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Added 3 hours ago
Legal Counsel
Public Service Delivery
Winnipeg, MB
Candidates are required to submit a cover letter, resume and the application screening form.
Added 5 hours ago
TL
Controller
Toronto Lawyers Association
Toronto, ON
- Full-time
Added 5 hours ago
B
Part-Time Apartment Cleaner
Boardwalk
Calgary, AB
- Part-time
Interested applicants are invited to submit a cover letter and resume. If applying for a location you do not currently reside in, please specify if you are planning to relocate and the…
Added 5 hours ago
CA
INED Educational Assistants – Creston, BC
CHEK ABC
Creston, BC
- Internship
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BC
Associate, Quantitative Modeling
BMO Capital Markets
Toronto, ON
- Full-time
…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…
Added 5 hours ago
SN
1.0 FTE Long Term Occasional NSL Teacher
Superior North Catholic District School Board
Greenstone, ON · Longlac, ON
- Full-time
Cover letter and resume of qualifications and experience
Added 5 hours ago
SC
LTO -0.5 PLANNING TIME FI, FSL QUALS, DAY 1-5 PM
Simcoe County District School Board
Innisfil, ON
- Contract
Whether you have 5 or more years of permanent contract teaching experience with another board that can be confirmed through your resume and application.
Added 5 hours ago
TL
0.333 Physics LTO
Trillium Lakelands District School Board
Kawartha Lakes, ON · Lindsay, ON
- Part-time
In order for an application to be considered, all applicants must submit a single document in either .pdf or .docx format, that contains a cover letter, resume and a copy of their OCT…
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SC
LTO - 1.0 PLANNING TIME FI DAY, J/I, FSL QUALS
Simcoe County District School Board
Innisfil, ON
- Contract
Whether you have 5 or more years of permanent contract teaching experience with another board that can be confirmed through your resume and application.
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SC
LTO - 0.2 SERT, SPEC ED, DAY 4 AND 5 AM
Simcoe County District School Board
Innisfil, ON
- Contract
Whether you have 5 or more years of permanent contract teaching experience with another board that can be confirmed through your resume and application.
Added 5 hours ago
YR
Secondary Long Term Occasional (LTO) 100% TDJ3M, TDJ3M, TDJ4M
York Region District School Board
Markham, ON
- Full-time
If you are an internal YRDSB employee, please be sure to include all of your previous teaching experiences in your application as well as two (2) references one of which must be a YRDSB…
Added 5 hours ago
YR
Elementary Long Term Occasional (LTO) 100% Gifted Grade 7/8 Community Class with French
York Region District School Board
Markham, ON
- Full-time
If you are an internal YRDSB employee, please be sure to include all of your previous teaching experiences in your application as well as two (2) references one of which must be a YRDSB…
Added 5 hours ago
OD
Registered Early Childhood Educator (RECE) - Regular - Richmond PS- CORE/PM (10:45am - 6:15pm)
Ottawa-Carleton District School Board (OCDSB)
Ottawa, ON · Richmond, ON
- Part-time
…using their existing ATE account. External applicants will submit via applytoeducation.com by providing a cover letter and resume. Please clearly indicate on your resume your full-time…
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YR
Secondary Long Term Occasional LTO 100% Grades 9, 11&12 Music (AMI1O1/102, AMU3M/4M, AMR1O1, AMR4M1)
York Region District School Board
Markham, ON
- Full-time
If you are an internal YRDSB employee, please be sure to include all of your previous teaching experiences in your application as well as two (2) references one of which must be a YRDSB…
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Teacher Teaching on Call (TTOC)
School District #73 (Kamloops/Thompson)
Kamloops, BC
- Full-time
The most important part of your application is ensuring that you submit all of the required documents when you apply in order to have your application considered complete.
Added 5 hours ago
HD
Casual School Social Worker
Halton District School Board
Burlington, ON
- Full-time
Please submit your cover letter and resume to Apply To Education. Job Category: Management and Professionals - Job Code #4073768
Added 5 hours ago
HI
Senior Accounts Receivable Analyst
Healthcare Insurance Reciprocal of Canada (HIROC)
Toronto, ON
- Full-time
In order to be considered for this position, please include a current résumé or detailed qualifications summary with your application. Only those selected for an interview will be contacted.
Added 5 hours ago
HP
Engineering Manager (Automotive Manufacturing)
HCR Permanent Search
Mississauga, ON
- $140,000 to $155,000 CAD / year
- Full-time
If you believe you are an outstanding candidate for this opportunity, we invite you to submit your resume and all relevant information to HCR Permanent Search in confidence to:
Added 5 hours ago
SD
Executive Assistant to the Director of Instruction, Inclusion Support
School District 46 - Sunshine Coast
Gibsons, BC
- Full-time
A full resume, cover letter and current work references are required with your application. Please submit your application by 4:00pm by Oct 23, 2026.
Added 5 hours ago
NL
Facilities Planner
Nanaimo Ladysmith Public Schools - School District 68
Nanaimo, BC
- Full-time
To submit your application, please click on the apply button next to the job details, on the Job Posting itself (located via: ). Applications should include a cover letter, resume, along…
Added 5 hours ago
OD
Registered Early Childhood Educator (RECE) - TERM - Maple Ridge ES - CORE (6:45am-2:15pm)
Ottawa-Carleton District School Board (OCDSB)
Orleans, ON
- Part-time
…using their existing ATE account. External applicants will submit via applytoeducation.com by providing a cover letter and resume. Please clearly indicate on your resume your full-time…
Added 5 hours ago
WC
Lunch Hour Supervisor - Our Lady of Fatima CES
Waterloo Catholic District School Board
Cambridge, ON
- Internship
Qualified applicants are invited to submit a resume and covering letter.
Added 5 hours ago
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Expression of Interest - 1.0 FTE - RECE (Registered Early Childhood Educator) at St. Anne(K)
Waterloo Catholic District School Board
Kitchener, ON
- Full-time
External applicants must include a cover letter and resume. Internal applicants, including those on the RECE supply list are not required to submit a cover letter and resume.
Added 5 hours ago
PD
Print Production Coordinator / Graphic Artist
PR Direct Signs & Promotions
Mount Uniacke, NS
- Full-time
Please submit your resume along with a brief description of your experience with wide-format printing or sign production.
Added 5 hours ago
NL
Building Technician
Nanaimo Ladysmith Public Schools - School District 68
Nanaimo, BC
- Full-time
To submit your application, please click on the apply button next to the job details, on the Job Posting itself (located via: ). Applications should include a cover letter, resume, along…

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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