Find work in Canada.

530,199 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 20 mins ago
R
Assistant Branch Operations Manager
RBC
Ottawa, ON
- Full-time
The RBC Dominion Securities Management team located in Ottawa Little Italy is looking for an Assistant Branch Operations Manager to join their team! The Assistant Branch Operations Manager…
Added 50 mins ago
R
IRP Assistant
RBC
Montreal, QC
- Full-time
The administrative assistant will support top producing Financial Planners, Investment and Retirement Planning in meeting sales objectives and related activities by providing value added…
Added 2 hours ago
B
Portfolio Assistant, Private Wealth
BMO
Burnaby, BC · STSQ
- Full-time
Provides administrative and operational support to the delivery of financial and investment planning and advice to deliver an exceptional customer experience. Works collaboratively within…
Added 3 hours ago
AR
Restaurant Manager
A&W Restaurants
Victoria, BC
- Full-time
Recruit and hire hourly staff; participate in hiring supervisors and assistant managers.
Added 3 hours ago
D
Administrative Assistant
Desjardins
Saint-Jérôme, QC
- Full-time
Perform various internal management administrative tasks (e.g. tracking sales, maintaining the scorecard, monitoring expense accounts, managing inventory and equipment, conducting…
Added 3 hours ago
Assistant Taproom Manager, Granville Island Brewing
Molson Coors
Vancouver, BC
Molson Coors Beverage Company is currently seeking an Assistant Taproom Manager to join our Taproom Team at Granville Island Brewing, located on Granville Island in Vancouver, BC. Granville…
Added 3 hours ago
AR
Restaurant Assistant Manager
A&W Restaurants
Victoria, BC
- Full-time
A&W Restaurants in Victoria, BC, located at 105/106 2000 Cadboro Bay Rd., is looking for permanent full-time Assistant Manager to start immediately.
Added 3 hours ago
AR
Restaurant Assistant Manager
A&W Restaurants
Revelstoke, BC
- Full-time
A&W Restaurants in Revelstoke, BC, located at 1884 Trans Canada Hwy., is looking for permanent full-time Assistant Manager to start immediately.
Added 3 hours ago
AR
Restaurant Assistant Manager
A&W Restaurants
Langford, BC
- Full-time
A&W Restaurants in Langford, BC, located at #108 3016 Merchant Way, is looking for permanent full-time Assistant Manager to start immediately.
Added 3 hours ago
AR
Restaurant Manager
A&W Restaurants
AB
- Full-time
Recruit and hire hourly staff; participate in hiring supervisors and assistant managers.
Added 3 hours ago
AR
Restaurant Assistant Manager
A&W Restaurants
Kamloops, BC
- Full-time
A&W Restaurants in Kamloops, BC, located at 1847 Trans Canada Hwy East, is looking for permanent full-time Assistant Manager to start immediately.
Added 4 hours ago
Pharmacy Assistant (Midtown)
Calgary Co-op
Calgary, AB
…for our members and customers of Calgary Co-op. The Pharmacy Assistant position reports to the Pharmacy manager and assists with the technical aspects of dispensing prescriptions &…
Added 4 hours ago
JUNIOR ASSISTANT MANAGER
Boutique La Vie En Rose
Victoria, BC
As a member of the management team, you will support the assistant manager and manager in achieving sales goals, maintaining our company standards and motivating your team to excel.
Added 5 hours ago
SC
Assistant Manager-6 Month Contract
Staples Canada
Burnaby, BC
- Full-time
As an Assistant Manager, you will enable operational and sales excellence, ensuring that both our customers and associates have exceptional experiences. You will break down barriers and…
Added 5 hours ago
Post Office Assistant - Term
Canada Post - Postes Canada
Markstay, ON
…Canada Post. We are currently seeking an on-call Post Office Assistant who will use a customer-focused approach when providing counter services to…
Added 5 hours ago
E
Administrative Assistant (Entry Level)
EvertzAV
Burlington, ON
- Internship
We are seeking a reliable, organized, and proactive Administrative Assistant to join our team. Administrators are vital to the success of our business model, playing a key role in both…
Added 5 hours ago
HR
Front Office Manager
Hyatt Regency
Vancouver, BC
- Full-time
This position reports to the Hotel Director of Operations and Assistant Director of Operations. The Front Office Manager (FOM) oversees Assistant Front Office Managers, Front Desk Hosts,…
Added 5 hours ago
LV
RECEPTIONIST-EN
La Vie En Rose
Montreal, QC
- Full-time
Performance bonuses (in-store sales or management position)
Added 6 hours ago
PV
Store Assistant Manager (H)
Pet Valu
Chetwynd, BC
- Full-time
As an Assistant Store Manager you will coach and develop your store team to deliver world class service to all customers and help Pet Parents find the right nutrition and other solutions…
Added 6 hours ago
Post Office Assistant - Term
Canada Post - Postes Canada
ON · Hanmer, ON
…Canada Post. We are currently seeking an on-call Post Office Assistant who will use a customer-focused approach when providing counter services to…
Added 7 hours ago
Assistant Manager, Trade Support, Stock Loan Middle Office (GWO)
Scotiabank
Toronto, ON
…with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet…
Added 7 hours ago
Post Office Assistant - Term
Canada Post - Postes Canada
Falconbridge, ON
…Canada Post. We are currently seeking an on-call Post Office Assistant who will use a customer-focused approach when providing counter services to…
Added 7 hours ago
Post Office Assistant - Term
Canada Post - Postes Canada
Radium Hot Springs, BC
…Canada Post. We are currently seeking an on-call Post Office Assistant who will use a customer-focused approach when providing counter services to…
Added 7 hours ago
SB
Flight Coordination Specialist
Skyservice Business Aviation
Calgary, AB · Mississauga, ON
- Full-time
…expertise in aircraft management, charter, maintenance, and sales from our fixed-based operator services across Canada and the United States. People and values are inseparable assets that…
Added 7 hours ago
L
Branch Manager - Office 1699
LendDirect
Kitchener, ON
- Full-time
…Shift Lead. I trained diligently with my Branch Manager and Assistant Manager for two more years until my District Manager approached me with the opportunity to move into a BM position at a…

BMO

Portfolio Assistant, Private Wealth

Burnaby, BC, Canada
STSQ, Canada

$40,500.00 - $80,000.00 · Full-time

Apply About employer

Applications open in a new tab.

Job details

Pay: $40,500.00 - $80,000.00
Job type: Full-time
Apply by: Nov 9, 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 29, 2026

Original job description

Application Deadline:

11/08/2026

Address:

6023 Silver Drive

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.

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.

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 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.
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.

Apply About employer

More about this job

Responsibilities

Provides administrative and operational support for financial and investment planning to ensure an exceptional customer experience. Manages client relationships, coordinates marketing activities, and ensures compliance with regulatory and risk management policies.

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

Investment planning
Financial advice
Data reporting
Risk management
Compliance
Sales performance monitoring
Client acquisition
Marketing coordination
Product knowledge
Conflict resolution
Regulatory compliance
Analytical skills
Communication skills
Organizational skills
Collaboration

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans

Visa sponsorship

Not detected in the job text

Keywords

Private Wealth
Investment Planning
Financial Services
Risk Management
Compliance
Client Retention
Business Growth
Sales
Marketing
Reporting
Dashboards
Regulatory Environment
Portfolio Management
Customer Experience
Asset Protection
Strategic Initiatives
Performance Targets
Investment Industry
Banking
Client Meetings

Report this job