BMO Portfolio Assistant in Wealth Management

Elevate client relations as a Portfolio Assistant at BMO Financial Group, specializing in wealth management and investment planning. This role combines administrative support with direct client interaction.

In the Wealth Sales & Service division, you'll provide operational assistance to ensure high-quality service delivery. Responsibilities include compiling reports, managing client requests, and supporting investment meetings. You'll also contribute to team objectives through effective client acquisition strategies and maintaining up-to-date industry knowledge.

Key Responsibilities:

• Provide operational support for wealth management initiatives

• Develop client reports and dashboards from gathered data

• Organize and manage schedules for client interactions

• Foster client relationships to drive acquisition and retention

• Ensure compliance with regulatory standards and bank policies

Requirements:

• 2-3 years of experience in a related financial role

• Strong knowledge of investment processes and products

• Proficient verbal and written communication skills

• Good organizational and teamwork capabilities

• Relevant licensing in the investment industry preferred

Utilize your expertise to enhance client trust and support BMO’s mission in wealth management.
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