Build trusted client relationships through investment service, issue resolution, and accurate organization at BMO Financial Group’s Silver Drive office. Support everyday branch coordination.

This Portfolio Assistant role supports financial and investment planning advice within Wealth Sales & Service. You develop rapport with clients, provide product and service information, determine appropriate investing communications, and manage requests under established policies. You will organize complete information, coordinate customer meetings, monitor sales and service targets, and contribute to acquisition through referrals, marketing initiatives, and outbound calls. The position also requires compliance with risk, privacy, legal, and ethical requirements.

Key Responsibilities:

- Develop client rapport and earn trust through credible service




- Manage client requests according to established policies and procedures
- Provide detailed information about investment products and services
- Coordinate meetings, office coverage, and client communications
- Build relationships through referrals, marketing, and outbound calls

Requirements:

- Two to three years of relevant experience
- Related post-secondary degree or equivalent combination
- Advanced knowledge of proprietary products and services
- Relevant investment industry licensing for the designated portfolio
- Positive verbal and written communication skills

Bring investment knowledge, thoughtful communication, and organized client service to BMO Financial Group’s Portfolio Assistant team.

📌 Wealth Management Client Services Assistant (Burnaby)
🏢 BMO
📍 Burnaby