Portfolio Assistant

Torontoonsite$41K – $80K

Posted yesterday · via Workday

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About this role

Application Deadline: 09/29/2026 Address: 30 St. Clair Avenue West Job Family Group: Wealth Sales & Service As a Portfolio Assistant supporting Investment Counsellors within BMO Private Investment Counsel (BPIC), you will play a key role in delivering an exceptional client experience for affluent and high-net-worth clients. Acting as a trusted partner to the Investment Counsellor team, you will help manage client relationships, prepare investment and portfolio-related materials, coordinate client servicing activities, and ensure the efficient administration of discretionary investment accounts. This is an excellent opportunity for a detail-oriented wealth management professional with a passion for investments, client service, and relationship management.…

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