Private Wealth Administrative Assistant - Peterborough, Winter 2027 (Co-Op/Internship) - 4 Months

Private Wealth Administrative Assistant - Peterborough, Winter 2027 (Co-Op/Internship) - 4 Months

29 Sep
|
RiseMe
|
Peterborough

29 Sep

RiseMe

Peterborough

Application Deadline: 10/04/2026 Address: 109 Hunter Street East Job Family Group: Wealth Sales & Service As a co-op/intern student at BMO, you will have the opportunity to be heard, keep growing and make a difference. You will be part of our campus program to gain the skills and knowledge needed to take on roles similar to the description listed below. Our student experience is designed to integrate you to the BMO team from day one by adding value in the work you do.You will have the opportunity to participate in programs such as the Women in Banking Mentorship Program, BMO Social Squad student-led activities, BMO Academy learning platform and access to various Employee Resource Groups to further develop your network within BMO. Interested in learning more about our campus program? Stay up-to-date with BMO Campus Recruitment by following us on Instagram @bmocanada | @bmo_us and joining our LinkedIn group BMO Campus Recruiting & Early Talent. Note: Only students currently enrolled in an academic program and returning to their studies will be considered for Co-op/Internship opportunities. Student who recently graduated are invited to apply to our Recent Grad opportunities which are available at Supports one or more Investment Advisors (IAs)



and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. A client-focused role, committed to managing and growing client relationships through the delivery of service and advice. Maintains and organizes client database and client files. Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience resulting in retaining long- term client relationships and delivers an exceptional client experience. Assists with managing a portfolio of clients to retain and grow relationships. Support IA’s in individual client investment needs to provide professional, customized investment-related advise, sales and services. Works collaboratively within the market, BMO partners and the community to build relationships and deliver the desired customer experience. Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensure an effectively run branch. Protects the

📌 Private Wealth Administrative Assistant - Peterborough, Winter 2027 (Co-Op/Internship) - 4 Months
🏢 RiseMe
📍 Peterborough

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