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Added 10 mins ago
DC
2.0FTE Psychologist/Psychological Associate/Psychoeducational Consultant
Dufferin-Peel Catholic District School Board
Mississauga, ON
- Part-time
Psychologists, Psychological Associates, and Psycho-Educational Consultants work under the administrative direction of the Superintendent of Special Education and Learning Services or…
Added 10 mins ago
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Customer Support Associate
Trackunit
London, ON
- Full-time
We’re growing our Americas Customer Support team and looking for a Customer Support Associate to join us in our London, Ontario office. This is a foundational role on our team - a chance to…
Added 10 mins ago
AI
Associate Account Executive
Aareas Interactive Inc.
Toronto, ON · North York, ON
- Full-time
Associate Account Executive ATTENTION ALL GRADUATES!!!
Added 11 mins ago
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Associate
RBC
Vancouver, BC
- Full-time
…to join our leading wealth management firm as an EXPERIENCED Associate for a high-performing, fast paced portfolio advisory…
Added 11 mins ago
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Logistics Associate
Lineage
Montreal, QC
- Full-time
The Logistics Associate is responsible for the accurate preparation, processing, and control of transportation documentation and administrative records. This role supports daily…
Added 11 mins ago
UO
Student Financial Business Support Analyst
University of British Columbia
Vancouver, BC · UBCV | Brock Hall (BRCK)
- $7,727.33 to $11,112 CAD / month
- Full-time
…position report to the Manager, Student Financial Support and Associate Director, Business Solutions and…
Added 11 mins ago
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Personal Banking Associate Trainee
TD
Calgary, AB
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their financial…
Added 11 mins ago
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Personal Banking Associate - O'Brien, Ville Saint Laurent (Part-time, 18.75h/week)
TD
Montreal, QC
- Part-time
…with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial queries…
Added 11 mins ago
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Private Banking Client Service Associate
TD
Toronto, ON
- Full-time
…experience. As part of the team, the Private Banking Client Service Associate will provide administrative support to the Senior Private Banker (SPB) in their achievement of business…
Added 26 mins ago
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Sales Associate, Alberta House Building (Glacier Ridge) (Calgary, AB)
Anthem Properties
Calgary, AB · Anthem Site, Alberta
- Full-time
We have an exciting opportunity for a new Sales Associate to offer support for our Alberta House Building communities in Calgary! If you are supportive, proactive, responsible and driven by…
Added 26 mins ago
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Associate, Operations – Deposits and Payments
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Montreal, QC · HO
- Full-time
…the execution of payments, transactions, service requests, administrative activities and processes and fulfillment of business, stakeholder and/or external customer inquiries/requests…
Added 26 mins ago
FT
Student Awards Team Lead - Appendix D/Temporary Assignment
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Added 26 mins ago
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Systems Coordinator – Degree Audit - Appendix D/Temporary Assignment
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London, ON
- Full-time
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Added 26 mins ago
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Retail Operations Supervisor
Staples Canada
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- Full-time
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Added 41 mins ago
ScotiaMcLeod Administrative Associate (Contract)
Scotiabank
Vancouver, BC
As an Administrative Associate you will be responsible for contributing to the overall success of one or more Wealth Advisors by ensuring a high level of client service achieved by…
Added 44 mins ago
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- $60,000 to $70,000 CAD / year
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Added 1 hour ago
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Associate
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Calgary, AB
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Added 1 hour ago
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HR Specialist
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Associate degree in HR, business, or related field, or an equivalent combination of HR experience; bachelor’s degree preferred.
Added 1 hour ago
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HR Specialist
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Surrey, BC
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Associate degree in HR, business, or related field, or an equivalent combination of HR experience; bachelor’s degree preferred.
Added 1 hour ago
CW
Client Associate, Hayward Investment Group
CIBC Wood Gundy
Calgary, AB
- Full-time
This Client Associate position is a high level full-time, in office role based in Calgary, AB where the successful candidate will be responsible for providing support to advisors and…
Added 1 hour ago
AH
Associate Physician - Diagnostic Imaging
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Calgary, AB · Greater Calgary Metropolitan Area
- Full-time
Associate Physicians (APs) in the Interventional Radiology (IR) program work within a multidisciplinary team in the IR Department consisting of administrative staff, nurses, technologists…
Added 1 hour ago
UO
Associate or Full Professor, Institute of Indigenous Research and Studies
University of Ottawa
Ottawa, ON · Desmarais Hall
- Full-time
…invites applications for a tenure-track positions at the rank of Associate or Full Professor, open to Indigenous scholars of any disciplinary background. Priority will be given to scholars…
Added 1 hour ago
UO
Clinical Skills and Simulation Lab Technician
University of British Columbia
Vancouver, BC · UBCV | MacIsaac Health Building (GWHB)
- $4,845.17 to $5,713.66 CAD / month
- Full-time
Reports to the Associate Director, Experiential Education, and works interdependently with staff and faculty in the CSSL.
Added 1 hour ago
T
Personal Banking Associate
TD
Toronto, ON
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their financial…
Added 1 hour ago
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Customer Experience Associate
TD
Erin, ON
- Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…

