Full time

Portfolio Associate, Private Wealth

Posted by BMO • Markham, Ontario, Canada

📍 Markham, Ontario 🕒 March 23, 2026

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About the Role

Application Deadline:
03/31/2026Address:
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.
Assists in preparing new business proposals or presentations to clients/prospects based upon their needs.
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.
Coord...
                

Job Details

Location Markham, Ontario
Job Type Full time
Category Financial Specialists
Posted March 23, 2026
Deadline May 02, 2026

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