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Administration Assistant - Wealth Management, Nesbitt Burns

BMO · Montreal, Quebec, Canada

Location
Montreal
Job Type
Full time
Posted
March 23, 2026

Job Description

Application Deadline:

04/24/2026

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.

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 money movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a time...

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