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Added 13 mins ago
MM
Territory Manager, Ontario
Merit Medical Systems, Inc.
Canada
- Full-time
Added 13 mins ago
TI
Digital Marketing & Automation Manager - Bravo Insurance Services Ltd.
The InsureBC Group
Vancouver, BC
- Full-time
We are looking for a hands-on,forward-thinking Digital Marketing & Automation Manager to step into anestablished role and take it to the next level. This is not a greenfieldposition - we…
Added 13 mins ago
OP
Anti-Human Trafficking Client Navigator (AHT-CN)
Our Place Peel
Brampton, ON
- $50,000 to $55,000 CAD / year
- Full-time
Reporting to the Client Services Manager, the Client Navigator provides trauma and violence informed, client-centered case management to vulnerable youth aged 16–24 within the Region of…
Added 13 mins ago
OP
Development and Stewardship Manager
Our Place Peel
Mississauga, ON
- Full-time
The Development and Stewardship Manager provides strategic leadership for fundraising, donor engagement, and community partnerships to support the organization’s mission and long-term…
Added 13 mins ago
PE
Procurement, Service Writers/Purchaser
Pitbull Energy Services
Leduc, AB
- $45,000 to $55,000 CAD / year
- Full-time
…schedules with reporting duties to the Shop Foreman and Equipment…
Added 13 mins ago
BS
Case Manager, Adult
Boyle Street Community Service Ltd
Edmonton, AB
- $25.2 to $26.35 CAD / hour
- Full-time
- Temporary
Reporting to Interdisciplinary Team Manager, the Adult Case Manager works within the Interdisciplinary Team Den and is responsible for the day-to-day care of community members in their den…
Added 13 mins ago
CB
Marketing & Communications Specialist
Canadian Bar Association of BC
Calgary, AB
- $65,000 to $75,000 CAD / year
- Full-time
Reporting to the Manager, Marketing & Communications, this role leads the planning and delivery of marketing initiatives for the Canadian Bar Association, Alberta Branch (CBA Alberta),…
Added 29 mins ago
KW
Sea Export Coordinator
Kintetsu World Express Inc.
Winnipeg, MB
- Full-time
Assist the division/department manager in the effective maintenance of the company’s ISO policies; participate in meetings and support overall terminal objectives.
Added 29 mins ago
PC
Strategic Segment & Customer Marketing Manager
Phoenix Contact Ltd
Milton, ON
- Full-time
…changes in society. With more than 100 years of experience in the field of machine building and automation, we are working on tomorrow's intelligent production…
Added 29 mins ago
BC
Project Manager
BELFOR CANADA INC.
Hamilton, ON
- $75,000 CAD / year
- Full-time
Reporting to the General Manager, the Project Manager is the main generator of revenue for the branch. This position’s primary responsibility is to manage and oversee all emergency and…
Added 29 mins ago
Production Shift Supervisor
Amrize
Saint-Constant, QC · St-Constant, Queb
Make sure that all control parameters of the lab, the control room, and the field are met.
Added 29 mins ago
OC
Contract Field Instructors, Heavy Equipment Operator
Olds College
Olds, AB
- Contract
Assist Program Manager to develop quizzes, assignments, and field evaluations as required
Added 29 mins ago
OC
Production Techgronomist
Olds College
Olds, AB
- $70,000 to $80,000 CAD / year
- Full-time
Reporting to the Senior Manager of the Smart Farm, the Production Techgronomist represents a unique opportunity to shape the future of digital agriculture in a world-class applied research…
Added 29 mins ago
OC
Student, Farm Worker
Olds College
Olds, AB
- $15.45 to $16.48 CAD / hour
…supporting additional activities under the guidance of the Assistant Manager, the Farm Service Worker will ensure that his/her duties are performed in a safe, effective and efficient…
Added 29 mins ago
QD
Safety Advisor, Empire Envelope
Qualico Developments Canada Ltd.
Calgary, AB
- Full-time
Reporting to the HSE Manager as the Safety Advisor you are responsible for monitoring and enforcing compliance with Empire Envelope’s Safety Program at all assigned work sites. You also…
Added 44 mins ago
CC
Terrestrial Ecologist ($90K–$120K/yr + Relocation Assistance to Prince George, BC)
Chu Cho Environmental
BC · British Columbia, Canada
- $90,000 to $120,000 CAD / year
- Full-time
…flexibility to work from home when not required in the office or field, depending on project…
Added 44 mins ago
UO
Academic Advisor, Schulich School of Engineering
University of Calgary
Calgary, AB
- Full-time
This position reports to the Manager, Advising in the Engineering Student Centre and is 35 hours per week, Monday to Friday, 8:30am-4:30pm. Flexibility in scheduling may be required during…
Added 44 mins ago
UO
Academic Advisor, Schulich School of Engineering
University of Calgary
Calgary, AB
- Full-time
This position reports to the Manager, Advising in the Engineering Student Centre and is 35 hours per week, Monday to Friday, 8:30am-4:30pm. Flexibility in scheduling may be required during…
Added 1 hour ago
HR
Quality Assurance Intern (Winter 2027, 12months)
Hitachi Rail
Toronto, ON
- $23 to $30 CAD / hour
- Full-time
Assist Quality Assurance Manager in follow up on various tasks:
Added 1 hour ago
PH
Customer Care Coordinator
ParaMed Home Health Care
Kitchener, ON
- Part-time
Under the direction of the Operations Manager and reporting to the Supervisors of Coordination, the Customer Care Representative will act as the primary point of contact for clients and…
Added 1 hour ago
B
Digital Operations Manager (18 months contract)
Bell
Toronto, ON
- Full-time
The Digital Operations Manager plays a key role in advancing Bell Media’s digital advertising products. In this role, you will act as a subject matter expert in advertising innovation and…
Added 1 hour ago
MG
Human Resources Analyst
Michael Garron Hospital
Toronto, ON
- Full-time
Reporting to the Manager, Human Resources and as part of the HRIS implementation project team, the
Added 1 hour ago
OC
Student, Farm Worker
Olds College of Agriculture & Technology
Olds, AB
- $15.45 to $16.48 CAD / hour
- Full-time
…supporting additional activities under the guidance of the Assistant Manager, the Farm Service Worker will ensure that his/her duties are performed in a safe, effective and efficient…
Added 1 hour ago
YP
Leasing Coordinator
York Property Management
London, ON
- $45,000 CAD / year
- Full-time
Be the First Impression: Field inbound calls with warmth, energy, and professionalism. You will be the very first voice our prospective tenants hear!
Added 1 hour ago
US
Service Technicians
University Sprinkler Systems Inc
Delta, BC
- Full-time
An aptitude for practical field / trades work including physical labour, and a basic understanding of plumbing, electrical, landscaping / gardening.

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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