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Added 11 mins ago
Co-op & Career Coordinator
University of British Columbia
Kelowna, BC · UBCO | University Centre (UNC)
$7,158.42 to $10,292.25 CAD / month
Full-time
…improvement, using an anti-oppressive, anti-racist, gender positive, service equity…
Added 11 mins ago
Group Fitness Instructor - Hot Yoga - Vaughan Metropolitan Centre
GoodLife Fitness
Vaughan, ON
Part-time
…of the programming assigned and meets GoodLife’s standard of delivery, in all Group Fitness classes that serves to sustain and/or increase class…
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Outreach Program Manager
The Salvation Army Canada and Bermuda Territory
Windsor, ON
Full-time
The Outreach Program Manager is responsible for leading and overseeing Outreach and Housing Programs, ensuring services are delivered effectively and in alignment with The Salvation Army's…
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Housing Stability Caseworker - Nine Month
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Mount Forest, ON
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Service Manager
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Contract
…AI-enabled tools to improve productivity, decision-making, and service…
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Senior Manager, Wealth Operations and Oversight - Tangerine
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Full-time
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Full-time
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Initially, the Operations Manager will take ownership of day-to-day manufacturing performance, including production, scheduling, workflow, labour, quality, safety, capacity and continuous…
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Industrial Project Manager
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As Project Manager, you will be responsible for overseeing the successful execution of mechanical construction projects from pre-construction through closeout. The organization delivers a…
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Senior Systems Engineer - Identity and Access Management
Electronic Arts (EA)
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Full-time
…Administration to join our Identity Security Operations and Delivery team. You will lead the operations and delivery of enterprise identity solutions, with a primary focus on Microsoft…
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Manager, AI & Data Science - Tangerine
Tangerine
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Full-time
Our client-obsessed teams deliver flexible, accessible banking solutions, breakthrough products, and award-winning service. Beyond banking, we’re committed to making an impact in the…
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Full-time
Our client-obsessed teams deliver flexible, accessible banking solutions, breakthrough products, and award-winning service. Beyond banking, we’re committed to making an impact in the…
Added 24 mins ago
Technology Implementation Manager
Sysco Canada Inc.
Toronto, ON · Greater Toronto Area, Canada
Full-time
The Technology Implementation Manager will lead complex technology implementations from planning through deployment and stabilization, acting as the primary bridge between Technology,…
Added 25 mins ago
Public Sector Sales Specialist
Softchoice
Toronto, ON
…customers, partnering directly with our Public Sector Account Manager team. The PSS role is an integral role within our customer support and growth model, as your focus on white-glove…
Added 25 mins ago
Sr. Alliances & Enablement Specialist, Frontier CIE Enablement
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Toronto, ON · Ottawa, ON · Oakville, ON · Vancouver, BC · Calgary, AB
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Therapeutic Specialized and Indigenous Court Coordinator (TSIC)
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AB
The Alberta Public Service works to build a stronger province for current and future generations. We make a difference in the lives of Albertans through rewarding and diverse career…
Added 41 mins ago
Driver
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Other
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Added 41 mins ago
Member Services Representative - Part Time
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Niagara Falls, ON
$45,000 to $49,000 CAD / year
Part-time
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Added 41 mins ago
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Specialist, Field Representative
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Marine Structural Engineer
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Added 41 mins ago
Structural Engineer
EnGlobe Corp.
Saint John, NB · Fredericton, NB · Mount Pearl, NL · Dartmouth, NS
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Support the planning, coordination, and delivery of structural engineering projects across Atlantic Canada;
Added 41 mins ago
(sr) Technology Sales Representative (Edmonton)
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Added 41 mins ago
Manager, Technology Risk Governance
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Work alongside internal and external service partners to support the establishment and monitoring of domain service expectations and performance agreements

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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