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Added 24 mins ago
H
Administrative Assistant
Ha-Shilth-Sa
Port Alberni, BC
- Full-time
…motivated term (to March 31, 2027), full-time Administrative Assistant. This position performs a variety of complex administrative duties. Based out of Port Alberni, the Administrative…
Added 24 mins ago
TN
Assistant Store Manager - Feeds' n Needs - Saint John
Trouw Nutrition
Saint John, NB
- Full-time
Position: Assistant Store Manager - Feeds' n Needs
Added 24 mins ago
RU
Site Leader
Ricoh USA, Inc.
Vancouver, BC
- Full-time
…day-to-day operations and staff of specified location. The Assistant Manager may run shifts or site solo. Functions as a document specialist or other operations worker the majority of the…
Added 24 mins ago
VS
Operations Supervisor-Bayshore Shopping Centre
Victoria’s Secret & Co.
Ottawa, ON · Nepean, ON
- Full-time
…execution and store readiness. This role reports to the Store Manager or Assistant Store Manager, as…
Added 25 mins ago
UO
Manager, Head Office & Facilities
University of British Columbia
Vancouver, BC · UBCV | Civil and Mechanical Engineering Building (CEME)
- $6,143.67 to $8,830.25 CAD / month
- Full-time
…employee that possesses full job knowledge, qualifications and experience for the position. In the normal course, employees will be hired, transferred or promoted between the minimum and…
Added 25 mins ago
Senior Manager, Customer Experience
Hyundai Motor Company
Markham, ON
The Senior Manager, Customer Experience is a pivotal leadership role responsible for driving excellence in customer satisfaction across sales and service operations at Hyundai. This…
Added 40 mins ago
GD
GARAGE - Assistant Manager - Woodgrove Centre
Groupe Dynamite, Inc Garage
Nanaimo, BC
- Full-time
Reporting to the Store Manager, your main focus as the Assistant Manager is to assist the Store Manager in all aspects of the store operations, by providing leadership that optimizes sales…
Added 40 mins ago
GD
GARAGE - Sales Assistant Manager - Carrefour Laval
Groupe Dynamite, Inc Garage
Laval, QC
- Full-time
Reporting to the Store Manager, your main focus as Sales Assistant Manager is to assist the Store Manager by providing leadership that optimizes sales results, with specific ownership of…
Added 40 mins ago
GD
COMBO - Assistant Manager - Tsawwassen Mills
Groupe Dynamite, Inc Garage
Tsawwassen, BC
- Full-time
Reporting to the Store Manager, your main focus as the Assistant Manager is to assist the Store Manager in all aspects of the store operations, by providing leadership that optimizes sales…
Added 40 mins ago
GD
GARAGE - Assistant Manager - West Edmonton Mall
Groupe Dynamite, Inc Garage
AB · Edmonton, Alberta
- Full-time
Reporting to the Store Manager, your main focus as the Assistant Manager is to assist the Store Manager in all aspects of the store operations, by providing leadership that optimizes sales…
Added 40 mins ago
FL
Assistant Gérant / Assistant Manager
Foot Locker
Laval, QC
- Full-time
…continually improve how they deliver a great in-store Customer Experience, and you’re now ready to start leading the team with all aspects of the Customer Experience, including: store…
Added 55 mins ago
PH
assistant manager - food services
Pizza Hotline
Portage la Prairie, MB
- Full-time
Added 55 mins ago
AR
Department Manager
Aldred Restaurants Ltd
Courtenay, BC
- Full-time
…enjoying a flexible and inclusive environment. As a Department Manager, you’ll have the opportunity to take ownership of a key area of the restaurant - whether it’s People, Guest…
Added 55 mins ago
TC
Assistant Store Manager in Training Winners HomeSense
TJX Canada – Winners, Marshalls, HomeSense
Mississauga, ON
- $48,592.5 to $68,029.5 CAD / year
- Full-time
We’re seeking an Assistant Store Manager in Training who is passionate about fostering an inclusive and supportive environment. In this role, you'll develop essential leadership skills…
Added 55 mins ago
SE
Room Management Systems Architect
Schneider Electric
Montreal, QC
- Full-time
…experts in software, hardware, firmware, product management, user experience, and system design, you will help transform complex requirements into scalable, high-quality solutions that…
Added 55 mins ago
SE
Power System Junior Engineer
Schneider Electric
Winnipeg, MB · Toronto, ON · Ottawa, ON · Montreal, QC · Richmond, BC · UNAVAILABLE, Alberta
- Full-time
Experience in power engineering studies or electrical design experience in commercial or industrial projects is an asset
Added 55 mins ago
SE
Quality Control Inspector/Tester
Schneider Electric
AB · Edmonton, Alberta
- Full-time
Work consists of application of strict working instructions and fixed operating procedures (no basic training or lengthy experience is required).
Added 1 hour ago
FP
Senior Estimator, Surrey, British Columbia
Facade People
BC · British Columbia, Canada
- Full-time
Pay: $80,000 – $110,000 per year, depending on experience, plus up to 20% performance-based bonus
Added 1 hour ago
EL
Key Holder - The Cosmetics Company Store - PT Temp - Tanger Outlets - Cookstown, ON
Estée Lauder Companies
Innisfil, ON
- Full-time
We are looking for a dynamic and inspirational Key Holder to support the Store Manager and Assistant Manager to ensure the smooth efficient running of the Store. You will use your…
Added 1 hour ago
EL
Key Holder - Le Labo - Full Time - Vancouver, BC
Estée Lauder Companies
Vancouver, BC
- Full-time
We are looking for a dynamic and inspirational Key Holder to support the Store Manager and Assistant Manager to ensure the smooth efficient running of the Store. You will use your…
Added 1 hour ago
EL
Assistant Manager - The Cosmetics Company Store - FT - McArthurGlen Designer Outlet - Vancouver, BC
Estée Lauder Companies
Vancouver, BC
- Full-time
We are seeking an inspirational and dynamic Assistant Store Manager to play a leading role in the success of the store/counter by supporting the Store Manager to lead, coach and develop our…
Added 1 hour ago
QC
restaurant assistant manager
Queen's Coach Family Restaurant
Niagara Falls, ON
- Full-time
Added 1 hour ago
WC
PHARMACY ASSISTANT
Walmart Canada
Portage la Prairie, MB
- Full-time
Position Summary...The Pharmacy Assistant assists the Pharmacist in the technical aspects of prescription filling and administrative duties in order to increase the Pharmacist's opportunity…
Added 1 hour ago
WC
PHARMACY ASSISTANT
Walmart Canada
Portage la Prairie, MB
- Full-time
Position Summary...The Pharmacy Assistant assists the Pharmacist in the technical aspects of prescription filling and administrative duties in order to increase the Pharmacist's opportunity…
Added 1 hour ago
SE
Power System Junior Engineer
Schneider Electric
Ottawa, ON
- $64,000 to $96,000 CAD / year
- Full-time
Experience in power engineering studies or electrical design experience in commercial or industrial projects is an asset

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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