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Added 12 mins ago
D
Senior Advisor, Capital markets and treasury
Desjardins
Levis, QC · Caisse Desjardins de Lévis
- Full-time
As a senior capital markets and treasury advisor, you help carry out financial market, capital market and treasury activities, projects and initiatives. You lead and influence development…
Added 12 mins ago
D
Senior Advisor, Capital markets and treasury
Desjardins
Levis, QC · Caisse Desjardins de Lévis
- Full-time
As a senior capital markets and treasury advisor, you help carry out financial market, capital market and treasury activities, projects and initiatives. You lead and influence development…
Added 12 mins ago
C
Director, Information Security, Ongoing Monitoring
CIBC
Toronto, ON
- Full-time
…governance across lines of business. You’ll also act as a key advisor on supplier risk, remediation, regulatory matters, and program improvements, while coaching and developing your…
Added 12 mins ago
B
Manager, Customer Experience & Transformation
BMO
Toronto, ON · BMOPLACE
- Full-time
Acts as a trusted advisor to business partners and leaders on customer experience opportunities, priorities and transformation initiatives.
Added 12 mins ago
B
Wealth Planning Consultant, Private Wealth
BMO
Waterloo, ON · MARS
- Full-time
Acts as a trusted advisor to assigned business/group.
Added 12 mins ago
Vice President, Finance & CFO
GrandBridge Energy Inc.
Cambridge, ON
As the Vice President, Finance & Chief Financial Officer (CFO), you will be a key member of the Executive Leadership team, reporting directly to the President & CEO. You will provide…
Added 12 mins ago
MM
Oliver Wyman Actuarial - Manager - Life Practice
Marsh McLennan
Toronto, ON
- Full-time
…on complex engagements with minimal oversight, build trusted advisor relationships with clients, and deliver practical solutions to complex business challenges across North…
Added 27 mins ago
Financial Business Partner (Oracle EBS Specialist) - Term
City of Regina
Regina, SK
Build strong working relationships with departmental stakeholders and act as a trusted financial advisor to Directors and Executive Directors.
Added 27 mins ago
Business Advisor - Tecumseh & Lauzon, Windsor,Ontario
Scotiabank
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Added 27 mins ago
Financial Advisor - McCowan & Alton Towers
Scotiabank
Toronto, ON · Scarborough, ON
Added 27 mins ago
Financial Planner, Scotia Financial Planning - Gatineau, QC
Scotiabank
Gatineau, QC
…cultivate meaningful connections, positioning yourself as a trusted advisor. By building strong internal partnerships across the branch network, you ensure seamless access to the full…
Added 27 mins ago
Financial Planner, Scotia Financial Planning - Beauport, QC
Scotiabank
Quebec, QC · Beauport, QC
…cultivate meaningful connections, positioning yourself as a trusted advisor. By building strong internal partnerships across the branch network, you ensure seamless access to the full…
Added 27 mins ago
Assistant Manager, Corporate Financial Reporting | Great West
The Canada Life Assurance Company
Winnipeg, MB · London, ON · Toronto, ON
…end of 2024, our companies had over 32,250 employees, 106,000 advisor relationships, and thousands of distribution partners – serving approximately 40 million customer…
Added 27 mins ago
OF
Corporate Development Representative - Advisor Acquisition & Growth
Optimize Financial Group
Toronto, ON
- Full-time
We are seeking a grounded, commercially minded Corporate Development Representative to lead our strategic advisor recruitment and practice acquisition efforts across North America. In this…
Added 27 mins ago
TI
Learning Project Manager
TekStaff IT Solutions
Toronto, ON
- Contract
become a trusted advisor on delivery learning solutions successfully
Added 27 mins ago
PC
Senior Human Resources Business Partner (SHRBP)
Payments Canada
ON · Ontario, Canada
- $105,750 to $176,250 CAD / year
- Full-time
The Senior Human Resources Business Partner (SHRBP) works as a strategic partner and internal advisor, driving initiatives that directly impact employee engagement, organizational…
Added 27 mins ago
R&
Project Manager III
Robertson & Company Ltd.
Toronto, ON
- Contract
Strong clients focus with ability to listen and quickly learn about various clients and become a trusted advisor on delivery learning solutions successfully Ability to prioritize and manage…
Added 27 mins ago
MM
Senior Tax Manager
Morgan McKinley
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Build and maintain strong client relationships, acting as a trusted advisor.
Added 27 mins ago
Claims Advisor Commercial & Personal Auto
Gore Mutual Insurance
Cambridge, ON
As the Claims Advisor, Commercial and Personal Auto, you would be responsible for handling commercial and personal auto claims from end to end and owning the full process, with a specific…
Added 27 mins ago
RJ
AVP, Tax Consulting
Raymond James
Vancouver, BC · Toronto, ON
- Full-time
University degree in business, finance, accounting or a related discipline.
Added 42 mins ago
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Banking Advisor
RBC
Gravenhurst, ON
- Full-time
Added 42 mins ago
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Financial Advisor
RBC
Guelph, ON
- Full-time
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You…
Added 42 mins ago
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Banking Advisor Intern
RBC
Oakville, ON
- Full-time
Added 42 mins ago
PA
Portfolio Manager (Bilingual)
Purpose Advisor Solutions
Toronto, ON
- Full-time
…Purpose Unlimited’s businesses include Purpose Investments, Advisor Solutions by Purpose, and…
Added 43 mins ago
AY
Senior Manager, Enterprise Systems & Transformation
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…economic, social and environmental value as a global real estate advisor, powered by…

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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