Wealth Portfolio Assistant: Client Relations & Investments

BMO U.S.; 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 in Vancouver seeks a Wealth Sales & Service professional to provide administrative and operational support for investment planning and client service. You will identify gaps and best practices, and collaborate with the team to drive performance and client outcomes.

The role emphasizes building client relationships, outbound outreach, and coordination of marketing materials to support conversations. A post-secondary degree and relevant licenses strengthen candidacy.

Qualifications

• Typically 2–3 years of relevant experience and post-secondary degree.
• Advanced knowledge of investment processes and proprietary products and services.
• Relevant investment industry licensing for the designated jurisdiction/portfolio.
• Analytical and problem solving skills with client focus.

Responsibilities

• Provides administrative and operational support to the delivery of financial and investment planning and advice.
• Identifies gaps, issues and best practices through monitoring of sales and service performance targets against plans.
• Builds and maintains client relationships through client acquisition from internal referrals and external sources.
• Expands business growth through telemarketing and outbound calls.
• Coordinates marketing activities and sales material to support client conversations.
• Keeps current with investment services marketplace, products, and regulatory environment.

Skills

Verbal & written communication

Organization skills

Collaboration & team skills

Analytical and problem solving

Investment knowledge

Education

Post-secondary degree in related field

Investment industry licensing

Job description

BMO Financial Group in Vancouver seeks a Wealth Sales & Service professional to provide administrative and operational support for investment planning and client service. You will identify gaps and best practices, and collaborate with the team to drive performance and client outcomes.

The role emphasizes building client relationships, outbound outreach, and coordination of marketing materials to support conversations. A post-secondary degree and relevant licenses strengthen candidacy.