Portfolio Assistant
BMO — Mississauga, ON, CAN
Posted 2026-08-24
Application Deadline: 09/03/2026 Address: 6605 Hurontario Street Job Family Group: Wealth Sales & Service BMO Private Wealth is centered on long‑term client relationships. We support high‑net‑worth clients and families with tailored advice across investments, planning, and complex banking needs. Our teams work closely together to deliver a high‑touch, personalized experience, balancing strong investment discipline with proactive service and trusted advice. BMO Private Investment Counsel (BPIC) is BMO’s discretionary portfolio management business, focused on delivering customized investment solutions and ongoing portfolio management to high-net-worth clients. The Portfolio Assistant 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 / 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 in