Private Wealth Administrative Assistant, Winter ; Co-op​/Internship

Final date to receive applications: 09/06/2026 Address: 76 King St W

Job Family Group:
Wealth Sales & Service

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.

Interested in learning more about our campus program? Stay up-to-date with BMO Campus Recruitment by following us on Instagram @bmocanada | @ and joining our Linked In group BMO Campus Recruiting & Early Talent.

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.

Maintains and organizes client database and client files.

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 Bank's assets and clients’ assets and complies with all regulatory, legal, and ethical requirements.

Maintains the confidentiality of client and Bank information.

Completes standardized tasks under supervision.

Performs initial problem solving within given rules/limits & escalates when required.

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:

• Basic knowledge learned on the job.
• Verbal & written communication skills
  - Basic (in business environment).
• Organization skills
  - Basic (in business environment).
• Collaboration & team skills
  - Basic (in business environment).

Salary: $33,500.00 - $46,500.00

Pay Type:

Salaried

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.

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…