Portfolio Assistant, Private Wealth

BMO

Full time Financial Specialists
Apply Now
Location
Pickering, Ontario, Canada
Posted
March 11, 2026

Job Description

Application Deadline:

03/30/2026

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 ...

    • Job Details

    • Job Type
      Full time
    • Category
      Financial Specialists
    • Date Posted
      March 11, 2026
    • Application Deadline
      April 20, 2026