Full time

Portfolio Assistant, Private Wealth

Posted by BMO • Markham, Ontario, Canada

📍 Markham, Ontario 🕒 March 22, 2026

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About the Role

Application Deadline:
03/30/2026Address:
3985 Highway 7 EastJob 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 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...
                

Job Details

Location Markham, Ontario
Job Type Full time
Category Financial Specialists
Posted March 22, 2026
Deadline May 01, 2026

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