Elevate your career with BMO as a Portfolio Assistant, delivering personalized financial support and enhancing client relations. Contribute to team objectives through administrative excellence and proactive service.

As a key member of BMO Private Wealth, the Portfolio Assistant ensures optimal workflows and client satisfaction. Your role will involve data analysis, client communication, and collaboration with internal teams to facilitate investment planning. Expect to handle marketing coordination and maintain high-quality client service standards.

Key Responsibilities:
• Provide administrative support for investment planning
• Coordinate marketing activities to engage clients
• Analyze performance data for improvement




• Address and resolve client inquiries effectively
• Maintain office scheduling for meetings

Requirements:
• 2-3 years experience in an administrative role
• Advanced understanding of investment services
• Current enrollment in CIM or CFA preferred
• Excellent organizational and collaborative skills
• Solid analytical and communication capabilities

Play an integral role in enhancing client trust and satisfaction through your expertise at BMO Private Wealth.
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📌 BMO Portfolio Assistant Position Available (Ontario)
🏢 BMO
📍 Ontario