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Added 1 min ago
J
Manager, Vendor Relations
Jobgether
Canada
- Full-time
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Manager, Vendor Relations based in Canada.
Added 1 min ago
KC
Manager, National CPA Program (12 months secondment)
KPMG Canada
St. John's, NL
- Full-time
The Audit Center team is seeking to hire a manager, who will act as key to coordinating and overseeing operational delivery activities for specialized CPA candidate programs. This role…
Added 1 min ago
DG
Chef gestionnaire / Chef manager
Dexterra Group
Montreal, QC
- Contract
The Chef Manager is responsible for overseeing the operations of their assigned unit, which includes food production, customer service, administrative tasks such as ordering and billing,…
Added 1 min ago
KC
Manager, National CPA Program (12 months secondment)
KPMG Canada
Abbotsford, BC
- Full-time
The Audit Center team is seeking to hire a manager, who will act as key to coordinating and overseeing operational delivery activities for specialized CPA candidate programs. This role…
Added 1 min ago
RC
Advisory Manager - Cyber Strategy
RSM Canada
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 1 min ago
TU
Administrative Clerk
The University of British Columbia
Vancouver, BC
- $4,442 to $4,877 CAD / month
- Full-time
…inquiries. Produces reports and other documents, processes financial and payroll transactions, schedules, and performs routine administrative tasks, including data entry, updating and…
Added 1 min ago
KC
Manager, National CPA Program (12 months secondment)
KPMG Canada
Oakville, ON
- Full-time
The Audit Center team is seeking to hire a manager, who will act as key to coordinating and overseeing operational delivery activities for specialized CPA candidate programs. This role…
Added 1 min ago
T
Customer Experience Associate
TD
Toronto, ON
- Part-time
Can you bring your charming self to work and make customer interactions delightful one? Can you process financial transactions accurately and get a sense of achievement by providing…
Added 1 hour ago
T
Personal Banking Associate Trainee
TD
Calgary, AB
- Full-time
…you love working with customers and helping them with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the…
Added 1 hour ago
T
Developing Investment Advisor
TD
London, ON
- Full-time
Anticipate emerging customer trends as a basis for recommending business offerings (financial products, insurance and estate planning) to the clients
Added 1 hour ago
T
Personal Banking Associate - Delson (Full-time, 37.5h/week)
TD
Delson, QC
- Full-time
…you love working with customers and helping them with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate…
Added 1 hour ago
T
Customer Experience Associate - Magog (Full-time, 37.5h/week)
TD
Magog, QC
- Full-time
Can you bring your charming self to work and make customer interactions delightful one? Can you process financial transactions accurately and get a sense of achievement by providing…
Added 1 hour ago
M
Marketing Manager, Member Marketing & Growth
Manulife
Halifax, NS · Toronto, ON · Waterloo, ON · Montreal, QC
- Full-time
The Marketing Manager plays a critical role in driving member engagement and utilization across the Group Benefits portfolio. Reporting to the Director, Member Marketing & Growth, this role…
Added 2 hours ago
JH
Assistant District Manager
Jackson Hewitt Tax Service Inc.
Vancouver, BC
- Full-time
…is looking for an energetic and motivated Assistant District Manager (ADM) to help lead multiple tax office locations throughout the Greater Charlotte…
Added 2 hours ago
LI
Software Developer
Lotus IT Solutions
Enterprise, ON
- Contract
Ref: RQ11825 Contract – 5 Months (Extension Possible) Onsite – Ontario (Enterprise Financial Services Division)
Added 2 hours ago
A
Bookkeeper and Office Administrator
Averton
Vaughan, ON
- Full-time
…looking for a Bookkeeper and Office Administrator to join our accounting team at our Vaughan head…
Added 2 hours 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 2 hours 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 2 hours ago
UO
Administrative Clerk
University of British Columbia
Vancouver, BC · UBCV | UBC Bookstore / NCE (BOOK)
- $4,442 to $4,877 CAD / month
- Full-time
…inquiries. Produces reports and other documents, processes financial and payroll transactions, schedules, and performs routine administrative tasks, including data entry, updating and…
Added 2 hours ago
T
Personal Banking Associate
TD
Estevan, SK
- Full-time
…you love working with customers and helping them with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate…
Added 3 hours ago
BH
Non-Profit Portfolio Manager
BC Housing
Burnaby, BC
- Full-time
Reporting to the Regional Director, the Non-Profit Portfolio Manager (NPPM) fosters collaborative partnerships with housing and service providers to provide the highest quality of stable,…
Added 3 hours ago
TG
Analyst
The Global Institute for Health and Human Rights
Chatham-Kent, ON · Chatham, ON
- Volunteer
Chatham Financial is a global financial advisory and technology firm specializing in debt and derivatives solutions. We partner with leading real estate, private equity, infrastructure, and…
Added 3 hours ago
GL
Manager, Compilation and Advisory Services
GGFL LLP
Ottawa, ON
- Full-time
We’re Ottawa’s go-to tax planning and accounting firm for successful business owners. Entrepreneurs and local leaders trust us to help them navigate complex financial territory - from…
Added 3 hours ago
GL
Manager, Assurance & Advisory Services
GGFL LLP
Ottawa, ON
- Full-time
We’re proud to be the trusted tax planning and accounting partner to many of Ottawa’s most successful business owners. They rely on us for sharp insights, thoughtful advice, and practical…
Added 3 hours ago
FC
Group Underwriter Level II
First Canadian Financial Group
Edmonton, AB
- Full-time
…Benefits team, based in Downtown Edmonton and reporting to the Manager, Group Underwriting. This role is responsible for applying underwriting best practices to evaluate, rate, and…

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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