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BMOFrederictonInternship
Private Wealth Administrative Assistant - Fall 2026 (Co-op/Internship) - 4 months
This 4-month co-op/internship in Fredericton supports Investment Advisors and their teams with administrative tasks and client service to help grow client relationships.
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Responsibilities
- Coordinate marketing activities including social media, client recognition, and event planning.
- Assist advisory team with client meeting preparation and scheduling.
- Handle client inquiries, basic money movements, and account updates confidentially.
- Generate reports and maintain client databases and files.
- Support technology use and resolve related issues for team members.
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Qualifications
- 1-2 years relevant experience or related post-secondary education.
- Knowledge of wealth management operations and products is an asset.
- Familiarity with financial planning and investment technology applications.
- Must meet licensing and certification requirements for the jurisdiction.
- Good verbal, written communication, organizational, and analytical skills.
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Program Details
- Duration: 4 months (Fall 2026)
- Application deadline: 2026-06-21
- Salary range: $32,400 - $48,300 salaried plus commission
- Includes access to mentorship, learning platforms, and employee resource groups.
- Candidates must be current students returning to studies.