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Added 11 mins ago
TU
Auxiliary Cage Processing Technician
The University of British Columbia
Vancouver, BC
- $27.07 to $28.4 CAD / hour
- Full-time
CUPE 116 Hourly - Research Assistant /Technician 1
Added 11 mins ago
SL
Accounting/Administrative Assistant
Sequoia Legal LLP
Victoria, BC
- Full-time
Our firm is currently seeking a motivated, detail-oriented Accounting/Administrative Assistant for a permanent full-time role. We may be open to less than full-time hours. The…
Added 11 mins ago
MS
Administrative Assistant
Marberg Staffing
Toronto, ON
- Temporary
Administrative Assistant for community services agency client, downtown Toronto office.
Added 11 mins ago
ST
Program Assistant
Strides Toronto
Toronto, ON
- $46,662 to $54,339 CAD / year
- Full-time
This is an existing vacancy for one (1) full-time contract Program Assistant for the Help Ahead program. The Program Assistant provides a broad range of administration support to the Help…
Added 11 mins ago
IH
Associate Physician, Neonatal Intensive Care Unit
IWK Health
Halifax, NS
- $53.58 to $65.64 CAD / hour
- Full-time
Clinical Assistant License from the College of Physicians and Surgeons of Nova Scotia
Added 11 mins ago
TH
Department Supervisor Full Time - 7088 St. Albert
The Home Depot Canada
St. Albert, AB
- Full-time
Reviewing sales & other reports while working with assistant manager to make recommendations for improvement on; inventory, overhead organization and cross merchandising in order to drive…
Added 13 mins ago
Rehabilitation Aide
Optima Living
Calgary, AB
Completion of a recognized recreation therapy or rehabilitation assistant program.
Added 13 mins ago
Design Assistant - Scout Technologies
Price Industries Limited
Winnipeg, MB
Design Assistant – Scout Technologies – Summer 2027
Added 13 mins ago
L
Laboratory Assistant - (BCGEU) - Part Time Regular (Float) - Victoria, BC
LifeLabs
Victoria, BC
- Part-time
As a Laboratory Assistant you will be responsible for the specimen collection process, from greeting patients through to preparation of specimens for transportation. This is an important…
Added 13 mins ago
Phlebotomist - (SEIU) - Casual (Float) - Stouffville, ON
LifeLabs
Whitchurch-Stouffville, ON
Graduate of an approved Laboratory Assistant program or equivalent are preferred.
Added 13 mins ago
L
Lab Patient Technician - Part Time Regular - Lindsay, ON
LifeLabs
Kawartha Lakes, ON
- Part-time
Graduate of an approved Laboratory Assistant program or equivalent are preferred.
Added 13 mins ago
Pharmacy Assistant
Neighbourly Pharmacy
Kelowna, BC
Neighbourly Pharmacy is looking for a Full-Time Pharmacy Assistant to join our team at Pharmasave #1025 in Kelowna, British Columbia.
Added 13 mins ago
Assistant Educators - Infant & Toddler Program
Upper Canada Child Care
Bradford West Gwillimbury, ON
We are currently recruiting Assistant Educators to join our Team in Bradford at the following location: St. Vincent de Paul CES.
Added 13 mins ago
Sales Representative, Residential Repaint
Sherwin-Williams
Orangeville, ON
Have at least one (1) year of work experience as an Assistant Store or Branch Operations Manager for Sherwin-Williams
Added 27 mins ago
OH
Teaching Assistant - Bedelsford Chaucer Centre
Orchard Hill College & Academy Trust
Morden, MB
- Full-time
Added 27 mins ago
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Assistant Site Superintendent, StreetSide Edmonton
StreetSide Edmonton
AB · Edmonton, AB
- Full-time
Title: Assistant Site Superintendent (multi-family construction)
Added 27 mins ago
AC
Part-time Financial Services Representative
Atlantic Central
Bridgewater, NS
- Part-time
…beautiful Bridgewater at our LaHave River branch! Reporting to the Assistant Manager, you will be responsible for providing counter and telephone service to current and prospective members;…
Added 27 mins ago
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Administrative Assistant – Bathurst
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- Full-time
Reporting to the Plant Manager, the Administrative Assistant provides versatile administrative support to the Bathurst operations. This person serves as the main on-site administrative…
Added 27 mins ago
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Retail Supervisor - Full Time (South Edmonton)
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Assist the Store Manager and Assistant Store Manager with the recruitment, training, development and succession of high performing, results driven Employees.
Added 28 mins ago
A
Product Development Assistant
ARC'TERYX
North Vancouver, BC
- Full-time
As the Product Development Assistant (PDA), you support the Product Creation Development Team in their efforts to develop a consistent level of quality, promoting Arc’teryx as a brand that…
Added 28 mins ago
H
Continuing Care Assistant
HealthCareersInSask.ca
Tisdale, SK
- Part-time
Added 28 mins ago
Office Administrative Assistant
HealthCareersInSask.ca
Creighton, SK
Added 28 mins ago
Assistant Professor, Food and Agribusiness Management, Tenure Track
University of Guelph
Guelph, ON
Position Title / Rank: Assistant Professor, Food and Agribusiness Management, Tenure Track
Added 38 mins ago
M
Lead IGA Solution Architect
McKesson
Mississauga, ON
- Full-time
Added 38 mins ago
M
IAM Sr. Developer, IGA
McKesson
Mississauga, ON
- Full-time
…Gmail or Hotmail. Note that McKesson does rely on a virtual assistant (Gia) for certain…

BMO

Portfolio Assistant

Vancouver, BC, Canada
FBT, Canada

$40,500.00 - $80,000.00 · Full-time

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Job details

Pay: $40,500.00 - $80,000.00
Job type: Full-time
Apply by: Oct 17, 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: Oct 5, 2026

Original job description

Application Deadline:

10/16/2026

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.

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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, prepares reports, and resolves service issues while adhering to 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
Data reporting
Dashboard creation
Client service
Issue resolution
Calendar management
Product knowledge
Risk management
Compliance
Marketing coordination
Analytical skills
Problem solving

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans

Visa sponsorship

Not detected in the job text

Keywords

Wealth Sales
Investment Planning
Client Acquisition
Reporting
Dashboards
Risk Management Framework
Compliance
Regulatory Environment
Marketing Activities
Sales Material
Data Analysis
Investment Services
Financial Group
Customer Experience
Branch Operations

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