Elevate client relations as a Portfolio Assistant at BMO Financial Group, specializing in wealth management and investment planning. This role combines administrative support with direct client interaction.
In the Wealth Sales & Service division, you'll provide operational assistance to ensure high-quality service delivery. Responsibilities include compiling reports, managing client requests, and supporting investment meetings. You'll also contribute to team objectives through effective client acquisition strategies and maintaining up-to-date industry knowledge.
Key Responsibilities:
• Provide operational support for wealth management initiatives
• Develop client reports and dashboards from gathered data
• Organize and manage schedules for client interactions




• Foster client relationships to drive acquisition and retention
• Ensure compliance with regulatory standards and bank policies
Requirements:
• 2-3 years of experience in a related financial role
• Strong knowledge of investment processes and products
• Proficient verbal and written communication skills
• Valuable organizational and teamwork capabilities
• Relevant licensing in the investment industry preferred
Utilize your expertise to enhance client trust and support BMO’s mission in wealth management.
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📌 BMO Portfolio Assistant in Wealth Management (Vancouver)
🏢 Bank of Montreal
📍 Vancouver