Analyst, Broker Management

BMO•Toronto, ON

1d•CA$36,000 - CA$54,500•Onsite

About The Position

The Analyst, Broker Management plays a key support role within BMO BrokerEdge, contributing to the efficient management, onboarding, and ongoing support of broker relationships. This position is responsible for administrative coordination across broker lifecycle processes, training oversight, compliance support, and handling escalated broker and client inquiries. The ideal candidate is highly organized, detail-oriented, and comfortable working in a fast-paced environment with multiple stakeholders.

Requirements

Strong organizational and time management skills with high attention to detail
Ability to manage multiple priorities in a fast-paced environment
Excellent communication and interpersonal skills
Strong problem-solving abilities and sound judgment
Proficiency in Microsoft Office (Excel, Word, Outlook, PowerPoint)

Nice To Haves

Experience working with CRM systems or internal workflow tools is an asset
Team-oriented mindset with a proactive approach
Ability to handle sensitive information with discretion and confidentiality
Adaptability and willingness to take on new responsibilities

Responsibilities

Support broker onboarding and offboarding processes, ensuring timely and accurate completion of all administrative requirements
Maintain and update broker records, documentation, and systems in alignment with internal policies
Coordinate with internal teams to ensure a seamless broker experience
Support the coordination and tracking of broker training programs (initial onboarding and ongoing education)
Ensure brokers meet required compliance standards and regulatory requirements
Maintain training records and support audit readiness
Provide administrative support in resolving broker and client escalations
Assist with identity verification (IDV) processes and documentation review as required
Collaborate with internal partners to ensure timely issue resolution while maintaining a high level of client service
Support day-to-day operational activities to improve team efficiency and effectiveness
Assist with reporting, documentation, and process tracking
Identify opportunities for process improvement and contribute to operational enhancements
Build and maintain effective working relationships with internal stakeholders (e.g., compliance, operations, sales teams)
Act as a point of contact for administrative inquiries from brokers and internal partners
Support cross-functional initiatives to drive growth and operational excellence
Take on ad hoc projects and tasks as assigned to support business growth and strategic priorities