Administration Associate, Nesbitt Burns

Location: Quebec

Final date to receive applications:08/07/2026

Address:2828 boul Laurier Job Family Group:

Wealth Sales & Service About BMO Nesbitt BurnsBMO Nesbitt Burns has been a cornerstone of Canada ’ s investment industry for more than a century, with roots dating back to 1912. Known for trusted advice, strong client relationships, and disciplined investment expertise, our teams combine deep market knowledge with the strength and stability of BMO Financial Group. As part of BMO Private Wealth, BMO Nesbitt Burns professionals operate within a collaborative, team based wealth management model spanning Investment Management, Private Banking, Wealth Planning, and Trust & Estate.

This integrated approach enables a more personalized client experience while giving team members exposure to a broad range of expertise, capabilities, and career paths. We foster a culture of collaboration, professionalism, and continuous growth — where individuals are supported to develop both personally and professionally while delivering exceptional outcomes for clients.

Job Description Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. A client-focused role, committed to managing and growing client relationships through the delivery of service and advice.

Books meetings with new prospects and prepares introductory package for the prospect/referral.

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.

Accepts and executes client initiated trades over the phone or in person and provides stock information as requested.

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.

Ensures transactions and tasks are appropriately assigned to team members and completed.

Mentors and coaches new or junior members to the team and branch.

Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing.

Gathers and distributes information on updates to training, guidelines, technology, and other business related information.

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 advise, sales and services.

Works collaboratively within the market, BMO partners and the community to build relationships and 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…