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Added 18 mins ago
ST
Territory Sales Representative
SimplyAI Talent
Surrey, BC
- Full-time
- Identify and pursue new business opportunities through field visits, face-to-face meetings, networking, telemarketing, referrals, and other prospecting activities.
Added 1 hour ago
MJ
Sales Representative
Manufacturing Job Site
MB · Rosenort, MB
- Full-time
Diploma or degree in Business, Marketing, or a related field (or equivalent experience).
Added 2 hours ago
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Retail Sales Representative
Acosta
BC · TORONTO, BC
- Full-time
We are currently recruiting a results-oriented Sales and Merchandising Representative to represent our clients.
Added 3 hours ago
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Marketing and Communications Officer
College of New Caledonia
Prince George, BC
- Full-time
Serves as a representative of Marketing & Communications on various institutional committees.
Added 3 hours ago
CF
Canadian Armed Forces Newspaper Editor-EN
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Saint-Jean-sur-Richelieu, QC · St-Jean-Sur-Richelieu, QC
- $60,380 to $71,080 CAD / year
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Added 3 hours ago
耐
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耐克森中国
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- Full-time
The Jr. Applications Engineer provides Nexans personnel with technical product specifications, field applications and industry standards information and support.
Added 4 hours ago
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Business Development Representative
Fortra
Canada
- Full-time
We are seeking a motivated and results-driven Business Development Representative to join our Sales team at Fortra. In this entry-level role, you will play a key part in driving the growth…
Added 5 hours ago
WT
Business Development Representative
Wealthsimple Technologies
Remote, Canada
- $72,000 to $90,000 CAD / year
- Full-time
- Remote
Engage with internally sourced leads from the Growth Marketing team and prospect sales-sourced leads via phone, email, and SMS
Added 6 hours ago
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Dermatology, Therapeutic Specialist - Atlantic
AbbVie
Halifax, NS
- Full-time
…valued? AbbVie Canada is looking to connect with a Specialty Representative to join our commercial sales team. This role will cover the Atlantic…
Added 6 hours ago
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Inventory - Field Data Collector
Acosta Group
Stephenville, NL
- Part-time
…essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals…
Added 6 hours ago
AP
Inside Sales Representative
Anton Paar
AB · Edmonton
- $64,000 to $69,000 CAD / year
- Full-time
We are looking for an enthusiastic and results-oriented Inside Sales Representative to join the Anton Paar Canada team. This position plays a key role in creating new business opportunities…
Added 6 hours ago
AW
Customer Service Representative
Air Wise Sales Inc.
Hamilton, ON
- Full-time
Wise as they happen. The Customer Service Representative will also be assisting the marketing and events team with administrative tasks and design work.
Added 6 hours ago
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Administrative Associate
BMO
Surrey, BC · WSSC
- Full-time
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…
Added 7 hours ago
Senior Manager, Atlantic Canada
Tim Hortons Foundation Camps
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Serve as the primary regional representative at Tim Hortons events, local fundraisers, and giving campaigns (e.g., Holiday Smile Cookie, Camp Day).
Added 7 hours ago
AG
Inventory - Field Data Collector
Acosta Group
St. John's, NL
- Part-time
…essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals…
Added 7 hours ago
AG
Inventory - Field Data Collector
Acosta Group
New Glasgow, NS
- Part-time
…essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals…
Added 7 hours ago
AG
Inventory - Field Data Collector
Acosta Group
Saint John, NB
- Part-time
…essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals…
Added 7 hours ago
BM
Sales Representative - Windsor
Brand Momentum
Windsor, ON
- $20 CAD / hour
- Part-time
Love to talk, persuade, and make connections? We’re on the hunt for a high-energy Sales Representative in the Windsor area who can light up the grocery and pet food aisles! You’ll be…
Added 7 hours ago
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Sales Representative - London
Brand Momentum
London, ON
- $20 CAD / hour
- Part-time
Love to talk, persuade, and make connections? We’re on the hunt for a high-energy Sales Representative in the London area who can light up the grocery and pet food aisles! You’ll be…
Added 8 hours ago
DC
Business Development Representative II
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- Full-time
As a Business Development Representative II, you will help Duck Creek create new pipeline with property and casualty insurers. You will research target accounts, conduct outbound…
Added 8 hours ago
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Architectural Sales Representative, Vancouver, Canada base
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- Full-time
Commercial Architectural Sales Representative - Western Canada (Vancouver/Alberta)
Added 8 hours ago
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Administrative Assistant
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Track and manage annual marketing expenses, budgets, and vendor invoices to ensure accurate reporting and timely payment.
Added 8 hours ago
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Customer Service Representative - First Nations / Métis / Inuit
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- Part-time
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Added 8 hours ago
XI
Field Sales & Marketing Representative
Xplore Inc
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- Full-time
We are looking for Field Sales & Marketing Representatives to join our team in this exciting new area of business. Working in a hybrid work environment and reporting into a Team Manager,…
Added 8 hours ago
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Field Sales & Marketing Representative
Xplore Inc
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- Full-time
We are looking for Field Sales & Marketing Representatives to join our team in this exciting new area of business. Working in a hybrid work environment and reporting into a Team Manager,…

