Step into a supportive role at BMO Financial Group as a Portfolio Assistant. Deliver exceptional customer service and boost business growth by managing client relationships and supporting investment planning.

In this opportunity, you will work collaboratively to provide administrative and operational support for financial planning. Your tasks will include analyzing performance targets, coordinating marketing activities, and resolving client inquiries. Additionally, you will develop new client relationships through various channels, contributing to team objectives and enhancement of business strategies.

Key Responsibilities:
• Support investment planning and advice delivery
• Analyze sales and service performance metrics




• Build client relationships via telemarketing
• Prepare reports and dashboards for insights
• Coordinate marketing efforts to attract clients

Requirements:
• 2-3 years relevant experience in finance
• Advanced knowledge of investment procedures
• Robust verbal and written communication skills
• Effective organizational and teamwork abilities
• Licensing relevant to your jurisdiction

Leverage your financial expertise to create impactful client experiences at BMO Financial Group.
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📌 BMO Financial Group Portfolio Assistant (Ontario)
🏢 BMO
📍 Ontario