R260025949 Portfolio Assistant, Winter 2027 (Co-op/Internship), Brossard - 4 months
Core
Provides administrative and operational support to the delivery of financial and investment planning and advice, while contributing to business growth through client acquisition and telemarketing.
Role type
Portfolio Assistant (Co-op/Internship)
Builds
Client relationships and business growth for the Wealth Sales & Service team
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Investment process knowledge, product knowledge, data analysis, report generation, client relationship management, risk compliance adherence
Preferred skills
Investment industry licensing, telemarketing experience, strategic initiative coordination
Technologies
Dashboards, reporting tools
Responsibilities
Monitor sales and service performance targets, conduct telemarketing and outbound calls, coordinate marketing activities, resolve client complaints, analyze data for insights, prepare client meeting materials, maintain client schedules, ensure risk and compliance policy adherence
Seniority
Entry-level / Co-op