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.

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