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Added 1 min ago
ASSISTANT MANAGER
Boutique La Vie En Rose
Ste.-Foy, QC · SAINTE-FOY, QC
Performance bonuses (in-store sales or management position);
Added 1 min ago
ASSISTANT MANAGER
Boutique La Vie En Rose
Alma, QC
Performance bonuses (in-store sales or management position);
Added 1 min ago
AE
AE - Merchandising Team Leader (Assistant Manager)
American Eagle Outfitters
Laval, QC
- Full-time
You have a passion for driving sales: As a key LOD (Leader on Duty), you're an expert at driving sales by maximizing Fitting Room and Salesfloor productivity and building guest loyalty…
Added 15 mins ago
ES
Accounts Receivable Collections Analyst
Euna Solutions
ON · Oakville, Ontario
- Full-time
…across a fast-paced, multi-entity environment. Reporting to the Assistant Controller, you will work cross-functionally with Finance, Sales, Customer Success, and Product to resolve…
Added 15 mins ago
CI
Beauty Advisor
CLORE INC.
Vaughan, ON
- Up to $18.06 CAD / hour
- Part-time
Operate the cash register (POS) to process sales
Added 29 mins ago
D
Team Leader
Dollarama
Terrebonne, QC
- Full-time
As part of the management team, the Team Leader provides support to the Store Manager and Assistant Store Manager in overseeing daily retail store operations.
Added 29 mins ago
OC
Digital Marketing & Leasing Assistant
Orem Capital
Montreal, QC
- Full-time
Position : Digital Marketing & Leasing Assistant
Added 30 mins ago
Post Office Assistant - Term
Canada Post - Postes Canada
Sainte-Aurélie, QC
…Canada Post. We are currently seeking an on-call Post Office Assistant who will use a customer-focused approach when providing counter services to…
Added 30 mins ago
P
Store Manager- Royalmount
Pandora
Mont-Royal, QC
- Full-time
…offers the exciting opportunity to spend quality time on the sales floor, engaging with customers and working alongside your team to drive sales. As the Store Manager, you will coach and…
Added 30 mins ago
P
Store Manager- Metrotown
Pandora
Burnaby, BC
- Full-time
…offers the exciting opportunity to spend quality time on the sales floor, engaging with customers and working alongside your team to drive sales. As the Store Manager, you will coach and…
Added 46 mins ago
TT
Assistant Store Manager in Training Winners - Ancaster Power Centre
The TJX Companies, Inc.
Ancaster, ON
- Full-time
We’re seeking an Assistant Store Manager in Training who is passionate about fostering an inclusive and supportive environment. In this role, you'll develop essential leadership skills…
Added 46 mins ago
RJ
Branch Administrator
Raymond James
AB
- Full-time
The primary role of the Assistant Branch Administrator is to provide operational and administrative support to the management team, and ensure the branch is ran efficiently and effectively.…
Added 46 mins ago
E
Senior Accountant
Ecolab
Calgary, AB · CAN-Calgary Office Quarry Park
- Full-time
We are seeking a highly motivated Senior Accountant to join our growing Finance team. Reporting to the Assistant Controller and Controller, this role offers a unique opportunity to…
Added 46 mins ago
TS
Budtender
Tokyo Smoke
Brampton, ON
- Part-time
…organization’s success by imparting cannabis wisdom and achieving sales…
Added 1 hour ago
T
Retail Floor Supervisor - Brampton (Full-Time)
Talize
Brampton, ON
- Full-time
Monitor sales floor and register zones to ensure replenishment, organization, and smooth customer flow.
Added 1 hour ago
Assistant Resident Manager Team
Realstar
Cornwall, ON
We are currently seeking an Assistant Resident Manager 2-person team to live and work at one of our properties in Cornwall, ON. This position would require you to live on-site, share an…
Added 1 hour ago
TI
Retail Floor Supervisor - Brampton (Full-Time)
Talize Inc / Recycling Rewards
Brampton, ON
- Full-time
Monitor sales floor and register zones to ensure replenishment, organization, and smooth customer flow.
Added 1 hour ago
TN
Assistant Store Manager - Feeds' n Needs - Bridgewater
Trouw Nutrition
Bridgewater, NS
- Full-time
Feeds’n Needs – Retail Division of Shur-Gain/Trouw Nutrition, a Nutreco Company is seeking an Assistant Store Manager
Added 1 hour ago
I
Administrative Assistant and Commissariat operator, ADB
ICAO
Montreal, QC
- Full-time
Process in-store sales during regular opening hours, online orders, and Meeting orders, ensuring accurate and efficient transactions.
Added 1 hour ago
I
Inventory and Logistics Assistant, ADB
ICAO
Montreal, QC
- Full-time
Replenish stock and maintain an organized and properly stocked sales area.
Added 1 hour ago
OF
Assistant Studio Manager
Orangetheory Fitness 10028
AB · Calgary, AB
- $20 CAD / hour
- Full-time
In your role as Assistant Studio Manager, you will create brand awareness, fuel the “buzz”, drive traffic in your studio’s community, lead sales team to achieve studio goals. As the Studio…
Added 2 hours ago
TH
SUPERVISEUR 21/22/25
The Home Depot Canada
St. Albert, AB
- Full-time
Reviewing sales & other reports while working with assistant manager to make recommendations for improvement on; inventory, overhead organization and cross merchandising in order to drive…
Added 2 hours ago
S
Assistant Store Manager (CF Rideau Centre)
Swatch
Ottawa, ON
- Full-time
The Assistant Store Manager, reporting to the Store Manager, plays a key role in managing all aspects of the store's operations. This role involves driving sales through motivation and…
Added 2 hours ago
PV
Keyholder
Pet Valu
Carbonear, NL
- Part-time
Placing small items (under 10 lbs) including pet supplies, household items, etc. into stock in the sales area of the store
Added 2 hours ago
GA
Assistant General Manager, AX Chinook Centre
Giorgio Armani
Calgary, AB
- Part-time
As an Assistant General Manager, you will also provide input on merchandising, marketing, and client relationship strategies. Your daily presence on the sales floor will provide you the…

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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