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Added 52 mins ago
JUNIOR ASSISTANT MANAGER
Boutique La Vie En Rose
Penticton, BC
As a member of the management team, you will support the assistant manager and manager in achieving sales goals, maintaining our company standards and motivating your team to excel.
Added 8 hours ago
T
Service Technician
Thermon
AB · Edmonton, AB
- Full-time
You will also support the Inside Sales team by helping resolve equipment-related questions, problems, and customer concerns. This is a strong opportunity for someone with mechanical…
Added 11 hours ago
Senior Client Portfolio Manager (FX Dealer)
Ebury
Toronto, ON
We are looking for a Client Portfolio Manager in our Toronto Office, with proven dealing, trading and account management experience. The successful candidate will manage a significant…
Added 12 hours ago
IB
Customer Experience Manager
Indigo Books & Music
Calgary, AB
- $45,200 to $59,500 CAD / year
- Full-time
The Customer Experience Manager is responsible for the customer experience and the store’s omni sales results. They lead a team to master Indigo’s service model and to suggest and sell…
Added 13 hours ago
I
Customer Experience Manager
Indigo
Calgary, AB
- $45,200 to $59,500 CAD / year
- Full-time
The Customer Experience Manager is responsible for the customer experience and the store’s omni sales results. They lead a team to master Indigo’s service model and to suggest and sell…
Added 13 hours ago
TS
Store Associate
The Salvation Army in Canada
Thunder Bay, ON
- Full-time
Contribute to meeting store sales targets; provide efficient courteous customer service; use tact when dealing with difficult customers.
Added 13 hours ago
TS
Store Associate
The Salvation Army in Canada
Calgary, AB
- Part-time
Contribute to meeting store sales targets; provide efficient courteous customer service; use tact when dealing with difficult customers.
Added 13 hours ago
TS
Store Associate
The Salvation Army in Canada
Thunder Bay, ON
- Full-time
Contribute to meeting store sales targets; provide efficient courteous customer service; use tact when dealing with difficult customers.
Added 13 hours ago
Product Manager
Reliance Home Comfort
Toronto, ON
By joining Reliance as a Product Manager, you’ll become an important Team Member and will be provided with the tools you need to succeed. We have ambitious growth plans and are looking for…
Added 16 hours ago
L
Assistant Manager, Guest Experience | Rideau Centre
lululemon
Ottawa, ON
- Full-time
…running, training, and other athletic pursuits. Setting the bar in technical fabrics and functional design, we create transformational products and experiences that support people in…
Added 18 hours ago
W
Senior Manager - Manufacturing Assembly & Operations
Wesco
Mississauga, ON
- $113,903 to $153,769 USD / year
- Full-time
As the Senior Manager – Manufacturing Assembly and Operations, you will lead operations for a complex value-added manufacturing environment supporting electrical assemblies, wire harnesses,…
Added 18 hours ago
Bilingual Inside Sales Account Manager (FR/EN)
AutoTrader.ca
Toronto, ON
Bilingual Account Manager - Inside Sales (FR/EN)
Added 19 hours ago
TS
Store Associate
The Salvation Army Canada and Bermuda Territory
Thunder Bay, ON · Red River Thrift Store
- Full-time
Contribute to meeting store sales targets; provide efficient courteous customer service; use tact when dealing with difficult customers.
Added 19 hours ago
TS
Store Associate
The Salvation Army Canada and Bermuda Territory
Calgary, AB · Douglas Square Thrift Store
- Part-time
Contribute to meeting store sales targets; provide efficient courteous customer service; use tact when dealing with difficult customers.
Added 19 hours ago
TS
Store Associate
The Salvation Army Canada and Bermuda Territory
Thunder Bay, ON · Red River Thrift Store
- Full-time
Contribute to meeting store sales targets; provide efficient courteous customer service; use tact when dealing with difficult customers.
Added 19 hours ago
G
Account Manager, Entertainment
Gallagher
Toronto, ON
- Full-time
As an Account Manager on our Entertainment team, you will partner directly with the Sales Leader in the growth of a specialized portfolio of media and entertainment clients. This role is…
Added 21 hours ago
T
Customer Evolution Manager, SAP AMS
Talan
Toronto, ON · Montreal, Québec
- $140,000 to $200,000 CAD / year
- Full-time
Reporting to the Principal Director, SAP AMS, the Customer Evolution Manager, SAP AMS is the primary point of accountability for a portfolio of Talan SAP clients. The role owns the client…
Added 21 hours ago
A
Customer Success Manager
AIVA
Canada
- Contract
AIVA is looking for an eager Customer Success Manager (CSM) to join our growing team. You will be responsible for onboarding and supporting key accounts, ensuring their value realization of…
Added 21 hours ago
SE
Account Manager / Gestionnaire de comptes
Siemens Energy
Montreal, QC
- Full-time
The Account Manager is responsible for driving profitable sales growth and market share for Siemens Energy Grid Technologies Portfolio (high-voltage products including transformers,…
Added 22 hours ago
B
Senior Community Residential Manager
Boardwalk
Saskatoon, SK
- Full-time
…passionate about the same. If you have previous customer service, sales, or property management experience, we’d love to hear from…
Added 1 day ago
E
Product Manager (Travel)
Emburse
Toronto, ON
- Full-time
The Product Manager will shape the vision and delivery of our software products and analytics experiences. Partnering with clients and cross-functional teams - engineering, design,…
Added 1 day ago
CW
Account Representative / Account Manager / Project Manager
City Wide Facility Solutions
Burnaby, BC
- $55,000 to $80,000 CAD / year
- Full-time
We are seeking a proactive, relationship-driven Account Representative / Account Manager to manage and grow a portfolio of commercial client accounts. This role is ideal for someone who…
Added 1 day ago
G
Technical Account Manager - Client Expansion (QC Province)
GoSecure
Montreal, QC · Quebec, QC
- Full-time
A strong sales professional with a technical background: Someone with proven relationship-building and business development skills who understands cybersecurity technology and can…
Added 1 day ago
O
Account Executive
Owner.com
Toronto, ON
- Full-time
Technical Case Study - 75 min video interview with sales leadership to assess your sales chops
Added 1 day ago
AI
Technical Solutions Consultant
AI Interviews
Canada
- Full-time
…augmentation, for clients across the US and Canada.We are hiring a Technical Client Partner: a technologist who is just as comfortable in a client meeting as in a scoping session. You will…

BMO

Administration Assistant, Wealth Management, (contract) Nesbitt Burns

Montreal, QC, Canada
MCGC, Canada

Full-time

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Job details

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

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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