Elevate your career as a Portfolio Assistant at BMO, where you will support Investment Counsellors in creating exceptional investment experiences for high-net-worth clients. Drive client satisfaction through effective relationship management. Working as a Portfolio Assistant means you will assist in client relationship management and prepare vital investment-related materials.

You will also coordinate various client servicing activities while ensuring high standards of administration for discretionary accounts. This role is perfect for detail-oriented individuals with a passion for finance and client service. Key Responsibilities:

- Support the Investment Counsellor with client documentation
- Coordinate meetings and manage schedules efficiently




- Provide insights and recommendations based on data analysis
- Handle client inquiries and resolve any issues
- Ensure compliance with industry regulations and standards Requirements:
- 3+ years of experience in wealth management or related fields
- Educational background in Finance, Business, or Economics
- Solid organizational and multitasking skills
- Familiarity with Microsoft Office tools
- Asset: completion of Canadian Securities Course or similar Bring your relationship-building and analytical skills to BMO and make a difference in client services.

📌 Client Service Portfolio Assistant BMO (Toronto)
🏢 BMO
📍 Toronto