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


****This position is a 6 month contract.

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.

Under the direction of the Branch Operations Manager, this role is responsible for assisting the branch and Investment Advisor (IA) teams in achieving the business objectives of profitability, market share andNet Promoter Score(NPS).

Key Accountabilities

Business Delivery and Operational Effectiveness

  • Support the IA’s sales and service objectives by delivering service initiatives to the IA’s clients which includes, but is not limited to, preparation and maintenance of client documentation; administration of client accounts file maintenance, photocopying, document/presentation preparation

  • Ensure client needs are met or exceeded

  • Project a professional and consistent image by adhering to organization’s brand, corporate identity and standards

  • Liaise with various departments for execution of client requests and problem solving and other branch duties as assigned

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

Cross Functional Relationships

Other employees in the branch including IAs, Sales Assistants (SAs), and Administrators


Knowledge and Skills:
  • Basic knowledge of administrative process and procedures. Proactively and professionally provide administrative assistance to assist the IA(s) in meeting client service needs

  • Knowledge of basic company and branch operations (i.e., CIC, client services, trust services, account transfers, etc.)

  • Understanding of day to day work flow and related reports

  • Knowledge of operational aspects of traditional (stocks, bonds, money market, mutual funds) and non traditional (managed and fee based) products

  • Knowledge of compliance rules (proprietary and industry)

  • Good written and verbal communication skills

  • University degree or equivalent experience

  • Computer literacy

  • 0 - 1.5 years of experience

  • CSC and CPH preferred but not required

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 at

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: