Private Wealth Associate

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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 4-month co-op or internship position for Winter 2027. You will provide general office support and clerical tasks to help business groups reach their objectives. You will gain hands-on experience by working with internal and external stakeholders while following established policies and controls.

    What you'll do#

    • Collaborate with stakeholders to support business goals and resolve routine operational problems.
    • Coordinate and schedule work, monitor quality, and assist with change management execution.
    • Manage office documentation, including compiling, filing, and database entry.
    • Track and process budget invoices and prepare funding approval requests.
    • Maintain office supply inventory and coordinate equipment maintenance work orders.
    • Schedule meetings, book travel arrangements, and handle central phone inquiries.
    • Write, edit, and distribute communication materials and update departmental procedures.
    • Verify staff timesheets and track attendance data.
    • Coordinate premises changes with business units and vendors.
    • Apply the Risk Management Framework to ensure all tasks align with bank policies and regulations.

    What you'll need#

    • Currently enrolled in an academic program with a focus on Business Administration and returning to studies after the term.
    • Typically 2 to 3 years of relevant experience or certification.
    • Strong knowledge of business unit products, services, and regulatory requirements.
    • Experience with transactional documentation, workflow priorities, and deadlines.
    • Proficiency with standard office equipment such as printers and photocopiers.
    • Good verbal and written communication skills.
    • Strong organizational, collaboration, and problem-solving abilities.

    Location & details#

    • Location: Halifax, Nova Scotia, Canada.
    • Modality: On-site.
    • Term: Winter 2027 (4 months).
    • Status: Full-time, paid.

    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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