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Investment Portfolio Support Specialist

Job in Ottawa, Ontario, Canada
Listing for: BMO
Full Time position
Listed on 2026-08-01
Job specializations:
  • Finance & Banking
    Portfolio & Asset Management, Wealth Management, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 38500 - 71000 CAD Yearly CAD 38500.00 71000.00 YEAR
Job Description & How to Apply Below

BMO Financial Group is seeking an investment support professional in Ottawa, Ontario. You will collaborate with the team to deliver financial and investment planning, while building client relationships and guiding discussions on investment products and services.

The role emphasizes client service excellence, regulatory awareness, and day-to-day data reporting to support strategic initiatives. A post-secondary degree and industry licensing are typically required, with health benefits and

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