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Added 14 mins ago
Sr Specialist, Strategic and Reputational Risk
CMHC - SCHL
Calgary, AB · Vancouver, BC · Halifax, NS · Ottawa, ON · Toronto, ON · Montreal, QC
A professional designation, certification and/or specific training in risk management or financial analysis (e.g., Chartered Financial Analyst, Professional/Certified Risk Manager,…
Added 14 mins ago
CO
Manager, Performance Marketing - Paid Search & Display
Capital One
Toronto, ON
- Full-time
161 Bay Street (93021), Canada, Toronto,Toronto, Ontario,Manager, Performance Marketing - Paid Search & Display
Added 14 mins ago
SA
Registration Booking Clerk- Clinic
Schroeder Ambulatory Centre
Richmond Hill, ON
- Part-time
Reporting directly to the Manager, Clinical Operations, the Registration & Clinic Clerk provides front line administrative support ambulatory programs in the clinic setting. This role…
Added 14 mins ago
FB
Marketing Coordinator - Community Engagement - Contract
Farm Boy Inc.
Mississauga, ON
- From $55,000 CAD / year
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…updates, post-event evaluations, and recommendations to the Manager of Community and Sponsorship to support continuous…
Added 14 mins ago
VE
Account Representative or Manager
Veolia Environnement SA
Edmonton, AB
- Full-time
Join Veolia as an Account Manager or Account Representative in our Chemical Solutions and Monitoring (CSM) division
Added 14 mins ago
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Assistant Branch Manager
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Guelph, ON
- $70,000 to $74,000 CAD / year
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Added 14 mins ago
UH
Personal Care Attendant – Gage Transition to Independent Living Program
University Health Network
Toronto, ON
- Part-time
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Personal Support Worker - Vascular/Cardiovascular Surgery
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Toronto, ON
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Perform tasks delegated by an RN or RPN in compliance with the RHPA for which appropriate education and training has been completed. RNs and RPNs will be responsible for the oversight of…
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Occupational Therapist - Float
University Health Network
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Provide education, training, and counseling to patients, families/caregivers, and interprofessional team members.
Added 14 mins ago
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Unit Clerk - Respiratory Day Program and Psychology Services
University Health Network
Toronto, ON
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Reports to: Programs Manager and Director of Professional Practice
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Personal Support Worker
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Toronto, ON
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Behavioral management training is considered an asset
Added 14 mins ago
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Human Resources Business Partner
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Mississauga, ON
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Identifying training needs and facilitating learning initiatives
Added 14 mins ago
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Paid Social Manager
Klick
Toronto, ON
- Full-time
The Paid Social Manager leads paid social strategy, campaign execution, and performance optimization for pharmaceutical and healthcare clients. This role manages campaigns across Meta Ads…
Added 14 mins ago
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Bellperson - Mountain Check In - Winter 2026/27
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- Full-time
Participate in and pass our Driver Training Course
Added 14 mins ago
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Service Advisor
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Added 14 mins ago
Technical Program Manager
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As a Technical Program Manager, you position yourself as a key technical partner to our customers, leveraging a deep understanding of the Guesty Product to navigate their complex technical…
Added 28 mins ago
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Personal Banking Associate Trainee
TD
Oshawa, ON
- Full-time
…mobile within the Assigned District. Upon completion of the training program, we intend to assign you to a position which will be compatible with your training. The timing of this posting…
Added 28 mins ago
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Personal Banking Associate Trainee
TD
Woodstock, ON
- Full-time
…mobile within the Assigned District. Upon completion of the training program, we intend to assign you to a position which will be compatible with your training. The timing of this posting…
Added 28 mins ago
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Seasonal Retail Sales Consultant - Part time - Galeries de la Capitale Glassbox, QC
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Added 28 mins ago
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PM Houseperson
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General Manager, Front Desk Supervisor, Manager on Duty
Added 28 mins ago
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Store Leader (Manager) Trainee
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…extra income. Fast forward through hard work, completion of our training programs, and really learning the business, it’s easy to see how we can boast about having the best store management…
Added 28 mins ago
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Vendor Pro Deals and expert product training to fuel your knowledge and performance.
Added 28 mins ago
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Added 28 mins ago
Senior Advisor, Development (Fixed Term 5 Months)
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…delivering planning projects (e.g. act as end-to-end project…
Added 28 mins ago
Business Operations Manager
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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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