Find work in Canada.

511,348 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 2 mins ago
T
Customer Experience Associate
TD
Toronto, ON
- Part-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 1 hour ago
T
Personal Banking Associate Trainee
TD
Calgary, AB
- Full-time
…We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their financial queries and banking needs,…
Added 1 hour ago
T
Personal Banking Associate - Delson (Full-time, 37.5h/week)
TD
Delson, QC
- Full-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 1 hour ago
T
Customer Experience Associate - Magog (Full-time, 37.5h/week)
TD
Magog, QC
- Full-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 2 hours ago
T
Personal Banking Associate
TD
Estevan, SK
- Full-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 3 hours ago
BG
Technicien·ne d’atelier - Manutention | Heavy Equipment Technician - Material Handling
Brandt Group of Companies
Saint-Augustin-de-Desmaures, QC
- Full-time
Added 3 hours ago
BG
Foreman - Heavy Equipment Technician - Construction & Forestry (Windsor)
Brandt Group of Companies
Tecumseh, ON
- Full-time
…Department, advising and making recommendations to the Service Manager regarding technician skills and training…
Added 3 hours ago
BG
Customer Support Advisor (CSA)
Brandt Group of Companies
Campbell River, BC
- Full-time
Follow up on all customer complaints, communicating resolutions to the Branch Manager, Parts Manager, Service Manager, and Sales Manager to ensure customer satisfaction.
Added 3 hours ago
T
Developing Investment Advisor (Vancouver Island)
TD
Victoria, BC
- Full-time
…high-net-worth clients. The program includes enhanced coaching and training and offers in-branch training on systems, product and service orientation, strategic business development, and…
Added 3 hours ago
RB
Evergreen Client/Banking Advisor
Royal Bank of Canada
Cochrane, AB
- Full-time
· Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral…
Added 3 hours ago
SQ
Partenaire, Développement des Affaires
Sunlife Québec
Quebec, QC
- Full-time
Added 4 hours ago
AU
Service Manager
Allied Universal
Calgary, AB
- $54,600 to $59,400 CAD / year
- Full-time
Reporting to the Regional General Manager, the Service Manager is responsible for overseeing security operations across the Calgary region. This role ensures high service standards,…
Added 4 hours ago
SB
Production Manager, Wall Panels, Star Building Materials
Star Building Materials Winnipeg
Winnipeg, MB
- Full-time
Partnering with the Branch Manager to implement and support our in-field assembly teams, providing training and guidance on proper installation techniques to ensure safety, quality,…
Added 4 hours ago
BG
Parts Person - Peterbilt
Brandt Group of Companies
Ramsayville, ON
- Full-time
…supporting warehouse operations. This role reports to the Parts Manager, working collaboratively to deliver optimal outcomes for…
Added 4 hours ago
Branch Manager
Talent Acquisition Team at Westland Insurance. Text reply only.
Winnipeg, MB
We’re searching for a Branch Manager. Are you searching for new possibilities?
Added 5 hours ago
R
Evergreen Client/Banking Advisor
RBC
Cochrane, AB
- Full-time
· Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral…
Added 5 hours ago
T
Personal Banker - Inviting Applicants who identify as First Nation (Status and Non-Status) Inuit, and Métis
TD
Calgary, AB · AB
- Full-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 5 hours ago
BG
Technicien·ne de service - Manutention des matériaux | Technician - Material Handling
Brandt Group of Companies
Laval, QC
- Full-time
Added 5 hours ago
BG
Service Technician - Shop
Brandt Group of Companies
Tecumseh, ON
- Full-time
Operate within budgets and approvals established by the Service Manager.
Added 5 hours ago
BG
Branch Manager - Peterbilt
Brandt Group of Companies
North Bay, ON
- Full-time
Brandt Tractor Ltd. has an exciting opportunity for a Branch Manager in our North Bay Brandt Peterbilt location.
Added 5 hours ago
BG
Customer Support Advisor (CSA)
Brandt Group of Companies
North Bay, ON
- Full-time
Follow up on all customer complaints, communicating resolutions to the Branch Manager, Parts Manager, Service Manager, and Sales Manager to ensure customer satisfaction.
Added 5 hours ago
BG
Parts Person - Peterbilt
Brandt Group of Companies
Tecumseh, ON
- Full-time
…supporting warehouse operations. This role reports to the Parts Manager, working collaboratively to deliver optimal outcomes for…
Added 5 hours ago
BG
Heavy Equipment Technician - Leadhand - Construction & Forestry
Brandt Group of Companies
Oro, ON
- Full-time
Operate within established budgets and approvals to support branch financial goals.
Added 5 hours ago
BG
Field Service Technician - Peterbilt
Brandt Group of Companies
Saskatoon, SK
- Full-time
Maintain current product knowledge specific to equipment and industry standards relevant to the branch location.
Added 6 hours ago
BH
Technical Support Analyst
Bayshore HealthCare
Toronto, ON · Scarborough, ON
- Full-time
This role will collaborate with the ISSU/TSA Manager, Manager Branch Support and NSC IT to ensure all issues are tracked and resolved, and if appropriate, escalated within a timely manner.…

BMO

Portfolio Assistant

Victoria, BC, Canada

$40,500.00 - $80,000.00 · Full-time

Apply About employer

Applications open in a new tab.

Job details

Pay: $40,500.00 - $80,000.00
Job type: Full-time
Apply by: Nov 8, 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 27, 2026

Original job description

Application Deadline:

11/07/2026

Address:

1225 Douglas 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.

Identifies gaps, issues and best practices through monitoring of sales and service performance targets against plans.
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).
Expands the business growth potential of the team through telemarketing and outbound calls.
Coordinates marketing activities and sales material to support client / prospect conversations.
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.
Analyzes data and information to provide insights and recommendations.
Gathers and formats data into regular and ad-hoc reports, and dashboards.
Provides specialized support related to investment client services issue including preparing information for client meetings, annual reviews, etc.
Ensures client needs are met or exceeded; manages requests in accordance with established policies and procedures.
Maintain the schedule / calendar to coordinate customer meetings and office coverage.
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.
Organizes work information to ensure accuracy and completeness.
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.
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.

Apply About employer

More about this job

Responsibilities

Provides administrative and operational support to financial and investment planning teams to ensure an exceptional customer experience. Manages client relationships, executes marketing activities, and ensures compliance with regulatory and risk management frameworks.

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
Client acquisition
Telemarketing
Outbound calls
Data analysis
Reporting
Dashboard creation
Regulatory compliance
Risk management
Problem solving
Communication skills
Collaboration

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
Telemarketing
Risk Management
Compliance
Data Analysis
Reporting
Dashboards
Financial Services
Relationship Management
Regulatory Environment
Investment Products
Strategic Initiatives
Customer Service
Portfolio Assistant
BMO Financial Group

Report this job