BMO Financial Group Sales Assistant/Administrative Assistant – BMO Nesbitt Burns in Ontario, Canada


Be part of the BMO Nesbitt Burns team! We are looking for talented people who thrive in an entrepreneurial organization. At BMO Nesbitt Burns, you'll play a key role in helping clients reach their financial goals and your dedication and professionalism will make a difference in the lives of others. BMO Nesbitt Burns offers rewarding career opportunities for those with a combination of strong analytical and interpersonal skills and who excel in a client-focused environment.

The DMW Wealth Advisory Group, one of our growing Oakville Advisory teams, is looking for a Sales Assistant to join their team to provide administrative and operational support to their clients. The ideal candidate will have, or be working towards, his or her Investment Representative licensing with eventual development towards a Registered Representative license.

Key Accountabilities

Business Delivery and Operational Effectiveness:

  • Provide sales and administrative support to the established DMW Wealth Advisory Group

  • Contribute to the success of the group by ensuring timely and accurate completion of assigned tasks

  • Preparation and maintenance of client documentation

  • Administration of client accounts including reviewing account balances, security reorganizations, cash conversions, etc.

  • Responding to and executing client inquiries professionally (account status, trades, cheque and EFT requests, margin/cash calls, registrations/dividend claims processing account transfers)

  • Manage all marketing for the group (LinkedIn profiles and posts, website maintenance, brochures, etc.)

  • Liaise with various back office departments for execution of client requests

  • Responsible for other duties as required

Risk Management & Controls:

  • Ensure compliance regulations are adhered to

  • Ensure proper adherence to all aspects of First Principles Our Code of Conduct and Ethics

  • Follow security and safeguarding procedures and apply appropriate due diligence for the prevention of loss due to fraud, counterfeiting, money laundering or defalcation in accordance with Bank policy


Knowledge and Skills:

  • Basic knowledge of administrative process and procedures.

  • Proactively and professionally provide administrative assistance to the IA(s) in meeting client service needs

  • Working knowledge of administrative process and procedures as contained in the Sales Administration Manual will be required

  • Effective business writing skills

  • Excellent written and verbal communication skills

  • Organized and proactive work style

  • Ability to problem solve

  • Technological proficiency (computer literacy)


  • University degree/College Diploma or equivalent industry related experience

  • Completion of CSC and CPH preferred, or completion required upon hire

  • Successful completion of 30 days BMO NB Investment Representative Licensing Program will berequired within 90 days of hire

At our company, we have been helping our customers and communities for over 195 years. Working with us means being part of a team of talented and passionate individuals with a shared focus on working together to deliver great customer experiences. We stand behind your success with the support you need to turn your potential into performance.

To find out more visit our website

BMO Financial Group is committed to an inclusive, equitable and accessible workplace. By embracing diversity, we gain strength through our people and our perspectives. We welcome and encourage applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.

Job Field:

Wealth Management

Job Schedule:


Primary Location: