Support investment planning through advanced product knowledge, client service, and operational coordination at 1225 Douglas Street. This salaried position supports BMO Financial Group’s Wealth Sales & Service team.
As a Portfolio Assistant, you provide administrative and operational support for financial and investment planning advice. You build client relationships through referrals, marketing initiatives, telemarketing, and outbound calls. The position requires investment-process knowledge, analytical ability, and robust organization, communication, and collaboration skills.
Key Responsibilities: Coordinate client meetings, office coverage, schedules, and calendars
Prepare reports, dashboards, meeting information, and annual reviews
Support marketing activities, sales materials, and prospect conversations




Resolve client complaints and escalate issues when required
Track strategic initiative metrics, milestones, and performance targets
Requirements: Two to three years of relevant experience typically
Post-secondary degree or equivalent education and experience
Advanced knowledge of investment processes and procedures
Relevant investment industry licensing for the jurisdiction
Good communication, organization, collaboration, and analytical skills
Apply investment services knowledge, client relationship skills, and operational discipline as a Portfolio Assistant supporting BMO clients and teams.

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📌 Investment Services Portfolio Assistant (British Columbia)
🏢 Bank N.a.
📍 British Columbia