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Added 5 mins ago
CR
L'opérateur de transbordement
Cando Rail & Terminals
Levis, QC
- Full-time
Cando offre des services spécialisés d'exploitation ferroviaire. Nous offrons une large gamme de services ferroviaires, incluant des opérations sur lignes courtes, des manœuvres…
Added 5 mins ago
A
Service Delivery Manager
Avanade
Toronto, ON
- Full-time
We are seeking an experienced Service Delivery Manager (SDM) to lead the delivery of 24x7 Managed Application Support Services for a large Banking client. The successful candidate will be…
Added 5 mins ago
B
Cleaner
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Barrhead, AB
- Part-time
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Added 5 mins ago
A
Consultant(e) en intégration (Bilingue) - Integration Consultant (Bilingual)
ADP
Toronto, ON · Etobicoke, ON
- $75,200 to $125,200 CAD / year
- Other
Soutenir les initiatives d’amélioration continue visant les processus d’intégration, les outils et l’expérience client.
Added 5 mins ago
A
Consultant(e) en intégration (Bilingue) - Integration Consultant (Bilingual)
ADP
Montreal, QC
- $75,200 to $125,200 CAD / year
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Added 5 mins 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 5 mins ago
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Service Representative (Warranty), serviceQ
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AB · Edmonton, AB
- Full-time
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Added 5 mins ago
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Accenture
Calgary, AB · Vancouver, BC · Mississauga, ON · Ottawa, ON · Toronto, ON
- Full-time
…clients solve their biggest challenges and create products and services that customers love - quickly, efficiently, and…
Added 5 mins ago
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Credit Analyst I
TD
Vancouver, BC
- Full-time
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Added 20 mins ago
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Senior Manager, Operational Risk / IT Risk and Compliance
Royal Bank of Canada
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- Full-time
Senior Manager Operational Risk / IT Risk and Compliance is responsible for supporting the management of Operational Risk and Technology / Cyber Risk supporting the broader Payments…
Added 20 mins ago
CC
Manager, Premium Services (Rogers Place)
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- Full-time
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Added 35 mins ago
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- Full-time
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Added 35 mins ago
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Added 35 mins ago
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Added 35 mins ago
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Finance Manager
BGIS
Markham, ON
- Full-time
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Added 35 mins ago
Branch Manager
Talent Acquisition Team at Westland Insurance. Text reply only.
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As a Branch Manager, you're a collaborative sales leader with a genuine passion for the client experience and your team members. You're responsible for all our daily office operations.…
Added 50 mins ago
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Senior Manager, Supply Chain
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Calgary, AB
- Full-time
Reporting functionally to the Supply Chain Director, the Senior Supply Chain Manager leads the delivery of integrated supply chain activities from planning and strategy development through…
Added 1 hour ago
A
Senior IT Auditor
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Toronto, ON
- $83,000 to $100,000 CAD / year
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Added 1 hour ago
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Personal Banker - Inviting Applicants who identify as First Nation (Status and Non-Status) Inuit, and Métis
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Associate, Supervision and Governance, Business Management, Corporate & Investment Banking
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- Full-time
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Added 1 hour ago
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Canadian Commercial Banking Associate
TD
AB
- Full-time
TD Commercial Banking provides financial solutions to North American businesses. Our broad range of products and services allows us to meet the needs of our clients in every sector,…
Added 1 hour ago
VC
Right of Way Project Controls Administrator
Valard Construction
AB · Edmonton, Alberta
- Full-time
Reporting to the Manager, RoW Project Controls & Estimating, we are seeking a detail-oriented project controls professional to work closely with our field, lands, permitting and GIS teams…

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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