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Eric Joly Email & Phone Number
Portfolio Assistant
at
BMO Private Wealth
1 work email found
@bmo.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 86%
Who is Eric Joly? Overview
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Quick answer
Eric Joly is listed as Portfolio Assistant at BMO Private Wealth, based in Montreal, Quebec, Canada. AeroLeads shows a work email signal at bmo.com and a matched LinkedIn profile for Eric Joly.
Eric Joly holds Graduate Diploma, Management from Hec Montréal.
Company email context
Email format at BMO Private Wealth
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{first}.{last}@bmo.com
86% confidence
AeroLeads found 1 current-domain work email signal for Eric Joly. Compare company email patterns before reaching out.
Profile bio
About Eric Joly
Portfolio Assistant for BMO Private Investment Counsel Inc. – one of Canada’s oldest and largest investment counselling firms – the discretionary investment arm of BMO Private Banking.
Current workplace
Eric Joly's current company
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2 roles
Eric Joly work experience
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Portfolio Assistant
Current-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 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 and expanding the business growth.-Coordinates marketing activities and sales material to support clients. Independently resolves client complaints in a timely and effective manner. Keeps current with investment services marketplace, products, and service offerings and the legal and regulatory environment for the industry. -Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones. Analyzes data and information to provide insights and recommendations.-Gathers and formats data into regular and ad-hoc reports, and dashboards. Provides specialized support related to investment client services issues including preparing information for client meetings, annual reviews, etc.
Oct 2022 - Present
4 education records
Eric Joly education
Graduate Diploma, Management
Bachelor Of Arts (B.A.), Political Science
Music Production And Technology
Diploma Of Collegial Studies, Cinema And Communications
FAQ
Frequently asked questions about Eric Joly
Quick answers generated from the profile data available on this page.
What company does Eric Joly work for?
Eric Joly works for BMO Private Wealth.
What is Eric Joly's role at BMO Private Wealth?
Eric Joly is listed as Portfolio Assistant at BMO Private Wealth.
What is Eric Joly's email address?
AeroLeads has found 1 work email signal at @bmo.com for Eric Joly at BMO Private Wealth.
Where is Eric Joly based?
Eric Joly is based in Montreal, Quebec, Canada while working with BMO Private Wealth.
What companies has Eric Joly worked for?
Eric Joly has worked for Bmo Private Wealth.
How can I contact Eric Joly?
You can use AeroLeads to view verified contact signals for Eric Joly at BMO Private Wealth, including work email, phone, and LinkedIn data when available.
What schools did Eric Joly attend?
Eric Joly holds Graduate Diploma, Management from Hec Montréal.
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