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Portfolio Assistant Sales

BMO
Full time Ottawa, Ontario Sales Representatives, Services
Posted:
June 05, 2026
Location:
Ottawa, Ontario, Canada

Job Description

Application Deadline:

04/27/2026

Address:

1600 Carling Avenue

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 objectives by building and maintaining client relationships through client acquisition both from internal referrals (within existing book of business) and external sources (through marketing initiatives).
  • Expands the business growth potential of the team through telemarketing and outbound calls.
  • Coordinates marketing activities and sales material to support client / prospect conversations.
  • Provides knowledge detailed information about produc...

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    Job Overview

    Job Type: Full time
    Location: Ottawa, Canada
    Posted: June 05, 2026
    Deadline: July 15, 2026