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Added 9 mins ago
NS
2627-215 - Business Analytics Developer (CL3) - Central Office
Nova Scotia Community College - NSCC
Halifax, NS
- Full-time
Reporting to the Senior Manager, Institutional Research and Effectiveness and as part of the Business Analytics Team, you will:
Added 9 mins ago
SM
RQ11255 – Systems Testing/QA Specialist – Senior
S M Software Solutions Inc
Toronto, ON
- Full-time
We are seeking a Senior Systems Testing/QA Specialist with extensive experience in software quality assurance, commercial off-the-shelf (COTS) application testing, functional and…
Added 24 mins ago
TC
Senior Manager PA and DPM - 12 Months Contract- Express Scripts Canada
The Cigna Group
Mississauga, ON
- Full-time
Job Title: Senior Manager PA and DPM contract
Added 39 mins ago
A
Bookkeeper and Office Administrator
Averton
Vaughan, ON
- Full-time
Coordinate administrative onboarding and offboarding. Collect forms, arrange approved equipment and account setup, prepare workspaces and track completion with the hiring manager.
Added 54 mins ago
A
Senior Manager, Quality Assurance Services
ATB
Calgary, AB · Edmonton, AB
- Full-time
In this role, you will define and spearhead the necessary quality assurance strategies to ensure high standards. As we configure and customize Salesforce, migrate data from existing CRM…
Added 54 mins ago
EL
Manager, Core HR, PXT
Estée Lauder Companies
Toronto, ON
- Full-time
Own reporting and data analysis, including data quality, for OneSource team.
Added 54 mins ago
M
Metro Estimating Lead
Microsoft
Goodwood, ON · Toronto, ON
- Full-time
The Estimator will report directly to the Regional Estimating Manager and will have dotted-line interactions with the Global Estimating Team to deliver accurate estimates that incorporate…
Added 54 mins ago
RU
Advisory Manager - Cyber Strategy
RSM US LLP
Toronto, ON
- Full-time
RSM is seeking a Cyber Strategy Advisory Manager to lead large-scale cybersecurity assessments, program transformations, and technology-enabled implementations for complex clients. This…
Added 54 mins ago
UO
Administrative Clerk
University of British Columbia
Vancouver, BC · UBCV | UBC Bookstore / NCE (BOOK)
- $4,442 to $4,877 CAD / month
- Full-time
Provides integral clerical support for the administrative functions of the Campus Security. Handles and triages service requests and general inquiries. Produces reports and other documents,…
Added 54 mins ago
EC
Power Systems Automation Specialist/ Spécialiste en automatisation des systèmes électriques
Eaton Corporation
Dartmouth, NS · Kitchener, ON · Milton, ON · Mississauga, ON · Ottawa, ON · Laval, QC
- Full-time
Participate in technical reviews and quality assurance activities.
Added 54 mins ago
EC
IT Operations US & Canada Business Relationship Manager
Eaton Corporation
Airdrie, AB · Calgary, AB · Burlington, ON
- Full-time
Eaton’s Electrical sector is currently seeking an IT Operations Business Relationship Manager (US and Canada) to join our PCS (Protection, Control and Solutions) team. This position can…
Added 1 hour ago
BW
Client Care Coordinator, Reproductive Mental Health - BC Women’s Hospital & Health Centre
BC Women's Hospital and Health Centre
Vancouver, BC
- Full-time
Reporting to the Program Manager or designate of the BC Women's Mental Health and Substance Use Program, the Client Care Coordinator provides clinical leadership and coordinates the…
Added 1 hour ago
HN
Production Manager
Hartmann North America
Brantford, ON
- $115,000 to $135,000 CAD / year
- Full-time
We require a Production Manager for our Brantford, Ontario location. The Production Manager is accountable for the safe, efficient, and compliant operation of the Hartmann Brantford…
Added 1 hour ago
LH
CCM-Care Coordinator Manager - Multiple Future Opportunities
Lifemark Health Group
Thorold, ON
- $18.42 to $27.02 CAD / hour
- Full-time
Are you passionate and dedicated to making a positive impact on people’s health and wellness? Do you thrive on having the satisfaction of being on a driven team of industry experts and…
Added 1 hour ago
S
Sr. Staff Technical Program Manager - Ads (Canada )
Shopify
Canada
- Full-time
As a TPM supporting Ads, you'll partner with Engineering, Product, Data Science, and business stakeholders to build and scale the advertising technology that connects merchants,…
Added 1 hour ago
E
Team Manager
Evolution
Burnaby, BC
- Full-time
Prepare and monitor teams’ KPI data, create and execute monthly/quarterly improvement plan
Added 1 hour ago
TU
Programmer Analyst II
The University of British Columbia
Vancouver, BC
- $8,810.92 to $13,202.5 CAD / month
- Full-time
The incumbent plays an important role in all aspects of the planning, implementation and operation of an enterprise-scale data integration solution for the University of British Columbia…
Added 1 hour ago
I-
Employment Specialist
ISSofBC - Immigrant Services Society of BC
BC · British Columbia, Canada
- Full-time
Work closely with Quality Assurance team and the Manager to ensure accuracy in data entry service delivery.
Added 1 hour ago
CC
Operations Manager
Carlson Construction Group
North Vancouver, BC
- $140,000 to $160,000 CAD / year
- Full-time
We are looking for an experienced Operations Manager to lead our North Vancouver operations and help drive the next phase of CMIR's growth and success.
Added 1 hour ago
IH
Person and Family Centered Care Coordinator
Interior Health Authority
Kelowna, BC
- Full-time
In accordance with the established vision and values of the organization, the Person- and Family-Centered Care Coordinator is the acknowledged internal expert for the Patient Satisfaction…
Added 1 hour ago
IH
Clinical Specialist
Interior Health Authority
Vernon, BC
- Full-time
The Clinical Specialist ensures that all clinical and operational plans, standards, and guidance documents are person-centered, consistent with current evidence and best practice, and…
Added 1 hour ago
GR
Account Manager
G&A Robot
Burnaby, BC
- Full-time
G&A Robot is looking for a relationship-focused, data-driven Account Manager to join our team. This is a full-time, on-site role based in Burnaby. You will manage an established portfolio…
Added 1 hour ago
Operations Co-op (Hospitality)
Optima Living
Surrey, BC
Food shapes health, connection, and quality of life. You will support our Hospitality programs, a company-wide initiative focused on culturally responsive, evidence-informed dining…
Added 1 hour ago
CS
Project Manager - Information and Communications Technology/ Chef de Projet - Technologies de l'information et de la Communication
Canadian Standards Association
Calgary, AB · Ottawa, ON · Toronto, ON · Montreal, QC
- $88,260 to $100,000 CAD / year
- Full-time
CSA Group has an immediate opportunity for a Project Manager, Information and Communications Technology (ICT) reporting to the Program Manager, Data and Agri-Food.
Added 1 hour ago
CS
Senior Technical Architect, Application Development & Support
Canadian Standards Association
Toronto, ON
- Full-time
Designs, builds, and supports MuleSoft integrations, including API-led connectivity, DataWeave transformations, API Manager policies, and runtime deployment and monitoring.

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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