Administrative Associate

BMO; Burnaby; On-site; CAD 35,000 - 67,000; Full time

Job summary

A leading financial institution in Canada is seeking an experienced individual for client relationship management and investment advisory tasks. You will coordinate marketing activities, handle client inquiries, and maintain a positive client experience. The ideal candidate will have advanced knowledge of investment processes, strong communication skills, and 3 to 5 years of relevant experience. This role offers a competitive salary and benefits package.

Benefits

Health insurance

Tuition reimbursement

Retirement savings plans

Accident and life insurance

Qualifications

• 3 - 5 years relevant experience or equivalent.
• Advanced knowledge of investment and administrative processes.
• Good verbal and written communication skills.

Responsibilities

• Manage client relationships and deliver exceptional service.
• Coordinate marketing activities and client events.
• Handle client inquiries and execute trades.

Skills

Investment process knowledge

Administrative process knowledge

Communication skills

Organization skills

Analytical skills

Collaboration skills

Education

3 - 5 years relevant experience or equivalent

Completion of Canadian Securities Course

Current registration as Investment Representative

Job description

Application Deadline: 12/24/2025

Address: 6035 Silver Drive

Job Family Group: Wealth Sales & Service

Responsibilities

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

Salary Range

$35 900,00 - $66 300,00

Pay Type

Salaried & Commission

Benefits Offerings – BMO provides health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. For additional details, visit https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

We strive to help you make an impact from day one – for yourself and our customers. We support you with the tools and resources you need to reach new milestones. From in-depth training and coaching, to manager support and network‑building opportunities, we help you gain valuable experience and broaden your skillset.

BMO is committed to an inclusive, equitable and accessible workplace. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.