Senior Associate delivering executive coaching, team programs, workshops, and 360 assessments for a boutique leadership development firm. Managing client relationships and contributing to business development across Canada.
About the role
- Remote Centralized Support Associate at BMO, providing bilingual administrative and investment support to Nesbitt Burns Advisory practices. Maintaining client relationships, accounts, documentation, and regulatory compliance during staffing gaps.
Responsibilities
- Provide experienced administrative support to Advisory practices experiencing temporary staffing gaps
- Support assigned practices for defined periods, generally two to six months
- Learn and adapt to each practice’s routines, book structure, priorities, and service expectations
- Participate in onboarding and establish responsibilities, turnaround expectations, escalation channels, and assignment boundaries
- Book prospect and client meetings and prepare meeting packages
- Coordinate marketing activities, including websites, social media, client recognition, and client events
- Schedule and prepare client portfolio reviews for Investment Advisors
- Follow up on client inquiries, account maintenance, new account setup, transfers, and fund remittances
- Resolve and escalate client complaints as required
- Handle day-to-day client requests involving money movement, technology issues, account opening, and account updates
- Generate reports and documents for Investment Advisors and clients
- Maintain client databases and files
- Monitor incoming and outgoing assets and notify Investment Advisors of required portfolio rebalancing actions
- Process client-file and regulatory documentation
- Monitor periodic redocumentation of client accounts
- Mentor and coach new or junior Centralized Support team members
- Support team members with policy, procedure, and processing inquiries and escalations
- Build client rapport and promote positive client experiences and long-term relationships
- Assist with managing and growing a client portfolio
- Support Investment Advisors with individual client investment needs, sales, and services
- Collaborate with BMO partners to deliver the desired customer experience
- Follow risk, compliance, privacy, regulatory, legal, and ethical requirements
- Analyze issues, determine next steps, and handle complex or escalated tasks
- Follow standardized workflows while adapting to practice needs and changing priorities
- Operate within a shared national capacity pool and maintain accurate workload, volume, turnaround, error, capacity, deadline, and risk information
- Provide an orderly handover when engagements end
- Participate in training and knowledge-sharing and identify service improvements
Requirements
- Typically between 3–5 years of relevant experience with Nesbitt Burns preferred and/or certification in a related field of study or an equivalent combination of education and experience
- Advanced knowledge of investment processes and procedures
- Advanced knowledge of administrative processes and procedures as contained in the Sales Administration Manual
- Advanced knowledge of proprietary products and services
- Knowledge of compliance practices and regulations
- Knowledge of financial/retirement planning
- Strong organization, prioritization, problem-solving, communication, and relationship-building skills
- Ability to learn quickly, work independently in a virtual environment, and adapt across assignments
- Specialized knowledge
- CIRO IR licensing is not a requirement, but is considered an asset
- Fluent in French and English
- Good verbal and written communication skills
- Good organization skills
- Good collaboration and team skills
- Knowledge of insurance and group products is an asset
- Knowledge of Trust and Estate services is an asset
Benefits
- Commission structure
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
- Performance-based incentives
- Discretionary bonuses
- In-depth training and coaching
- Manager support and network-building opportunities
- Accommodations available on request during the selection process
Job title
Job type
Experience level
Salary
Degree requirement
No Education Requirement
Location requirements
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