25 Sep
|
BMO
|
Quebec City
BMO Financial Group is seeking a detail-oriented Portfolio Assistant to support Investment Counsellors within BPIC in delivering exceptional client service to affluent clients. You will assist with relationship management, prepare investment materials, coordinate client servicing activities, and oversee discretionary account administration.
The role emphasizes investment knowledge, data analysis, and cooperative teamwork, with opportunities to contribute to client meetings and annual reviews.
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📌 Wealth Portfolio Assistant: Client Services & Insights (Quebec City)
🏢 BMO
📍 Quebec City