Application Deadline 09/11/2025
Location 360 Oakville Place Drive
Salary Range $33,600.00 – $50,900.00 (Salaried and Commission)
If you are looking to start or grow your career in wealth management and client services, BMO Financial Group offers an opportunity to work alongside experienced Investment Advisors while building lasting relationships with clients. This position combines professional growth, hands-on financial services experience, and a people-first environment where you can truly make an impact.
A Role That Shapes Client Relationships
The Investment Advisor Assistant plays a central role in ensuring clients receive the highest level of service and support. This position is ideal for someone who values trust, precision, and teamwork. Every day brings opportunities to:
- Support Investment Advisors and branch operations with administrative tasks
- Handle client requests, including money transfers, account updates, and technology guidance
- Schedule and prepare for client meetings
- Coordinate marketing initiatives such as website updates, social media, client events, and recognition programs.
- Maintain organized client files and databases for smooth operations
This role is about more than administration. It is about creating meaningful connections, building confidence, and helping clients feel secure about their financial future.
How You Will Contribute to Success
Your work will touch every aspect of client support and branch efficiency. Some key responsibilities include:
- Generating reports and processing account-related documents
- Providing team members with technology assistance and updates on policy changes
- Following compliance guidelines to safeguard client assets and confidentiality
- Assisting with tailored investment needs and financial advice
- Partnering with colleagues across BMO and within the community to strengthen client relationships
Skills and Experience That Make a Difference
This opportunity is designed for individuals who are motivated to learn, detail-oriented, and eager to grow in the financial services industry.
Preferred qualifications include
- 1–2 years of relevant experience
- Post-secondary education in a related field or equivalent experience
- Knowledge of wealth management services such as client accounts, trust services, and transfers
- Familiarity with investment products, including stocks, bonds, mutual funds, and managed portfolios
- Comfort with industry software and financial technology applications
Licensing and certifications
- Canadian Securities Course and Conduct and Practices Handbook exam (to be completed within 18 months of hire)
- Successful completion of the BMO NB Investment Representative Licensing Program (30 days)
Core Skills
- Strong verbal and written communication
- Effective organizational ability
- Team collaboration and problem-solving mindset
Compensation and Benefits
BMO provides a competitive compensation package that goes beyond salary. Along with base pay and potential commission earnings, team members can access:
- Performance-based incentives and discretionary bonuses
- Comprehensive health and life insurance coverage
- Tuition reimbursement for continued learning
- Retirement savings plans
- Additional perks and rewards are designed to support both personal and professional growth.
More details can be found on the BMO Total Rewards page.
About BMO Financial Group
BMO is more than a bank. With the purpose of Boldly Grow the Good in business and life, the organization is committed to driving positive change for clients, communities, and employees. Working at BMO means:
- Being part of an inclusive and collaborative culture
- Access to ongoing training, coaching, and career development resources
- Opportunities to make a meaningful impact from day one
- A workplace that values diversity, accessibility, and respect for all
Discover more about our values and opportunities at BMO Careers.
Take the Next Step
If you are ready to grow your career in wealth management, gain valuable hands-on experience, and be part of a purpose-driven organization, this role at BMO Financial Group could be the perfect fit.
Submit your application before September 11, 2025, and start building your future with a team that invests in your success. Moreover, visit the official BMO careers page for further information.