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Added 4 mins ago
TL
Head of Sales & Hospitality - The Little Gym - Incentive Pay Options
The Little Gym of Silver Spring
Montreal, QC · Urban agglomeration of Montreal, QC
- Full-time
The Head of Sales & Hospitality is the heartbeat of our member experience. You are the first voice families hear, the warm face that greets them at the door, and the trusted guide that…
Added 4 mins ago
FM
Meat Cutter (NOC 65202)
Fresh Market Foods
Sioux Lookout, ON
- Full-time
Added 4 mins ago
FM
Baker (NOC 63202)
Fresh Market Foods
Sioux Lookout, ON
- Full-time
Assist with merchandising, displays, and product promotions to support bakery sales.
Added 4 mins ago
AW
Gestionnaire de comptes bilingue/ Bilingual Account Manager
Agilus Work Solutions
Montreal, QC
- $60,000 to $70,000 CAD / year
- Full-time
Agilus by Synergie is recruiting for a Bilingual Account Manager - Technology in the Staffing Services Sector in a hybrid work environment in Montreal, Quebec.
Added 4 mins ago
PA
Parts Manager (Huntsville Chrysler, Dodge, Jeep Ram)
Performance Auto Group
Huntsville, ON
- Full-time
Coordinate with the Service Manager and the Body Shop Manager to ensure the availability of parts.
Added 4 mins ago
GB
Project Manager
Green Bridge Group
Toronto, ON · Greater Toronto Area, Canada
- Full-time
…delivering an outstanding client experience through reliable service, innovation, and…
Added 4 mins ago
M
Billing Analyst
Metso
Montreal, QC
- Full-time
…business outcomes. You will report to the Project Management…
Added 5 mins ago
LS
Key Holder
Levi Strauss & Co.
Vancouver, BC
- Part-time
Reporting to the Store Manager, Key Holders are consumer centric, open minded, proactive, and think beyond the task. You are responsible for modeling and coaching for the ultimate…
Added 5 mins ago
JO
Outside Sales- Parts & Service- Refuse Equipment
Jetstream of Houston
Concord, ON
- Full-time
The Parts and Service Support Representative - Refuse (“PSSR”) is responsible for driving parts and service sales growth for our refuse product lines within the territory. This role will…
Added 5 mins ago
JG
Sales Manager
Jacuzzi Group
Remote, Canada
- Full-time
- Remote
Jacuzzi Group is seeking a Sales Manager to drive sales growth within an assigned territory. This role manages a network of dealers while identifying and developing new market opportunities…
Added 5 mins ago
JG
Sales Manager
Jacuzzi Group
Remote, Canada
- Full-time
- Remote
Jacuzzi Group is seeking a Sales Manager to drive sales growth within an assigned territory. This role manages a network of dealers while identifying and developing new market opportunities…
Added 5 mins ago
JG
Sales Manager
Jacuzzi Group
Remote, Canada
- Full-time
- Remote
Jacuzzi Group is seeking a Sales Manager to drive sales growth within an assigned territory. This role manages a network of dealers while identifying and developing new market opportunities…
Added 5 mins ago
JG
Sales Manager
Jacuzzi Group
Remote, Canada
- Full-time
- Remote
Jacuzzi Group is seeking a Sales Manager to drive sales growth within an assigned territory. This role manages a network of dealers while identifying and developing new market opportunities…
Added 5 mins ago
JG
Sales Manager
Jacuzzi Group
Remote, Canada
- Full-time
- Remote
Jacuzzi Group is seeking a Sales Manager to drive sales growth within an assigned territory. This role manages a network of dealers while identifying and developing new market opportunities…
Added 5 mins ago
BG
Junior Project Manager - Orders and Large Accounts
BRC Group Inc.
Remote, Canada
- Full-time
- Remote
The Junior Project Manager – Orders and Large Accounts is responsible for the execution of significant projects and key accounts from the initiation of an order through to the successful…
Added 5 mins ago
S
Services Lead, Stores - Full Time
Sephora
Winnipeg, MB
- $20.8 to $24.45 CAD / hour
- Full-time
As a Services Lead, you will be supporting all departments on the sales floor within a specific Sephora location. Departments at a Sephora store include Skincare, Sephora Collection or…
Added 20 mins ago
T
Retail Area Manager - Tesco Travel Money
Travelex
NB · Chiasson Office, NB
- Full-time
As an Area Manager within the Tesco Retail Division, you will lead and inspire a team of Bureau Managers and Travel Service Partners across South West & West Country. You will drive…
Added 20 mins ago
VS
Residence Supervisor
Vita Student
Manchester, NS
- Full-time
Overtime: We offer overtime opportunities to support both planned and unplanned shift cover. These additional hours help us maintain the exceptional service and support our residents expect.
Added 20 mins ago
HH
PRO Marketing Specialist
Home Hardware Stores Limited
St. Jacobs, ON
- Full-time
…Home’s overall PRO Marketing efforts. Led by the PRO Marketing Manager, this opportunity will best suit someone who has strong marketing, organizational and communication…
Added 20 mins ago
CA
Account Executive - Emerging & Commercial Acc
CloudKettle, a Bell Canada company
Toronto, ON
- Full-time
This is an excellent opportunity for a Business Development Manager, Sales Development Manager or other person in a quota carrying role to take the next step in their career. The role is…
Added 20 mins ago
AS
Operations Manager
Aspire Software
Canada
- Full-time
We’re looking for a hands-on Customer Operations Manager to lead and optimize our Support and Professional Services teams. In this role, you’ll own the customer experience across support,…
Added 20 mins ago
TI
Digital Project Manager
Treefrog Inc.
Canada
- Full-time
Treefrog is a full-service marketing agency that combines brand strategy, creative design, and technology to help ambitious organizations grow. We partner with clients to build distinctive…
Added 20 mins ago
F
R2026-199 Business Development Representative
Flywheel
Toronto, ON
- Full-time
…access to near real-time performance measurement and improve sales, share, and profit. With teams across the Americas, Europe, APAC, and China, we offer a career with real impact, endless…
Added 21 mins ago
CC
Retail Shift Leader
Canna Cabana
Ottawa, ON · Watters Road, Ottawa, ON
- $19 to $21 CAD / hour
- Full-time
Be the sales and customer service leader/role model in the absence of SM/ASM
Added 21 mins ago
CC
Retail Sales Associate
Canna Cabana
Ottawa, ON · St. Laurent, Gloucester, ON
- $17.6 to $18.5 CAD / hour
- Part-time
Minimum 2-3 years of Retail Experience in sales and customer service required.

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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