Broker Management Coordinator

Bank of Montreal; Toronto; On-site; CAD 36,000 - 55,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Accident and life insurance

Job summary

Bank of Montreal is seeking a Broker Management Coordinator to support the broker lifecycle, onboarding, and ongoing advisory relationships. You will handle administrative coordination across onboarding, offboarding, and documentation, while ensuring compliance and timely issue resolution in a fast-paced environment.

The role emphasizes cross-team collaboration, meticulous record-keeping, and the ability to manage multiple stakeholders with a client-focused approach.

Qualifications

• Experience coordinating broker onboarding and offboarding processes.
• Strong documentation and record-keeping abilities.
• Ability to manage sensitive information with discretion.

Responsibilities

• Broker lifecycle management: support onboarding and offboarding and ensure timely completion of administrative requirements.
• Maintain and update broker records, documentation, and systems in line with internal policies.
• Coordinate with internal teams to ensure a seamless broker experience.
• Assist in training programs and compliance support for brokers.
• Support escalation management for broker and client inquiries.
• Collaborate with internal partners to resolve issues and improve processes.

Skills

Organizational skills

Communication skills

Attention to detail

CRM experience

Microsoft Office proficiency

Stakeholder coordination

Tools

CRM systems

Excel

Job description

Application Deadline: 08/30/2026 Address: 33 Dundas Street West

Job Family Group: Business Management

The Broker Management Coordinator plays a key support role within BMO BrokerEdge, contributing to the efficient management, onboarding, and ongoing support of broker relationships. This position is responsible for administrative coordination across broker lifecycle processes, training oversight, compliance support, and handling escalated broker and client inquiries. The ideal candidate is highly organized, detail-oriented, and comfortable working in a fast-paced environment with multiple stakeholders.

Key Responsibilities

• Broker Lifecycle Management: support broker onboarding and offboarding processes, ensuring timely and accurate completion of all administrative requirements
• Maintain and update broker records, documentation, and systems in alignment with internal policies
• Coordinate with internal teams to ensure a seamless broker experience
• Training & Compliance Support: assist in the coordination and tracking of broker training programs (initial onboarding and ongoing education)
• Ensure brokers meet required compliance standards and regulatory requirements
• Maintain training records and support audit readiness
• Escalation Management: provide administrative support in resolving broker and client escalations
• Assist with identity verification (IDV) processes and documentation review as required
• Collaborate with internal partners to ensure timely issue resolution while maintaining a high level of client service
• Operational & Administrative Support: support day-to-day operational activities to improve team efficiency and effectiveness; assist with reporting, documentation, and process tracking; identify opportunities for process improvement and contribute to operational enhancements
• Stakeholder Engagement: build and maintain effective working relationships with internal stakeholders (e.g., compliance, operations, sales teams); act as a point of contact for administrative inquiries from brokers and internal partners; support cross-functional initiatives to drive growth and operational excellence
• Additional Responsibilities: take on ad hoc projects and tasks as assigned to support business growth and strategic priorities

Core Competencies

• Strong organizational and time management skills with high attention to detail
• Ability to manage multiple priorities in a fast-paced environment
• Excellent communication and interpersonal skills
• Strong problem-solving abilities and sound judgment

Technical Skills

• Proficiency in Microsoft Office (Excel, Word, Outlook, PowerPoint)
• Experience working with CRM systems or internal workflow tools is an asset

Other Attributes

• Team-oriented mindset with a proactive approach
• Ability to handle sensitive information with discretion and confidentiality
• Adaptability and willingness to take on new responsibilities

Salary

Salary: $36,000.00 - $54,500.00 Pay Type: Salaried

The above represents BMO Financial Group’s pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position. BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards.

Benefits

• BMO also offers health insurance
• Tuition reimbursement
• Accident and life insurance
• Retirement savings plans

To view more details of our benefits, please 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. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives.

Accommodations are available on request for candidates taking part in all aspects of the selection process.