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Added 5 mins ago
T
Personal Banking Associate Trainee
TD
Brampton, ON
- Full-time
…relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or…
Added 5 mins ago
TS
Store Associate
The Salvation Army Canada and Bermuda Territory
Dartmouth, NS · Lake City Thrift Store
- Full-time
Have a few months of experience in processing or distribution of goods or customer service.
Added 5 mins ago
TS
Store Associate
The Salvation Army Canada and Bermuda Territory
Halifax, NS · Strawberry Hill Thrift Store
- Full-time
Have a few months of experience in processing or distribution of goods or customer service.
Added 7 mins ago
EC
Budtender Sales Associate
Emerald Cannabis
Barrie, ON
- $17.95 to $18.5 CAD / hour
- Full-time
- On-site
…aim to provide guests with an extraordinary cannabis shopping experience. *"We believe that health and wellness is a personal choice. Our mission is to offer legal and safe cannabis…
Added 19 mins ago
RB
Associate Wealth Advisor / Financial Planner
Royal Bank of Canada
Vancouver, BC
- Full-time
As an Associate Wealth Advisor / Financial Planner you will work with a high performing Investment Advisor team and be responsible for providing proactive advice and support to our clients…
Added 34 mins ago
A
Outside Field Sales Representative (Small Business Solutions) – Whitby Territory
ADP
Mississauga, ON
- $71,600 to $121,600 CAD / year
- Full-time
Prior quota-carrying experience and ability to build a network
Added 34 mins ago
A
Inside Sales Representative-Small Business Solutions (Hybrid)
ADP
Mississauga, ON
- $63,500 to $113,500 CAD / year
- Full-time
Strong interest in sales or business development, with prior customer service experience (retail, banking, etc) and excellent communication skills
Added 34 mins ago
A
Outside Field Sales Representative (Small Business Solutions)
ADP
Burnaby, BC
- $71,600 to $121,600 CAD / year
- Full-time
Prior quota-carrying experience and ability to build a network
Added 34 mins ago
A
Banking Relationship Sales Representative (Small Business Solutions)
ADP
Burnaby, BC
- $71,600 to $121,600 CAD / year
- Full-time
Prior quota-carrying experience and ability to build a network
Added 1 hour ago
JD
Kitchen staff
J D Wetherspoon
Cardiff, ON
- Full-time
We`re looking for fun, enthusiastic, passionate people to join our hard-working teams. No experience is needed, just a good attitude, a willingness to learn and a calm head under pressure.…
Added 1 hour ago
TH
Plumbing and Electrical Sales Associate Part Time - 7038 Brandon
The Home Depot Canada
Brandon, MB
- Part-time
…in this position know how to greet, engage, and thank every customer in their department and know how to provide basic service in adjacent departments. Sales Associates are focused on…
Added 1 hour ago
TH
Tool Rental Sales Associate: Part Time - KELOWNA
The Home Depot Canada
Kelowna, BC
- Part-time
…in this position know how to greet, engage, and thank every customer in their department and know how to provide basic service in adjacent departments. Sales Associates are focused on…
Added 2 hours ago
NB
Wealth Associate
National Bank of Canada
Ancaster, ON
- Full-time
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to…
Added 2 hours ago
G
Marketing Associate Intern, Severe Asthma & Nasal Polyps - Mississauga or Montreal
GSK
Hamilton, ON · Mississauga, ON · Oakville, ON · Toronto, ON · Montreal, QC
- $31,980 to $79,950 CAD / year
- Full-time
As a Marketing Associate Intern, you will be responsible for supporting the planning and execution of strategic and operational priorities for GSK Canada's Severe Asthma and Nasal Polyps…
Added 2 hours ago
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Hardware Sales Associate Part Time - 7258 Lloydminster
The Home Depot Canada
Lloydminster, AB
- Part-time
…in this position know how to greet, engage, and thank every customer in their department and know how to provide basic service in adjacent departments. Sales Associates are focused on…
Added 2 hours ago
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(CAN) Consumables Assistant Manager
Walmart
Ste.-Foy, QC
- Full-time
…by greeting customers, seeking their feedback and ensuring customer needs, complaints, and issues are resolved within Company guidelines to create a positive shopping experience. As a…
Added 2 hours ago
EG
Event Technical Lead- BMO Center, Calgary
Encore Global
Calgary, AB
- Full-time
…systems in a hospitality environment while ensuring complete customer satisfaction. This position reports to an Operations Manager, Operations Director, or Director of Event…
Added 2 hours ago
EG
Event Audio Visual Technician- Part Time- Fairmont Jasper Park Lodge
Encore Global
Jasper, AB
- Part-time
…systems in a hospitality environment while ensuring complete customer satisfaction. This position reports to an Operations Manager, Operations Director or Director, Event…
Added 2 hours ago
GD
DYNAMITE - Seasonal Sales Associate - Vaughan Mills
Groupe Dynamite, Inc Garage
Vaughan, ON
- Part-time
Reporting to the Store Manager, your main focus as Seasonal Sales Associate is to provide an exceptional shopping experience to each customer, and build long term relationships with each…
Added 2 hours ago
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DYNAMITE - Sales Associate PT - Devonshire Mall
Groupe Dynamite, Inc Garage
Windsor, ON
- Part-time
Reporting to the Store Manager, your main focus as Sales Associate is to provide an exceptional shopping experience to each customer, and build long term relationships with each customer.…
Added 3 hours ago
SM
Warehouse Associate
Swish Maintenance Limited
Winnipeg, MB
- Full-time
The Warehouse Associate is responsible for picking customer orders and delivering them to the delivery platform while maintaining the warehouse in a safe and orderly fashion.
Added 3 hours ago
LC
Merchandiser, Hourly Part Time Flexible Shifts
Loblaw Companies Limited
New Glasgow, NS
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 3 hours ago
S
Associate Brand Manager - Intern
SoTalent
ON · Ontario, Canada
- $34,000 to $49,450 CAD / year
- Internship
Associate Brand Manager Intern – Consumer Marketing
Added 3 hours ago
LC
Merchandiser, Hourly Part Time Flexible Shifts
Loblaw Companies Limited
Vancouver, BC
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 3 hours ago
LC
Assistant Front Store Manager, Hourly Full Time Flexible Shifts
Loblaw Companies Limited
Toronto, ON
- Full-time
Maintains Store Standards to optimize customer experience, drive customer traffic, and positively impact store profitability

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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