Private Wealth Associate - Halifax, Winter 2027 (Co-op/Internship) - 4 months

About the role

Four-month Winter 2027 co-op/internship in BMO’s Private Wealth team in Halifax. The role provides office, administrative, documentation, coordination, budgeting, scheduling, database, communications, and issue-resolution support while working with internal stakeholders and external vendors. Students must be enrolled in an academic program and returning to their studies.

Responsibilities

• Provide office support, maintain records, enter database information, and administer operational filing systems.
• Coordinate meetings, travel, room setup, conference calls, equipment, office supplies, and premises changes.
• Track budgets, invoices, capital expenditures, work orders, timesheets, attendance, and vendor-related discrepancies.
• Support communications, procedure updates, change management, task assignments, and business operations.
• Analyze routine issues, resolve or escalate problems, maintain audit trails, and follow policies, controls, and deadlines.
• Collaborate with internal stakeholders and external vendors to support business objectives and operational changes.

Qualifications

• Currently enrolled in an academic program and returning to studies after the co-op or internship.
• Submit a cover letter, resume, and unofficial academic transcript with the application.
• Relevant experience or certification in a related field is desirable, or an equivalent combination of education and experience.
• Knowledge of business-unit products, services, processes, controls, risk requirements, and regulatory requirements is desirable.
• Good verbal and written communication, organization, collaboration, analytical, and problem-solving skills are expected.
• Knowledge of office equipment, routine procedures, transactional documentation, workflow priorities, and processing deadlines is desirable.

Student Experience and Application

• BMO’s campus program provides opportunities to develop skills and knowledge for similar roles.
• Students may access mentorship, student-led activities, the BMO Academy learning platform, and employee resource groups.
• Applications are considered for multiple student opportunities and locations; selected candidates receive additional information.