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Added 25 mins ago
WI
Assistant Restaurant Manager - The Wickaninnish Inn
Wickaninnish Inn
Tofino, BC
- Full-time
Join our Restaurant Team as an Assistant Restaurant Manager, where you have the opportunity to learn and grow in a Relais & Châteaux property recognized by Forbes, Michelin Key, AAA Four…
Added 25 mins ago
K
Assistant Store Manager - Market Mall
Knix
Calgary, AB
- Full-time
As an Assistant Store Manager at Knix, you bring our brand to life through how you lead and connect every day. You have a natural pulse on what our customers want and create a welcoming,…
Added 25 mins ago
Management and Sales Trainee
Sherwin-Williams
Winnipeg, MB
…will have the opportunity to progress into an Assistant Store Manager position upon successful completion of the initial 8-week…
Added 25 mins ago
Assistant Sales Trainee Manager
Sherwin-Williams
Winnipeg, MB
The Sherwin-Williams Assistant Manager Trainee Program is an accelerated, entry-level position designed to prepare current employees for a Store Management role in 18-24 months. With…
Added 25 mins ago
B
Senior Counsel, Treasury and Payments Solutions
BMO
Toronto, ON · FCP
- Full-time
Advanced knowledge of subject matter legal requirements and the operations of a single client group.
Added 25 mins ago
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Regional Sales Manager, BMO InvestorLine
BMO
Montreal, QC · HO
- Full-time
Under the direction of the National Sales Manager, the Regional Sales Manager role is responsible for providing strategic leadership of the growth of BMO’s Digital Wealth Business.
Added 25 mins ago
B
Personal Banker
BMO
Colwood, BC
- Full-time
Added 25 mins ago
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Assistant Manager, Road Assist Fleet
BCAA
Burnaby, BC
- Full-time
We are currently hiring a Regular Full-Time Assistant Manager for our Road Assist Fleet team!
Added 39 mins ago
M
Manager Engineering
Manulife
Toronto, ON · Waterloo, ON
- Full-time
As a Manager Engineering, you will lead technology teams in delivering secure, reliable, and user-centric solutions that support business objectives. You will translate technical and…
Added 39 mins ago
J
Senior Facilities Manager
JLL
Toronto, ON · CAN-CLIENT Toronto-Omnicom
- Full-time
JLL is seeking a dynamic Senior Facilities Manager to oversee a nation-wide marketing client. There are 5 offices downtown Toronto with a flagship location at 33 Bloor Street (moving to 25…
Added 39 mins ago
E
Financial Systems Analyst
Ecolab
Calgary, AB · CAN-Calgary Office Quarry Park
- Full-time
…while partnering with FP&A, Accounting, Revenue Management, Operations, and IT. The ideal candidate combines strong financial acumen with technical expertise, enjoys solving complex…
Added 54 mins ago
GD
GARAGE - Seasonal Sales Associate - Bramalea City Centre
Groupe Dynamite
Brampton, ON
- Temporary
Reporting to the Store Manager, you’ll be the face of our brand. As a Seasonal Sales Associate, your focus is creating an elevated shopping experience - whether it’s styling customers in…
Added 55 mins ago
General Manager - DoubleTree by Hilton West Kelowna
Days Hospitality Limited Careers
West Kelowna, BC
…/ bi-weekly strategy sessions regarding, sales and revenue, operations, or food and beverage business or a check in with our team at head office. As a leader not only in your hotel also in…
Added 1 hour ago
UO
Manager, Partnerships & Engagement
University of Calgary
Calgary, AB
- Full-time
Reporting to the Manager, Operations and Impact, the incumbent leads the strategic development and management of external partnerships with a focus on community & industry partnerships for…
Added 1 hour ago
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BOH Key Leader | ZURICH
lululemon
Zurich, ON
- Full-time
…outstanding guest experience in the store, and overseeing all operations of the retail floor. Key Leaders leverage key performance indicators and metrics to prioritize responsibilities…
Added 1 hour ago
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Property Manager - Saskatoon
Zen Residential Ltd.
Edmonton, AB
- Full-time
Reporting to the Area Manager, the Property Manager oversees the day-to-day operations of the property, with a focus on delivering a strong resident experience and supporting overall…
Added 1 hour ago
T
Senior Financial Analyst
TD
Toronto, ON
- Full-time
The Senior Finance Analyst role provides meaningful financial support to various teams within the CPB Operations, COO & Digital Transformation businesses.
Added 1 hour ago
FH
Patient Care Coordinator, Mental Health & Substance Use Services (MH&SUS)
Fraser Health Authority
Chilliwack, BC
- $49.2 to $67.08 CAD / hour
- Full-time
…Patient Care Coordinator has responsibility for the day-to-day operations of the assigned unit(s) including daily patient flow. Supports/participates in research, policy, quality…
Added 1 hour ago
SC
IT Site Manager
STERIS Canada ULC (Canada Manufacturing)
Quebec, QC
- Full-time
As an IT Site Manager, you will play a critical leadership role in ensuring technology enables the success of our manufacturing and business operations. You will lead a local IT team,…
Added 1 hour ago
AC
Audit TI
Aston Carter
Montreal, QC
- $35 to $75 CAD / hour
- Contract
Évaluer les contrôles généraux informatiques (ITGC), notamment la gestion des accès, la gestion des changements et les opérations TI.
Added 1 hour ago
LC
Assistant Front Store Manager, Hourly Part Time Day
Loblaw Companies Limited
Markham, ON
- Part-time
To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving…
Added 1 hour ago
LC
Assistant Front Store Manager, Hourly Part Time Day
Loblaw Companies Limited
Markham, ON
- Part-time
To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving…
Added 1 hour ago
SD
Associate, Salaried Part Time Day
Shoppers Drug Mart
Mississauga, ON
- Part-time
…Your most frequent contact will likely be with your District Manager and your Pharmacy Operations Specialist, both of whom are dedicated to helping your business success and career…
Added 1 hour ago
TS
TDS Operations Analyst II
TD Securities
Toronto, ON
- Full-time
Identify, document, and investigate processes/exceptions arising from transactions/processes beyond first level operations service delivery
Added 1 hour ago
LC
Pharmacy Manager, Hourly Part Time Day
Loblaw Companies Limited
Oakville, ON
- Part-time
To manage the overall operations of the Pharmacy, including providing consultation to both customers and health care providers, practice to full scope in providing professional services,…

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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