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Added 1 min ago
R
Executive Assistant
RBC
Toronto, ON
- Full-time
As an Executive Assistant, you play a critical role by providing direct support to the senior leadership team within RBC. You will be accountable for managing schedules, departmental events…
Added 16 mins ago
UO
Research Assistant
University of Ottawa
Ottawa, ON · Social Sciences Building
- Part-time
…lived experiences of forced migration in Canada. The research assistant will be responsible…
Added 16 mins ago
UO
CUPE - Winter 2027 - TA - GEO2316
University of Ottawa
Ottawa, ON · Marion Hall
- Part-time
Teaching Assistant/Demonstrator/Lab Monitor (CUPE)
Added 16 mins ago
UO
Hospitality Coordinator
University of British Columbia
Vancouver, BC
- $4,732 to $4,972 CAD / month
- Full-time
Reports to the manager, administration and finance, with a dotted line to the assistant principal, programs. Provides essential support to the principal, and also supports the events and…
Added 16 mins ago
T
Executive Assistant
TruStage
ON · Ontario, Canada
- Full-time
Maintain and update office supplies, compile data for routine reports, answer telephone calls, and coordinate travel arrangements as required.
Added 27 mins ago
UP
Data Analyst, Administration & Finance
Unified Procurement Services Team (UPST)
NB · Chiasson Office, NB
- Full-time
Reporting to the Assistant Vice President of Administration & Finance Support Services (Access) Team, the Data Analyst is responsible for developing analysis, reporting, and dashboard…
Added 27 mins ago
LP
Student Research Assistant – Centre for Public Safety Applied Research (CPSAR)
Lethbridge Polytechnic
Lethbridge, AB
- Internship
Job Title Student Research Assistant – Centre for Public Safety Applied Research (CPSAR) Appointment Type Casual Position Dates July 27, 2026 - July 1, 2027 Hours per week/FTE Flexible…
Added 27 mins ago
SR
Administrative Assistant
Swim Recruiting
Calgary, AB
- Contract
Reporting to the Senior Appeals Assistant, you will support Appeals Officers, Hearing Chairs, Vice Chairs, Commissioners and external parties participating in appeals. The organization…
Added 27 mins ago
LC
Pharmacy Assistant, Hourly Part Time Day
Loblaw Companies Limited
Oakville, ON
- Part-time
Data entry for new prescriptions, and managing refill request processing
Added 27 mins ago
SC
Pharmacy Assistant - PT
Safeway Canada
Penticton, BC
- Full-time
Preferred: Pharmacy Assistant Diploma from a recognized post-secondary institute
Added 31 mins ago
Office Administrative Assistant
HealthCareersInSask.ca
Grenfell, SK
Added 31 mins ago
Office Administrative Assistant
HealthCareersInSask.ca
Regina, SK
Added 31 mins ago
M
Executive Assistant
Manulife
Toronto, ON · Waterloo, ON
- Full-time
7 plus years of related secretarial or administrative assistant experience
Added 31 mins ago
Branch Administrator - Temporary
Government of Alberta
AB
…branch leadership. The position serves as a key liaison with the Assistant Deputy Minister's Office, divisional partners, and other ministry stakeholders to support seamless service…
Added 31 mins ago
Executive Director, Financial Services
Government of Alberta
AB
The Executive Director, Financial Services will report to the Assistant Deputy Minister/Senior Financial Officer in Transportation and Economic Corridors and will provide strategic…
Added 31 mins ago
Junior Full Stack Developer
Government of Alberta
AB
Added 42 mins ago
L&
Assistant Store Manager - Sherway Gardens
Lindt & Sprüngli (Canada), Inc
Toronto, ON · Etobicoke, ON
- Full-time
We are looking for an enthusiastic and keen individual to fill the role of Assistant Store Manager for our Lindt Chocolate Shop in our brand new location in Sherway Gardens. The ideal…
Added 42 mins ago
L&
Assistant Store Manager - Sherway Gardens
Lindt & Sprüngli (Canada), Inc
Toronto, ON · Etobicoke, ON
- Full-time
We are looking for an enthusiastic and keen individual to fill the role of Assistant Store Manager for our Lindt Chocolate Shop in our brand new location in Sherway Gardens. The ideal…
Added 42 mins ago
DC
Administrative Assistant, Front Desk
DIVERSEcity Community Resources Society
Surrey, BC
- Full-time
Job Title: Administrative Assistant, Front Desk
Added 45 mins ago
CH
Receptionist - Casual
CBI Health
AB · Calgary, AB
- Full-time
Added 45 mins ago
VC
Nursing Unit Assistant (NUA)
Vancouver Coastal Health
Vancouver, BC
- $30.03 CAD / hour
- Part-time
Come work as a Nursing Unit Assistant with Vancouver Coastal Health (VCH) at Oak Care Centre in Vancouver, BC! Apply now to join the team
Added 45 mins ago
VC
Nursing Unit Assistant (NUA) - Arbutus Care Centre
Vancouver Coastal Health
Vancouver, BC
- $30.03 CAD / hour
- Other
Come work as a Nursing Unit Assistant - Arbutus Care Centre with Vancouver Coastal Health (VCH) in Vancouver, BC! Apply now to join the team!
Added 57 mins ago
LC
Pharmacy Assistant - CPS
Loblaw Companies Limited
Moncton, NB
- Full-time
Accurately enter and maintain appropriate data within the applicable systems
Added 57 mins ago
S
Pharmacy Assistant I - PT
Sobeys
Sussex, NB
- Full-time
Preferred: Pharmacy Assistant Diploma from a recognized post-secondary institute
Added 57 mins ago
SC
Pharmacy Assistant - PT
Safeway Canada
Coquitlam, BC
- Full-time
Preferred: Pharmacy Assistant Diploma from a recognized post-secondary institute

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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