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Added 16 mins ago
SM
RQ10989 – Business Architect – Senior
S M Software Solutions Inc
Toronto, ON
- Full-time
Client: Ministry of Public and Business Service Delivery and Procurement - RQ10989
Added 16 mins ago
CL
General Manager - Secure Destruction Recycling Facility
Clean Lifecycle Network (CLN)
Canada
- Full-time
CLN is seeking an experienced General Manager to lead the day-to-day operation of a secure destruction and materials recovery facility in Ancaster (Hamilton), Ontario. This is a hands-on,…
Added 16 mins ago
NS
2627-202 - Administrative Assistant (OA11) - Pictou Campus
Nova Scotia Community College - NSCC
Stellarton, NS
- Full-time
Provide best-in-class front-line service delivery, including support for in-person, telephone, MS Teams and email inquiries.
Added 16 mins ago
IB
Senior Manager, Admissions and Enrolment
International Business University
Toronto, ON
- Full-time
The Senior Manager, Admissions and Enrolment is a key leadership role within the Office of the Registrar, responsible for overseeing admissions, enrolment, and student records operations…
Added 16 mins ago
OH
Care Coordinator, Regular Full Time, Western Champlain, Renfrew
Ontario Health atHome
Renfrew, ON
- Full-time
Under the general direction of the Manager, Patient Services, the Care Coordinator is responsible for managing a caseload of diverse patients who are living and/or dealing with a variety of…
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Bilingual Care Coordinator, Regular Full-Time, Congregate Care Team East, Labelle
Ontario Health atHome
Ottawa, ON
- Full-time
Under the general direction of the Manager, Patient Services, the Care Coordinator acts as a single point of contact to improve collaboration and communication in congregate settings,…
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Bilingual Care Coordinator, Temporary Full Time, Palliative, Labelle
Ontario Health atHome
Ottawa, ON
- Full-time
Develops an individualized care and service plan reflective of the patient’s identified priorities and desired outcomes; identifies strategies and resources to be used in attaining clinical…
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DC
Spécialiste technique, Gestion des projets
Defence Construction Canada
Ottawa, ON
- Full-time
We have an exciting opportunity in the National Service Region (NSR)!
Added 16 mins ago
OH
Care Coordinator, Temporary Full Time, Western Ottawa, Bells Corners
Ontario Health atHome
Ottawa, ON
- Full-time
Under the general direction of the Manager, Patient Services, the Care Coordinator is responsible for managing a caseload of diverse patients who are living and/or dealing with a variety of…
Added 16 mins ago
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Manager, Digital Marketing Delivery - Tangerine
Tangerine
Toronto, ON
- Full-time
The Digital Marketing Delivery Manager is responsible for collaborating & delivering the end-to-end customer journey for their respective digital marketing campaigns. Partnering with…
Added 16 mins ago
QP
Manager, Marketing and Communications
QuadReal Property Group
Toronto, ON
- Full-time
Reporting to the Director, Digital Marketing, the Manager, Marketing and Communications leads the planning, creation, and execution of corporate content and campaigns across digital and…
Added 16 mins ago
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General Manager
Vercity
Toronto, ON · Greater Toronto Area, Canada
- Full-time
…accountability—working across the Project Company, client, and service providers to ensure delivery meets contractual, commercial, and governance…
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Warehouse Driver
Farm Boy Inc.
Ottawa, ON
- $24.5 CAD / hour
- Part-time
Reporting to the Warehouse Operations Manager, the Warehouse Driver is responsible for safely driving and operating trailer trucks to transport Farm Boy goods and materials over inner-city…
Added 16 mins ago
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Support Service Office, Facilities, Temporary Full Time, Labelle
Ontario Health atHome
Ottawa, ON
- Full-time
Under the Direction of the Manager, Emergency Management, Facilities and Procurement, the Support Services Officer is responsible for ensuring that facilities management and office support…
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Care Coordinator, Temporary Full-Time, Congregate Care Team East, Labelle
Ontario Health atHome
Ottawa, ON
- Full-time
Under the general direction of the Manager, Patient Services and in accordance with the Ontario Health atHome Champlain standards, legislation, policies and guidelines, the Care Coordinator…
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Senior Project Manager
Ocuco Limited
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- Full-time
The Senior Project Manager leads Enterprise Project Delivery end-to-end. Working from the Statement of Work, the role manages iterative SDLC cycles with the customer through to warranty…
Added 16 mins ago
QP
Manager, Marketing and Communications
QuadReal Property Group
Vancouver, BC
- Full-time
Reporting to the Director, Digital Marketing, the Manager, Marketing and Communications leads the planning, creation, and execution of corporate content and campaigns across digital and…
Added 18 mins ago
Senior Manager, Credit Risk Model Validation
BMO
Toronto, ON · FCP
…reporting; assessment of education and training needs, development/delivery of training; development and execution of regulatory administration processes and…
Added 18 mins ago
B
Senior Manager-PM Quality Assurance
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Toronto, ON · YNG
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Added 18 mins ago
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Added 18 mins ago
Salesforce Technical Architect - Financial Services Cloud, Marketing Cloud & Data360 - Manager
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…test, deploy, and adoption, working closely with clients and delivery teams to translate business needs into scalable Salesforce…
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Porter Escort - Porter Services
Nova Scotia Health and IWK Health
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Reporting to the Assistant Manager of Porter Services, Porter provides an escort, transfer, transportation and delivery service as requested. This may include patients, specimens,…
Added 33 mins ago
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Construction Technology Platform Manager - Material Planning & Purchasing
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Toronto, ON · Vaughan, ON
- Full-time
The Construction Technology Platform Manager - Material Planning & Purchasing is accountable for maximizing the business value, operational consistency, and long-term strategic impact of…
Added 33 mins ago
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…Operations required of a team player. They are a key member in the delivery of superior customer…

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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