Portfolio Assistant, Private Wealth

BMO

Markham, Ontario, Canada
$38,500.00 - $71,000.00; not specified; not specif...
Client relationship management
Investment product knowledge
Sales material coordination
Provides administrative and operational support to deliver financial and investment planning and advice, aiming for an exceptional customer experience

Job Summary

  • Provides administrative and operational support to deliver financial and investment planning and advice, aiming for an exceptional customer experience.
  • Contributes to business objectives by building client relationships, expanding business growth potential through telemarketing, and coordinating marketing activities.
  • 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 to deliver financial and investment planning and advice, aiming for an exceptional customer experience.

Salary

$38,500.00 - $71,000.00; Not specified; Not specified

Skills & Requirements

Must-have

  • Client relationship management
  • Investment product knowledge
  • Sales material coordination
  • Client complaint resolution
  • Risk management framework application

Nice-to-have

  • Client acquisition
  • Telemarketing and outbound calls
  • Develop rapport and instill confidence
  • Learning from differences

Key Requirements

  • 2-3 years of relevant experience
  • Post-secondary degree or equivalent
  • Canadian Security Course preferred
  • CIM or CFA enrollment an asset

Work Rights

Not specified

Tailored Resume

Cover Letter