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Added 1 day ago
Financial Advisor, Investment & Retirement Planning - College & Grace, Toronto
Scotiabank
Toronto, ON
Conducting in-depth reviews for assigned clients including retirement planning, wealth accumulation and estate planning utilizing financial planning skills and tools to support our clients’…
Added 2 days ago
RJ
Associate Advisor/Financial Planner
Raymond James
Waterloo, ON
- Full-time
Our practice is built on a personalized approach that integrates portfolio management, tax-efficient wealth strategies, retirement planning, estate considerations, and cross-border…
Added 2 days ago
B
Estate Planning Consultant
BMO
Saskatoon, SK · RC_Sask
- Full-time
Provides specialized wealth planning for High Net Worth / Ultra High Net Worth (HNW/UHNW) clients to help meet their long-term financial objectives. Leverages specialized knowledge and…
Added 2 days ago
B
Senior Wealth Planning Consultant
BMO
Vancouver, BC · FBT
- Full-time
Provides insight and expertise on advanced financial planning concepts to include tax, estate and succession planning, philanthropy, and other complex wealth service offerings.
Added 2 days ago
Manager, ABM Optimization
Scotiabank
Toronto, ON
Collaboration and relationships building skills with internal partners including Real Estate
Added 2 days ago
B
Estate Planning Consultant
BMO
Saskatoon, SK
- Full-time
Provides specialized wealth planning for High Net Worth / Ultra High Net Worth (HNW/UHNW) clients to help meet their long-term financial objectives. Leverages specialized knowledge and…
Added 2 days ago
EJ
CA Financial Advisor
Edward Jones
Ottawa, ON
- $38,500 to $100,000 CAD / year
- Full-time
Financial Advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial…
Added 2 days ago
S
Financial Advisor, Investment & Retirement Planning - Bridlewood, Kanata, Ontario
Scotiabank
Ottawa, ON · Kanata, ON
- Full-time
Conducting in-depth reviews for assigned clients including retirement planning, wealth accumulation and estate planning utilizing financial planning skills and tools to support our clients’…
Added 2 days ago
KG
Client service Co-ordinator
Kilgour Group - IG Private Wealth Management
Sudbury, ON · Greater Sudbury, ON
- Full-time
Company Description Kilgour Group – IG Private Wealth Management is a Sudbury-based team providing comprehensive, coordinated financial planning to families, incorporated professionals, and…
Added 2 days ago
FT
Head of Private Markets - Canadian Wealth Management
Franklin Templeton
Toronto, ON
- Full-time
Franklin Templeton’s Private Markets group is a core growth engine of the firm, providing institutional and wealth clients with access to differentiated, institutional‑quality investment…
Added 2 days ago
VG
Wealth Management Advisor
Virtus Group, Chartered Professional Accountants & Business Advisors LLP
Regina, SK
- Full-time
We’re looking for an experienced Wealth Management Advisor based in Regina who wants to help us continue building VPW and growing our presence in the market.
Added 3 days ago
C
Wealth Strategist-Bilingual
CIBC
Montreal, QC
- Full-time
As a Wealth Strategist, you'll work closely with CIBC Private Banking Advisors, CIBC Wood Gundy Investment Advisors, and CIBC Private Investment Counselors to support high net worth…
Added 3 days ago
Financial Advisor, Investment & Retirement Planning - Bridlewood, Kanata, Ontario
Scotiabank
Ottawa, ON · Kanata, ON
Conducting in-depth reviews for assigned clients including retirement planning, wealth accumulation and estate planning utilizing financial planning skills and tools to support our clients’…
Added 3 days ago
B
Wealth & Tax Planning Consultant, Private Wealth
BMO
Montreal, QC · IBMM
- Full-time
Provides specialized wealth planning for High Net Worth / Ultra High Net Worth (HNW/UHNW) clients to help meet their long-term financial objectives. Leverages specialized knowledge and…
Added 3 days ago
B
Wealth & Tax Planning Consultant, Private Wealth
BMO
Montreal, QC
- Full-time
Provides specialized wealth planning for High Net Worth / Ultra High Net Worth (HNW/UHNW) clients to help meet their long-term financial objectives. Leverages specialized knowledge and…
Added 3 days ago
B
Wealth Planning Consultant, Private Wealth
BMO
Waterloo, ON · MARS
- Full-time
Provides insight and expertise on advanced financial planning concepts to include tax, estate and succession planning, philanthropy, and other complex wealth service offerings.
Added 3 days ago
OF
Corporate Development Representative - Advisor Acquisition & Growth
Optimize Financial Group
Toronto, ON
- Full-time
Optimize Financial Group is a premier wealth management firm based out of Toronto, ON, dedicated to achieving our clients' financial goals. We offer personalized financial solutions…
Added 3 days ago
RJ
AVP, Tax Consulting
Raymond James
Vancouver, BC · Toronto, ON
- Full-time
Collaborate with Insurance Solutions, Estate & Trust Solutions and Charitable Giving to develop coordinated wealth strategies.
Added 3 days ago
B
Senior Director, Business Transformation, Trust Co.
BMO
Toronto, ON · FCP
- Full-time
BMO Trust Company is a leading provider of trust, estate, fiduciary, and wealth administration services, supporting high-net-worth and ultra-high-net-worth individuals, families, and…
Added 3 days ago
B
Senior Director, Business Enablement, Trust Co.
BMO
Toronto, ON · FCP
- Full-time
BMO Trust Company is a leading provider of trust, estate, fiduciary, and wealth administration services, supporting high-net-worth and ultra-high-net-worth individuals, families, and…
Added 3 days ago
B
Administrative Assistant, Wealth Management, Nesbitt Burns
BMO
Brossard, QC · Laval, QC · Montreal, QC · Quebec, QC · MCGC
- Full-time
…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…
Added 3 days ago
EJ
Associate Analyst - Financial Planning
Edward Jones
Mississauga, ON
- $77,000 to $127,000 CAD / year
- Full-time
Contribute to continuous improvement efforts by identifying opportunities to enhance planning resources, processes, and advisor experiences.
Added 3 days ago
RC
Tax Supervisor - Private Company
RSM Canada
Calgary, AB
- Full-time
…business owners and high net worth families strengthen their wealth and minimize…
Added 4 days ago
B
Client Service Associate, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
…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…
Added 4 days ago
B
Client Service Assistant, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
…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…

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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