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Added 2 mins ago
FA
Departure Control Coordinator
Flair Airlines
Toronto, ON
- Full-time
Perform assigned Passenger Recovery duties only when qualified and under the functional direction established by the Manager, Passenger Operations an
Added 2 mins ago
P
Material Planner
Puratos
Chilliwack, BC
- Full-time
…and terms negotiation. This position supports the Purchasing Manager by maintaining and communicating contract information (quantity balances, timing and pricing) for various materials and…
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TC
Field Warranty Specialist - Prairie Zone
Toyota Canada Inc.
Calgary, AB
- Full-time
Toyota Canada Inc. (TCI) currently has an exciting opportunity for a Field Warranty Specialist to support our Vehicle Safety Compliance Liaison Office of Canada (VSCLOC) and Warranty team.…
Added 2 mins ago
SF
Facilities and Maintenance Manager
Soul Foods Group
Toronto, ON · North York, ON
- $70,000 to $80,000 CAD / year
- Full-time
Facilities & Maintenance Manager - North York Ontario Head Office and Field Based
Added 2 mins ago
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Service Representative (Warranty), serviceQ
Qualico
AB · Edmonton, AB
- Full-time
Reporting to the Manager, Service, as the Service Representative (Warranty) you are responsible for addressing warranty service needs for homeowners, taking the initiative to complete…
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Warehouse Associate
Rexel Canada
AB · Edmonton, AB
- Full-time
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Added 17 mins ago
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Manager, Premium Services (Rogers Place)
Compass Canada
Edmonton, AB
- Full-time
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Added 17 mins ago
UI
Warehouse Manager
UAP Inc.
Toronto, ON · Scarborough, Ontario
- Full-time
…operational excellence, workplace safety, and delivering exceptional service in a fast-paced…
Added 32 mins ago
UI
Warehouse Manager
UAP Inc.
Toronto, ON · Scarborough, ON
- $83,700 to $104,600 CAD / year
- Full-time
…operational excellence, workplace safety, and delivering exceptional service in a fast-paced…
Added 32 mins ago
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Substation Technologist
AltaLink
Acheson, AB
- Full-time
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Added 32 mins ago
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Passenger Recovery Coordinator
Flair Airlines
Toronto, ON
- Full-time
…keep customers moving across the network. Reporting to the Manager, Passenger Operations and Recovery, the Passenger Recovery Coordinator (PRC) is responsible for managing passenger…
Added 32 mins ago
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Head of Department – Medical Biology Laboratory
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- Full-time
Lacroix Private Lab is seeking a Medical Biology Service Manager to join its team.
Added 32 mins ago
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Compliance Officer
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Vancouver, BC
- Full-time
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Added 32 mins ago
PB
Manager, Product Development
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- Full-time
We’re looking for an experienced Insurance Manager, Product Manager to take ownership of a portfolio of insurance products, with a focus on managing performance, identifying opportunities…
Added 32 mins ago
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Regional Operations Manager, Cleaning Services
BGIS
Calgary, AB
- Part-time
Job Summary: Under the general supervision of the Regional Director of Operations the Regional Manager performs a variety of management tasks with emphasis on customer satisfaction and…
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Property Accountant
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- $70,000 to $90,000 CAD / year
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Added 32 mins ago
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Mental Health Counsellor - NH Scarborough
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- Full-time
Reports to Home Manager Location Nisa Homes Scarborough
Added 1 hour ago
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Professor, Nutrition and Food Services Program (Part-Time)
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Mississauga, ON
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…Applied Health’s newest program, Diploma – Nutrition and Food Service Management. This 2-year program sets students up for success in growing and in-demand fields where they will gain…
Added 1 hour ago
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Manager, Community Services
WINS (Women In Need Society)
Calgary, AB
- Full-time
The Manager, Community Services leads WINS’ Community Resource Hub programming, Connections, House to Home, and other community supports. Reporting to the Director, Community Impact, the…
Added 1 hour ago
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Project Field Coordinator, Mine
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- Full-time
Support Project Manager during; contractor planning meetings, execution reviews and field coordination activities to align labour, equipment, materials and work fronts with the project…
Added 1 hour ago
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Head of Digital Performance
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Quebec, QC
- Full-time
Reporting to the Director of Marketing, the Digital Performance Manager plays a key role in the growth, reach, and success of the Lacroix Medical Group.
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- Full-time
…reflecting our continued excellence and long-standing dedication to service, leadership, and care. What truly sets us apart are the people who choose to build their careers here. Whether…
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IT Investment Planning & Financial Strategy Manager
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- Full-time
The Manitoba government recognizes the importance of building an exemplary public service reflective of the citizens it serves, where diverse abilities, backgrounds, cultures, identities,…
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Personal Banker - Inviting Applicants who identify as First Nation (Status and Non-Status) Inuit, and Métis
TD
Calgary, AB · AB
- Full-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
Added 1 hour ago
MEP Technical Manager - Scarborough Subway Extension (STC)
Aecon
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…Scarborough Subway Extension will bring the TTC’s Line 2 subway service nearly eight kilometers farther into Scarborough. It will extend from Kennedy Station to Sheppard Avenue and McCowan…

BMO

Portfolio Assistant

Victoria, BC, 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: 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.

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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

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