Centralized Support Associate, Nesbitt Burns

BMO; United States; Remote; USD 38,000 - 72,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a Centralized Support Associate to provide experienced, high-quality administrative support to advisory practices during staff gaps. This national, mostly virtual role adapts quickly to different practice needs, ensuring continuity and accuracy across service standards.

You will learn onboarding processes, coordinate client meetings and marketing activity, and support Investment Advisors with account handling and regulatory tasks.

Qualifications

• Typically 3–5 years of relevant experience with Nesbitt Burns preferred or equivalent
• Advanced knowledge of investment processes and procedures
• Advanced knowledge of Sales Administration Manual processes
• 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
• Strong organization, prioritization, problem solving, communication and relationship skills
• Ability to learn quickly and work independently in a virtual environment
• CIRO IR licensing is not required but is an asset
• Specialized knowledge in related field
• Good verbal and written communication, organization and collaboration skills

Responsibilities

• Deliver experienced administrative support during temporary staffing gaps, hiring transitions, and short-term absences.
• Learn and adapt to each assigned practice’s routines, book structure, priorities and service expectations.
• Participate in onboarding at the start of engagements and clarify responsibilities and escalation channels.
• Book meetings with prospects and clients, and prepare meeting packages.
• Coordinate marketing activities for the advisory team, including websites and client events.
• Schedule client portfolio reviews and prepare updates for Investment Advisors.
• Follow up on client inquiries, account maintenance, and new accounts setup.
• Process client documents and regulatory paperwork; maintain client files and databases.
• Balance assets and notify IAs of required actions; ensure privacy and compliance.
• Mentor new staff and provide team support on policies and procedures.

Skills

Investment process

Administrative process

Proprietary products

Compliance knowledge

Insurance products

Trust & estate

Financial planning

Communication

Virtual environment

CIRO license asset

Team collaboration

Job description

Application Deadline:

11/06/2026

Address:

VIRTUAL61 - REMOTE/TELETRAVAIL - QC - NBS

Job Family Group:

Wealth Sales & Service

Special note : Whether or not the successful candidate holds a CIRO licence, they will remain at their current job grade.

The Centralized Support Associate provides experienced, high-quality administrative support to Advisory practices experiencing a temporary staffing gap. As a member of the Centralized Support team, the Centralized Support Associate is assigned to Advisory practices for defined periods—generally two to six months—the role helps to help maintain business continuity, protect advisor and team capacity, and minimize disruption during employee turnover, hiring transitions, or short-term absences.

The Centralized Support Associate is part of a national, primarily virtual, reporting into the Manager, Nesbitt Burns Centralized Support. The role requires the ability to quickly adapt to learn the needs, operating routines, and service expectations of different practice needs while delivering accurate, consistent, support within established service standards and operating requirements.

• Deliver experienced administrative support during temporary staffing gaps, hiring transitions, and short-term absences, helping maintain business continuity and practice capacity.
• Quickly learn and adapt to each assigned practice’s routines, book structure, priorities, service expectations, and ways of working.
• Participate in structured onboarding at the beginning of each engagement and establish clear responsibilities, turnaround expectations, escalation channels, and assignment boundaries.
• Books meetings with prospects and clients, prepares packages for the meetings.
• 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.
• 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.
• Mentors and coaches new or junior members to the Centralized Support team
• Provides team members with support on general inquiries and escalations related to policies, procedures, and processing.
• 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 advice, sales and services.
• Works collaboratively with BMO partners to 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.
• 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.
• Follow standardized Centralized Support workflows while adapting appropriately to practice needs and changing priorities.
• Operate as part of a shared national capacity pool and maintain accurate information on workload, volume, turnaround, errors, capacity, outstanding items, deadlines, and risks.
• Provide an orderly handover to transition knowledge and tasks when the engagement ends
• Participate in training and knowledge-sharing, capture feedback and lessons learned, and identify opportunities to simplify, standardize, and improve the service.

Qualifications

• Typically between 3 – 5 years of relevant experience with Nesbitt Burns preferred 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.
• Strong organization, prioritization, problem-solving, communication, and relationship-building skills.
• Ability to learn quickly, work independently in a virtual environment, and adapt across assignments.
• CIRO IR licensing is not a requirement, but is considered an asset
• Specialized knowledge.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.

You’re fluent in French and English as this role provides support to clients and team members inside and/or outside the province of Quebec.

Salary

$38,000.00 - $72,000.00

Pay Type

Salaried & Commission

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. 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.