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 documentationCoordinate meetings and manage schedules efficientlyProvide insights and recommendations based on data analysisHandle client inquiries and resolve any issuesEnsure compliance with industry regulations and standardsRequirements:3+ years of experience in wealth management or related fieldsEducational background in Finance, Business, or EconomicsStrong organizational and multitasking skillsFamiliarity with Microsoft Office toolsAsset: completion of Canadian Securities Course or similarBring your relationship-building and analytical skills to BMO and make a difference in client services.

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