Full time

Portfolio Assistant

Posted by BMO • Edmonton, Alberta, Canada

📍 Edmonton, Alberta 🕒 March 23, 2026

Apply for this Job Similar Jobs

About the Role

Application Deadline:
03/05/2026Address:
10175 101 Street NWJob Family Group:
Wealth Sales & ServiceProvides 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.
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 produc...
                

Job Details

Location Edmonton, Alberta
Job Type Full time
Category Financial Clerks
Posted March 23, 2026
Deadline May 02, 2026

Ready to Apply?

Submit your application today and take the next step in your career journey with BMO.

Apply Now