Portfolio Assistant

Bank of Montreal; Edmonton; On-site; CAD 41,000 - 80,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

Bank of Montreal is seeking a Wealth Sales & Service professional to provide administrative and operational support for investment planning and client service. You will work with the team to attract and service clients, coordinate meetings, and monitor performance against targets.

You will build client trust by delivering accurate information, analyzing data, and maintaining compliant, efficient processes across marketing and client service initiatives.

Qualifications

• Develops client relationships and acquires new clients through referrals and marketing initiatives.
• Executes telemarketing and outbound calls to expand business growth.
• Provides knowledge of investment products and services and communicates appropriate options to clients.
• Analyzes data, prepares regular and ad-hoc reports and dashboards to support decisions.

Responsibilities

• Support delivery of financial and investment planning and advice.
• Coordinate client meetings and office coverage.
• Ensure compliance with risk, regulatory, and privacy policies.
• Resolve client inquiries and issues in a timely manner; escalate when needed.
• Maintain accurate client records and documentation.

Skills

Client relationships

Sales ability

Communication

Analytical skills

Problem solving

Education

Bachelor’s degree or equivalent

Job description

Application Deadline:10/01/2026Address:10175 101 Street NWJob Family Group:Wealth Sales & ServiceProvides administrative and operational support to the delivery of financial and investment planning and advice to deliver an exceptional customer experience. Works collaboratively within the assigned team / branch and with business partners.Identifies gaps, issues and best practices through monitoring of sales and service performance targets against plans.Contribute to the team’s business objectives by building and maintaining client relationships through client acquisition both from internal referrals (within existing book of business) and external sources (through marketing initiatives).Expands the business growth potential of the team through telemarketing and outbound calls.Coordinates marketing activities and sales material to support client / prospect conversations.Provides knowledge detailed information about products and services offered.Determines appropriate communication/service regarding all aspects of investing.Independently resolves client complaints in a timely and effective manner; escalates as required.Keeps current with investment services marketplace, products, and service offerings and the legal and regulatory environment for the industry.Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.Analyzes data and information to provide insights and recommendations.Gathers and formats data into regular and ad-hoc reports, and dashboards.Provides specialized support related to investment client services issue including preparing information for client meetings, annual reviews, etc.Ensures client needs are met or exceeded; manages requests in accordance with established policies and procedures.Maintain the schedule / calendar to coordinate customer meetings and office coverage.Meets high-quality service standards to maximize relationship retention and growth.Develops rapport and instills confidence with the client to develop credibility and earn their trust.Organizes work information to ensure accuracy and completeness.Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensures an effectively run branch.Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.Analyzes issues and determines next steps.Broader work or accountabilities may be assigned as needed.Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.Qualifications:Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Advanced knowledge of investment process and procedures.Advanced knowledge of proprietary products and services in order to identify potential products and services to client needs and advise members of the team.Relevant investment industry licensing for the designated jurisdiction / portfolio.Specialized knowledge.Verbal & written communication skills - Good.Organization skills - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good.Salary :$40,500.00 - $80,000.00Pay Type:SalariedThe above represents BMO Financial Group’s pay range and type.Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-RewardsAbout UsAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.To find out more visit us at https://jobs.bmo.com/ca/en .BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.