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Added 6 mins ago
Unit Claims Manager, Accident Benefits - Dispute Management Team
Intact FC
Toronto, ON · Mississauga, ON · Ajax, ON · Richmond Hill, ON
Full-time
Ongoing reporting on KPIs, metrics and unit audits to provide analytical analysis and oversight on emerging trends.
Added 6 mins ago
Manager, Liquidity Risk Measurement
Royal Bank of Canada
Toronto, ON
Full-time
The Manager, Liquidity Risk Measurement is a key member of the Corporate Treasury liquidity center of expertise, responsible for measurement, analysis, and reporting of RBC's consolidated…
Added 6 mins ago
Procurement Co-op
Veolia Environnement SA
Oakville, ON
Internship
Supplier Research & Market Analysis Support: Conduct preliminary market research on suppliers specializing in mechanical, electrical, and fabrication services. Compile supplier capability…
Added 6 mins ago
Payroll Analyst
Spectrum Health Care
Toronto, ON
$65,000 to $75,000 CAD / year
Full-time
…analytical Payroll Analyst to join our corporate team in Toronto. Reporting to the Payroll Manager, you will process end‑to‑end payroll for our expanding workforce, ensure accuracy and…
Added 6 mins ago
Senior Sales Response Manager, Loopio Champion
Loopio Inc.
Remote, Canada
$88,100 to $117,500 CAD / year
Full-time · Remote
Loopio is looking for a Senior Sales Response Manager to take ownership of our most complex and highest-stakes proposal responses and to serve as our internal Loopio Champion. Building on…
Added 6 mins ago
Marketing Analyst, Consumer & Operator Insights
''
Toronto, ON
Full-time
Reporting to the Sr. Manager, North America Insights, you will help build and champion consumer and operator insights that drive business growth. Through consumer research, syndicated data,…
Added 6 mins ago
Senior Financial Analyst, Real Estate Finance
Nicola Wealth
Vancouver, BC
Assist with budgeting, forecasting and management reporting processes through the extraction, validation and analysis of data from Yardi.
Added 18 mins ago
Senior Coordinator, Business Support and Program Management
Canadian Red Cross
Canada
Full-time
The role serves as a central coordination point for education and training operations, including learning pathways, scheduling systems, quality standards, data collection, reporting, and…
Added 19 mins ago
Observability Engineer (KUBERNETES & CONTAINERS, GITOPS & AUTOMATION, QUERY LANGUAGES, CLOUD & INFRASTRUCTURE)
Apptoza Inc.
Toronto, ON
Contract
Implement AI-powered anomaly detection for metrics and logs • Build predictive alerting using machine learning models to forecast issues before they occur • Develop intelligent alert…
Added 19 mins ago
Senior Financial Analyst
IFG - International Financial Group
Mississauga, ON
$40 to $47 CAD / hour
Contract
Reporting to the Accounting Manager, the successful candidate will support month-end, quarter-end and year-end close activities, including journal entries, reconciliations, accruals and…
Added 19 mins ago
Compensation Benefits Manager
Confidential
Toronto, ON · Greater Toronto Area, Canada
Full-time
The Manager, Total Compensation, is responsible for developing, implementing and governing enterprise compensation strategy. This role ensures compensation programs are competitive,…
Added 19 mins ago
Sales Operations Specialist
Experis Canada
Montreal, QC
Contract
Knowledge of sales KPIs, customer retention metrics and commercial reporting.
Added 21 mins ago
Program Manager, Operational Performance
WestJet Group
Calgary, AB
…Performance Advisor partners directly with frontline leaders and functional teams to define and translate strategy into day-to-day performance. By bringing structure, analysis, and…
Added 21 mins ago
Manager, Banking and Network Risk
Corpay
Toronto, ON
Corpay is currently looking to hire a Manager, Banking and Network Risk within our Finance and Treasury organization. This position is located in Toronto, Ontario, Canada. In this role, you…
Added 35 mins ago
Assistant Controller/Senior Finance Manager
Ramudden
Stouffville, ON
Full-time
We are seeking a detail-oriented and highly organized Senior Finance Manager / Assistant Controller to join our Finance team. In this role, you will support the accuracy, integrity, and…
Added 48 mins ago
Supply Chain Optimization Analyst (Contract)
Riverside Natural Foods Ltd. (Home of MadeGood)
Toronto, ON · North York, ON
Contract
Reporting to the E2E Supply Chain Optimization Manager, this role will use data, supply-chain knowledge and critical thinking to identify opportunities, investigate root causes and turn…
Added 51 mins ago
Analyst – CA FIU Quality Assurance (QA) (5505)
TD
Toronto, ON · Ottawa, ON · Markham, ON
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Analyze data and draw conclusions to meet program health reporting requirements
Added 51 mins ago
TDS Operations Analyst III
TD
Toronto, ON
Full-time
Reporting to the Manager, Corporate Lending Operations, the successful candidate will be responsible for servicing a portfolio of Corporate Lending Clients
Added 51 mins ago
Financial Crime Risk Analyst II (5550)
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Analyze data and draw conclusions to meet program health reporting requirements
Added 51 mins ago
Business Insights Analyst II
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The Senior Business Intelligence Analyst, with Third Party Risk Product Owner Team, is responsible for delivering data-driven solutions, analytics, reporting capabilities, and product…
Added 51 mins ago
Business Systems Analyst III
TD
Toronto, ON
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Responsibilities include partnering with business and technology stakeholders to define requirements, coordinate releases, manage data integrations, support business and regulatory…
Added 51 mins ago
Incident & Emergency Management Specialist
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Full-time
Reporting to the Manager, Incident & Emergency Management, this position provides senior-level technical leadership and subject matter expertise in incident investigations, emergency…
Added 51 mins ago
Business Data Analyst
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Toronto, ON
Full-time
We are looking for a Business Data Analyst to join our analytics team and help deliver data-driven insights across product performance, customer onboarding, operational efficiency, and…
Added 51 mins ago
Senior Ecommerce Account Manager, Canada
Munchkin
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Full-time
Reporting to the Sales Director, the Senior Ecommerce Account Manager will play a key role in accelerating Munchkin’s Ecommerce growth in Canada. This position will manage and grow Amazon…
Added 51 mins ago
Manager, Integrated Care & Experience - East Region Virtual Care Clinic (ERVCC)
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The ERVCC Manager plays a pivotal leadership role within the ERVCC team. This role is responsible for the effective day-to-day management of operations, oversight of team performance,…

