Portfolio Assistant Sales

BMO Financial Group

Ottawa, Ontario, Canada
Base: $38,500.00 - $71,000.00; bonus/equity: may i...
2-3 years relevant experience
Post-secondary degree in related field
Investment industry licensing
The role provides administrative and operational support to deliver exceptional customer experiences in financial and investment planning

Job Summary

  • The role provides administrative and operational support to deliver exceptional customer experiences in financial and investment planning.
  • Employees are responsible for expanding business growth through telemarketing, outbound calls, and building client relationships from internal and external sources.
  • BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

The role provides administrative and operational support to deliver exceptional customer experiences in financial and investment planning.

Salary

Base: $38,500.00 - $71,000.00; Bonus/Equity: May include commission structure and performance-based incentives; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • 2-3 years relevant experience
  • post-secondary degree in related field
  • investment industry licensing
  • client acquisition and retention
  • telemarketing and outbound calls
  • risk and compliance process adherence

Nice-to-have

  • advanced knowledge of proprietary products
  • strong verbal and written communication skills
  • ability to analyze data for insights
  • collaborative team player mindset
  • proactive problem-solving abilities

Key Requirements

  • 2-3 years of relevant experience
  • Post-secondary degree or equivalent
  • Relevant investment industry licensing
  • Advanced knowledge of investment processes
  • Compliance with regulatory requirements

Work Rights

Not specified

Tailored Resume

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