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Added 1 hour ago
Registered Social Worker
Calian in Space & Technology
Gagetown, NB
Full-time
…the Canadian Armed Forces. Through the Health Care Provider Contract, Calian employs health care professionals across Canada who are integral to supporting the health and wellbeing of our…
Added 12 hours ago
Branch Manager
Sherwin-Williams
Sudbury, ON
Have at least one (1) year of work experience as an Assistant Store or Branch Operations Manager for Sherwin-Williams
Added 16 hours ago
General Dentist
Calian in Space & Technology
Fredericton, NB
Full-time
…the Canadian Armed Forces. Through the Health Care Provider Contract, Calian employs health care professionals across Canada who are integral to supporting the health and wellbeing of our…
Added 1 day ago
Director & Assistant Market Leader, Private Wealth
BMO
Toronto, ON · FCP
Full-time
The Director & Assistant Market Leader supports the organization’s growth objectives by enhancing profitability, market share and loyalty of the assigned Private Wealth branch / market with…
Added 1 day ago
Assistant Community Manager
QuadReal Property Group
Calgary, AB
Full-time
Reporting to the Community Manager, the Assistant Community Manager is responsible for the administration and leasing functions at the property. The Assistant Community Manager is…
Added 1 day ago
Audit Manager - Capital Markets Audit
BMO
Toronto, ON · FCP
Full-time
Provides critical input to Chief Auditor/Assistant Chief Auditor on the practical aspects of the audit and its execution.
Added 1 day ago
Portfolio Assistant
BMO
Vancouver, BC · FBT
Full-time
Added 1 day ago
Administration & Co-Pay Assistant - 12-Month Contract
Cencora
ON · Ontario, Canada
Full-time
Added 1 day ago
Lead, Enterprise IT VMO
McKesson
Mississauga, ON
Full-time
The Lead, Enterprise IT VMO supports McKesson's managed services and strategic technology supplier contract ecosystem. This role executes and matures vendor governance and accountability…
Added 1 day ago
Sr. Analyst Enterprise IT VMO
McKesson
Mississauga, ON
Full-time
…workstreams independently and driving governance, analytics, contract management, performance management, relationship management, risk management, financial management activities and…
Added 1 day ago
Legal Assistant – Litigation & Dispute Resolution (14-month Contract)
Cassels Brock & Blackwell LLP
Vancouver, BC
Full-time
Our Vancouver office is currently recruiting for an intermediate Legal Assistant to work in our Litigation & Dispute Resolution group for a 14-month contract. The ideal candidate for this…
Added 2 days ago
Pharmacy Technician (6 month contract)
McKesson
Mississauga, ON
Full-time
…Gmail or Hotmail. Note that McKesson does rely on a virtual assistant (Gia) for certain recruiting-related communications with…
Added 2 days ago
Analyste principal(e) des projets de transport/ Sr. Transportation Project Analyst
McKesson
Montreal, QC
Full-time
Added 2 days ago
Field Service Project Manager
Schneider Electric
UNAVAILABLE, Ontario
Full-time
…range. Inquiries regarding the pay range can be directed to the recruiting / hiring…
Added 2 days ago
Pharmacy Assistant (24 month contract)
Cencora
Winnipeg, MB
Full-time
The Pharmacy Assistant will also be assigned other duties and tasks as required from time to time
Added 2 days ago
Surrey - Administrative Assistant
Aston Carter
Surrey, BC
Contract
Aston Carter's large client in Surrey is seeking an Administrative Assistant to join their team! This individual will provide accurate clerical, reporting, and customer service support to…
Added 2 days ago
YVR - PT Warehouse Associate
Paradies Lagardère
Vancouver, BC
Part-time
POSITION REPORTS TO: Assistant or General Manager
Added 2 days ago
Executive Assistant
BMO
Toronto, ON · BMOPLACE
Full-time
Added 2 days ago
Private Wealth Administrative Assistant, Winter 2027 (Co-op/Internship) - 4 months
BMO
Waterloo, ON · MARS
Full-time
Added 2 days ago
Recruitment Assistant – Short-Term Contract (US recruitment experience is required)
WorkStaff360
Remote, Canada
$5 to $6 USD / hour
Full-time · Remote
This is initially a month-to-month contract for 1–3 months, depending on the company’s hiring needs and progress in filling the current openings. While the initial engagement is temporary,…
Added 2 days ago
Senior Communications Advisor, External Communications & Thought Leadership ( 18 month contract )
McKesson
Mississauga, ON
Full-time
McKesson has become aware of online recruiting-related scams in which individuals who are not affiliated with or authorized by McKesson are using McKesson’s (or affiliated entities, like…
Added 2 days ago
Administration Assistant, Wealth Management, (contract) Nesbitt Burns
BMO
Montreal, QC · MCGC
Full-time
The role is offered on a 9-month contract basis.
Added 2 days ago
Store Manager
Sherwin-Williams
Brampton, ON
Have at least one (1) year of work experience as an Assistant Store or Branch Operations Manager for Sherwin-Williams
Added 3 days ago
Administrative Assistant
BMO
Saint John, NB · CHIP
Full-time
…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…
Added 3 days ago
Administration Assistant
BMO
Moncton, NB · MCTN
Full-time

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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