About the role#
This Portfolio Assistant co-op position provides administrative and operational support for financial and investment planning. You will work within a branch team to help deliver an effective customer experience. This is a full-time, paid internship based in Brossard, Quebec for the Winter 2027 term.
What you'll do#
- Support investment client services by preparing information for meetings and annual reviews.
- Build and maintain client relationships through internal referrals and marketing initiatives.
- Grow the business through outbound calls and telemarketing.
- Monitor sales and service performance to identify gaps and best practices.
- Resolve client complaints and escalate issues when necessary.
- Coordinate marketing activities and manage sales materials.
- Analyze data to provide insights and prepare reports or dashboards.
- Manage calendars and schedules to coordinate customer meetings and office coverage.
- Follow risk and compliance processes to protect client privacy and bank assets.
- Provide detailed information about products and services to clients and team members.
What you'll need#
- A post-secondary degree in a related field or an equivalent combination of education and experience.
- Typically 2 to 3 years of relevant experience.
- Advanced knowledge of investment processes, procedures, and proprietary products.
- Relevant investment industry licensing for the designated jurisdiction.
- Strong verbal and written communication skills in both French and English.
- Analytical, organizational, and problem-solving skills.
- Ability to work collaboratively within a team.
Location & details#
- Location: Brossard, Quebec, Canada.
- Term: Winter 2027 (4 months).
- Modality: On-site.
- Employment type: Full-time.
About BMO
BMO is a financial services organization that provides personal banking, commercial banking, wealth management, capital markets, and asset management. Founded in 1817, the company operates as a public entity. It maintains a workforce of over 60,000 employees. The firm is headquartered in Toronto with additional office locations in Chicago.
How to get in at BMO
Securing an internship at BMO requires speed, as early applicants are often reviewed before the volume of candidates becomes unmanageable. Intern Insider sends an instant alert the moment a role matching your target is published anywhere, ensuring you can apply among the first. This proactive approach helps you get your materials in front of the team early in the hiring cycle. You can also improve your response rates by reaching out to the recruiters behind the company's roles directly. Intern Insider surfaces these specific contacts, allowing you to ask relevant questions about the internship or seek a referral. Connecting with the right person often provides more clarity than submitting an application into a general queue.
