Portfolio Assistant Job in Halifax for BMO | Jobs.ca

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Portfolio Assistant

November 29 2021
Industries Bank, Insurance, Financial services
Categories Bank, Insurance, Financial Services
Halifax, NS


1675 Grafton Street

Job Family Group:

Wealth Sales & Service


Consistently provide superior quality sales & fulfillment support to a group of Investment Management clients with the objective of exceeding customer expectations. Accountable for executing on all aspects of Investment Management administration. Seeks, recognizes, and acts upon opportunities to expand business relationships with clients.

Key Accountabilities

Client & Relationship Management

  • Provide a superior level of courteous, knowledgeable, friendly and professional service to all existing and potential clients relating to investment management services consistent with delivery of the desired client experience
  • Take ownership of client inquiries/concerns/complaints, ensuring timely resolution
  • Develop a rapport and instill confidence with clients in order to develop credibility as a representative of Private Wealth
  • Assist in preparing new business proposals or presentations to clients/prospects.
  • Assist the Investment Counsellor(s) in preparing for client meetings.
  • Develop and maintain knowledge and understanding of Private Wealth services and offerings, with a focus on investment products and procedures
  • Perform required client sales & service support activities as required to meet client needs and maintain overall service levels

Administrative/Sales Support

  • Monitor cash management reporting (including overdraft reporting and large cash balances)
  • Ensure the timely and accurate processing of trade order management activities
  • Ensure the proper adherence to account administration and maintenance
  • Identify opportunities to increase profitability, create capacity and reduce expenses
  • Recognize potential new business opportunities and refer/discuss them with the Investment Counsellor (both within Private Wealth and BMO as a whole)
  • Undertake other administrative responsibilities (including performance reporting, compliance, monitoring trade activity, and other related functions/duties)
  • Provide after sales support and handle exceptions tactfully, accurately and efficiency in accordance with Bank policy

Team Participation

  • Participate in internal projects and initiatives of varying scope and responsibility
  • Participate in team meetings and conference calls as applicable
  • Take initiative, be accountable, and work in a team-orientated environment
  • Collaborate with other individuals within support team to ensure coverage is always maintained.
  • Share knowledge with team members.

Risk Management

  • Follow security and safeguarding procedures and apply appropriate due diligence for the prevention of loss due to fraud, counterfeiting, money laundering or defalcation in accordance with Bank policy
  • Protect the Bank’s assets by adhering to all banking, investment and lending regulations (as appropriate), Policies and Procedures, legal and ethical requirements, process requirements, bank guidelines and established risk guidelines
  • Participate in audits and compliance reviews as assigned
  • Accountable for accurate preparation and completion of account documentation.



  • Undergraduate degree or equivalent industry experience
  • Investment industry experience (1-4 years)
  • CSC or willingness to obtain


  • Strong customer service focus
  • Communication skills
  • Able to handle high pressure situations with tight turnaround
  • Organizational skills
  • Comfortable with learning new computer applications
  • Ability to deal with complex, controversial, and sensitive issues
  • Open to change and acts as a change agent for new initiatives
  • Demonstrated history of responsiveness and problem-solving capabilities

Additional Accountabilities

  • Participate in client presentations
  • Participate in research, analysis and marketing
  • Project support/coordination
  • Participate in Portfolio Assistant training
  • Solicit referrals and suggest increased offerings
  • Proactively identify and recommend opportunities for process improvement, customer service and technology
  • Mentor new employees

We’re here to help

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.