Job Overview

The Analyst, Broker Management role plays a key support role within BMO BrokerEdge, contributing to the efficient management, onboarding, and ongoing support of broker relationships. This position is responsible for administrative coordination across broker lifecycle processes, training oversight, compliance support, and handling escalated broker and client inquiries.

The ideal candidate is highly organized, detail‑oriented, and comfortable working in a fast‑paced workplace with multiple stakeholders. Bilingual language skills in French and English are an asset.

Key Responsibilities

Broker Lifecycle Management

- Support broker onboarding and offboarding processes, ensuring timely and accurate completion of all administrative requirements
- Maintain and update broker records, documentation, and systems in alignment with internal policies
- Coordinate with internal teams to ensure a seamless broker experience

Training & Compliance Support

- Assist in the coordination and tracking of broker training programs (initial onboarding and ongoing education)
- Ensure brokers meet required compliance standards and regulatory requirements
- Maintain training records and support audit readiness

Escalation Management

- Provide administrative support in resolving broker and client escalations
- Assist with identity verification (IDV) processes and documentation review as required
- Collaborate with internal partners to ensure timely issue resolution while maintaining a high level of client service

Operational & Administrative Support

- Support day‑to‑day operational activities to improve team efficiency and effectiveness
- Assist with reporting, documentation,



and process tracking
- Identify opportunities for process improvement and contribute to operational enhancements

Stakeholder Engagement

- Build and maintain effective working relationships with internal stakeholders (e.g., compliance, operations, sales teams)
- Act as a point of contact for administrative inquiries from brokers and internal partners
- Support cross‑functional initiatives to drive growth and operational excellence

Additional Responsibilities

- Take on ad hoc projects and tasks as assigned to support business growth and strategic priorities

Qualifications & Skills

Education & Experience

- Post‑secondary education in business, finance, or a related discipline preferred
- 1–3 years of experience in an administrative, operations, or financial services environment

Core Competencies

- Strong organizational and time management skills with high attention to detail
- Ability to manage multiple priorities in a fast‑paced environment
- Excellent communication and interpersonal skills
- Strong problem‑solving abilities and sound judgment

Technical Skills

- Proficiency in Microsoft Office (Excel, Word, Outlook, PowerPoint)
- Experience working with CRM systems or internal workflow tools is an asset

Other Attributes

- Team‑oriented mindset with a proactive approach
- Ability to handle sensitive information with discretion and confidentiality
- Adaptability and willingness to take on new responsibilities

Salary and Compensation

36,000.00 – 54,500.00 (Salaried)

Benefits include health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

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📌 Analyst, Broker Management (Toronto)
🏢 BMO
📍 Toronto