Support investment planning through advanced product knowledge, client service, and operational coordination at 1225 Douglas Street. This salaried position supports BMO Financial Group's Wealth Sales & Service team.
As a Portfolio Assistant, you provide administrative and operational support for financial and investment planning advice. You build client relationships through referrals, marketing initiatives, telemarketing, and outbound calls. The position requires investment-process knowledge, analytical ability, and strong organization, communication, and collaboration skills.
Key Responsibilities:
- Coordinate client meetings, office coverage, schedules, and calendars
- Prepare reports, dashboards, meeting information, and annual reviews
- Support marketing activities, sales materials, and prospect conversations
- Resolve client complaints and escalate issues when required
- Track strategic initiative metrics, milestones, and performance targets
Requirements:
- Two to three years of relevant experience typically
- Post-secondary degree or equivalent education and experience
- Advanced knowledge of investment processes and procedures
- Relevant investment industry licensing for the jurisdiction
- Good communication, organization, collaboration, and analytical skills
Apply investment services knowledge, client relationship skills, and operational discipline as a Portfolio Assistant supporting BMO clients and teams.
Investment Services Portfolio Assistant in Victoria employer: Bank N.A.
BMO Financial Group is an exceptional employer that fosters a collaborative and innovative work culture, empowering employees to make a meaningful impact from day one. Located at 250 Yonge Street, the company offers competitive salaries, comprehensive benefits including health insurance and tuition reimbursement, and ample opportunities for professional growth and development. With a commitment to creating lasting positive change, BMO values its team members and encourages them to push boundaries while supporting their career aspirations.
