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Added 3 mins ago
Operations Manager, Integrated Customer Solutions (Fly in/Fly out - 14/14)
Grainger Canada
Edmonton, AB
Full-time
Reporting to the Market Manager, the Operations Manager, ICS will work at the Customer Facility providing day-to-day strategic leadership in building a high performing, engaged team who…
Added 17 mins ago
Manager, Pricing
Scotiabank
Toronto, ON
The Manager, Pricing Operations is accountable for leading or supporting the execution of different Real Estate Secured Lending (RESL) pricing initiatives for residential mortgages and…
Added 32 mins ago
Customer Experience Associate
TD
Woodstock, ON
Part-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 32 mins ago
Personal Banking Associate Trainee Future Opportunities (Richmond Hill, Newmarket, Aurora, North York and Vaughan)
TD
Aurora, ON · Richmond Hill, ON · Newmarket, ON
Full-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 32 mins ago
Customer Experience Associate - Hull, Plateau (Part-time, 18.75h/week)
TD
Gatineau, QC
Part-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 32 mins ago
Business Development Consultant
Sun Life
Oakville, ON
Full-time
Focused on coaching for growth, consulting with experienced advisors, sales driven, strategic mindset, strong knowledge of financial services and products and relationship focused. If this…
Added 33 mins ago
Assistant Business Manager (Retail Banking)
Industrial and Commercial Bank of China (Canada)
Toronto, ON
Full-time
Promote, sell, and deliver retail banking products and services so as to meet the sales goals.
Added 33 mins ago
Service Manager (Boilers / HVAC)
D2B Groups
Remote, Canada
Full-time · Remote
…across a broad service territory. They are seeking a Service Manager to lead their Ottawa service branch, a hands-on leadership role with full accountability for field service execution,…
Added 41 mins ago
Branch Manager
REXEL
Charlottetown, PE
Full-time
We are currently seeking a Branch Manager to become an integral part of our Charlottetown location.
Added 41 mins ago
Member Service Representative
PenFinancial Credit Union
Niagara Falls, ON
Full-time
…members and businesses, we offer full-service digital and in-branch banking backed by honest advice and local expertise. Guided by cooperative values - accountability, cooperation, respect,…
Added 1 hour ago
Director, Central Registrant and Investment Advisory
Scotiabank
Toronto, ON
…enhancement; lead and support the program coordinator (Portfolio Manager); and engage with Wealth Associates in the…
Added 1 hour ago
Branch Manager
Rexel Atlantic
Charlottetown, PE
Full-time
We are currently seeking a Branch Manager to become an integral part of our Charlottetown location.
Added 1 hour ago
Technical Sales Representative
Viking Fire Protection Inc.
Toronto, ON
Full-time
Reporting to the Inspection Division Manager, our Viking Vaughan branch is seeking a Fire Alarm Technical Sales Representative. With nearly a century of expertise, Viking Fire Protection…
Added 1 hour ago
Client Service Assistant
BMO
Hamilton, ON · Burlington, ON
Full-time
The Client Service Assistant supports one or more Investment Advisors (IAs) and IA Team and staff, and private wealth branch operations with day-to-day administration and provides…
Added 1 hour ago
Inside Sales
Allredi
Calgary, AB
Full-time
Reporting to the Branch Manager, responds to customer inquiries and ensures customers’ needs are met regarding product selection, placement of orders, requests for prices & quotations,…
Added 2 hours ago
Inside Sales
Allredi
Calgary, AB
Full-time
Reporting to the Branch Manager, responds to customer inquiries and ensures customers’ needs are met regarding product selection, placement of orders, requests for prices & quotations,…
Added 2 hours ago
Personal Banker
TD
Ottawa, ON
Full-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 2 hours ago
Operations Manager, Integrated Customer Solutions (Fly in/Fly out - 14/14)
Grainger Businesses
Edmonton, AB
Reporting to the Market Manager, the Operations Manager, ICS will work at the Customer Facility providing day-to-day strategic leadership in building a high performing, engaged team who…
Added 2 hours ago
Branch Supervision Specialist, Private Wealth
BMO
Toronto, ON · FCP
Full-time
The Branch Supervision Specialist supports sales supervision activities and regulatory activities for designated private wealth branches to meet all regulatory requirements.
Added 3 hours ago
Customer Experience Associate
TD
Temiskaming Shores, ON
Part-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 3 hours ago
Acting Branch Manager
Northern Credit Union
North Bay, ON
Full-time
Reporting to the Director of Sales, the Acting Branch Manager is responsible for overseeing the North Bay branch and the growth of the location. The Acting Branch Manager supports the…
Added 6 hours ago
Banking advisor
National Bank of Canada
Mississauga, ON
Full-time
The branch is open one evening a week. A number of work schedules are possible and will vary depending on team availability. This position reports to the Branch Manager. On a day-to-day…
Added 6 hours ago
BANKING ADVISOR
National Bank of Canada
Montreal, QC
Full-time
The branch is open one evening a week. A number of work schedules are possible and will vary depending on team availability. This position reports to the Branch Manager. On a day-to-day…
Added 6 hours ago
Conseiller Bancaire
National Bank of Canada
Montreal, QC
Full-time
The branch is open one evening a week. A number of work schedules are possible and will vary depending on team availability. This position reports to the Branch Manager. On a day-to-day…
Added 6 hours ago
Conseiller Bancaire
National Bank of Canada
Montreal, QC
Full-time
The branch is open one evening a week. A number of work schedules are possible and will vary depending on team availability. This position reports to the Branch Manager. On a day-to-day…

Closed listing

BMO

Portfolio Assistant

Vancouver, BC, Canada
FBT, Canada

Pay: $40,500.00 - $80,000.00
Job type: Full-time
Closing date: Sep 20, 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 10, 2026

This opening has closed.

The original listing is kept below for reference.

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Original job description

Archived listing. The details below describe a past opening.

Application Deadline:

09/19/2026

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.

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).
Gathers and formats data into regular and ad-hoc reports, and dashboards.
Ensures client needs are met or exceeded; manages requests in accordance with established policies and procedures.
Provides specialized support related to investment client services issue including preparing information for client meetings, annual reviews, etc.
Maintain the schedule / calendar to coordinate customer meetings and office coverage.
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.
Organizes work information to ensure accuracy and completeness.
Analyzes data and information to provide insights and recommendations.
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.
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.
Coordinates marketing activities and sales material to support client / prospect conversations.
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.

About employer

More about this job

Responsibilities

Provides administrative and operational support for financial and investment planning to ensure an exceptional customer experience. Manages client relationships, prepares reports, and ensures compliance with regulatory and bank 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, products, and industry regulations.

Skills

Administrative support
Operational support
Financial planning
Investment planning
Data reporting
Dashboard creation
Client service
Investment product knowledge
Conflict resolution
Regulatory compliance
Risk management
Marketing coordination
Analytical skills
Problem solving
Communication skills

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 services
Client acquisition
Risk management framework
Regulatory compliance
Financial planning
Data analysis
Reporting
Customer experience
Portfolio support
Banking
Investment products
Marketing initiatives
Client meetings
Office administration
Strategic initiatives
Performance metrics
Asset protection
Privacy policies
Investment industry licensing

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