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Added 9 mins ago
OH
Bilingual Float Care Coordinator, Regular Full-Time, Montfort Hospital
Ontario Health atHome
Ottawa, ON
- Full-time
As a valued team member, your mission will be to help our patients be healthier at home, while you benefit from our supports for professional growth, personal wellness and work-life balance.
Added 9 mins ago
LM
Senior Underwriter OR AVP, Executive Underwriter
Liberty Mutual Canada
Vancouver, BC
- Full-time
Reports To: Vice President, Senior Underwriting Manager
Added 10 mins ago
AC
Member Services Representative - Pembina Crossing
Assiniboine Credit Union
Winnipeg, MB
- Full-time
Reporting to the Assistant Branch Manager, the Member Service Representative (MSR) plays a key role in delivering consistent and compelling member experience at ACU. The Member Service…
Added 10 mins ago
HR
Registered Nurse Mother Baby Unit
Humber River Health
Toronto, ON · Greater Toronto, ON
- Other
Employment Status: Temporary Full-timeDuration: January 2027Reporting Relationship: Manager, Mother Baby UnitHiring Salary Range: $41.15-$58.98Location: Wilson SiteHours of work: Must be…
Added 10 mins ago
HR
Registered Nurse Paediatrics
Humber River Health
Toronto, ON · Greater Toronto, ON
- Other
Employment Status: Temporary Part-timeDuration: June 2028Reporting Relationship: Manager, Paediatrics & NICUHiring Salary Range: $41.15-$58.98Location: Humber River Health – Wilson…
Added 10 mins ago
S
Director, Deployment Operations
Solink
Remote, Canada
- $156,696 to $195,870 CAD / year
- Full-time
- Remote
Oversee partner and field strategy: Guide how Solink works with installation partners and field resources, including partner enablement, performance management and relationship health.
Added 24 mins ago
Y
Client Onboarding Specialist - SaaS
YuJa
Toronto, ON · North York, ON
- $50,000 to $60,000 CAD / year
- Full-time
…collaboration, inclusivity, and belonging, where every team member’s contributions are valued and their voices are heard. Just as we help institutions and organizations worldwide achieve…
Added 24 mins ago
SD
Student Wellness and Homestay Advisor
School District 72 (Campbell River)
Campbell River, BC
- Full-time
Reporting to the Manager, International Student Programs, the Student Wellness and Homestay Advisor supports and promotes the overall health and wellness of international students who…
Added 24 mins ago
AA
Territory Manager - Stettler
Alberta AG Centre
Coaldale, AB
- Full-time
The Territory Manager drives targeted sales and inventory goals to support profitable company growth. This role focuses on delivering exceptional service that enhances the customer sales…
Added 24 mins ago
LM
Senior Underwriter OR AVP, Executive Underwriter
Liberty Mutual Canada
Calgary, AB
- Full-time
Reports To: Vice President, Senior Underwriting Manager
Added 54 mins ago
SA
Human Resources Manager
St. Augustine's Seminary-University of Toronto
Toronto, ON · Scarborough, ON
- Full-time
…lasting? St. Augustine’s Seminary is seeking a Human Resources Manager to shape the people practices of our close-knit community that educates and forms future Catholic priests in the…
Added 55 mins ago
Relationship Manager, Dealer Relations (Dynamic Funds)
Scotiabank
Toronto, ON
As a Relationship Manager, reporting to the Manager of Dealer Relations, you will be responsible for creating and maintaining relationships with distributor head offices by providing…
Added 1 hour ago
HR
Environmental Attendant, Operating Room
Humber River Health
Toronto, ON · Greater Toronto, ON
- Other
Location: Humber River Health, Wilson SiteLabour Group: NOWUReporting Relationship: Manager, Acute Environmental & Linen ServicesHourly Rate: $27.758 - $28.306
Added 1 hour ago
RR
Manager, Origination Analytics
REV Renewables
Oakville, ON
- $140,000 to $170,000 CAD / year
- Full-time
As a key member of REV’s Customer Origination and Development group, you will develop actionable market insights and be part of the team that secures long-term offtake contracts for REV’s…
Added 1 hour ago
SP
Finance Manager
SureLine Projects Inc.
Fort St. John, BC
- Full-time
Reporting to the Controller, the Finance Manager is the day-to-day finance lead for SureLine Projects Inc. and a key member of the Finance Team. The role is accountable for accurate and…
Added 1 hour ago
M
Assistant General Manager
Mandrake
Kawartha Lakes, ON · Lindsay, ON
- Full-time
…promotion to President role when needed. The Assistant General Manager is responsible for all sales and commercial activities required to meet sales & growth goals while complying with all…
Added 1 hour ago
MR
Senior Project Manager
MPA Recruitment
Moncton, NB
- Full-time
…Senior Project Managers in NB. As an experienced Senior Project Manager in the Building Operations team, you will manage large-scale building and infrastructure projects - ranging from $50…
Added 1 hour ago
YO
Centre Manager
YMCA of Hamilton|Burlington|Brantford
Hamilton, ON
- Full-time
Reporting to the Manager of Early Learning and Child Care, the Centre Manager provides leadership and stability in the development and direct delivery of program, as well as being an…
Added 1 hour ago
MB
Assistant Taproom Manager
Muskoka Brewery
Bracebridge, ON
- Full-time
Reporting to the Taproom Experience Manager, the Assistant Taproom Experience Manager will be responsible for day-to-day management of our taproom with a focus on exceptional consumer…
Added 1 hour ago
TS
Union Store Associate
The Salvation Army in Canada
Brantford, ON
- Part-time
Internal: Store Manager, Corps Officer(s), volunteers, staff
Added 1 hour ago
TS
Union Store Associate
The Salvation Army in Canada
Brantford, ON
- Part-time
Internal: Store Manager, Corps Officer(s), volunteers, staff
Added 1 hour ago
TS
Store Associate
The Salvation Army in Canada
Vancouver, BC
- Full-time
Internal: Store Manager, Corps Officer(s), volunteers, staff
Added 1 hour ago
MS
Business Development Manager
MacDonald Search Group
Mississauga, ON
- Full-time
…growth and the desire to expand, our client is adding a new member to the sales team. Do you have a track record of success in sales growth and winning new business? Do you have experience…
Added 1 hour ago
B
Manager, Media Partnerships
BMO
Toronto, ON · YNG
- Full-time
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…
Added 1 hour ago
B
Associate Director, Deposits
BMO
Toronto, ON · FCP
- Full-time
…position combines business management, deposit pricing strategy, relationship management, and strategic project leadership to drive deposit growth, enhance client and advisor experiences,…

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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