Strengthen wealth client service at BMO through investment knowledge, relationship management, and accurate operational support. Collaborate with assigned teams and business partners.
As a Portfolio Assistant in Wealth Sales & Service, you support financial and investment planning delivery and advice. You provide product information, determine appropriate investment communications, manage client requests, and coordinate specialized service activities. The work also includes monitoring performance, analyzing information, and supporting business growth.
Key Responsibilities: Provide detailed information about investment products and services
Determine appropriate communication and service for investing matters
Manage client requests according to policies and procedures




Maintain calendars for customer meetings and office coverage
Deliver service standards supporting relationship retention and growth
Requirements: Two to three years of relevant experience
Related post-secondary degree or equivalent combination
Advanced knowledge of proprietary products and client needs
Relevant investment industry licensing in the designated jurisdiction
Positive verbal, written, organization, and collaboration skills
Bring investment product expertise, thoughtful communication, and organized client service to BMO’s Wealth Sales & Service team.

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📌 Wealth Client Services Assistant (British Columbia)
🏢 BMO Financial Group
📍 British Columbia