BMO

Portfolio Assistant

Vancouver, BC, Canada
FBT, Canada

Pay: $40,500.00 - $80,000.00
Job type: Full-time
Apply by: Oct 5, 2026
Experience: Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
Posting language: English
Posted: Sep 25, 2026

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Original job description

Application Deadline:

10/04/2026

Address:

595 Burrard Street

Job Family Group:

Wealth Sales & Service

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 / branch 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 through client acquisition both from internal referrals (within existing book of business) and external sources (through marketing initiatives).
Expands the business growth potential of the team through telemarketing and outbound calls.
Coordinates marketing activities and sales material to support client / prospect conversations.
Provides knowledge detailed information about products and services offered.
Determines appropriate communication/service regarding all aspects of investing.
Independently resolves client complaints in a timely and effective manner; escalates as required.
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 issue including preparing information for client meetings, annual reviews, etc.
Ensures client needs are met or exceeded; manages requests in accordance with established policies and procedures.
Maintain the schedule / calendar to coordinate customer meetings and office coverage.
Meets high-quality service standards to maximize relationship retention and growth.
Develops rapport and instills confidence with the client to develop credibility and earn their trust.
Organizes work information to ensure accuracy and completeness.
Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensures an effectively run branch.
Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.
Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
Analyzes issues and determines next steps.
Broader work or accountabilities may be assigned as needed.
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.
Qualifications:
Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
Advanced knowledge of investment process and procedures.
Advanced knowledge of proprietary products and services in order to identify potential products and services to client needs and advise members of the team.
Relevant investment industry licensing for the designated jurisdiction / portfolio.
Specialized knowledge.
Verbal & written communication skills - Good.
Organization skills - Good.
Collaboration & team skills - Good.
Analytical and problem solving skills - Good.

Salary:

$40,500.00 - $80,000.00

Pay Type:

Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

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More about this job

Responsibilities

Provides administrative and operational support for financial and investment planning to ensure an exceptional customer experience. Manages client relationships, executes marketing activities, and ensures compliance with regulatory and risk management policies.

Requirements

Requires 2-3 years of relevant experience and a post-secondary degree in a related field. Candidates must possess advanced knowledge of investment processes, proprietary products, and relevant industry licensing.

Skills

Administrative support
Operational support
Financial planning
Investment planning
Client acquisition
Telemarketing
Outbound calls
Data analysis
Reporting
Dashboard creation
Regulatory compliance
Risk management
Problem solving
Communication skills
Collaboration

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans
Performance-based incentives
Discretionary bonuses

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Investment Planning
Financial Services
Client Acquisition
Telemarketing
Regulatory Compliance
Risk Management
Data Analysis
Reporting
Dashboards
Customer Service
Investment Products
Portfolio Management
Sales Targets
Branch Operations
Financial Planning
Client Retention
Strategic Initiatives
Marketplace Knowledge
Banking

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