works as a business partner to the ministry, collaborating with the program areas to provide strategic and operational insight to help support the business to…
Added 1 hour ago
Senior Manager, Client & Advisory Services-EN
Canadian Forces Morale and Welfare Services
Ottawa, ON
$112,490 to $140,650 CAD / year
Full-time
Bachelor’s degree in Business Administration, Commerce, Economics or a related field AND some years of experience in financial services and sales
Added 2 hours ago
Business Systems Analyst (Term)
City of Regina
Regina, SK
This position is part of the Assessment & Property Systems branch of the Assessment & Property Revenue Services department. In an environment that supports continuous improvement and under…
Added 3 hours ago
Associate
RBC
Toronto, ON
Full-time
The RBC Dominion Securities branch located in Toronto is looking for a resourceful, efficient and collaborative individual to join our leading wealth management firm as an Associate for a…
Added 3 hours ago
Senior National Technical Support & Industrial Print Specialist/Spécialiste principal national du support technique et de l'impression industrielle (Montreal/GTA))
Konica Minolta Business Solutions (Canada) Ltd.
Montreal, QC
Full-time
…authority and escalation owner across customers, dealers, and branch service organizations. This role is responsible for resolving complex and high-impact technical issues, delivering…
Added 3 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 3 hours ago
Personal Banking Associate- Part Time
TD
Red Deer, 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 3 hours ago
Customer Experience Associate
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 3 hours ago
Customer Experience Associate- Cantonese Language Skill Is An Asset
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 3 hours ago
Customer Experience Associate
TD
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 3 hours ago
Accounts Receivable Associate
Hercules SLR
NS · Dartmouth, NS
Full-time
Completion of general office administration courses at the college level
Added 3 hours ago
Clinical Respiratory Consultant
Air Liquide
Victoria, BC
Full-time
…motivated Clinical Respiratory Consultant for our Victoria BC branch. The Clinical Respiratory Consultant provides all respiratory services with a focus on Sleep Diagnostics and…
Added 3 hours ago
Clinical Assistant
Air Liquide
Duncan, BC
Full-time
…storefront area as it pertains to CPAP therapy in a specific branch…
Added 3 hours ago
Career Opportunity: Risk and Compliance Officer at Selcom Microfinance Bank
Vedastus Watosha
AB
Volunteer
Education: At least a Bachelor’s degree, ideally focusing on Accounting, Business Administration, Finance, or Risk Management.
Added 3 hours ago
Services and Solutions Sales Executive/Spécialiste de la vente de services et solutions (SSE) (Edmonton)
Konica Minolta Business Solutions Canada
AB · Edmonton, AB
Full-time
The Services and Solutions Sales Executive (SSE) is the local branch subject matter expert relative to the Solutions, and Professional Service strategies of the Konica Minolta Business…
Added 3 hours ago
Senior National Technical Support & Industrial Print Specialist/Spécialiste principal national du support technique et de l'impression industrielle (Montreal/GTA))
Konica Minolta Business Solutions Canada
Montreal, QC
$71,469.39 to $102,737 CAD / year
Full-time
…authority and escalation owner across customers, dealers, and branch service organizations. This role is responsible for resolving complex and high-impact technical issues, delivering…
Added 3 hours ago
Member Experience Advisor - Grimshaw
Servus Credit Union
Grimshaw, AB
Part-time
We are hiring for a Part time Member Experience Advisor to join our Grimshaw Branch!

BMO

Administration Assistant, Wealth Management, (contract) Nesbitt Burns

Montreal, QC, Canada
MCGC, Canada

Job type: Full-time
Apply by: Oct 24, 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

Apply About employer

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Original job description

Application Deadline:

10/23/2026

Address:

1501 McGill College Avenue

Job Family Group:

Wealth Sales & Service

The role is offered on a 9-month contract basis.

About BMO Nesbitt Burns

BMO Nesbitt Burns has been a cornerstone of Canada’s investment industry for more than a century, with roots dating back to 1912. Known for trusted advice, strong client relationships, and disciplined investment expertise, our teams combine deep market knowledge with the strength and stability of BMO Financial Group. As part of BMO Private Wealth, BMO Nesbitt Burns professionals operate within a collaborative, team based wealth management model spanning Investment Management, Private Banking, Wealth Planning, and Trust & Estate. This integrated approach enables a more personalized client experience while giving team members exposure to a broad range of expertise, capabilities, and career paths. We foster a culture of collaboration, professionalism, and continuous growth - where individuals are supported to develop both personally and professionally while delivering exceptional outcomes for clients.

Job Description

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.

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: .5x

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 Administration Assistant supports Investment Advisors with daily branch operations, client service, and administrative tasks. They are responsible for managing client relationships, coordinating marketing activities, and ensuring compliance with regulatory and risk management policies.

Requirements

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

Skills

Wealth management
Client service
Investment administration
Relationship management
Marketing coordination
Data management
Regulatory compliance
Financial reporting
Communication skills
Problem solving
Team collaboration
Account management
Risk management
Technical support

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
BMO Nesbitt Burns
Client Service
Branch Operations
Compliance
Risk Management
Financial Planning
Account Opening
Marketing
Investment Products
Stocks
Bonds
Mutual Funds
Fee-based Products
Data Management
Client Database
Regulatory Requirements
Administration
Contract

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