R260025949 Portfolio Assistant, Winter 2027 (Co-op/Internship), Brossard - 4 months

About the role

Four-month Winter 2027 Portfolio Assistant internship in Brossard supporting investment planning, client service, sales activity, reporting, and branch operations. The role involves building client relationships, coordinating meetings and marketing materials, resolving client issues, analyzing information, and following investment, risk, compliance, legal, and privacy requirements.

Responsibilities

• Provide administrative and operational support for financial and investment planning and advice.
• Build client relationships through internal referrals, external sources, telemarketing, and outbound calls.
• Coordinate marketing activities, sales materials, client meetings, annual reviews, and office coverage.
• Provide investment product and service information and determine appropriate client communications.
• Prepare reports, dashboards, data analyses, metrics, and recommendations for strategic initiatives.
• Resolve client complaints, manage requests, protect client assets, and follow risk and compliance procedures.

Requirements

• Post-secondary degree in a related field or equivalent combination of education and experience.
• Two to three years of relevant experience is typically expected for the role.
• Advanced knowledge of investment processes, procedures, proprietary products, and services.
• Relevant investment industry licensing for the designated jurisdiction or portfolio.
• Good communication, organization, collaboration, analytical, and problem-solving skills.

Program Details

• Location: Brossard, Quebec, at 2340A boulevard Lapiniere.
• The position is a four-month co-op or internship for Winter 2027.
• BMO states that training and coaching, manager support, and network-building opportunities are provided.