Portfolio Assistant
BMO — Vancouver, BC, CAN
Posted 2026-08-31
Application Deadline: 09/06/2026 Address: 595 Burrard Street 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. 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). Gathers and formats data into regular and ad-hoc reports, and dashboards. Ensures client needs are met or exceeded; manages requests in accordance with established policies and procedures. Provides specialized support related to investment client services issue including preparing information for client meetings, annual reviews, etc. Maintain the schedule / calendar to coordinate customer meetings and office coverage. Provides knowledge detailed information about products and services offered. Determines appropriate communication/service regarding all aspects of investing. Independently resolves client compla