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Added 12 mins ago
PI
District Energy System Mechanical Team Lead
Pinchin in Canada
Abbotsford, BC · Burnaby, BC · Kelowna, BC · Victoria, BC
- Full-time
…District Energy Systems practice. This role reports to Operations Manager, Mechanical Engineering and can be based at any major Pinchin Office across…
Added 12 mins ago
UH
Registered Nurse
University Health Network
Toronto, ON
- Part-time
…for patient assessment, triage, care coordination, procedural support, patient education, and follow-up care while promoting excellence in patient-centered care, quality improvement, and…
Added 12 mins ago
UH
Registered Nurse
University Health Network
Toronto, ON
- Contract
…monitoring, leech therapy and psychosocial assessments and…
Added 12 mins ago
UH
Registered Nurse
University Health Network
Toronto, ON
- Part-time
Basic Cardiac Life Support Certification required
Added 12 mins ago
UH
Registered Nurse - Short Term Care
University Health Network
Toronto, ON
- Full-time
Current Basic Cardiac Life Support (B.C.L.S.) and C.P.R. certification
Added 12 mins ago
UH
Registered Nurse
University Health Network
Toronto, ON
- Full-time
Basic Cardiac Life Support Certification required
Added 12 mins ago
UH
Personal Care Attendant – Gage Transition to Independent Living Program
University Health Network
Toronto, ON
- Part-time
To assist clients to carry out various tasks needed to accomplish their learning goals, in collaboration with educators and under supervision of the Service Manager.
Added 12 mins ago
UH
Personal Support Worker - Vascular/Cardiovascular Surgery
University Health Network
Toronto, ON
- Contract
The Personal Support Worker (PSW) is a member of the inter-professional care team and is expected to maintain a collaborative and active working relationship with team members in the…
Added 12 mins ago
UH
Registered Nurse
University Health Network
Toronto, ON
- Part-time
Basic Cardiac Life Support Certification required
Added 12 mins ago
UH
Registered Nurse - Cardiovascular Surgery and Cardiac Short Stay
University Health Network
Toronto, ON
- Part-time
Nurses manage patients with pacemakers, chest tubes, and tracheotomies. Ongoing educational programs support advanced roles such as dedicated telemetry nurse and management of patients with…
Added 12 mins ago
UH
Registered Nurse - Hemodialysis
University Health Network
Toronto, ON
- Full-time
Current Basic Cardiac Life Support (B.C.L.S.) certification.
Added 12 mins ago
UH
Registered Practical Nurse
University Health Network
Toronto, ON
- Contract
Current Basic Cardiac Life Support (B.C.L.S.) certification.
Added 12 mins ago
UH
Registered Nurse - Hemodialysis
University Health Network
Toronto, ON
- Contract
Current Basic Cardiac Life Support (B.C.L.S.) certification.
Added 12 mins ago
UH
Registered Nurse
University Health Network
Toronto, ON
- Full-time
…With specialists in clinical care, diagnosis, research and support services, our high standard of care rivals any…
Added 12 mins ago
UH
Client Care Attendant - Respiratory Rehab/Respiratory Complex Continuing Care
University Health Network
Toronto, ON
- Part-time
Personal Support Worker Certification obtained from either an Ontario College of Applied Arts and Technology program or an Accredited PSW Educational Program.
Added 12 mins ago
UH
Unit Clerk - Respiratory Day Program and Psychology Services
University Health Network
Toronto, ON
- Contract
Reports to: Programs Manager and Director of Professional Practice
Added 12 mins ago
UH
Team Aide
University Health Network
Toronto, ON
- Part-time
…of activities are directed and assigned by the RN or RPN, to support the provision of excellent patient…
Added 12 mins ago
UH
Personal Support Worker
University Health Network
Toronto, ON
- Part-time
The Personal Support Worker (PSW) is a member of the inter-professional care team and is expected to maintain a collaborative and active working relationship with team members in the…
Added 12 mins ago
UH
Registered Nurse
University Health Network
Toronto, ON
- Full-time
…reserves the right to discontinue with the consideration of their…
Added 12 mins ago
UH
Security Guard - Casual
University Health Network
Toronto, ON
- Contract
…of a safe environment for patients, staff and visitors which support the mission, goals and vision of University Health Network in compliance with the Occupational Health and Safety Act and…
Added 12 mins ago
BR
Leasing & Site Administrator
BGO Real Estate
Newmarket, ON
- Full-time
Team & Office Support: Work closely with the Community Manager and other staff, maintain knowledge of suite inventory and property standards, and provide general administrative support.
Added 27 mins ago
FO
Restoration Technician II
First Onsite - CA
Hamilton, ON
- $24 to $28 CAD / hour
- Full-time
…and asbestos remediation following industry standards. You'll support and sometimes lead response crews, coordinate site setup, and ensure equipment, scaffolding, and safety systems are…
Added 27 mins ago
Investigations Manager, Canada East
Sporting Life Group
Vaughan, ON
The National Investigations Manager, Eastern Canada, is responsible for ensuring that retail store loss prevention operations adhere to company policies, procedures, and regulatory…
Added 27 mins ago
Senior Advisor, Development (Fixed Term 5 Months)
Infrastructure Ontario
Toronto, ON
Manage planning projects; support internal and external stakeholder discussions, client, and vendor relationships; and multi-disciplinary teams in delivering planning projects (e.g. act as…
Added 27 mins ago
Business Operations Manager
Infrastructure Ontario
Toronto, ON
The Business Operations Manager serves as a strategic partner to divisional leadership, supporting business planning, operational performance, workforce planning, and organizational…

BMO

Administrative Assistant, Wealth Management, Nesbitt Burns

Brossard, QC, Canada
Laval, QC, Canada
Montreal, QC, Canada
Quebec, QC, Canada
MCGC, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Dec 31, 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: Nov 5, 2026

Original job description

Application Deadline:

12/30/2026

Address:

1501 McGill College Avenue

Job Family Group:

Wealth Sales & Service

This posting is intended to build a pool of qualified candidates for current and future opportunities throughout the year. Applications will be reviewed and qualified candidates may be considered for similar positions as business needs arise.

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 (Investment Representative Licence by CIRO).
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 between $39,000.00 and $42,000.00.

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

Supports Investment Advisors and branch operations by providing administrative assistance and exceptional client service. Coordinates marketing activities, manages client inquiries, and ensures compliance with regulatory and risk management policies.

Requirements

Requires 1-2 years of relevant experience and a post-secondary degree is desirable. Candidates must meet licensing requirements, specifically the Investment Representative Licence by CIRO.

Skills

Client service
Administrative support
Investment knowledge
Relationship management
Marketing coordination
Data management
Regulatory compliance
Communication skills
Problem solving
Team collaboration
Financial reporting
Account management
Technology support
Risk 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 advisor
CIRO
Client relations
Branch operations
Financial planning
Risk management
Compliance
Marketing
Account opening
Investment products
Stocks
Bonds
Mutual funds
Fee-based products
Administrative assistant
BMO Nesbitt Burns

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