Christmas Kettle Assistant supporting Salvation Army Christmas Kettle donation campaigns in Carleton Place. Coordinating kettle locations, volunteers, donations, and campaign logistics.
About the role
- Centralized Support Assistant supporting BMO Nesbitt Burns advisory practices during staffing gaps. Handling client administration, investment-service workflows, compliance, and virtual team support.
Responsibilities
- Provide experienced administrative support to Advisory practices experiencing temporary staffing gaps
- Support practices for defined periods, generally two to six months
- Help maintain business continuity, protect advisor and team capacity, and minimize disruption during turnover, hiring transitions, or short-term absences
- Quickly learn each assigned practice’s routines, book structure, priorities, service expectations, and ways of working
- Participate in structured onboarding and establish responsibilities, turnaround expectations, escalation channels, and assignment boundaries
- Prepare advisory teams for client meetings, including scheduling appointments
- Handle clients’ day-to-day requests and inquiries, including basic money movement, technology issues, and account opening and updates
- Generate reports and documents for investment advisors and clients
- Process items for client accounts and files
- Coordinate marketing activities, including website and social media initiatives, client recognition, and client events
- Maintain and organize client databases and files
- Ensure transactions and tasks are assigned and completed
- Support team members with technology issues, new technology, policies, procedures, processing inquiries, and escalations
- Gather and distribute updates on training, guidelines, technology, and business information
- Build client rapport, credibility, and positive client experiences
- Assist with managing a client portfolio to retain and grow relationships
- Support investment advisors with individual client investment needs and investment-related advice, sales, and services
- Collaborate with the market, BMO partners, and the community
- Follow risk and compliance processes and policies
- Protect bank and client assets and maintain confidentiality
- Analyze issues, determine next steps, and escalate as required
- Follow standardized Centralized Support workflows while adapting to practice needs
- 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, capture feedback and lessons learned, and identify process improvements
- Apply BMO’s Risk Management Framework and make risk-informed decisions aligned with policies, laws, and regulations
Requirements
- Typically three+ years of relevant experience at Nesbitt Burns preferred
- Post-secondary education degree in a related field of study desirable or equivalent combination of education and experience
- Strong knowledge of wealth management practice workflows, documentation, operational processes, and controls
- Knowledge of traditional products including stocks, bonds, money market, and mutual funds
- Knowledge of non-traditional managed and fee-based products is an asset
- Familiarity with technology applications and software used in the financial planning and investment industry
- Basic specialized knowledge
- Proven ability to complete complex administrative work accurately and on time
- Strong organization, prioritization, problem-solving, communication, and relationship-building skills
- Ability to learn quickly, work independently in a virtual environment, and adapt across assignments
- Sound judgment, discretion, and ability to identify and escalate risk, control, or service concerns
- CIRO IR licensing is not a requirement, but is considered an asset
- Flexibility to work the assigned practice’s normal local business hours
- Good verbal and written communication skills
- Good organization skills
- Good collaboration and team skills
- Good analytical and problem-solving skills
- Fluent in French and English
- Able to support clients and team members inside and/or outside the province of Quebec
Benefits
- Performance-based incentives
- Discretionary bonuses
- Other perks and rewards
- Health insurance
- Tuition reimbursement
- Accident insurance
- Life insurance
- Retirement savings plans
- In-depth training and coaching
- Manager support
- 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
Report this job
Found something wrong with the page? Please let us know by submitting a report below.
Illustration Assistant creating playful, production - ready educational product art for Hadley Designs. Translating creative direction into original illustrations, complete sets, and print - ready files.
Christmas Kettle Assistant supporting The Salvation Army’s holiday donation campaign. Coordinating kettle workers, volunteers, schedules, supplies, and secure donation collection in Burlington.
General Management Assistant supporting Desjardins caisse leadership in Rimouski. Coordinating schedules, strategic documents, governance meetings, communications, records, and administrative processes.
Assistant Professor conducting externally funded nursing research and teaching at the University of Toronto. Contributing to its research - intensive Faculty of Nursing and diversity mission.
Assistant Dean leading fundraising strategy, donor relationships, and major gifts for the University of Alberta’s Alberta School of Business. Managing development teams, campaigns, proposals, and university - wide philanthropic partnerships.
Category Assistant supporting home decor, housewares, and related category planning for Canadian retailer Giant Tiger. Coordinating merchandising, product approvals, forecasts, and vendor documentation.
Facilities maintenance assistant repairing and inspecting Ottawa water and wastewater facilities. Supporting treatment plants, pumping stations, reservoirs and other municipal infrastructure.
Vision Rehabilitation Assistant supporting adaptive skills, mobility, and low - vision programs. Helping Canadians with vision loss live safely and independently through VLRC’s national health services.
Certified Dental Assistant supporting Peel Region’s Ontario Seniors Dental Care Program. Triaging dental needs, educating residents, and coordinating community oral - health services.