Wealth Portfolio Assistant: Client Services & Insights Quebec City

Wealth Portfolio Assistant: Client Services & Insights Quebec City

27 Sep
|
BMO
|
Quebec City

27 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 prospects to contribute to client meetings and annual reviews.
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📌 Wealth Portfolio Assistant: Client Services & Insights Quebec City
🏢 BMO
📍 Quebec City

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