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Added 2 mins ago
B
AI Process re-engineer, Capital Markets Product Control
BMO
Toronto, ON · FCP
- Full-time
Supports the execution of strategic initiatives; includes tracking metrics and milestones.
Added 16 mins ago
PH
Data Lead, BC Health Workday
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BC · British Columbia, Canada
- Full-time
In accordance with the Purpose, Vision, Values and Coast Salish Teachings, and strategic directions of PHSA, safety, including both patient and employee safety, is a priority and a…
Added 16 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 17 mins ago
GD
Growth Manager - Canadian Market
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London, ON
- Full-time
Lead cross-functional strategic projects focused on Canadian market growth or other strategic initiatives.
Added 32 mins ago
RB
Senior Manager, Operational Risk / IT Risk and Compliance
Royal Bank of Canada
Toronto, ON
- Full-time
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- Full-time
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- Full-time
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Senior Manager, Supply Chain
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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…
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PC
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AB · Alberta, Canada
- Full-time
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Senior Product Manager, Interoperability
Autodesk
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- Full-time
…our Platform Services Product Data team as a Senior Product Manager for Interoperability. Here, you’ll play a key role in redefining the intersection of design and technology across…
Added 1 hour ago
A
Senior Product Manager, Interoperability
Autodesk
Toronto, ON
- Full-time
…our Platform Services Product Data team as a Senior Product Manager for Interoperability. Here, you’ll play a key role in redefining the intersection of design and technology across…
Added 1 hour ago
C
Portfolio Manager, Civil Training Programs-EN
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Support customer-facing strategic initiatives and represent the company professionally with customers and external stakeholders.
Added 1 hour ago
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IT Investment Planning & Financial Strategy Manager
Government of Manitoba
Winnipeg, MB
- Full-time
Reporting to the Executive Director, the IT Investment Planning and Financial Strategy Manager provides strategic leadership and expert advice related to IT investment planning, financial…
Added 1 hour ago
S
Talent & Development Manager
Specsavers
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- Full-time
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Added 1 hour ago
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Associate, Supervision and Governance, Business Management, Corporate & Investment Banking
TD
Toronto, ON
- Full-time
The Business Management Team within Corporate & Investment Banking is responsible for providing ongoing strategic and operational support, as well as supervisory oversight, to front-line…
Added 1 hour ago
Associate Director, Economic & Resource Policy
Government of Alberta
AB
Executive Council works to ensure effective strategic planning and coordinated policy development and communications across government, engages Albertans and the broader global community,…
Added 1 hour ago
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Analyst, Operational Performance / Hybrid
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Toronto, ON · CAN-CORP Toronto-Toronto, Canada
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Identify opportunities to redirect capacity from recurring tasks toward higher-value strategic analysis
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Senior Manager PA and DPM - 12 Months Contract- Express Scripts Canada
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Added 1 hour ago
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District Sales Manager- GTA (Scarborough)
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- Full-time
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Added 1 hour ago
SH
Business Analyst
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Added 1 hour ago
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Added 1 hour ago
C
Manager Service Operations (PL)-CA
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Consulted during business intake for operational cost estimation and during delivery for operational readiness of new initiatives.
Added 1 hour ago
GO
Associate Director, Economic & Resource Policy
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AB · Edmonton, AB
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Executive Council works to ensure effective strategic planning and coordinated policy development and communications across government, engages Albertans and the broader global community,…
Added 1 hour ago
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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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