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Added 5 mins ago
EW
Engineering Project Manager II
ERCO Worldwide
Mississauga, ON
- Full-time
We deliver sustainable, innovative chemical solutions driven by a steadfast commitment to safety, exceptional service, and continuous improvement, rooted in a culture of care that fosters…
Added 5 mins ago
RE
Project Manager
Rising Edge Group
AB · Edmonton, AB
- Full-time
Reporting to the Program Manager, the Project Manager is responsible for the overall management, coordination and delivery of assigned projects. The Project Manager ensures that the project…
Added 5 mins ago
SE
Office Administrator
Sansom Equipment Limited
Mount Pearl, NL
- Full-time
We are seeking an Office Administrator to join our Mount Pearl team. Reporting to the Branch Manager, this role will provide administrative and operational support to the Mount Pearl…
Added 5 mins ago
K
Art Supervisor
Klick
Toronto, ON
- Full-time
…their copy partner; working closely with Creative and Client Service teams to ensure adherence to client's marketing strategies and objectives within specified deadlines. As a people…
Added 5 mins ago
E
Partner Solution Marketing Manager
Entrust
Canada
- Full-time
Entrust is seeking a Partner Product Marketing Manager to develop partner-specific messaging, content, and enablement that help turn strategic relationships into scalable go-to-market…
Added 5 mins ago
B
Branch Support Specialist
BMO
Toronto, ON
- Full-time
Partner with field technicians, engineering teams, vendors, and business stakeholders to coordinate the successful delivery of branch technology services and projects.
Added 5 mins ago
SS
Project Manager - Operations & Compliance
Summit Search Group
Toronto, ON
- $65,000 to $75,000 CAD / year
- Contract
My client is seeking an experienced and highly organized Operations Project Manager to join their team on a 12-month contract during an exciting period of growth. This role will support the…
Added 7 mins ago
SV
IT Specialist
Starshot Ventures
Toronto, ON
- Full-time
Starshot is hiring a full-time IT Specialist to join our Toronto-based team. Reporting to the IT Manager, you'll be the first-line IT support for our internal team and a key partner in…
Added 7 mins ago
UO
Network Support Technician (On-Site) -Information Technologies
University of Calgary
Calgary, AB
- Full-time
…front-line technical position that reports to the Network Services Manager and works directly with faculty, staff, students, service teams, contractors, and other clients at campus…
Added 7 mins ago
K
Engineer/Analyst - Radiation Assessment and Decommissioning
Kinectrics
Toronto, ON
- Full-time
Reports to: Manager – Radiation Assessment and Decommissioning
Added 7 mins ago
PP
SAP domain leader EDI & OTC
Penon Partners
Toronto, ON · Greater Toronto Area, Canada
- Full-time
…pragmatic operational knowledge from years of experience in the field and associated with consulting skills, we deliver the project and the value expected to our…
Added 7 mins ago
BC
Senior Manager, Data & AI
BDO Canada
Vancouver, BC
- Full-time
…our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a…
Added 8 mins ago
TT
Engineering Interns (16 months) - Component Repair
TransCanada Turbines
AB · Rocky View County, AB
- Full-time
TransCanada Turbines (TCT) is the sole authorized overhaul, repair, and maintenance service provider for both Siemens Energy and General Electric (GE) aeroderivative industrial gas…
Added 8 mins ago
TM
Material Sourcing Manager
Thyssen Mining
Regina, SK · ON
- Full-time
…identifies opportunities to improve cost, quality, availability, and service. Working closely with Operations, Maintenance, Project Management, Finance, and other internal stakeholders, the…
Added 8 mins ago
ME
Project Manager, Environmental Scientist
Millennium EMS Solutions Ltd.
Guelph, ON
- Full-time
Ontario - Environmental Project Manager or Senior Project Manager
Added 8 mins ago
AP
Pest Technician - We'll Train (Base Salary, Commission & Bonus Included)
Abell Pest Control
Langley (District), BC · Langley, BC
- Full-time
…transferable skills and be equally considered: route sales, route service, field sales, field service, service technician, territory representative, restaurant manager, restaurant server,…
Added 8 mins ago
MT
Client Account Specialist
McCarthy Tétrault LLP
Calgary, AB
- Full-time
…billing arrangements and reporting on status of such files to Manager/Director, Finance Operations, including requirement for WIP…
Added 8 mins ago
BF
Manager Client and Case Management Services
Bc Family Maintenance Agency
Victoria, BC
- Full-time
The Manager, Client and Case Management Services reports to the Director, Client Services and Operations. This position identifies the necessary resources for achieving operational…
Added 8 mins ago
S
Technical Account Support Specialist
Solink
Remote, Canada
- $65,129 to $81,411 CAD / year
- Full-time
- Remote
…contribute to expanding client relationships and improving service delivery for our…
Added 8 mins ago
H
Sensor Fusion Engineer
Hexagon
Calgary, AB
- Full-time
…engineering and manufacturing company that is committed to customer service excellence and continuous improvement. Reporting to the Manager, Sensor Fusion & Waypoint, you will focus on…
Added 8 mins ago
R
Pricing Manager
REXEL
Toronto, ON
- $90,000 CAD / year
- Full-time
The Pricing Manager is responsible for managing day-to-day pricing operations and supporting the execution of pricing strategies developed by the Director of Pricing. This role leads a team…
Added 8 mins ago
PG
Cabinet Installer
Pro-Claim Group
Richmond, BC
- Full-time
The Cabinet Installer will work primarily out in the field on job sites. You will be involved with multiple projects at once, as required by the Cabinet Shop Manager and dictated by our…
Added 20 mins ago
AC
Regional Junior Category Manager
Alimentation Couche-Tard
Laval, QC
- Internship
…offices. We make journeys easier by offering fast and friendly service. We care about our people and our communities, and we look for ways to uplift people first. Wherever your journey’s…
Added 20 mins ago
LH
CCM-Care Coordinator Manager - Multiple Future Opportunities
Lifemark Health Group
Hamilton, ON
- $18.42 to $27.02 CAD / hour
- Full-time
Current enrolment or graduation from a college diploma program in a related field an asset
Added 20 mins ago
I
Customer Supply Chain Associate
Iovate
Oakville, ON
- $50,000 to $60,000 CAD / year
- Full-time
Monitor service performance, production processes and quality, providing reports to the manager for the purpose of optimizing operational effectiveness.

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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