Portfolio Assistant, Private Wealth

BMO

Oakville, , CA
Base: $38,500.00 - $71,000.00; bonus/equity: may i...
Financial and investment planning support
Client relationship management
Portfolio management and trade execution
BMO is committed to creating lasting, positive change for customers, communities, and employees by fostering innovation and collaboration

Job Summary

  • BMO is committed to creating lasting, positive change for customers, communities, and employees by fostering innovation and collaboration.
  • The role supports the delivery of exceptional customer experience through financial and investment planning and advice within the Private Wealth team.
  • BMO offers a comprehensive total compensation package including health insurance, tuition reimbursement, accident and life insurance, retirement savings plans, and performance-based incentives.

Matching Summary

BMO is committed to creating lasting, positive change for customers, communities, and employees by fostering innovation and collaboration.

Salary

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

Skills & Requirements

Must-have

  • Financial and investment planning support
  • Client relationship management
  • Portfolio management and trade execution
  • Sales and service performance monitoring
  • Marketing coordination and telemarketing
  • Risk and compliance adherence

Nice-to-have

  • Collaboration and team skills
  • Analytical and problem solving skills
  • Influence and communication skills
  • Creative problem solving
  • Client acquisition from internal and external sources

Key Requirements

  • 3-5 years relevant experience
  • Post-secondary degree in related field
  • Finance related degree preferred
  • General knowledge of financial markets and portfolio theory
  • Advanced knowledge of investment processes and proprietary products
  • Canadian Securities Course preferred
  • Enrollment in CIM or CFA courses is an asset

Work Rights

Not specified

Tailored Resume

Cover Letter