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Added 5 mins ago
Plant Manager
ATS Automation
Montreal, QC
…dollars, leader du secteur des solutions d’automatisation au service de nombreuses entreprises parmi les plus prospères au monde. ATS s'appuie sur sa vaste base de connaissances et ses…
Added 5 mins ago
Acting Branch Manager
Northern Credit Union
North Bay, ON
Full-time
Northern Credit Union is a full-service, locally operated financial institution offering personal and commercial banking services along with financial planning expertise to members across…
Added 5 mins ago
Senior Product Manager
Kaseya Careers
Toronto, ON
Kaseya is seeking an experienced, strategic, and highly customer-focused Senior Product Manager responsible for defining and supporting the building of desirable, feasible, viable, and…
Added 5 mins ago
Customer Success Manager, Enterprise
Docebo
Remote, Canada
$93,300 to $124,400 CAD / year
Full-time · Remote
As a Customer Success Manager on our Enterprise team, you’ll be the strategic force guiding high-impact, enterprise-level organizations to unlock the full potential of Docebo’s AI-powered…
Added 21 mins ago
ASSISTANT SALES MANAGER
Bannister Automotive Group
Chilliwack, BC
$84,000 to $120,000 CAD / year
Full-time
Drive Your Career Forward with Bannister - We’re Hiring an Assistant Sales Manager!
Added 36 mins ago
Donor Care Coordinator
SAVE THE CHILDREN CANADA
Toronto, ON
$50,752.78 to $62,781.65 CAD / year
Full-time
Reporting to the Donor Care Manager, the Donor Care Coordinator supports the donor experience at Save the Children by providing outstanding donor stewardship, managing retention activities…
Added 50 mins ago
General Manager (Contract 12 Months)
Indigo
Nelson, BC
$42,000 to $68,500 CAD / year
Contract
The General Manager (Contract) is accountable for every aspect of the store’s performance, ensuring all areas of the store are achieving key results. They are responsible for leading a team…
Added 50 mins ago
Store Associate
The Salvation Army in Canada
Victoria, BC
Part-time
Contribute to meeting store sales targets; provide efficient courteous customer service; use tact when dealing with difficult customers.
Added 50 mins ago
Global Account Manager
Cogent Communications
Montreal, QC
Full-time
…superior customer support by virtue of its end-to-end control of service delivery and network monitoring. Structured tenure pay increases and an uncapped commissions plan offers you…
Added 50 mins ago
Senior Commercial Insurance Account Manager
Newcastle Insurance Group Inc.
Vaughan, ON
Full-time
Newcastle Insurance Group is growing, and we're looking for an experienced Senior Commercial Insurance Account Manager to join our team.
Added 1 hour ago
Agent, Cargo
Canadian North
Ottawa, ON
Full-time
To preform customer service in relation to Cargo operations. Assist customers with processing and picking up with cargo packages.
Added 1 hour ago
Assistant Transactions Manager
BGIS
Vancouver, BC
Full-time
The Junior Transactions Manager is responsible for managing the knowledge of leased properties, for coordinating leasing transactions for office space on behalf of one of our corporate…
Added 1 hour ago
Staff Pharmacist
Walmart Canada
Hamilton, ON
Full-time
Position Summary...The Staff Pharmacist assists the Pharmacy Manager in all aspects of the Pharmacy Operations. Provides patient care specific to each patient based on feedback received…
Added 1 hour ago
Staff Pharmacist
Walmart Canada
Hamilton, ON
Full-time
Position Summary...The Staff Pharmacist assists the Pharmacy Manager in all aspects of the Pharmacy Operations. Provides patient care specific to each patient based on feedback received…
Added 1 hour ago
Pickering Town Center - Sales Lead - Full Time
The Aldo Group Inc / Le Groupe Aldo Inc.
Pickering, ON
Full-time
Reporting to the Store Manager, the Sales Lead plays a key role in driving results and supporting the team. You lead by example by helping hit sales targets, coaching associates, and making…
Added 2 hours ago
Engagement Manager
vivovii
Toronto, ON
Full-time
We are looking for an Engagement Manager to work closely with vivovii leadership on product development and client service delivery.
Added 2 hours ago
Assistant Manager, Guest Experience | Wharf St.
lululemon
Victoria, BC
Full-time
The Assistant Manager, Guest Experience role is an essential part of the store leadership team, ensuring our team members and guests (i.e., customers) receive a quality experience in our…
Added 2 hours ago
Senior Account Manager - Client Growth (CAD 75-100k + Commission)
Setsail Marketing
Vancouver, BC
Full-time
Senior Account Manager – Client Growth (Base + Uncapped Commission)
Added 2 hours ago
Account Manager / Gestionnaire de compte client
Akur8
Remote, Canada
$170,000 to $190,000 CAD / year
Full-time · Remote
You have 6+ years of experience in B2B SaaS account management, customer success, consulting, technical sales, or a related commercial role. Experience managing complex B2B customers or…
Added 2 hours ago
Account Manager
Rosslin Media
Windsor, ON
Full-time
As an Account Manager you will have full responsibility for driving growth across a portfolio of key accounts. Additionally, you will support the team of Senior Account Managers across a…
Added 2 hours ago
Banking advisor
National Bank of Canada
Mississauga, ON
Full-time
…depending on team availability. This position reports to the Branch Manager. On a day-to-day basis, you’ll work with a team of experts specializing in investment, mortgage financing, and…
Added 2 hours ago
BANKING ADVISOR
National Bank of Canada
Montreal, QC
Full-time
…depending on team availability. This position reports to the Branch Manager. On a day-to-day basis, you’ll work with a team of experts specializing in investment, mortgage financing, and…
Added 2 hours ago
Conseiller Bancaire
National Bank of Canada
Montreal, QC
Full-time
…depending on team availability. This position reports to the Branch Manager. On a day-to-day basis, you’ll work with a team of experts specializing in investment, mortgage financing, and…
Added 2 hours ago
Conseiller Bancaire
National Bank of Canada
Montreal, QC
Full-time
…depending on team availability. This position reports to the Branch Manager. On a day-to-day basis, you’ll work with a team of experts specializing in investment, mortgage financing, and…
Added 3 hours ago
Service Centre Manager - Speedy Glass
Belron Canada inc
Sarnia, ON
Full-time
As a Service Centre Manager, you will be able to have a hands-on role in the day-to-day operations of your Service Centre. You will help your team succeed by being the person that people…

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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