Portfolio Assistant Sales

BMO

Ottawa, Ontario, Canada
Base: $38,500.00 - $71,000.00; bonus/equity: may i...
2-3 years relevant experience
Advanced knowledge of investment process
Relevant 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 coordinating marketing activities.
  • BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, 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
  • Advanced knowledge of investment process
  • Relevant investment industry licensing
  • Post-secondary degree in related field
  • Strong verbal and written communication skills

Nice-to-have

  • Ability to build rapport with clients
  • Collaborative team player mindset
  • Analytical problem-solving abilities
  • Proactive approach to identifying gaps

Key Requirements

  • 2-3 years of relevant experience
  • Post-secondary degree or equivalent combination
  • Relevant investment industry licensing for jurisdiction
  • Advanced knowledge of proprietary products and services

Work Rights

Not specified

Tailored Resume

Cover Letter