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 • Robust 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. #J-18808-Ljbffr

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