Portfolio Assistant, Private Wealth
BMO — Burnaby, BC, CAN
Posted 2026-10-29
Application Deadline: 11/08/2026 Address: 6023 Silver Drive 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. Gathers and formats data into regular and ad-hoc reports, and dashboards. Provides specialized support related to investment client services issue including preparing information for client meetings, annual reviews, etc. Ensures client needs are met or exceeded; manages requests in accordance with established policies and procedures. Maintain the schedule / calendar to coordinate customer meetings and office coverage. Meets high-quality service standards to maximize relationship retention and growth. Develops rapport and instills confidence with the client to develop credibility and earn their trust. Organizes work information to ensure accuracy and completeness. Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensures an effe