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Added 11 mins ago
MF
District Sales Associate
Mackenzie Financial Corporation
Calgary, AB
- Other
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $271 billion in assets. It offers financial planning and investment services to over…
Added 25 mins ago
TH
PRO Account Sales Associate: Full Time - ABBOTSFORD
The Home Depot Canada
Abbotsford, BC
- Full-time
…each department. This position also involves acting as a sales associate on the floor including all associated duties (e.g., keeping work area clean and…
Added 25 mins ago
AH
Associate Manager, Surgical Services
Alberta Health Services
AB · Greater Edmonton Metropolitan Area
- Full-time
…environments. Cancer Care Alberta is currently searching for an Associate Manager (AM) to join our fast-paced Surgical Services (SS) team at the Cross Cancer Institute (CCI) in Edmonton.…
Added 40 mins ago
TM
Area Parts & Service Manager - Quebec Zone
Toyota Motor Corporation
Quebec, QC · Toyota Canada Inc - Quebec Zone
- Full-time
Based on needs and priority – analyzes, plans and assists Dealer management staff in Parts and Service
Added 40 mins ago
TM
Bilingual Contract Funding Specialist
Toyota Motor Corporation
Toyota Credit Canada Inc - Head Office
- Full-time
Added 56 mins ago
SH
Diversity, Equity, Inclusion and Accessibility Associate - TFT
Southlake Health Community
Newmarket, ON · Southlake Health
- Full-time
The Associate for Diversity, Equity and Inclusion (DEI) will work collaboratively with the Program Manager, DEI and Manager, Patient Relations and Patient Experience to support the…
Added 56 mins ago
RJ
Associate Financial Advisor/Financial Advisor
Raymond James
Vancouver, BC
- Full-time
Sophia Financial Group (sophiafinancial.ca) is an independent agency of Raymond James Ltd. We are seeking an Associate/ Financial Advisor to work in our west side Vancouver office. Our…
Added 1 hour ago
B
Associate Director, Investment Platform (Contract)
BMO
Toronto, ON
- Full-time
The Associate Director, Investment Platform leads strategic investment management and platform initiatives from concept through implementation, ensuring projects deliver measurable business…
Added 1 hour ago
MF
District Sales Associate
Mackenzie Financial Corporation
Toronto, ON · Greater Toronto Area, ON
- Other
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $271 billion in assets. It offers financial planning and investment services to over…
Added 1 hour ago
MF
District Sales Associate
Mackenzie Financial Corporation
Vancouver, BC
- Other
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $271 billion in assets. It offers financial planning and investment services to over…
Added 1 hour ago
Onsite AV Service Technician
Diversified
Toronto, ON
Superior client relationship management is a requirement for this position (i.e. exhibiting the ability to create an atmosphere of tension relief during high stress encounters).
Added 1 hour ago
B
Associate Property Manager
BGIS
Quebec, QC
- Full-time
Reporting to the Property Manager, the Associate Property Manager will ensure all Property Management policies, procedures and operations are conducted effectively. You will develop,…
Added 1 hour ago
DF
Analyst/Associate - Wealth Management (Global Client Group)
Dimensional Fund Advisors
Toronto, ON
- Full-time
Analysts/Associates provide relationship management and analytical support in helping to grow existing relationships and develop net new business for Dimensional. They will gain an…
Added 1 hour ago
DF
Senior Associate - Wealth Management (Global Client Group)
Dimensional Fund Advisors
Toronto, ON
- Full-time
Reporting to a Senior Relationship Manager the Senior Associate will provide relationship management and analytical support in helping to grow existing relationships and develop net new…
Added 1 hour ago
C
Client Associate (IR licensed) Wood Gundy
CIBC
Winnipeg, MB
- Full-time
We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.
Added 2 hours ago
CM
Senior Performance Media Manager, Investment
Critical Mass
Toronto, ON
- Full-time
…Manager, Investment, you are responsible for leading the planning, management, and execution of client’s media strategy to maximize client business/marketing objectives. You must have in…
Added 2 hours ago
CV
Event Specialist
CPABC Vancouver Chapter
Vancouver, BC
- Full-time
Reports To: Associate Director, Member & Community Events
Added 2 hours ago
Sales Associate-Retail
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Vancouver, BC
We are currently hiring for a Sales Associate. Reporting to the Store Manager, the Sales Associate plays a vital role in promoting our core values. The main objective of this position is to…
Added 2 hours ago
Sales Associate
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Mississauga, ON
Reporting to the Store Manager, the Sales Associate plays a vital role in promoting our core values. The main objective of this position is to provide exceptional service to customers and…
Added 2 hours ago
Retail Sales Associate Part Time
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Build a relationship with your customer from greeting through post-sale contact.
Added 2 hours ago
SI
Wireless Sales Consultant
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- Full-time
Effectively resolves customer concerns and escalates to management when appropriate
Added 2 hours ago
Assistant Sales Trainee Manager
Sherwin-Williams
Winnipeg, MB
Have work experience using timekeeping and/or customer relationship management ("CRM") systems
Added 2 hours ago
B
Personal Banking Associate
BMO
Granby, QC
- Full-time
Collaborates with BMO partners to identify referral opportunities that further grow the customer’s relationship with BMO beyond personal banking.
Added 3 hours ago
GD
GARAGE - Seasonal Sales Associate - Bramalea City Centre
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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 4 hours ago
LC
Assistant Front Store Manager, Hourly Part Time Day
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Markham, ON
- Part-time
Works with Management Team to ensure Store Standards are in effect 100% of the time, including the backroom

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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