Client Service Clerk

Employer: Bmo Financial

Location: Toronto, Ontario

Salary: $15.00 to $31.00 hourly

Application Deadline: 09/29/2026 Address: 30 St. Clair Avenue West Job Family Group: Wealth Sales & ServiceAs 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. 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 acqui