17 Oct
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BMO Financial
|
Saint-Jean-sur-Richelieu
17 Oct
BMO Financial
Saint-Jean-sur-Richelieu
Application Deadline: 11/06/2026Address: VIRTUAL61 - REMOTE/TELETRAVAIL - QC - NBSJob Family Group:Wealth Sales & ServiceSpecial note : Whether or not the successful candidate holds a CIRO licence, they will remain at their current job grade.The Centralized Support Associate provides experienced, high-quality administrative support to Advisory practices experiencing a temporary staffing gap. As a member of the Centralized Support team, the Centralized Support Associate is assigned to Advisory practices for defined periods-generally two to six months-the role helps to help maintain business continuity, protect advisor and team capacity, and minimize disruption during employee turnover, hiring transitions, or short-term absences.The Centralized Support Associate is part of a national, primarily virtual, reporting into the Manager, Nesbitt Burns Centralized Support. The role requires the ability to quickly adapt to learn the needs, operating routines, and service expectations of different practice needs while delivering accurate, consistent,
support within established service standards and operating requirements.Deliver experienced administrative support during temporary staffing gaps, hiring transitions, and short-term absences, helping maintain business continuity and practice capacity. Quickly learn and adapt to each assigned practice's routines, book structure, priorities, service expectations, and ways of working. Participate in structured onboarding at the beginning of each engagement and establish transparent responsibilities, turnaround expectations, escalation channels, and assignment boundaries. Books meetings with prospects and clients, prepares packages for the meetings. Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events. Schedules and helps prepare client portfolio reviews for the Investment Advisors including setting up client calls, scheduling meetings, preparing reviews and provides updates to IA. Follows up on client inquiries,
📌 Centralized Support Associate, Nesbitt Burns (Saint-Jean-sur-Richelieu)
🏢 BMO Financial
📍 Saint-Jean-sur-Richelieu