Administration Associate, Wealth Management, Nesbitt Burns

Responsibilities

• Support Investment Advisors (IAs) and branch operations through day-to-day administration and exceptional client service.
• Coordinate marketing activities, including social media initiatives, client recognition, and event planning.
• Schedule and prepare client portfolio reviews, including setting up calls and meetings.
• Manage client inquiries, account maintenance, new account setups, transfers, and fund remittances.
• Execute client-initiated trades and provide requested stock information.
• Maintain and organize client databases, files, and regulatory documentation.
• Monitor incoming and outgoing assets to notify IAs of required portfolio rebalancing.
• Ensure compliance with all risk management, legal, and ethical requirements to protect client assets.

Requirements

• 3–5 years of relevant experience in wealth management or a related field.
• Advanced knowledge of investment processes, procedures, and trade processing rules.
• Valid CIRO IR License is required.
• Strong knowledge of compliance practices and regulations.
• Excellent verbal and written communication skills.
• Strong organizational, analytical, and problem-solving abilities.

Preferred Qualifications

• Knowledge of Insurance and group products.
• Knowledge of Trust and Estate services.
• Knowledge of Financial and Retirement planning.

Benefits

• Competitive salary and eligibility for monthly discretionary bonuses.
• Comprehensive health insurance and accident/life insurance.
• Retirement savings plans.
• Tuition reimbursement and professional development opportunities.

About the Company

BMO is a leading North American bank driven by a purpose to Boldly Grow the Good in business and life. With over 12 million customers, we provide personal and commercial banking, wealth management, and investment services across Canada, the United States, and globally.