BMO

Administration Associate

Burnaby, BC, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Oct 18, 2026
Experience: Typically between 3 – 5 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience.
Posting language: English
Posted: Oct 7, 2026

Original job description

Application Deadline:

10/17/2026

Address:

6035 Silver Drive

Job Family Group:

Wealth Sales & Service

About BMO Nesbitt Burns & BMO Private Wealth

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.

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. As this role contributes to the overall success of the Investment Advisors portfolio, you may be entitled to additional discretionary compensation. A client-focused role, committed to managing and growing client relationships through the delivery of service and advice.

Books meetings with new prospects and prepares introductory package for the prospect/referral.
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.
Schedules and helps prepare client portfolio reviews for the Investment Advisors including setting up client calls, scheduling meetings, preparing reviews and provides updates to IA.
Follows up on client inquiries, account maintenance, new accounts set-up, transfers and remitting funds from registered and non-registered accounts upon client’s request.
Resolves client complaints in a timely and effective manner; escalates as required.
Accepts and executes client initiated trades over the phone or in person and provides stock information as requested.
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.
Monitors incoming and outgoing assets and notifies IA of required actions to rebalance portfolios.
Administers and processes documentation related to client files and regulatory requirements.
Monitors redocumentation of client accounts on regular cycle to ensure client information and documentation is up-to-date.
Ensures transactions and tasks are appropriately assigned to team members and completed.
Mentors and coaches new or junior members to the team and branch.
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 and may include handling escalations from other employees.
Analyzes issues and determines next steps.
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 3 – 5 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience.
Advanced knowledge of investment process and procedures.
Advanced knowledge of administrative process and procedures as contained in Sales Administration Manual.
Advanced knowledge of proprietary products and services in order to identify potential products and services to client needs and advising IA(s).
Knowledge of compliance practices and regulations.
Knowledge of Insurance and group products is an asset
Knowledge of Trust and Estate services is an asset
Knowledge of Financial/Retirement planning.
Knowledge of trade processing rules.
Must meet the licensing and certification requirements for the branch / jurisdiction where the mandate is being fulfilled.
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 pay range for this position is: $38,000 - $42,000 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 1.5X

Salary:

$38,000.00 - $72,000.00

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 Associate supports Investment Advisors with daily administrative tasks, client service, and branch operations to ensure business objectives are met. They are responsible for managing client relationships, executing trades, maintaining account documentation, and ensuring compliance with regulatory requirements.

Requirements

Candidates should have 3 to 5 years of relevant experience and advanced knowledge of investment processes and administrative procedures. Proficiency in compliance practices, trade processing, and financial planning is required, along with the ability to meet branch-specific licensing and certification standards.

Skills

Investment administration
Client service
Portfolio management support
Trade execution
Regulatory compliance
Account maintenance
Marketing coordination
Financial reporting
Mentoring
Problem solving
Communication skills
Organizational skills
Risk management
Data management

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans

Visa sponsorship

Not detected in the job text

Keywords

Wealth management
Investment advisors
BMO Nesbitt Burns
Client portfolio reviews
Trade processing
Regulatory compliance
Risk management framework
Account opening
Asset rebalancing
Sales administration
Financial planning
Retirement planning
Insurance products
Trust and estate services
Client database management
Marketing initiatives
Social media initiatives
Investment industry
Private banking
Client retention

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