Private Wealth Administrative Assistant - Peterborough, Winter 2027 (Co-op/Internship) - 4 months

About the role

This four-month Winter 2027 co-op/internship supports Investment Advisors, their teams, and branch operations in Peterborough. You will maintain client records, assist with investment needs, provide service, support relationship growth, complete supervised administrative tasks, and follow risk, privacy, regulatory, and compliance requirements.

Responsibilities

• Support Investment Advisors, their teams, staff, and branch operations with daily administration and client service.
• Maintain and organize client databases and files.
• Build client rapport and confidence while supporting positive, long-term client relationships.
• Assist with client portfolios and support customized investment-related services under Investment Advisor direction.
• Collaborate with the market, BMO partners, and community to deliver the desired client experience.
• Complete standardized tasks under supervision, resolve initial problems within limits, and escalate when required.

Risk, Privacy & Compliance

• Follow risk and compliance processes to safeguard customer assets and protect client privacy.
• Protect bank and client assets while complying with regulatory, legal, and ethical requirements.
• Maintain confidentiality of client and Bank information and make risk-informed decisions within approved policies.

Student Program

• Participate in BMO’s campus program and gain skills for roles similar to the position described.
• Access the BMO Academy learning platform, student activities, mentorship programming, and employee resource groups.
• Students must be enrolled in an academic program and returning to their studies after the internship.