Portfolio Assistant - Private Wealth

BMO

Moncton, Canada
$36,600.00 - $67,500.00; not specified; health ins...
Client relationship management
Sales and service performance monitoring
Product and service information
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 growth through client acquisition, telemarketing, outbound calls, and coordinating marketing activities.
  • BMO offers a total compensation package that may include performance-based incentives, bonuses, health insurance, tuition reimbursement, 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

  • Client relationship management
  • Sales and service performance monitoring
  • Product and service information
  • Risk management framework application
  • Client complaint resolution

Nice-to-have

  • Develop rapport and instill confidence
  • Maximize relationship retention and growth
  • Contribute to team business objectives
  • Proactive client acquisition

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter