Wealth Investorline Associate, Winter 2027 (Co-op/Internship) - 4 months

BMO; Toronto; On-site; CAD 41,000 - 80,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Campus Program is designed to integrate interns from day one, offering growth opportunities and exposure to diverse banking functions. As a co-op/intern student, you will contribute to general office support, collaborate with stakeholders, and help ensure processes meet policies and controls.

You will gain hands-on experience, learn through BMO Academy, and have access to employee resource groups and mentorship opportunities to build your network within the bank.

Qualifications

• As a full-time employee, we would require 2 - 3 years of experience, however as part of the BMO Campus Program, we are looking for motivated individuals with a strong desire to learn.
• Certificate in Office Administration is desirable.
• Strong knowledge and understanding of the business unit’s key products and services, processes, and controls.

Responsibilities

• Provides a variety of general office support services and clerical tasks to support one or more business groups.
• Collaborates with internal and external stakeholders to facilitate delivery of business objectives.
• Troubleshoots and resolves routine problems according to policies, procedures, and deadlines.
• Verbal feedback to team members and input to performance appraisals.
• Monitors working behaviour and adherence to guidelines.

Skills

Verbal & written communication

Organization skills

Collaboration & teamwork

Analytical & problem solving

Transactional documentation

Education

Certificate in Office Administration

Tools

Photocopiers

Printers

Job description

As a co-op/intern student at BMO, you will have the opportunity to be heard, keep growing and make a difference. You will be part of our campus program to gain the skills and knowledge needed to take on roles similar to the description listed below.

Our student experience is designed to integrate you to the BMO team from day one by adding value in the work you do. You will have the opportunity to participate in programs such as the Women in Banking Mentorship Program, BMO Social Squad student-led activities, BMO Academy learning platform and access to various Employee Resource Groups to further develop your network within BMO.

Provides a variety of general office support services and clerical tasks to support to one or more business groups and facilitate group operations. Collaborates with internal and external stakeholders to facilitate delivery of business objectives in accordance with applicable policies, processes, and controls. Troubleshoots and resolves routine problems according to policies, standard procedures, schedules, and deadlines and maintains audit trails, or escalates non-routine problems.

• Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.
• Coordinates and schedules work, forecasts resource requirements, monitors work quality, trains staff, and researches and resolves problems.
• Provides verbal feedback to team members and input to performance appraisals.
• Assigns tasks within guidelines provided by the manager.
• Monitors working behaviour and adherence to guidelines.
• Takes immediate action to address serious infractions of policies or regulations.
• Compiles, copies, sorts, and files records of office activities and business transactions.
• Administers a filing system to ensure the availability of business and operational reports, forms, and other documentation.
• Creates, maintains, and enters information into databases.
• Prepares funding approval requests for department projects.
• Tracks, verifies, and processes department budget and capital expenditure invoices.
• Resolves or escalates invoice discrepancies in accordance with accounts payable policies, procedures, and vendor agreements.
• Assists with the coordination and processing of work orders for equipment warranties, maintenance, and repairs (e.g. documents, tracks, and communicates maintenance requests to appropriate areas for execution).
• Maintains office supplies inventory, checks inventory of supply stocks, places and facilitates the execution of office supply orders, and verifies receipt.
• Schedules meetings and coordinates applicable audio-visual equipment, catering, room setup, and conference calls.
• Books travel arrangements and prepares itineraries for management.
• Answers central phone lines, responds to and resolves or escalates inquiries for resolution
• Supports the development of tailored messaging by writing, editing, and distributing communications materials (e.g. correspondence, agendas, presentations, proposals, reports, bulk emails, and policies and procedures) and dispatching outgoing communication.
• Processes modifications and updates to departmental procedures for manager’s approval, ensuring new information and procedures are provided to the team.
• Verifies staff timesheets and collects and tracks staff attendance data (e.g. overtime, sick, and vacation time) in accordance with applicable guidelines to ensure consistency and determine staff availability.
• Liaises with internal business units and external vendors to coordinate and implement changes to premises to accommodate incoming and outgoing staff and contractors (e.g. relocations, office planning and new furniture requirements) with minimal interruptions to business operations.
• 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.
• Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Qualifications

• As a full-time employee, we would require 2 - 3 years of experience, however as part of the BMO Campus Program, we are looking for motivated individuals with a strong desire to learn.
• Certificate in Office Administration is desirable.
• Strong knowledge and understanding of the business unit’s key products and services, processes, and controls.
• Good understanding of the business unit’s risk and regulatory requirements.
• Good knowledge of office equipment used by the business unit, such as photocopiers and printers.
• Solid knowledge and understanding of routine procedures and/or processes of the work team.
• Strong experience with transactional documentation types, workflow priorities, and deadlines of processing areas that interact with the business unit.
• Specialized knowledge.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

Salary

$40,500.00 - $80,000.00

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.

Pay Type

Salaried

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. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and 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. To request accommodation, please contact your recruiter.