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Added 7 mins ago
LV
JUNIOR ASSITANT MANAGER-EN
La Vie En Rose
Quebec, QC
- Full-time
As a member of the management team, you will support the assistant manager and manager in achieving sales goals, maintaining our company standards and motivating your team to excel.
Added 7 mins ago
LV
JUNIOR ASSISTANT MANAGER-EN
La Vie En Rose
Quebec, QC
- Full-time
As a member of the management team, you will support the assistant manager and manager in achieving sales goals, maintaining our company standards and motivating your team to excel.
Added 11 mins ago
LM
Underwriter, Property & Casualty
Liberty Mutual Canada
Remote, Canada
- Full-time
- Remote
Reports To: Assistant Vice President, Underwriting Manager
Added 37 mins ago
LV
JUNIOR ASSISTANT MANAGER-EN
La Vie En Rose
Rouyn-Noranda, QC
- Full-time
As a member of the management team, you will support the assistant manager and manager in achieving sales goals, maintaining our company standards and motivating your team to excel.
Added 37 mins ago
LV
ASSISTANT MANAGER-EN
La Vie En Rose
Rouyn-Noranda, QC
- Full-time
Added 37 mins ago
LV
ACTING ASSISTANT MANAGER-EN
La Vie En Rose
Richmond, BC
- Full-time
Added 37 mins ago
LV
JUNIOR ASSISTANT MANAGER-EN
La Vie En Rose
BC · West Vancouver, BC
- Full-time
As a member of the management team, you will support the assistant manager and manager in achieving sales goals, maintaining our company standards and motivating your team to excel.
Added 37 mins ago
LV
JUNIOR ASSISTANT MANAGER-EN
La Vie En Rose
Saskatoon, SK
- Full-time
As a member of the management team, you will support the assistant manager and manager in achieving sales goals, maintaining our company standards and motivating your team to excel.
Added 37 mins ago
B
Sales Assistant (Sports-Minded)
Boomerang
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Boomerang is looking for a Sports-Minded Sales Assistant to join its growing Toronto team. This is a hands-on sales role suited to individuals who enjoy a fast-paced, team-focused…
Added 40 mins ago
MC
Manager, Community (Atlantic Canada)
MS Canada
Dartmouth, NS
- $68,000 to $72,000 CAD / year
- Full-time
…for people living with and affected by MS. Reporting to the Assistant Vice-President, Community, this role manages key community relationships and acts as a catalyst to deepen and broaden…
Added 40 mins ago
MC
Manager, Community (Atlantic Canada)
MS Canada
Halifax, NS
- $68,000 to $72,000 CAD / year
- Full-time
…for people living with and affected by MS. Reporting to the Assistant Vice-President, Community, this role manages key community relationships and acts as a catalyst to deepen and broaden…
Added 40 mins ago
LM
Underwriter, Property & Casualty
Liberty Mutual Canada
Calgary, AB
- Full-time
Reports To: Assistant Vice President, Underwriting Manager
Added 40 mins ago
MC
Manager, Community (Ontario)
MS Canada
Kingston, ON
- $68,000 to $72,000 CAD / year
- Full-time
…for people living with and affected by MS. Reporting to the Assistant Vice-President, Community, this role manages key community relationships and acts as a catalyst to deepen and broaden…
Added 1 hour ago
MC
Manager, Community (Ontario)
MS Canada
Windsor, ON
- $68,000 to $72,000 CAD / year
- Full-time
…for people living with and affected by MS. Reporting to the Assistant Vice-President, Community, this role manages key community relationships and acts as a catalyst to deepen and broaden…
Added 1 hour ago
NF
Senior Sales Coordinator
Northbridge Financial Corporation
Mississauga, ON
- Full-time
Post-secondary education in Business Administration, Communications, Marketing, or a related field, or an equivalent combination of education and experience.
Added 1 hour ago
TG
Planet Fitness - Assistant General Manager - Full Time - Oshawa
Taymax Group
Oshawa, ON
- Full-time
We are looking for an Assistant Manager to join our team! As an integral member of our team, this position will be responsible for assisting in the oversight of club operations to ensure an…
Added 1 hour ago
7
Store Leader (Manager) Trainee
7-Eleven
Langford, BC
- Full-time
The Store Leader is the heart and soul of the store. A Store Leader with an Assistant or two make up the store’s leadership team executing merchandising and marketing initiates, driving…
Added 1 hour ago
LM
Senior Underwriter OR AVP, Executive Underwriter
Liberty Mutual Canada
Remote, Canada
- Full-time
- Remote
Assistant Vice President, Executive Underwriter
Added 1 hour ago
LM
Senior Underwriter OR AVP, Executive Underwriter
Liberty Mutual Canada
Remote, Canada
- Full-time
- Remote
Assistant Vice President, Executive Underwriter
Added 1 hour ago
LM
Senior Underwriter OR AVP, Executive Underwriter
Liberty Mutual Canada
Vancouver, BC
- Full-time
Assistant Vice President, Executive Underwriter
Added 1 hour ago
RJ
Branch Assistant
Raymond James
AB
- Full-time
Raymond James Ltd. is seeking an Branch Assistant to work with our leadership team in the flagship Edmonton office.
Added 1 hour ago
LM
Senior Underwriter OR AVP, Executive Underwriter
Liberty Mutual Canada
Calgary, AB
- Full-time
Assistant Vice President, Executive Underwriter
Added 1 hour ago
WP
Assistant Editor
WPP Production
Toronto, ON
- Full-time
…production engine designed for today's always on, AI driven marketing…
Added 1 hour ago
GR
Executive Assistant to the Director
Goldbeck Recruiting
Vancouver, BC
- $60,000 to $65,000 CAD / year
- Full-time
The Executive Assistant to the Director is a highly visible and trusted position providing direct support to the Director across executive administration, communications, marketing, events,…
Added 1 hour ago
JUNIOR ASSITANT MANAGER
Boutique La Vie En Rose
Quebec, QC
As a member of the management team, you will support the assistant manager and manager in achieving sales goals, maintaining our company standards and motivating your team to excel.

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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