BMO Financial Group in Montreal, QC is seeking a Portfolio Assistant to support branch operations and administrative projects within Wealth Sales & Service. You will coordinate calendars, prepare client materials, and ensure accurate records while aligning with regulatory requirements.
You will work closely with advisors, clients and business partners to streamline workflows, analyze data for reports, and help drive operational excellence in a quick-paced financial services setting.
📌 Portfolio Operations Associate Winter 2027 Montreal (Canada)
🏢 BMO
📍 Canada