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Portfolio Assistant, Private Wealth

🏢
BMO
📍 Pickering, Canada
📍
Location Pickering
📅
Posted June 08, 2026
🚗
Commute Local Area
🎯
Local Opportunity Near You!

This job is in your area. Enjoy a short commute and work close to home.

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Job 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 ...

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    📍 Location Details

    🌆
    City
    Pickering
    🗺️
    Country
    Canada
    🚗
    Commute
    Local Area

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