Portfolio Assistant (12-month Contract)

BMO

Waterloo, Canada
$36,600.00 - $67,500.00; not specified; health ins...
Financial and investment planning
Client relationship management
Sales and service performance monitoring
Provides administrative and operational support for financial and investment planning to deliver an exceptional customer experience

Job Summary

  • Provides administrative and operational support for financial and investment planning to deliver an exceptional customer experience.
  • Contributes to business objectives by building client relationships, acquiring new clients, and expanding business growth potential through telemarketing and outbound calls.
  • BMO offers a total compensation package that may include performance-based incentives, discretionary bonuses, health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

Provides administrative and operational support for financial and investment planning to deliver an exceptional customer experience.

Salary

$36,600.00 - $67,500.00; Not specified; Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Financial and investment planning
  • Client relationship management
  • Sales and service performance monitoring
  • Investment services marketplace knowledge
  • Risk and compliance processes

Nice-to-have

  • Develop rapport and instill confidence
  • Proactive business growth contribution
  • Exceptional customer experience delivery

Key Requirements

  • 2-3 years of relevant experience
  • Post-secondary degree or equivalent
  • Advanced knowledge of investment process
  • Advanced knowledge of proprietary products
  • Relevant investment industry licensing

Work Rights

Not specified

Tailored Resume

Cover Letter