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Added 15 mins ago
RB
Associate
Royal Bank of Canada
Vancouver, BC
- Full-time
…to join our leading wealth management firm as an EXPERIENCED Associate for a high-performing, fast paced portfolio advisory…
Added 15 mins ago
RB
Senior Associate
Royal Bank of Canada
Vancouver, BC
- Full-time
…for an experienced, self-motivated and collaborative Senior…
Added 15 mins ago
RB
Associate Director & Senior Counsel
Royal Bank of Canada
Toronto, ON
- Full-time
The RBC Capital Markets Law Group is seeking to staff a securities lawyer in an Associate Director & Senior Counsel position to support the Investment Banking and Global Markets trading…
Added 45 mins ago
T
Customer Experience Associate
TD
Langley (District), BC
- 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…
Added 45 mins ago
T
Customer Experience Associate
TD
Sault Ste. Marie, 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…
Added 59 mins ago
VI
Associate, Investments
Vital Infrastructure Property Trust
Toronto, ON
- $115,000 to $125,000 CAD / year
- Full-time
The position will be a key part of the North American investments and business development teams overseeing analysis and screening of investment opportunities, monitoring for and supporting…
Added 1 hour ago
Customer Experience Associate, Regional Opportunities - Vancouver Island, BC
Scotiabank
Victoria, BC
Successful candidates will participate in a structured onboarding and integration period within the district before being assigned to Financial Advisor opportunities based on business needs.
Added 2 hours ago
T
Account Manager II
TD
Yorkton, SK
- Full-time
Build new relationships and deepen existing customer relationships by consistently following the Business Banking Relationship Methodology (BBRM)
Added 2 hours ago
T
Account Manager I
TD
Calgary, AB
- Full-time
Deepen existing customer relationships by consistently following the Business Banking Relationship Methodology (BBRM)
Added 2 hours ago
T
Personal Banking Associate-1
TD
AB · St. Albert, AB
- Full-time
…them 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…
Added 2 hours ago
C
Associate, Supervision & Governance
CIBC
Toronto, ON
- Full-time
As an Associate, Supervision & Governance, you will play a key role in the transaction monitoring and oversight of CIBC's Global Correspondent Banking franchise. Working closely with senior…
Added 2 hours ago
B
Associate Director/Director, Private Markets Credit
BMO
Toronto, ON · YNG
- Full-time
The Associate Director, Private Markets Credit is responsible for the sourcing, underwriting, execution, and ongoing monitoring of private market credit investments, with a primary focus on…
Added 2 hours ago
Analyst or Associate, Debt Capital Advisory
EY
Toronto, ON
Support the VPs and SVPs in identifying and exploring potential new business.
Added 2 hours ago
RB
Relationship Manager Business Markets Intern
Royal Bank of Canada
Bathurst, NB
- Full-time
Completion of the RBC Banking Advisor training program, or the Associate Account Manager training program, or previous experience as a small business owner, or in a similar position at…
Added 2 hours ago
SD
Front Store Supervisor, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Calgary, AB
- Full-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 2 hours ago
SD
Front Store Supervisor, Hourly Part Time Day
Shoppers Drug Mart
Brampton, ON
- Part-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 2 hours ago
SD
Front Store Supervisor, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Ottawa, ON
- Part-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 2 hours ago
BO
Treasury Sales Associate
Bank of America
Toronto, ON
- Full-time
…of flexibility based on role-specific responsibilities and business…
Added 2 hours ago
T
Customer Experience Associate
TD
Ottawa, 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…
Added 2 hours ago
T
PIA Client Service Associate
TD
Markham, ON
- Full-time
…so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide dedicated specialized administrative support to an Investment Advisor or team of…
Added 2 hours ago
T
Personal Banking Associate
TD
AB
- Full-time
…them 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…
Added 2 hours ago
T
Customer Experience Associate
TD
Kelowna, BC
- 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…
Added 2 hours ago
T
PIA Client Service Associate
TD
Toronto, ON
- Full-time
…so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide dedicated specialized administrative support to an Investment Advisor or team of…
Added 2 hours ago
C
Associate, Commercial Banking
CIBC
Toronto, ON
- Full-time
You will join CIBC’s Commercial Banking team to provide support to account teams through client acquisition, relationship management and credit management processes as well as providing…
Added 2 hours ago
NB
Wealth Associate
National Bank of Canada
Saguenay, QC · Chicoutimi, QC
- Full-time
A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you…

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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