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Added 9 mins ago
RB
Associate
Royal Bank of Canada
Montreal, QC
- Full-time
The RBC Dominion Securities Montréal Uptown branch is looking for a resourceful, efficient and collaborative individual to join our leading wealth management firm as an Associate.
Added 9 mins ago
RB
Associate
Royal Bank of Canada
Laval, QC
- Full-time
The RBC Dominion Securities Laval branch is looking for a resourceful, efficient, and collaborative individual to join our leading wealth management firm as an Associate.
Added 9 mins ago
RB
Associate Advisor
Royal Bank of Canada
Laval, QC
- Full-time
RBC Dominion Securities is seeking an Associate Advisor to join a dynamic advisory team specialized in providing wealth management services to a sophisticated clientele. You will deepen…
Added 9 mins ago
RB
Associate Advisor
Royal Bank of Canada
Sherbrooke, QC
- Full-time
RBC Dominion Securities is seeking an Associate Advisor to join a dynamic advisory team specialized in providing wealth management services to a sophisticated clientele. You will deepen…
Added 21 mins ago
FR
Assistant Condominium Manager
FirstService Residential Canada
Mississauga, ON
- Full-time
Our dedication to associate satisfaction and growth is recognized by our Great Place to Work certification, exemplifying our commitment to fostering a positive and inclusive workplace…
Added 21 mins ago
H
AI Solutions Architect
Hays
Toronto, ON
- Contract
Our client is a leading financial services organization undergoing significant digital transformation initiatives across enterprise data, AI, banking integration, risk, finance, treasury,…
Added 23 mins ago
R
Associate Advisor
RBC
Vancouver, BC
- Full-time
The RBC Dominion Securities Inc. (“RBC DS”) Branch located in downtown Vancouver is looking for an experienced Associate Advisor to join a premier Portfolio Manager (“PM”) team by providing…
Added 23 mins 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 23 mins ago
SR
Equipment Rental Specialist
Sunbelt Rentals, Inc.
Fort McMurray, AB
- Full-time
…Manager, Tools Manager, Counter Sales Representative, Equipment Associate, Manager Trainee, Manager in Training, Skilled Craftsman, Brand…
Added 23 mins ago
NR
Corporate, Securities and M&A Associate (Years 2-5)
Norton Rose Fulbright
Toronto, ON
- Full-time
As part of a global legal practice, Norton Rose Fulbright Canada embraces a culture of excellence and client service, but always with a focus on flexibility, respect, diversity and…
Added 23 mins ago
C
Associate Financial Advisor
CIBC
Timmins, ON
- Full-time
…you’ll make a meaningful difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you…
Added 23 mins ago
C
Associate Financial Advisor
CIBC
King City, ON
- Full-time
…you’ll make a meaningful difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you…
Added 38 mins ago
B
Associate/Senior Associate, Transaction Services
BDO
Toronto, ON
- Full-time
Our Toronto office is looking for an Associate/ Senior Associate, Transaction Services to join the Deal Advisory team. This is a new role, and the successful candidate would own the…
Added 53 mins ago
BC
Associate/Senior Associate, Transaction Services
BDO Canada
Toronto, ON
- Full-time
Our Toronto office is looking for an Associate/ Senior Associate, Transaction Services to join the Deal Advisory team. This is a new role, and the successful candidate would own the…
Added 54 mins ago
Sales Support Associate
The Canada Life Assurance Company
Winnipeg, MB
Reporting to the Sales Support Leader, the Sales Support Associate understands employee benefits data, pricing and the ability to compare the data across companies. The role works closely…
Added 1 hour ago
BI
Bilingual Client Service Associate
BMO Insurance
Toronto, ON
- Full-time
Processes client service requests and administrative requests according to established procedures & policies and submits as required for approval.
Added 1 hour ago
AA
Legal Associate
ADMYS Avocats
Legal, AB
- Full-time
As a Legal Associate, you will support the firm's attorneys by conducting legal research, drafting documents, and preparing case materials. You will interact directly with clients to gather…
Added 1 hour ago
SS
Project Estimator (Residential)
Summit Search Group
Winnipeg, MB
- Full-time
Added 1 hour ago
B
Consultant, Commercial Analytics, Life Sciences
Beghou
ON · Durham, ON
- Full-time
This position more independently researches, organizes, analyzes, and visualizes client data, to support the conception, execution, and integration of various data projects for the…
Added 1 hour ago
TS
Territory Sales Manager
Tempur Sealy International
Toronto, ON · Canada - Toronto
- Full-time
Conducts sales associate training, and institutes floor sales incentive programs to maximize the sales time commitment to our client’s brand(s) by floor sales personnel;
Added 1 hour ago
C
Sales Associate I
Coach
Edmonton, AB
- Full-time
The Sales Associate is the front‑line ambassador of the Coach brand. You will deliver an elevated, personalized shopping experience, meet personal and store sales goals, and support daily…
Added 1 hour ago
LC
Associate Faculty - Clinical Nursing
Lambton College
Sarnia, ON
- Part-time
…for our local and global community and elevate student and client impacts at local, national, and international…
Added 1 hour ago
CS
Retail Associate
CQ Search Group Ltd.
Vancouver, BC · Greater Vancouver Metropolitan Area
- $21 to $23 CAD / hour
- Contract
The ideal candidate has 1+ years of client facing retail experience with strong client service and professionalism. Must be outgoing and engaging as they will be client facing (greeting,…
Added 1 hour ago
UL
Coordinator, Student & Associate Professional Development
Urban Legal Recruitment Inc.
Calgary, AB · Greater Calgary Metropolitan Area
- Contract
Urban Legal Recruitment is pleased to be working with our valued client, a leading national law firm, in their search for a Coordinator, Student & Associate Professional Development to join…
Added 1 hour ago
TR
Summer Associate- 2L/3L (General Practice)
The Roberts Legal Firm
Legal, AB
- Full-time
The Firm is seeking a Summer Associate (General Practice) to support litigation, regulatory advisory, legislative research, and strategic client matters. This role provides exposure to…

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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