Portfolio Assistant - Private Wealth

BMO; Quebec; On-site; CAD 38,000 - 71,000; Full time

Job summary

A leading financial institution in Quebec is looking for a team member to provide administrative and operational support in financial planning. This role involves building client relationships, analyzing market data, and ensuring high-quality service. Candidates should have 2-3 years of experience and be fluent in both French and English. The position offers a salary range of $38,500 to $71,000 and includes benefits such as health insurance and retirement plans.

Benefits

Health insurance

Tuition reimbursement

Retirement savings plans

Qualifications

• Typically between 2 - 3 years of relevant experience.
• Advanced knowledge of investment processes.
• Relevant investment industry licensing for the designated jurisdiction.

Responsibilities

• Provides support for financial and investment planning.
• Builds and maintains client relationships.
• Analyzes data and provides insights and recommendations.

Skills

Verbal communication skills

Written communication skills

Organization skills

Collaboration skills

Analytical skills

Problem-solving skills

Fluency in French

Fluency in English

Education

Post-secondary degree in a related field

Job description

Overview

Application Deadline: 10 / 17 / 2025

Address : 2828 boul Laurier

Job Family Group : Wealth Sales & Service

This is a 1 year contract.

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.

Responsibilities

• 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.
• 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.
• You're fluent in French and English as this role provides support to clients and team members inside and / or outside the province of Quebec .

Salary :

$38 500,00 - $71 000,00

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. 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-Rewards

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\'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.