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Added 4 mins ago
VE
Account Representative or Manager
Veolia Environnement SA
Edmonton, AB
- Full-time
than a sales professional – you'll be a trusted technical advisor developing deep customer
Added 19 mins ago
SL
Account Executive, National Accounts Managing
Sun Life
Calgary, AB · AB
- Full-time
Ensure client/advisor needs are met through the delivery of value-added products and services
Added 19 mins ago
Service Advisor ( Heavy Duty) - Edmonton South
Velocity Vehicle Group
Edmonton, AB
Drive your career forward with a dynamic role as a Service Advisor!
Added 19 mins ago
C
Administrative Assistant (18 month contract)
CIBC
Edmonton, AB
- Full-time
…responsible for providing administrative support to the Investment Advisor team in our Wood Gundy brokerage. You’ll work closely with the team of Advisors as they plan and manage client…
Added 19 mins ago
C
Estate Planning Assistant (12 month contract)
CIBC
Calgary, AB
- Full-time
Client Service – Distribute client anniversary statements and notifications to the appropriate Investment Advisor on a timely basis. Follow-up with the Investment Advisors to ensure timely…
Added 19 mins ago
B
Administrative Assistant, Wealth Management, Nesbitt Burns
BMO
Brossard, QC · Laval, QC · Montreal, QC · Quebec, QC · MCGC
- Full-time
Added 2 hours ago
T
Mandarin/Cantonese/English Banking Advisor
TEKsystems
Vancouver, BC
- $24 to $25 CAD / hour
- Contract
As a Banking Advisor, you'll be the first point of contact for customers calling for support with their banking needs. You'll handle approximately 40-60 inbound calls daily while providing…
Added 2 hours ago
SF
Legal Counsel
Soletanche Freyssinet
Burnaby, BC
- Full-time
Build the framework for contract review, signing and escalation; guide and train regional contract managers and operations teams.
Added 4 hours ago
SF
Legal Counsel
Soletanche Freyssinet
Burnaby, BC
- Full-time
Build the framework for contract review, signing and escalation; guide and train regional contract managers and operations teams.
Added 4 hours ago
V
Legal Counsel
VINCI
Burnaby, BC
- Full-time
Build the framework for contract review, signing and escalation; guide and train regional contract managers and operations teams.
Added 5 hours ago
BV
BILINGUAL HUMAN RECOURSES GENERALIST
Bureau Veritas | Marine & Offshore
Halifax, NS
- Full-time
2-4 years of progressive experience in an HR Generalist, HR Advisor, or similar role.
Added 8 hours ago
MC
Bilingual Wish Discovery Coordinator (12-month contract)/Coordonnateur.trice, exploration des rêves (contrat 12 mois)
Make-A-Wish Canada
Montreal, QC
- Full-time
Added 9 hours ago
SR
Contract Specialist
STRIVE Recruitment Inc.
Hamilton, ON
- Full-time
Our client is seeking a highly detail-oriented and experienced Contract Specialist to join their growing team on a permanent basis. This position plays a vital role in coordinating and…
Added 9 hours ago
Service Specialist
The Canada Life Assurance Company
Vancouver, BC
Review contracts and employee booklets, and provide interpretation of contract wording to clients and advisors
Added 10 hours ago
Dir. Sportsnet Marketing
Rogers Communications
Toronto, ON
Act as a senior marketing advisor to business and content leaders, bringing a portfolio view to investment choices, market opportunities and competitive challenges.
Added 10 hours ago
CL
Service Specialist
Canada Life
Vancouver, BC
- Full-time
Review contracts and employee booklets, and provide interpretation of contract wording to clients and advisors
Added 10 hours ago
A
Health, Safety And Environment Advisor
Actalent
Ajax, ON
- $43 to $55 CAD / hour
- Full-time
Job Title: Health, Safety and Environment Advisor
Added 11 hours ago
L
Legal Director
Lumentis
Innisfil, ON
- Full-time
The role is primarily hands-on. The Director handles day-to-day contract and dispute management directly and supports the General Counsel in managing the external counsel and legal service…
Added 11 hours ago
SCM Category Manager, Rotating, Process & E&I Equipment, Pacific Link
Trans Mountain
Calgary, AB
…management, commercial negotiations, equipment procurement, and contract administration, while working closely with engineering, construction, operations, and project stakeholders to ensure…
Added 13 hours ago
RB
Client Advisor
Royal Bank of Canada
Bonnyville, AB
- Part-time
This position is a 6 month contract opportunity**
Added 13 hours ago
S
Account Executive, Enterprise (Restaurants)
Solink
Remote, Canada
- $240,000 to $300,000 CAD / year
- Full-time
- Remote
…acquiring and expanding strategic accounts, acting as a trusted advisor to customers, and helping restaurant organizations improve visibility, reduce risk, and operate more effectively at…
Added 13 hours ago
W
Senior Buyer
Worley
Oakville, ON
- Full-time
…mitigate procurement risk. You will also serve as a trusted advisor to project teams and stakeholders, providing guidance on procurement best practices and contributing to successful…
Added 14 hours ago
TC
Senior Category Management Specialist
TJX Canada – Winners, Marshalls, HomeSense
Mississauga, ON
- $76,620 to $107,268 CAD / year
- Full-time
…organization’s needs; build rapport and credibility to be a trusted…
Added 14 hours ago
SU
Corporate Security Officer (CSO) , Canada
Saab UK
Ottawa, ON
- Full-time
…serve as Saab Canada's principal security authority and trusted advisor to the Canadian leadership team while maintaining close collaboration and alignment with Saab's global security…
Added 14 hours ago
B
Senior Manager, Learning & Knowledge Management
BMO
Toronto, ON · YNG
- Full-time
Acts as a trusted advisor and senior subject matter resource for learning, procedures, change management, communications, and program knowledge.

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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