Join BMO Financial Group as a Portfolio Assistant, where your expertise in investment management will play a pivotal role in delivering outstanding client experiences. This position entails both administrative duties and direct client engagement.
In this role, you'll support the team's objectives by managing client relationships and enhancing business growth through effective marketing strategies. Candidates should have 2-3 years of experience, specialized knowledge of investment processes, and strong communication abilities. Your contributions will drive both client satisfaction and operational success.
Key Responsibilities:
• Execute administrative tasks for financial advising teams
• Build client relationships via inbound and outbound outreach




• Track performance metrics and prepare analytical reports
• Address client complaints with professionalism and efficiency
• Maintain schedules for client meetings and team activities
Requirements:
• 2-3 years of relevant experience in finance
• Proficiency in proprietary investment products
• Required licensing and certifications in designated jurisdiction
• Effective collaboration and problem-solving skills
• Solid organizational capabilities
Shape the future of investment services at BMO, where client trust and exceptional service come first.
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📌 Portfolio Assistant for Wealth Services (Calgary)
🏢 Bank of Montreal
📍 Calgary