BMO Financial Group Licensed Sales Assistant BMO Nesbitt Burns in Alberta, Canada


Be part of the BMO Nesbitt Burns team! We are looking for talented people who thrive in an entrepreneurial organization. At BMO Nesbitt Burns, you'll play a key role in helping clients reach their financial goals and your dedication and professionalism will make a difference in the lives of others. BMO Nesbitt Burns offers rewarding career opportunities for those with a combination of strong analytical and interpersonal skills and who excel in a client-focused environment.


Under the direction of the Branch Operations Manager, this role is responsible for supporting the branch and Investment Advisor (IA) in achieving their business objectives of profitability, market share and Net Promoter Score (NPS).

Key Accountabilities:

Business Delivery and Operational Effectiveness

  • Support the IA’s sales and service objectives by delivering on initiatives to the IA’s clients. This includes, but is not limited to, review of reports, follow-up on client inquiries and requests to ensure appropriate account maintenance; accept and process unsolicited orders over the phone or in person

  • Contribute to the IA’s business objectives by ensuring the book of business is being developed client meetings

  • Ensure client needs are met and expectations are exceeded

  • Project a professional and consistent image by adhering to organization’s brand, corporate identity and standards

  • Liaise with various departments for execution of client requests and problem solving

  • Coordinating marketing activities

Cross Functional Relationships

  • Develop productive working relationships with colleagues in the Branch, Division and across PCD


Knowledge and Skills:

  • Strong knowledge of investment process and procedures.

  • Well-developed administrative skills. Previous working experience in an administrative role is considered an asset

  • Highly organized and self-motivated

  • Well-developed communication and critical thinking skills. Comfortable communicating with clients over the phone and over e-mail.

  • Ability to adapt to a fast-paced work environment

  • Knowledge of proprietary products and services

  • Knowledge of compliance rules (proprietary and industry regulations)

  • Knowledge of trade processing procedures

  • Fixed income and money market product knowledge

  • Knowledge of Financial Planning would be an asset

  • Knowledge of fund companies

Education / Experience:

  • University degree or equivalent experience

  • Computer literacy

  • Completion of the Canadian Securities Course (CSC) and Conductand Practices Handbook Course(CPH)

  • Current registration as an Investment Representative (IR)

  • A minimum of 1.5 - 3 years of industry experience

  • Sales Force experience

We’re here to help

At BMO we have a shared purpose; we put the customer at the centre of everything we do – helping people is in our DNA. For 200 years we have thought about the future—the future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together we’re changing the way people think about a bank.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at .

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process.

Job Field:

Wealth Management

Job Schedule:


Primary Location: