Portfolio Assistant

BMO

Full time Financial Clerks
Apply Now
Location
Edmonton, Alberta, Canada
Posted
March 23, 2026

Job Description

Application Deadline:

03/05/2026

Address:

10175 101 Street NW

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 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

    • Job Type
      Full time
    • Category
      Financial Clerks
    • Date Posted
      March 23, 2026
    • Application Deadline
      May 02, 2026