Portfolio Assistant

BMO; Vancouver; 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

BMO Financial Group is hiring in Vancouver to support investment planning and client services. The role focuses on building client relationships, expanding business through calls and referrals, and delivering high-quality service within regulatory requirements.

The successful candidate will have 2-3 years of relevant experience, a post-secondary degree, and strong communication and analytical skills. This is a salaried position with benefits and growth opportunities.

Qualifications

• 2-3 years of relevant experience and post-secondary degree or equivalent
• Advanced knowledge of investment process and procedures
• 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

Responsibilities

• Identifies gaps and best practices by monitoring sales and service performance against plans
• Builds and maintains client relationships through client acquisition from internal and external sources
• Expands business growth through telemarketing and outbound calls
• Coordinates marketing activities and sales materials to support client conversations
• Provides knowledge about products and services offered
• Resolves client complaints in a timely and effective manner; escalates as required
• Keeps current with investment services marketplace, products and regulations
• Gathers data into reports and dashboards and analyzes information for insights
• Supports investment client services including preparing information for meetings and reviews
• Ensures client needs are met or exceeded following policies and procedures
• Maintains scheduling to coordinate client meetings and office coverage
• Adheres to risk, compliance, and privacy standards to protect assets
• Handles complex tasks within rules and may include escalations
• Uses risk management framework to make sound decisions aligned with strategy

Skills

Investment knowledge

Client relationship building

Communication skills

Problem solving

Data analysis

Team collaboration

Organization

Education

Post-secondary degree

Job description

Provides 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 - $80,000.00

Pay Type

Salaried

The 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.

To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

Benefits

• BMO also offers health insurance
• tuition reimbursement
• accident and life insurance
• retirement savings plans

About Us

At 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.