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Added 3 mins ago
HL
assistant manager, restaurant
Hao's Lamb Restaurant
Richmond, BC
- Full-time
Added 3 mins ago
CL
restaurant assistant manager
Chopped Leaf
Surrey, BC
- Full-time
Added 3 mins ago
LA
Communications and Digital Media Assistant
Legislative Assembly of Alberta
AB · Edmonton, AB
- $49,879.96 to $63,113.7 CAD / year
- Full-time
Reporting to the Manager and Supervisor of Communications Services, the Communications and Digital Media Assistant is new to the field, is an adaptive learner and is eager to support our…
Added 3 mins ago
FM
Controller - Canadian Division
Forvis Mazars US Executive Search Practice
Ottawa, ON
- Full-time
This is an outstanding opportunity for an experienced ambitious Assistant Controller, Accounting Manager looking to take the next step into a senior finance leadership role. Or, ideally an…
Added 3 mins ago
EI
Assistant Project Manager
EBC Inc.
Delta, BC
- Full-time
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MB
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- Full-time
The Creator Community Assistant Manager is a foundational role within MAV’s creator-first operating model. This role owns the full creator lifecycle for our brand communities - discovery,…
Added 5 mins ago
NC
Administrative Assistant
Native Counselling Services of Alberta
Grande Prairie, AB
- Up to $36,500 CAD / year
- Full-time
…direction regarding their court issues. The administrative assistant will support the court workers and support staff in Edmonton to ensure their concerns are…
Added 20 mins ago
SHIFT LEADER
Northern Reflections Ltd
Fort McMurray, AB
Reporting to the Store Manager, the Shift Leader supports the daily operations of our store and delivers an exceptional in-store experience for our customers. As part of the store…
Added 20 mins ago
NR
ASSISTANT MANAGER
Northern Reflections Ltd
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- Full-time
Reporting to the Store Manager, as an Assistant Manager, you will play a key
Added 20 mins ago
NR
ASSISTANT MANAGER
Northern Reflections Ltd
Winnipeg, MB
- $16 to $18 CAD / hour
- Full-time
Reporting to the Store Manager, as an Assistant Manager, you will play a key
Added 20 mins ago
KI
Assistant Store Manager
Kiokii Inc
Markham, ON
- $21 to $24 USD / hour
- Full-time
As an Assistant Manager, you play a pivotal role in ensuring smooth day-to-day operations, supporting the team, and driving business success. Including but not limited to…
Added 20 mins ago
DO
Assistant Road Supervisor
Dufferin Oaks LTC
Mono, ON
- Full-time
Reporting to the Road Supervisor, the Assistant Road Supervisor represents the in-charge person for road maintenance in the absence of the Road Supervisor and is the supervisor of the day…
Added 20 mins ago
CT
Assistant Manager, Galeries de la Capitale
Canadian Tire Corporation
Quebec, QC
- Full-time
Manage scheduling and follow up of execution on shipping /receiving, eCommerce fulfillment operations, cash management, and operations systems & compliance.
Added 33 mins ago
PA
Parts Manager (Huntsville Chrysler, Dodge, Jeep Ram)
Performance Auto Group
Huntsville, ON
- Full-time
Work with assistant managers and supervisors to improve profitability and efficiency.
Added 33 mins ago
A
General Assistant
ALS
Fort St. John, BC
- Full-time
General duties to support lab operations (can require client communication, sample login, shipping of samples and bottles);
Added 33 mins ago
EG
Assistant Store Manager
EB Games Canada
Sudbury, ON
- $18.85 to $23 CAD / hour
- Full-time
We're looking for a talented Assistant Store Manager to join the team at our New Sudbury Center location in Sudbury, Ontario. The Assistant Store Manager works hand-in-hand with the Store…
Added 34 mins ago
V
Data Visualization Specialist
Viamo
Remote, Canada
- $80,000 to $95,000 CAD / year
- Full-time
- Remote
…financial literacy and more via IVR and a generative IA voice assistant, “Miss Baza”. To meet our scale and sustainability objectives, we are shifting from a project-funded model to a…
Added 34 mins ago
SI
Underwriting Assistant - 12 months
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Toronto, ON · Montreal, QC · Calgary, AB
- Full-time
We are looking for an energetic, experienced Underwriting Assistant to join our UA team. The successful candidate will provide support to our underwriters through collaboration and…
Added 34 mins ago
Finance and Operations Assistant
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As Finance and Operations Assistant, you will work closely with the Business Manager to support our department's financial administration, post-award activities, and day-to-day operations.…
Added 48 mins ago
CM
Medical Office Assistant
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The Medical Office Assistant / Clinical Assistant I is responsible for overseeing front desk operations at the clinic, including patient greeting, care logistics, scheduling, record…
Added 48 mins ago
CO
Director of Planning & Development
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- Full-time
The Director of Planning & Development is responsible for the daily Planning & Development operations of the County in compliance with the Municipal Government Act, as well as County…
Added 48 mins ago
AL
administrative assistant
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Added 49 mins ago
CC
Retail Sales Associate
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- $17.6 to $18.5 CAD / hour
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Abide by all company policies and procedures as directed by the Store/Assistant Managers.
Added 49 mins ago
O&
Server Assistant - The Guild
Oliver & Bonacini
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Added 49 mins ago
TC
Pharmacy Assistant Specialty - Express Scripts Canada
The Cigna Group
Mississauga, ON
- Full-time
Our Mississauga Pharmacy Location is seeking a Pharmacy Assistant, Specialty that provides meaningful support at the right time to our members for better health and peace of mind.

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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