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.

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