Administration Assistant - Wealth Management, Nesbitt Burns (candidates Pool 2026)

Nesbitt Burns

Montreal, Quebec, Canada
Base: $33,600.00 - $50,900.00; bonus/equity: eligi...
Client service and support
Wealth management operations
Financial product knowledge
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

Job Summary

  • 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.
  • 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.
  • 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.

Matching Summary

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.

Salary

Base: $33,600.00 - $50,900.00; Bonus/Equity: eligible to receive a monthly discretionary bonus; Benefits: health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Client service and support
  • Wealth management operations
  • Financial product knowledge
  • Risk and compliance processes
  • Bilingualism French and English

Nice-to-have

  • Website and social media coordination
  • Client event planning
  • Technology issue support
  • Develop client rapport

Key Requirements

  • 2-3 years relevant experience
  • Post-secondary degree desirable
  • Equivalent education and experience
  • Meet licensing and certification requirements

Work Rights

Not specified

Tailored Resume

Cover Letter