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Portfolio Assistant, Private Wealth

BMO

Markham, Ontario, Canada Full time March 22, 2026
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Vacancy Description

Application Deadline:

03/30/2026

Address:

3985 Highway 7 East

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 knowle...

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    Vacancy Details

    Location Markham, Ontario
    Country Canada
    Type Full time
    Category Financial Specialists
    Posted March 22, 2026

    About BMO

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    BMO

    Markham, Canada

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