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Added 13 mins ago
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Branch Assistant
CIBC
Thornhill, ON
- Full-time
…Branch Assistant, you will provide ongoing support to the branch manager and their team through managing the reception area of the Wood Gundy branch and provide excellent customer service…
Added 13 mins ago
C
Senior Financial Analyst, Capital Markets Accounting
CIBC
Toronto, ON
- Full-time
…accounting and financial reporting. Reporting to the Senior Manager of Capital Markets Accounting, the Senior Financial Analyst’s primary responsibility is to ensure the accuracy and…
Added 13 mins ago
C
Branch Assistant (12 month contract)
CIBC
Toronto, ON
- Full-time
…Branch Assistant, you will provide ongoing support to the branch manager and their team through managing the reception area of the Wood Gundy branch and provide excellent customer service…
Added 13 mins ago
C
Branch Administrator-Technology
CIBC
Vancouver, BC
- Full-time
…Administrator-Technology, you will provide ongoing support to the Branch Manager and their team through managing the technology and hardware of the Wood Gundy branch and provide excellent…
Added 13 mins ago
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Junior Operator, Data Centre
BMO
Barrie, ON · BCC
- Full-time
…external service providers and resolve issues or escalate to the manager; provides communication to management and key…
Added 13 mins ago
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Senior Director, Business Enablement, Trust Co.
BMO
Toronto, ON · FCP
- Full-time
…Company's strategic priorities through the leadership of business operations, Will Bank operations, employee experience, and key strategic partnerships. The role ensures the effective…
Added 29 mins ago
GI
General Manager - Niagara On The Lake
Gap Inc.
Niagara-on-the-Lake, ON
- Full-time
As the General Manager, you are responsible for leading your team to deliver a profitable store business plan. You ensure your store achieves all key metrics and is meeting or exceeding…
Added 29 mins ago
Technicien de production Albumin Purification Manufacturing Technician (Fins de semaine / Weekends)
GRIFOLS, S.A.
Montreal, QC
Le technicien de fabrication effectue des tâches fondamentales à l'appui d'opérations de fabrication plus complexes. Ces tâches comprennent, sans s'y limiter, le nettoyage et l'entretien du…
Added 29 mins ago
FL
Senior MLOps Engineer (AdTech)
Fluent, LLC
Remote, Canada
- $130,000 to $140,000 CAD / year
- Full-time
- Remote
Proven ownership of architecture and operations for real-time, low-latency relevance models and serving endpoints.
Added 29 mins ago
FL
Senior MLOps Engineer (Real-Time Decisioning)
Fluent, LLC
Remote, Canada
- $130,000 to $140,000 CAD / year
- Full-time
- Remote
Proven ownership of architecture and operations for real-time, low-latency relevance models and serving endpoints.
Added 29 mins ago
C
Community General Manager, Imperial Service
CIBC
Fredericton, NB
- Full-time
…solutions to meet our clients goals. As a Community General Manager (CGM), Imperial Service, you will build a capable and motivated team through proactive talent management. You will be…
Added 29 mins ago
O
Principal Product Manager (OpenText Business Network - Healthcare Solutions)
OpenText
Richmond Hill, ON
- Full-time
Job Title: Principal Product Manager (OpenText Business Network - Healthcare Solutions)
Added 29 mins ago
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Sales Compensation Design Manager
LinkedIn
Toronto, ON
- Full-time
As a Sales Compensation and Seller Incentive Design Lead within the Go-to-Market Operations team, you guide compensation strategy for the LinkedIn Marketing Solution business unit, focusing…
Added 44 mins ago
MC
Assistant Branch Manager
Meridian Credit Union
Guelph, ON
- $70,000 to $74,000 CAD / year
- Full-time
As part of the Branch Leadership team, this position in conjunction with the Branch Manager is accountable for the day-to-day operation for sales and service within the branch and is…
Added 44 mins ago
UH
Security Guard - Casual
University Health Network
Toronto, ON
- Contract
As a member of Security Operations, the principal responsibilities of the Security Officer will include providing continuous internal and external random patrol of Hospital property…
Added 44 mins ago
OR
Human Resources Business Partner
OSL Retail Services Inc
Mississauga, ON
- Other
Step 2: The next step is an in-person interview with the hiring Manager.
Added 58 mins ago
T
Personal Banking Associate Trainee
TD
Oshawa, ON
- Full-time
Recommend improvements to work practices, branch operations and processes to enhance customer experience and achieve operational excellence
Added 58 mins ago
T
Personal Banking Associate Trainee
TD
Woodstock, ON
- Full-time
Recommend improvements to work practices, branch operations and processes to enhance customer experience and achieve operational excellence
Added 58 mins ago
7
Store Leader (Manager) Trainee
7-Eleven
Winnipeg, MB
- Full-time
Added 58 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…
Added 58 mins ago
C
Senior Product Manager, International Platform and Globalization
Clio
Toronto, ON
- Full-time
As the Senior Product Manager for International Platform and Globalization at Clio, you will deliver the shared platform features that let every Clio market run on the same product, such as…
Added 58 mins ago
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Administrative Assistant, Wealth Management, Nesbitt Burns
BMO
Brossard, QC · Laval, QC · Montreal, QC · Quebec, QC · MCGC
- Full-time
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…
Added 58 mins ago
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Director-PM Compliance
BMO
Toronto, ON · FCP
- Full-time
…compliance leadership and oversight for BPIC, a registered Portfolio Manager, Investment Fund Manager and Exempt Market Dealer, and support priorities and initiatives across Private Wealth…
Added 58 mins ago
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Platform Engineer RPA and Agentic Automation
BMO
Toronto, ON · BMOPLACE
- Full-time
…availability, security compliance, and efficient automation operations across Development, UAT/PAT, and Production…
Added 58 mins ago
CR
Interim Controller
Clarity Recruitment
Toronto, ON
- $65 to $75 CAD / hour
- Contract
This Interim Controller / Accounting Manager contract backfills the finance leadership seat. You’ll lead month-end, payroll, AP/AR oversight and year-end, working with two finance…

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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