BM

Portfolio Assistant

Edmonton, Edmonton region
On-site
Full-time
No salary posted2 days ago
Employment type
Full-time · On-site
Posted
September 17, 2026
Province
Alberta (AB)

Hiring confidence: Sparse posting · 33/100

This posting is missing most of the signals we look for, or shows patterns common to listings that are not actively being filled. Check with the employer before applying. How this is scored

Job Overview

This is only part of this posting — the job board it came from publishes a short summary. Read the full posting.
Application Deadline: 10/01/2026 Address: 10175 101 Street NW Job Family Group: Wealth Sales & Service Provides administrative and operational support to the delivery of financial and investment planning and advice to deliver an exceptional customer experience. Works collaboratively within the assigned team / branch and with business partners. Identifies gaps, issues and best practices through monitoring of sales and service performance targets against plans. Contribute to the team's business o…

This role is based in Alberta. BMO is hiring for this full-time position through Jobily, where you can check how well your resume matches the posting before you apply.

Market context

About this role in Alberta

Average salary for Portfolio Assistant in Alberta

We do not have a salary benchmark for this title in Alberta yet. The posting does not state a salary either.

NOC code

This posting has not been matched to a NOC 2021 unit group yet. Use the NOC finder to identify the code from the duties listed above.

Typical qualifications for Canadian employers

  • Ability to work collaboratively within a team
  • Ability to identify gaps and issues in service delivery
  • Knowledge of financial and investment planning concepts
  • Strong organizational skills

Fit check

Is this role right for you?

Top skills this posting asks for:

  • Administrative support
  • Customer service
  • Financial services knowledge

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What you'll do

  • Provide administrative and operational support to financial and investment planning delivery
  • Deliver exceptional customer experience
  • Monitor sales and service performance targets against plans
  • Identify gaps, issues and best practices through performance monitoring
  • Collaborate with team members and business partners
  • Contribute to team business objectives

What you'll need

  • Ability to work collaboratively within a team
  • Ability to identify gaps and issues in service delivery
  • Knowledge of financial and investment planning concepts
  • Strong organizational skills

About the Company

BM

BMO