Enhance your career at BMO Financial Group as a Portfolio Assistant. This role is pivotal in supporting investment planning and ensuring exceptional service to clients through effective relationship management.
You will engage with clients directly while providing vital administrative support to the investment team. Responsibilities include monitoring sales performance, analyzing data for actionable insights, and coordinating marketing efforts to boost client engagement. Your problem-solving skills will help address client inquiries, maintaining service excellence and fostering trust.
Key Responsibilities:
• Provide operational support for investment services
• Track metrics related to sales and service targets




• Manage marketing activities to engage clients
• Prepare regular reports and insights from data
• Address and resolve client concerns effectively
Requirements:
• Background in finance with 2-3 years experience
• Advanced understanding of investment products
• Robust written and verbal communication skills
• Proficient organizational capabilities
• Licensing as required for your role
Bring your commitment to client service and financial knowledge to BMO Financial Group.
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📌 Portfolio Assistant with BMO Financial Group (Barrie)
🏢 BMO
📍 Barrie