Private Wealth Administrative Assistant

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    BMO

    10,001+ employeesFounded 1817Toronto, ONFinancial Services
    Actively hiringPaidWinter 2027Financial Services
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    About the role#

    This is a full-time, paid internship position for the Winter 2027 term. You will work on-site in Peterborough, Ontario, supporting Investment Advisors and branch staff with daily administrative tasks. This role focuses on client service and requires a commitment to maintaining professional standards while learning the foundations of wealth management.

    What you'll do#

    • Provide service to clients and assist in managing portfolios to help retain and grow relationships.
    • Maintain and organize client files and databases.
    • Support Investment Advisors with individual client investment needs.
    • Work with BMO partners and the local team to deliver consistent service.
    • Follow risk and compliance policies to protect bank and client assets.
    • Handle confidential information with care.
    • Complete standardized tasks under supervision and perform initial problem solving within established rules.

    What you'll need#

    • Current enrollment in an academic program with the intent to return to studies following the internship.
    • Basic verbal and written communication skills suitable for a business environment.
    • Basic organizational and team collaboration skills.
    • A willingness to learn through on-the-job training.

    Location & details#

    • Location: Peterborough, Ontario, Canada.
    • Term: Winter 2027 (4 months).
    • Modality: On-site.
    • Employment type: Full-time.
    Relevant fieldsOther

    About BMO

    BMO is a financial services organization that provides personal banking, commercial banking, wealth management, capital markets, and asset management. Founded in 1817, the company operates as a public entity. It maintains a workforce of over 60,000 employees. The firm is headquartered in Toronto with additional office locations in Chicago.

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