Portfolio Assistant - Private Wealth

Bank of Montreal; Moncton; On-site; CAD 35,000 - 67,000; Full time

Job summary

An established industry player is seeking a Portfolio Assistant to enhance the customer experience through financial and operational support. This role involves collaborating with the Investment Counsellor, managing client relationships, and ensuring high-quality service standards. The ideal candidate will have a background in investment services, strong analytical and communication skills, and a commitment to delivering exceptional results. Join a dynamic team dedicated to making a positive impact in the financial sector, where your contributions will drive growth and innovation.

Benefits

Health Insurance

Tuition Reimbursement

Accident and Life Insurance

Retirement Savings Plans

Performance-based Incentives

Discretionary Bonuses

Qualifications

• 2-3 years of relevant experience in investment or financial services.
• Bilingualism in French and English is an asset.

Responsibilities

• Support the Investment Counsellor with financial and operational duties.
• Analyze data to provide insights and recommendations.

Skills

Client Relationship Management

Analytical Skills

Communication Skills

Problem Solving

Organizational Skills

Education

Post-secondary degree in related field

Relevant investment industry licensing

Job description

Application Deadline: 05/16/2025

Address: 633 Main Str, Suites 100 & 200

Job Family Group: Wealth Sales & Service

The Portfolio Assistant will support the Investment Counsellor with different financial and operational duties.

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.

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.
• Bilingualism French and English is an asset.
• 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: $35,700 - $66,100

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.

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.

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.

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.