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Added 3 hours ago
Retail Shift Leader
Canna Cabana
Bonnyville, AB
Part-time
Licensing: High Tide continues to push cannabis culture forward through fresh partnerships and license agreements under the Famous Brandz™ name.
Added 6 hours ago
Investment Advisor Wood Gundy Investment Center
CIBC
Toronto, ON
Full-time
Ensure client issues and concerns are dealt with appropriately, escalating issues to Wood Gundy Branch Manager as required
Added 6 hours ago
Investment Specialist
BMO
Edmonton, AB
Full-time
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…
Added 6 hours ago
Financial Planner
BMO
Burlington, ON
Full-time
Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community.
Added 7 hours ago
Driver Recruiter
Transx Ltd
Rosser, MB
Full-time
…Rail-owned) providers of premier integrated transportation and logistics services across North America. With 11 locations across Canada and the USA, approximately 900 company employees, and…
Added 9 hours ago
Mechanical Project Manager
Salas O'Brien
Ottawa, ON · Greater Ottawa Metropolitan Area
Full-time
We are searching for a Mechanical Project Manager to lead a design team through the day-to-day activities required for participating in the production of contract documents and contract…
Added 19 hours ago
Analyst Intern (Nuclear)
Calian in Space & Technology
Ottawa, ON
Internship
…the entire nuclear lifecycle. This includes Safety Analysis, Licensing, Emergency Preparedness, Environmental Protection, Decommissioning, Waste management, and cutting-edge Systems…
Added 20 hours ago
Retail Shift Leader
Canna Cabana
Bracebridge, ON · Muskoka, Bracebridge, ON
$19 to $21 CAD / hour
Full-time
Licensing: High Tide continues to push cannabis culture forward through fresh partnerships and license agreements under the Famous Brandz™ name.
Added 23 hours ago
Regional Manager – Engineering Operations and Business Development
ART Engineering Inc.
Toronto, ON · North York, ON
Full-time
The Regional Manager will work closely with ART Engineering’s senior leadership, technical managers, and other regional offices to support company-wide growth and ensure the local office…
Added 23 hours ago
Financial Planner
BMO
Brampton, ON
Full-time
Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community.
Added 1 day ago
Retail Shift Leader
Canna Cabana
St. Paul, AB
Part-time
Licensing: High Tide continues to push cannabis culture forward through fresh partnerships and license agreements under the Famous Brandz™ name.
Added 1 day ago
Retail Shift Leader
Canna Cabana
Calgary, AB · Westbrook, Calgary, AB
Part-time
Licensing: High Tide continues to push cannabis culture forward through fresh partnerships and license agreements under the Famous Brandz™ name.
Added 1 day ago
Physician
WELL Health Technologies Corp
London, ON
Practice Environment: Our well-managed practice offers a supportive and collegial atmosphere where you can thrive. We provide trained support staff, MOA, receptionists, and an on-site…
Added 1 day ago
Physician
WELL Health Technologies Corp
London, ON
Practice Environment: Our well-managed practice offers a supportive and collegial atmosphere where you can thrive. We provide trained support staff, MOA, receptionists, and an on-site…
Added 1 day ago
Physician
WELL Health Technologies Corp
Mississauga, ON
Practice Environment: Our well-managed practice offers a supportive and collegial atmosphere where you can thrive. We provide trained support staff, MOA, receptionists, and an on-site…
Added 1 day ago
Physician
WELL Health Technologies Corp
Brampton, ON
Practice Environment: Our well-managed practice offers a supportive and collegial atmosphere where you can thrive. We provide trained support staff, MOA, receptionists, and an on-site…
Added 1 day ago
Physician
WELL Health Technologies Corp
Richmond Hill, ON
Practice Environment: Our well-managed practice offers a supportive and collegial atmosphere where you can thrive. We provide trained support staff, MOA, receptionists, and an on-site…
Added 1 day ago
Physician
WELL Health Technologies Corp
Toronto, ON
Practice Environment: Our well-managed practice offers a supportive and collegial atmosphere where you can thrive. We provide trained support staff, MOA, receptionists, and an on-site…
Added 1 day ago
Assistant Store Manager
Canna Cabana
Calgary, AB · North Hill, Calgary, AB
Full-time
The Assistant Store Manager at NW North Hill, Calgary, Alberta will report to the Store Manager and is responsible for providing assistance to the store management team in supervising and…
Added 1 day ago
Director & Assistant Market Leader, Private Wealth
BMO
Toronto, ON · FCP
Full-time
BMO Private Wealth is dedicated to delivering exceptional advice and service to high-net-worth clients through a collaborative, client-focused approach. Our advisors and wealth…
Added 1 day ago
Sales Coordinator - Global Markets Trading Floor
BMO
Toronto, ON · FCP
Full-time
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…
Added 1 day ago
Retail Shift Leader
Canna Cabana
Vancouver, BC · Yaletown, Vancouver, BC
Full-time
Licensing: High Tide continues to push cannabis culture forward through fresh partnerships and license agreements under the Famous Brandz™ name.
Added 1 day ago
Bilingual ADP Sales Manager
Sun Life Québec
Quebec, QC
Full-time
Are you a sales leader who is passionate about coaching, advisor development and helping new advisors build successful careers? The ADP Sales Manager plays a critical role in supporting the…
Added 1 day ago
Count Team Attendant/Cashier - Casino Victoria
Lahal Management LP
Victoria, BC
$19.29 to $19.67 CAD / hour
Part-time
Building strong working relationships with internal and external guests
Added 1 day ago
Trainee, Insurance Advisor
Talent Acquisition Team at Westland Insurance. Text reply only.
ON · Kenora, ON
Expected Compensation: The hourly rate for this role is $23 on a 35-hour work week, with an increase upon licensing and movement into the Insurance Advisor position. Licensing is typically…

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

Applications open in a new tab.

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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