Elevate your career as a Portfolio Assistant at BMO Financial Group, providing vital administrative and operational support in wealth management. This role combines financial planning with exceptional client service in a team-oriented environment.

As a Portfolio Assistant, your pivotal role will center on enhancing client relationships and navigating the investment process. Ideal candidates will possess 2-3 years of relevant experience, advanced product knowledge, and excellent communication skills. Your responsibilities will include supporting investment planning, addressing client needs, and ensuring compliance with industry regulations.

Key Responsibilities:
• Provide administrative support for financial planning processes
• Assist in client acquisition through marketing initiatives




• Analyze sales performance against targets
• Prepare reports and dashboards for internal use
• Resolve client issues independently and effectively

Requirements:
• 2-3 years of relevant financial services experience
• Advanced knowledge of investment products and services
• Relevant industry licensing for the designated portfolio
• Strong analytical and problem-solving abilities
• Good organizational and collaboration skills

Support BMO's mission to foster growth while delivering dedicated client service and investment expertise.
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📌 BMO Financial Group Portfolio Assistant (Alberta)
🏢 Bank of Montreal
📍 Alberta