BMO

Administrative Associate

Surrey, BC, Canada
WSSC, Canada

$38,000.00 - $72,000.00 · Full-time

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Job details

Pay: $38,000.00 - $72,000.00
Job type: Full-time
Apply by: Oct 23, 2026
Experience: Typically between 3 – 5 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience.
Posting language: English
Posted: Oct 2, 2026

Original job description

Application Deadline:

10/22/2026

Address:

1959 152 Street

Job Family Group:

Wealth Sales & Service

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.

Books meetings with new prospects and prepares introductory package for the prospect/referral.
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.
Schedules and helps prepare client portfolio reviews for the Investment Advisors including setting up client calls, scheduling meetings, preparing reviews and provides updates to IA.
Follows up on client inquiries, account maintenance, new accounts set-up, transfers and remitting funds from registered and non-registered accounts upon client’s request.
Resolves client complaints in a timely and effective manner; escalates as required.
Accepts and executes client initiated trades over the phone or in person and provides stock information as requested.
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.
Monitors incoming and outgoing assets and notifies IA of required actions to rebalance portfolios.
Administers and processes documentation related to client files and regulatory requirements.
Monitors redocumentation of client accounts on regular cycle to ensure client information and documentation is up-to-date.
Ensures transactions and tasks are appropriately assigned to team members and completed.
Mentors and coaches new or junior members to the team and branch.
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 and may include handling escalations from other employees.
Analyzes issues and determines next steps.
Broader work or accountabilities may be assigned as needed.

Qualifications:

Typically between 3 – 5 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience.
Advanced knowledge of investment process and procedures.
Advanced knowledge of administrative process and procedures as contained in Sales Administration Manual.
Advanced knowledge of proprietary products and services in order to identify potential products and services to client needs and advising IA(s).
Knowledge of compliance practices and regulations.
Knowledge of Insurance and group products is an asset
Knowledge of Trust and Estate services is an asset
Knowledge of Financial/Retirement planning.
Knowledge of trade processing rules.
Successful completion of the Canadian Securities Course & Conduct and Practices Handbook.
Current registration as Investment Representative (IR).
10 CO credits/Compliance training over a 2 year cycle to meet Mandatory IIROC Continuing Education requirement.
Specialized knowledge.
Verbal & written communication skills - Good.
Organization skills - Good.
Collaboration & team skills - Good.
Analytical and problem solving skills - Good.

Salary:

$38,000.00 - $72,000.00

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

The Administrative Associate supports Investment Advisors with daily branch operations, client service, and administrative tasks. They are responsible for managing client relationships, executing trades, and ensuring compliance with regulatory requirements.

Requirements

Candidates typically require 3-5 years of relevant experience and successful completion of the Canadian Securities Course and Conduct and Practices Handbook. Advanced knowledge of investment processes, administrative procedures, and compliance regulations is essential.

Skills

Administrative support
Client service
Investment administration
Portfolio review
Trade execution
Account maintenance
Regulatory compliance
Financial planning
Data management
Team leadership
Problem solving
Communication skills
Technology support
Marketing coordination

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans
Performance-based incentives
Discretionary bonuses

Visa sponsorship

Not detected in the job text

Keywords

Wealth Sales
Investment Advisor
Branch Operations
Client Service
Portfolio Management
Trade Processing
Canadian Securities Course
Conduct and Practices Handbook
IIROC
Compliance
Insurance
Trust and Estate Services
Retirement Planning
Account Maintenance
Marketing
Client Database
Financial Services
BMO Financial Group
Investment Representative
Regulatory Requirements

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