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⏰ Full time

Administration Assistant, Wealth Management, Nesbitt Burns

BMO
Location πŸ“ Montreal, Canada
Posted πŸ“… June 12, 2026
Work Type ⏰ Full time

Position Overview

Application Deadline:

05/22/2026

Address:

1501 McGill College Avenue

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. As this role contributes to the overall success of the Investment Advisors portfolio, you may be entitled to additional discretionary compensation.

  • 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 ...
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    Job Details

    ⏰
    Employment Type
    Full time
    πŸ“Š
    Category
    Financial Clerks
    🏠
    Work Arrangement
    On-site
    πŸ“
    Location
    Montreal, Canada