Portfolio Assistant, Winter 2027 (Co-op/Internship), Montreal - 4 months
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What you'll do
- Manage calendars, schedules, and meeting logistics to ensure efficient coordination of client appointments and team activities.
- Prepare documentation, reports, meeting materials, and client review packages to support financial planning and investment discussions.
- Maintain accurate client records and ensure all administrative tasks are completed in a timely and compliant manner.
- Coordinate office workflows, monitor deadlines, and help ensure operational excellence across the team.
- Organize and maintain work information, files, and documentation to ensure accuracy, completeness, and accessibility.
- Support the implementation of strategic initiatives by coordinating deliverables, tracking milestones, and monitoring progress.
- Gather, format, and analyze data to prepare regular and ad hoc reports, dashboards, and business insights.
- Deliver exceptional service by responding to client inquiries, managing requests, and ensuring client needs are met efficiently and professionally.
- Prepare materials and information required for client meetings, annual reviews, and investment-related discussions.
- Coordinate marketing activities, client events, and sales materials to support advisor and client engagement.
- Identify opportunities to improve processes, service delivery, and operational efficiency.
- Monitor business performance metrics and help identify trends, gaps, and best practices to support team objectives.
What they're looking for
- 0-1 year of experience in an administrative, financial services, client service, or operations support role.
- Post-secondary education in Business, Finance, Administration, or a related field, or an equivalent combination of education and experience.
- Strong administrative, organizational, and time-management skills with the ability to manage competing priorities.
- Experience coordinating schedules, documents, client communications, and operational processes.
- Excellent attention to detail and a commitment to accuracy.
- Strong communication and relationship-building skills.
- Analytical thinking and problem-solving capabilities.
- Ability to work collaboratively in a team-oriented environment.
- Relevant investment industry licensing, where required.
- Fluent in French and English
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
Application Deadline:
Address:
1250 boul Rene Levesque OuestJob Family Group:
As a Portfolio Assistant, you will serve as the operational backbone of the team, ensuring smooth day-to-day branch operations and efficient execution of administrative processes. This role is ideal for a detail-oriented professional who enjoys organization, relationship management, and coordinating multiple priorities in a fast-paced financial services environment.
Working closely with advisors, clients, and business partners, you will help streamline operations and support administrative projects within the team.
What You'll Do
Administrative & Operational Support
- Manage calendars, schedules, and meeting logistics to ensure efficient coordination of client appointments and team activities.
- Prepare documentation, reports, meeting materials, and client review packages to support financial planning and investment discussions.
- Maintain accurate client records and ensure all administrative tasks are completed in a timely and compliant manner.
- Coordinate office workflows, monitor deadlines, and help ensure operational excellence across the team.
- Organize and maintain work information, files, and documentation to ensure accuracy, completeness, and accessibility.
- Support the implementation of strategic initiatives by coordinating deliverables, tracking milestones, and monitoring progress.
- Gather, format, and analyze data to prepare regular and ad hoc reports, dashboards, and business insights.
Client Experience & Relationship Management
- Deliver exceptional service by responding to client inquiries, managing requests, and ensuring client needs are met efficiently and professionally.
- Prepare materials and information required for client meetings, annual reviews, and investment-related discussions.
Business Development & Team Support
- Coordinate marketing activities, client events, and sales materials to support advisor and client engagement.
- Identify opportunities to improve processes, service delivery, and operational efficiency.
- Monitor business performance metrics and help identify trends, gaps, and best practices to support team objectives.
Risk, Compliance & Governance
- Ensure all activities comply with regulatory requirements, policies, and procedures.
- Support risk management and compliance processes that protect client interests and safeguard bank assets.
- Maintain current knowledge of investment products, services, industry trends, and regulatory requirements.
What You'll Bring
- 0-1 year of experience in an administrative, financial services, client service, or operations support role.
- Post-secondary education in Business, Finance, Administration, or a related field, or an equivalent combination of education and experience.
- Strong administrative, organizational, and time-management skills with the ability to manage competing priorities.
- Experience coordinating schedules, documents, client communications, and operational processes.
- Excellent attention to detail and a commitment to accuracy.
- Strong communication and relationship-building skills.
- Analytical thinking and problem-solving capabilities.
- Ability to work collaboratively in a team-oriented environment.
- Relevant investment industry licensing, where required.
Why Join Us?
This position offers the opportunity to become a critical member of a collaborative investment team, where your organizational expertise, administrative excellence, and client-first mindset directly contribute to business success and an outstanding client experience. You'll gain network and exposure in wealth management while developing valuable operational and project coordination skills.
You’re fluent in French and English as this role provides support to clients and team members inside and/or outside the province of Quebec.
Salary:
Pay Type:
The above represents BMO Financial Group’s pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.
BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
About Us
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.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Company
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