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Added 7 mins ago
VS
Residence Supervisor
Vita Student
Manchester, NS
- Full-time
Supervise team members with operational duties, providing feedback where necessary and reporting team performance to management.
Added 7 mins ago
CR
Senior Financial Analyst - FP&A
Clarity Recruitment
Guelph, ON
- $60 to $70 CAD / hour
- Contract
A new CEO arrived recently with a transformation agenda, and regional financial insight will feed directly into it. FP&A is organized by region (West, East and Quebec). The team is lean,…
Added 7 mins ago
SG
Assurance - Senior Associate
Segal GCSE LLP
Toronto, ON · North York, ON
- $70,000 to $100,000 CAD / year
- Full-time
…and methodologies to conduct audits and review engagements. Reporting to Partners, Principals and Managers, the Assurance, Senior Associate leads the fieldwork team, coaches and mentors…
Added 7 mins ago
H
Technical Delivery Lead
Hays
Toronto, ON
- $120 to $135 CAD / hour
- Contract
Our client in the financial services sector is seeking a Technology Delivery Lead to join their Digital Banking and Channel Technology team. This is a leadership role focused on driving the…
Added 7 mins ago
EE
Financial Controller
Express Employment Professionals - Red Deer, AB
Red Deer, AB
- Full-time
…human resources administration, and general office operations. Reporting directly to the General Manager and Corporate Chief Financial Officer, the successful candidate will play an…
Added 7 mins ago
SF
Loss Prevention Analyst
Soul Foods Group
ON · Ontario, Canada
- $68,000 to $75,000 CAD / year
- Full-time
Analysis of store KPI’s using reporting tools such as Ezora/NBO to identify outliers & key financial risks – which will cover breaches of financial controls, errors & fraud. Examples…
Added 9 mins ago
AI
Wind Energy Field and Operations Specialist
Acuren Inspection, Inc.
Saint John, NB · Sarnia, ON · Goderich, ON · Quebec, QC · St. John's, NL
- Full-time
The Field Specialist, in partnership with the Construction Manager, will successfully meet and exceed key objectives & performance in the areas of safety & behavior, execution excellence,…
Added 9 mins ago
E
Program Manager
Equus
Bath, ON · Loyalist Township/Bath, Ontario
- $32.5 CAD / hour
- Full-time
The Program Manager reports to the Project Director for a given region and provides leadership through planning, implementing, coordinating, and evaluating Agilec sites/projects to ensure…
Added 22 mins ago
FR
Condominium Manager
FirstService Residential Canada
Toronto, ON
- Full-time
Working knowledge and experience in financial accounting in commercial real estate, financial reporting, and budgeting is necessary
Added 22 mins ago
KG
Assistant Controller
Kelowna's Gospel Mission
Kelowna, BC
- Full-time
The Assistant Controller plays a critical role in supporting the financial operations of Kelowna’s Gospel Mission (KGM). This position is primarily responsible for managing and processing…
Added 22 mins ago
GG
Accounting Manager
Godspeed Group
London, ON
- $90,000 to $125,000 CAD / year
- Full-time
Comprehensive knowledge of Canadian financial reporting standards and the ability to apply them effectively in practice.
Added 22 mins ago
G
MANAGER, FINANCE ENABLEMENT, TECHNOLOGY & TRANSFORMATION (HYBRID)
GreenShield
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Lead ongoing optimization of Workday Finance capabilities, workflows, reporting, integrations, security roles, and user experience across core financial processesPartner with Finance…
Added 22 mins ago
MS
Senior Project Manager
MSZ Systems
Toronto, ON · Greater Toronto Area, Canada
- Contract
We are seeking a highly experienced Senior Project Manager / Product Manager to lead complex, large-scale digital and technology initiatives within the Government of Ontario.
Added 22 mins ago
TP
Financial Controller
The Portfolio Group
Toronto, ON
- $100,000 to $130,000 CAD / year
- Full-time
We are seeking an experienced, detail-oriented, and strategic Financial Controller to lead and oversee the company’s accounting and financial reporting functions. Reporting to the VP,…
Added 22 mins ago
LM
DIRECTOR OF INFORMATION TECHNOLOGY
Lacroix Médecine Privée
Quebec, QC
- Full-time
Reporting directly to the President and CEO, the Director of IT plays a strategic role across the entire network. They are responsible for defining, structuring, and developing the IT…
Added 22 mins ago
SH
Facility Patient Care Manager - Repost
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
Reporting to the Clinical Leadership, this position will be actively engaged in providing leadership to the staff to achieve the operational priorities of the service delivery organization…
Added 24 mins ago
Manager, Cargo Pricing, Revenue Management & Analytics
WestJet Group
Calgary, AB
WestJet is seeking a Manager, Cargo Pricing, Revenue Management & Analytics to join our Cargo team in Calgary. The Manager plays an instrumental role in setting and executing the commercial…
Added 24 mins ago
Director of Care
Optima Living
Calgary, AB
Reporting to the General Manager, the Director of Care leads and oversees the delivery, quality, and coordination of resident care, ensuring compliance with regulatory standards and…
Added 39 mins ago
A
Manager, Performance Intelligence
Achievers
Toronto, ON
- Full-time
You will work in close partnership with the Finance Manager, Marketplace through a formal dotted-line relationship, connecting FP&A’s official financial outlook and governance with deeper…
Added 39 mins ago
Manager, Model Validation
EQ Bank | Canada's Challenger Bank
Toronto, ON
…million Canadians from coast to coast, we offer a wide variety of financial services from banking and lending, to trust and credit union…
Added 39 mins ago
OH
Registered Nurse- Specialist, Clinical Responder (GTA)
Ontario Health
Toronto, ON
- Full-time
…Full time Registered Nurse Specialist, Clinical Responder. Reporting directly to the Manager, Hospital Programs, the Registered Nurse- Specialist, Clinical Responder guides each step of the…
Added 39 mins ago
T
Finance Analyst
TD
Toronto, ON
- Full-time
Act as a key resource to the business or functional unit by providing relevant and meaningful financial information / data / guidance on specialized procedures and/or issues (e.g. tax,…
Added 39 mins ago
DH
Community Outreach Engagement Supervisor, FT
Dixon Hall
Toronto, ON
- Full-time
…for the position of Community Outreach Engagement Supervisor. Reporting to the Senior Manager, Shelter Services, the Community Outreach Engagement Supervisor is responsible for providing…
Added 52 mins ago
EB
Manager, Model Validation
EQ Bank
Toronto, ON
- Full-time
…million Canadians from coast to coast, we offer a wide variety of financial services from banking and lending, to trust and credit union…
Added 52 mins ago
TP
Analyst, Aviation Forecasting and Analytics
Toronto Pearson International Airport
Toronto, ON
- Full-time
Reporting to the Manager, Forecasting and Analytics, you will support aviation business development, forecasting and performance reporting through rigorous commercial analysis. You will…

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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