Administration Associate – Nesbitt Burns

Administration Associate – Nesbitt Burns

• Company website link – https://www.bmo.com

• Company name – Bank of Montreal (BMO)

• Location – Montreal, Quebec, Canada

• Postal Code – H3A 3J6

• Region – Quebec

• Company Office local Address – 129 Rue Saint-Jacques, Montreal, QC

• Contact info – +1 514-877-5111

• email address – info@bmo.com

• Country – Canada

• Job Type – Full-Time

• Job Average Salary rate – CAD 48,000 – 62,000 yearly

• Currency – CAD

Job description

Application Deadline:

10/17/2025

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.
• 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 CIRO Continuing Education requirement.
• Specialized knowledge.
• Verbal & written communication skills – Good.
• Organization skills – Good.
• Collaboration & team skills – Good.
• Analytical and problem solving skills – Good.

“Excerpt from the official job listing”

See full job description from the company website.

Job Summary

This position supports advisors and clients by managing administrative tasks, processing transactions, and maintaining accurate records. The role requires attention to detail, excellent communication, and a proactive approach to ensure seamless client service and operational efficiency within BMO Nesbitt Burns’ wealth management division.

About Us

Bank of Montreal (BMO) is one of North America’s leading financial institutions, providing banking, wealth management, and investment services to millions of clients. Since 1817, we have focused on helping individuals and businesses succeed by delivering innovative financial solutions and fostering trust-based relationships. Our strong client-first approach, community commitment, and inclusive culture continue to shape our success and leadership in the financial services industry.

Culture and Work Environment

We cultivate a collaborative, respectful, and growth-oriented workplace where diverse perspectives are valued. Our employees engage in meaningful work, supported by continuous learning, mentorship, and leadership opportunities. BMO emphasizes teamwork, innovation, and ethical business practices, ensuring a supportive environment that encourages professional development and personal fulfillment.

Why Work With Us

Working at BMO means being part of a purpose-driven organization that values your potential and contributions. We offer a stable career path, competitive compensation, and opportunities to make a real impact. You will join a company that prioritizes your well-being, professional growth, and commitment to building a better future for clients and communities.

Key Responsibilities

• Support advisors with client documentation and transaction processing.

• Maintain and update client account records accurately.

• Prepare reports, correspondence, and investment documentation.

• Respond to client inquiries and ensure excellent service delivery.

• Coordinate with internal departments to resolve issues efficiently.

Key Qualifications

• Diploma or degree in finance, business, or related field.

• Strong organizational and administrative skills.

• Excellent written and verbal communication abilities.

• Proficiency in MS Office and financial systems.

• Previous experience in wealth management or financial services is an asset.

Benefits & Perks

• Competitive salary and performance-based incentives.

• Comprehensive health, dental, and retirement plans.

• Paid time off and work-life balance support.

• Learning and development opportunities.

• Employee assistance and wellness programs.

Location Insights

Montreal is a vibrant financial hub with a dynamic job market, diverse cultural offerings, and excellent quality of life. Its strong infrastructure, transportation, and networking opportunities make it an attractive city for financial services professionals.

Job Summary Table Category Details Job Title Administration Associate – Nesbitt Burns Company Bank of Montreal (BMO) Location Montreal, Quebec, Canada Salary CAD 48,000 – 62,000 yearly Type Full-Time Common 5 Interview Questions and Tips

How do you prioritize administrative tasks? – Show your organizational and time-management skills.

Describe a time you resolved a client issue. – Focus on problem-solving and communication.

What interests you about working in wealth management? – Highlight industry knowledge and passion.

How do you ensure accuracy in financial records? – Demonstrate attention to detail.

Describe how you handle pressure. – Emphasize adaptability and composure.

Market-Based Salary Overview and Analysis

Administrative roles in Canada’s financial sector typically range from CAD 45,000 to 65,000 annually, depending on experience, certifications, and location. BMO’s salary offering aligns competitively with market standards, reflecting its commitment to attracting skilled professionals in wealth management support roles.

Disclaimer

We aggregate publicly available job listings and link to the original source. We are not the hiring company and do not manage the recruitment process. Please apply only through the official careers website above.

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Bank of Montreal is hiring an Administration Associate – Nesbitt Burns in Montreal, Quebec. Join a trusted financial leader, support wealth management operations, and advance your career with excellent growth opportunities.

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