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Added 9 mins ago
TL
Head of Sales & Hospitality - The Little Gym - Incentive Pay Options
The Little Gym of Silver Spring
Montreal, QC · Urban agglomeration of Montreal, QC
- Full-time
Collaborate with the Area Director/Gym Director and District Manager to set monthly targets and refine outreach strategy.
Added 9 mins ago
AW
Gestionnaire de comptes bilingue/ Bilingual Account Manager
Agilus Work Solutions
Montreal, QC
- $60,000 to $70,000 CAD / year
- Full-time
Agilus by Synergie is recruiting for a Bilingual Account Manager - Technology in the Staffing Services Sector in a hybrid work environment in Montreal, Quebec.
Added 9 mins ago
SP
Warehouse Associate
Spark Power ⚡
Mississauga, ON
- Contract
…Warehouse Associate reporting directly to the Regional Operations Manager and indirectly to the Asset Manager to support with inventory management, the Warehouse Associate will play an…
Added 9 mins ago
KC
Mechanical Coordinator
Kenaidan Contracting Ltd.
Midhurst, ON
- Full-time
Assist the Project Manager and Site Supervisor in coordinating the work of Mechanical and Electrical (M&E) sub-contractors. In the case of self perform work directly with the Mechanical PM…
Added 9 mins ago
FS
Senior Manager, Project Management Office
Financial Services Regulatory Authority of Ontario (FSRA)
Toronto, ON
- Full-time
At FSRA, our vision is to ensure financial safety, fairness, and choice for Ontarians. As a financial services regulator, we’re passionate about protecting consumers. Our principles-based…
Added 9 mins ago
A
Senior Accountant
Altis
Mississauga, ON
- $80,000 to $90,000 CAD / year
- Full-time
…access to coaching and connecting you directly with the hiring manager. And rest assured, all our services are free of cost for…
Added 9 mins ago
GB
Project Manager
Green Bridge Group
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Green Bridge is seeking an experienced and highly organized Project Manager to lead the successful delivery of commercial construction, building improvement, renovation, and specialty…
Added 9 mins ago
M
Billing Analyst
Metso
Montreal, QC
- Full-time
We are looking for a Project Coordinator to join our Project Delivery & Services team. In this role, you will support the planning, execution, and successful delivery of customer projects…
Added 10 mins ago
Education & Engagement Consultant
The Canada Life Assurance Company
Hamilton, ON · London, ON · Toronto, ON
Reporting to the National Manager, Education & Engagement, you will be responsible for facilitating group retirement education session(s) and developing education and communication…
Added 10 mins ago
Licensed Practical Nurse (LPN) - N3E-Medicine - Repost
Winnipeg Regional Health Authority
Winnipeg, MB
Under the general supervision of the Manager Health Services, the Licensed Practical Nurse (LPN) is responsible for providing professional practical nursing services to designated patients,…
Added 10 mins ago
H
Nurse B - Clinician
HealthCareersInSask.ca
Saskatoon, SK
- Full-time
Job Description: Reporting to the manager of the COPD program, the nurse clinician: has primary clinical responsibility for the COPD program. Utilizes established criteria to assess and…
Added 10 mins ago
V
Data Visualization Specialist
Viamo
Remote, Canada
- $80,000 to $95,000 CAD / year
- Full-time
- Remote
Funnel & Churn Analysis: Map and analyze the end-to-end user journey within AVA to support the product manager to identify drop-off points, friction in the user experience, and…
Added 10 mins ago
Cook (73% P/T) - NS Youth Centre
The Government of Nova Scotia
NS · WATERVILLE, NS
Under the supervision of the Kitchen Manager, the Cook is responsible for food preparation and the delivery of food services to young persons, staff, patients and visitors of the…
Added 10 mins ago
RI
Pest Control Technician
Rentokil Initial
Brampton, ON
- Contract
…broadest, most advanced range of pest control solutions and services in the industry. Rentokil Terminix has earned a reputation in Canada for full service pest solutions delivered through…
Added 10 mins ago
Licensed Practical Nurse, Garron Centre
Nova Scotia Health and IWK Health
Halifax, NS
Accountable to the Clinical Manager, Garron Centre for Child & Adolescent Mental Health, the Licensed Practical Nurse (LPN) is a member of the clinical care team, collaborating in the…
Added 10 mins ago
S
Services Lead, Stores - Full Time
Sephora
Winnipeg, MB
- $20.8 to $24.45 CAD / hour
- Full-time
As a Services Lead, you will be supporting all departments on the sales floor within a specific Sephora location. Departments at a Sephora store include Skincare, Sephora Collection or…
Added 10 mins ago
M
RQ11649 - Project Manager/Leader - Senior
Maarut
Toronto, ON
- Contract
Consumer Services business processes, gating procedures, project management
Added 10 mins ago
E
Resident Programs Manager - Red River Place - Full-Time
Extendicare
Selkirk, MB · LTC - Red River Place (Manchester Ave.)
- Full-time
Extendicare is a leading provider of care and services for seniors across Canada, operating under the Extendicare, ParaMed, Extendicare Assist, and SGP Purchasing Network brands.
Added 10 mins ago
MI
Senior Manager Software Engineering
Magna International
Toronto, ON
- Full-time
We are seeking a Senior Manager of Software Development to lead the Core Platform organization responsible for foundational services, infrastructure, data architecture, APIs, and platform…
Added 10 mins ago
Train Performance Manager
Alstom
Saint-Bruno, QC
…high-speed trains, metros, monorails, and trams, to turnkey systems, services, infrastructure, signalling and digital mobility, we offer our diverse customers the broadest portfolio in the…
Added 10 mins ago
Software Quality Metier Manager
Alstom
Saint-Bruno, QC
…high-speed trains, metros, monorails, and trams, to turnkey systems, services, infrastructure, signalling and digital mobility, we offer our diverse customers the broadest portfolio in the…
Added 24 mins ago
FC
beauty shop manager
First Choice Haircutters
New Minas, NS
- Full-time
Added 24 mins ago
S
CORE HCM Lead, BC Health Workday
Sanya’k̓ula
BC · British Columbia, Canada
- Full-time
…part of the BC Health Human Resources Strategy to transform HR services. Designed by Workday Canada, the new provincial platform will replace existing HR and payroll systems in the health…
Added 24 mins ago
BC
Registered Practical Nurse - Emergency Department
Brant Community Healthcare System
Brantford, ON
- Full-time
Reporting to the Clinical Manager, Emergency Services, the successful applicant must meet the following criteria:
Added 24 mins ago
S
Full Stack Engineer, Developer & End User Experience Platform
Stripe
Toronto, ON
- Full-time
We're looking for full-stack engineers who are interested in building software services and platforms that impact thousands of employees and millions of Stripe users, regardless of whether…

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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