Full time

Administration Assistant - Wealth Management, Nesbitt Burns

Posted by BMO • Montreal, Quebec, Canada

📍 Montreal, Quebec 🕒 March 23, 2026

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About the Role

Application Deadline:
04/24/2026Address:
1501 McGill College AvenueJob Family Group:
Wealth Sales & ServiceSupports 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...
                

Job Details

Location Montreal, Quebec
Job Type Full time
Category Secretaries and Administrative Assistants
Posted March 23, 2026
Deadline May 02, 2026

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