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Added 1 hour ago
R
Assistant Branch Manager - Greater Toronto Region
RBC
Toronto, ON · Mississauga, ON · Brampton, ON · Markham, ON · Aurora, ON · Vaughan, ON · Richmond Hill, ON · Newmarket, ON
- Full-time
As an Assistant Branch Manager, you motivate and coach a high-performing team of Advisors in a dynamic, high-volume, and rewarding marketplace, while establishing and achieving team…
Added 1 hour ago
R
Assistant Branch Manager
RBC
Saanich, BC
- Full-time
As an Assistant Branch Manager, you motivate and coach a high-performing team of Advisors in a dynamic, high-volume, and rewarding marketplace, while establishing and achieving team…
Added 2 hours ago
Manager Plumbing and Gas
City of Vancouver
Vancouver, BC
…Vancouver Building By-law for Plumbing and is the Gas Safety Manager for the City of…
Added 11 hours ago
N
Customer Service Representative
Nutrien
Cut Knife, SK
- Full-time
Under the direction of the Branch Manager and/or Assistant Manager, monitors accounts receivable, accounts payable, and credit limits
Added 11 hours ago
AC
Member Services Representative (Casual) - Cartwright Branch
Assiniboine Credit Union
Riverside, MB · Cartwright, MB
- Part-time
Reporting to the Manager, Member Service or Assistant Branch Manager, the Member Service Representative plays a key role in delivering a consistent and compelling member experience at ACU.…
Added 11 hours ago
RB
Assistant Branch Manager
Royal Bank of Canada
Saanich, BC
- Full-time
As an Assistant Branch Manager, you motivate and coach a high-performing team of Advisors in a dynamic, high-volume, and rewarding marketplace, while establishing and achieving team…
Added 11 hours ago
RB
Assistant Branch Manager - Greater Toronto Region
Royal Bank of Canada
Toronto, ON
- Full-time
As an Assistant Branch Manager, you motivate and coach a high-performing team of Advisors in a dynamic, high-volume, and rewarding marketplace, while establishing and achieving team…
Added 11 hours ago
AK
Assistant Branch Manager
AIM KENNY U-PULL
Trois-Rivières, QC
- Full-time
As the Assistant Branch Manager, you will work under the supervision of the Branch Manager. You will be responsible for managing a team, overseeing daily operations, and ensuring that…
Added 11 hours ago
AI
Assistant Branch Manager
American Iron and Metal
Trois-Rivières, QC
- Full-time
As the Assistant Branch Manager, you will work under the supervision of the Branch Manager. You will be responsible for managing a team, overseeing daily operations, and ensuring that…
Added 12 hours ago
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Assistant Branch Manager
BMO
Sudbury, ON
- Full-time
Provides technical training and support to branch employees to maintain operational and sales effectiveness and recommends improvements.
Added 12 hours ago
IF
Assistant Branch Manager
iA Financial Group (Industrial Alliance)
Toronto, ON
- Full-time
Reporting to the Regional Manager, the Assistant Branch Manager is responsible for supporting the Branch Managers and providing operational and administrative support and assisting the…
Added 13 hours ago
OT
Scribe Invigilator - Limited Term
Ontario Tech University
Oshawa, ON
- Part-time
…Invigilator in the Office of Student Life. Reporting to the Manager, Test Centre and Integrated Services, Scribe Invigilators provide critical one-on-one support to students registered with…
Added 13 hours ago
OT
Chief Invigilator - Limited Term
Ontario Tech University
Oshawa, ON
- Part-time
…Invigilator in the Office of Student Life. Reporting to the Manager, Test Centre and Integrated Services, the incumbent is responsible for assisting with proctoring exams. The role ensures…
Added 14 hours 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 14 hours ago
AC
Part-time Financial Services Representative
Atlantic Central
Bridgewater, NS
- Part-time
…join our team in 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…
Added 15 hours ago
Chief Invigilator - Limited Term
ontariotechu
Oshawa, ON
Life. Reporting to the Manager, Test Centre and Integrated Services, the
Added 15 hours ago
Scribe Invigilator - Limited Term
ontariotechu
Oshawa, ON
Life. Reporting to the Manager, Test Centre and Integrated Services, Scribe
Added 16 hours ago
SC
Administrative Assistant
Strathcona County
Sherwood Park, AB
- Full-time
…Support, this position provides administrative support to the Manager, Utilities Finance and Accounting, the Utilities Finance and Accounting branch which includes the Utility Billing…
Added 19 hours ago
CN
Project Assistant
Canadian Nuclear Laboratories
Chalk River, ON
- Full-time
…scope appeal to you? If you answered yes, then the Project Assistant role may be the opportunity for you - apply…
Added 1 day ago
CC
Account Representative 3 - RC - Union
Coastal Community
Nanaimo, BC
- Full-time
Resolves member concerns/issues and refers to the Branch Manager or Assistant Manager for issues above their level of authority.
Added 1 day ago
CC
Account Representative 3 - RC - Union
Coastal Community
BC · Nanaimo, BC · Courtenay, BC
- Full-time
Resolves member concerns/issues and refers to the Branch Manager or Assistant Manager for issues above their level of authority.
Added 1 day ago
T
Assistant Branch Manager Trainee
TD
AB
- Full-time
As an Assistant Branch Manager, you will contribute to the TD's success by leading and coaching employees towards achieving operational excellence and personal development objectives.
Added 1 day ago
CO
Administrative Assistant I (ID: 56182)
City of Edmonton
Edmonton, AB
- Full-time
As the Administrative Assistant, you will manage day-to-day office operations, track priority initiatives, and oversee workflows for the Building Great Neighbourhoods Branch. Reporting to…
Added 1 day ago
Senior LCE Underwriter
First West
Langley (District), BC · Langley, BC
Broker/Branch Relations: Maintains and strengthens relationships with brokers and branches, communicates underwriting guidelines and policies, and seeks opportunities to develop new…
Added 1 day ago
Administrative Assistant I
City of Edmonton
AB
As the Administrative Assistant, you will manage day-to-day office operations, track priority initiatives, and oversee workflows for the Building Great Neighbourhoods Branch. Reporting to…

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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