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Added 1 hour ago
NB
Senior Financial Planning Advisor
National Bank of Canada
Montreal, QC
- Full-time
clients and Investment Advisors by developing comprehensive financial plans
Added 2 hours ago
MF
Senior Portfolio Analyst
Mackenzie Financial Corporation
Toronto, ON · Greater Toronto Area, ON
- Other
…assets as of December 31, 2025. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie…
Added 3 hours ago
Vice-Président / Vice-Présidente Finance et administration
Tink Profitabilité Numérique
Montreal, QC
Added 4 hours ago
MF
District Sales Associate
Mackenzie Financial Corporation
Calgary, AB
- Other
Discover and explore new business opportunities via proactive sales calls with existing investment advisors and strengthening internal and external client relationships.
Added 5 hours ago
MF
Senior Administrative Assistant
Mackenzie Financial Corporation
Toronto, ON · Greater Toronto Area, ON
- Other
…assets as of December 31, 2025. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie…
Added 5 hours ago
MF
District Sales Associate
Mackenzie Financial Corporation
Vancouver, BC
- Other
Discover and explore new business opportunities via proactive sales calls with existing investment advisors and strengthening internal and external client relationships.
Added 7 hours ago
B
Wealth Planning Consultant, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
…client segments. Works collaboratively in partnership with Investment Advisors to develop and deliver a client-focused wealth planning experience culminating in a documented wealth…
Added 7 hours ago
B
Managed Accounts Supervision Specialist, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
Act as a relationship manager with Branch Supervision and Investment Advisors/Portfolio Managers in coaching on various suitability related and oversight matters.
Added 7 hours ago
RJ
Senior Financial Planner
Raymond James
AB
- Full-time
Raymond James Ltd. (RJL) is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth…
Added 13 hours ago
TS
Director of Finance
The Springer Group of Companies
Kingston, ON
- Full-time
We are a well-established and respected family-owned real estate investment and development business based in Kingston, seeking a seasoned Director of Finance to lead our high-performing…
Added 14 hours ago
A
Bilingual Estates Specialist
Aviso
Vancouver, BC
- $60,000 to $70,000 CAD / year
- Full-time
Excellent health, dental and insurance benefits to meet the diverse needs of our employees
Added 14 hours ago
A
Bilingual Estates Specialist
Aviso
Toronto, ON
- $60,000 to $70,000 CAD / year
- Full-time
Excellent health, dental and insurance benefits to meet the diverse needs of our employees
Added 14 hours ago
AW
Bilingual Estates Specialist
Aviso Wealth
Remote, Canada
- $55,000 to $70,000 CAD / year
- Full-time
- Remote
Excellent health, dental and insurance benefits to meet the diverse needs of our employees
Added 14 hours ago
AW
Bilingual Estates Specialist
Aviso Wealth
Remote, Canada
- $55,000 to $70,000 CAD / year
- Full-time
- Remote
Excellent health, dental and insurance benefits to meet the diverse needs of our employees
Added 14 hours ago
VICE-PRESIDENT, CLIENT SUCCESS (HYBRID)
Green Shield Canada
Toronto, ON · Windsor, ON
is a proudly Canadian, national non-profit health care and insurance
Added 15 hours ago
B
Administrative Associate
BMO
Surrey, BC · WSSC
- 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 15 hours ago
B
Administration Associate, Wealth Management, Nesbitt Burns
BMO
Quebec, QC
- 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 16 hours ago
NB
Wealth Associate
National Bank of Canada
Montreal, QC
- Full-time
Support investment advisors in providing superior customer service and be available to meet client requests
Added 16 hours ago
NB
Senior Analyst Individual Insurance
National Bank of Canada
Montreal, QC
- Full-time
National Bank Insurance offers financial services and distributes individual insurance, group insurance, and investment products through a network of financial security advisors operating…
Added 16 hours ago
NB
Head of Compliance NBFWM
National Bank of Canada
Montreal, QC
- Full-time
NBFWM is one of Canada’s largest investment dealers and is distinguished by its entrepreneurial business model. By supporting nearly 950 investment advisors with diverse business practices,…
Added 16 hours ago
AD
Manager, Accounting
Adi Development Group
Burlington, ON
- Full-time
We are one of Canada’s most forward-thinking real estate development, construction management and investment companies - a vertically integrated developer, builder and operator - with…
Added 17 hours ago
HS
Intermediate Accountant
HAYWOOD SECURITIES
Vancouver, BC
- Full-time
Haywood Securities is an investment firm that values its independence and its entrepreneurial spirit. Our analysts and advisors seek proven management in young companies that are built…
Added 17 hours ago
A
Manager, Sales Support, Temporary
Aviso
Toronto, ON
- $93,000 to $113,000 CAD / year
- Temporary
Excellent health, dental and insurance benefits to meet the diverse needs of our employees
Added 18 hours ago
IW
Manager Credit Risk Management (Full Time 12 Month Contract)
IG Wealth Management
Quebec, QC
- Full-time
…assets as of December 31, 2025. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie…
Added 19 hours ago
IW
Financial Planning Internship - Wealth Advisor Practice - Winter 2027
IG Wealth Management
Quebec, QC
- Volunteer
Build your understanding of investment, retirement, estate, tax, insurance, and wealth planning concepts.

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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