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Portfolio Assistant, Private Wealth

BMO

Pickering, Ontario, Canada Full time May 28, 2026
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Opportunity Description

Application Deadline:

04/30/2026

Address:

1360 Kingston Rd, Unit 15

Job Family Group:

Wealth Sales & Service

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 Investment Counsellor team / Private Wealth 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 ...
    • Full time Financial Specialists

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    Opportunity Details

    Location Pickering, Ontario
    Country Canada
    Type Full time
    Category Financial Specialists
    Posted May 28, 2026
    Deadline July 07, 2026

    About BMO

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    BMO

    Pickering, Canada

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