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 collaborative 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 • Robust 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. #J-18808-Ljbffr

📌 BMO Financial Group Portfolio Assistant (Winnipeg)
🏢 Bank of Montreal
📍 Winnipeg