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Added 29 mins ago
L
Lab Patient Technician - Part Time - Whitby, ON
LifeLabs
Whitby, ON
- Part-time
Maintain client relationships, including responding to inquiries and following up on requests.
Added 29 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 44 mins ago
M
Operations Manager, Patient Support Program
McKesson
Mississauga, ON
- Full-time
…and their teams, helping ensure high-quality, patient-centred service while meeting contractual key performance indicators, service-level agreements, quality standards, and regulatory…
Added 59 mins ago
D
Team Lead - Health Services
Dynacare
Toronto, ON
- Contract
…location(s) which includes the coaching of staff, location workflow, client services and overseeing occupational health and safety within assigned sites. You will be required to perform the…
Added 59 mins ago
VC
Fitness Instructor, SMART Program - Part-time 0.4
VON Canada (Ontario)
North Bay, ON
- $18.25 to $19.39 CAD / hour
- Part-time
…Supervisors, Kinesiologist, other Fitness Instructors and Program Assistant to ensure client and program needs are addressed appropriately and to support client…
Added 1 hour ago
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Assistant Wealth Market Manager
TD
Concord, ON · Markham, ON
- Full-time
In partnership with the Market Manager, the Assistant Wealth Market Manager supports daily business operations across Wealth Advisory Services, Private Trust, and Wealth Insurance Services.…
Added 1 hour ago
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Portfolio Assistant, Private Wealth
BMO
Burnaby, BC · STSQ
- Full-time
Provides specialized support related to investment client services issue including preparing information for client meetings, annual reviews, etc.
Added 1 hour ago
RR
Pharmacy Assistant (Part Time)
Revolution Recruiting
Rothesay, NB
- Part-time
Collaborating with other team members to provide timely high quality healthcare service delivery and exceptional client experience.
Added 1 hour ago
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Pharmacy Assistant (Full Time)
Revolution Recruiting
Rothesay, NB
- Full-time
Collaborating with other team members to provide timely high quality healthcare service delivery and exceptional client experience.
Added 1 hour ago
Executive Assistant - Toronto
EY
Toronto, ON
We are looking for a dynamic person to join our Executive Assistant Group (EAG). EAG is our team of self-motivated EAs who support our Partners and are a key part of our Core Business…
Added 2 hours ago
Assistant Manager
Sporting Life Group
Laval, QC
As an Assistant Manager, your main purpose of the position is to drive sales, profitability and customer service in our retail stores through developing and driving a selling culture,…
Added 2 hours ago
Lab Patient Technician
LifeLabs
Regina, SK
Maintain client relationships, including responding to inquiries and following up on requests.
Added 2 hours ago
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Lab Patient Technician - Part Time - Petawawa, ON
LifeLabs
Petawawa, ON
- Part-time
Maintain client relationships, including responding to inquiries and following up on requests.
Added 2 hours ago
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Executive Administrative Assistant-Office Manager, Capital Markets
Desjardins
Calgary, AB
- Full-time
As an Executive Administrative Assistant-Office Manager, you carry out a wide variety of administrative duties as required by daily operations of the Calgary Capital Markets team. Reporting…
Added 2 hours ago
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Administrative Assistant
Government of New Brunswick
Fredericton, NB
- Full-time
The Human Resources Client Services Unit within Finance and Treasury Board is seeking a solutions-focused Administrative Assistant who is eager to build strong relationships and contribute…
Added 2 hours ago
ScotiaMcLeod Administrative Assistant - Toronto
Scotiabank
Toronto, ON
As an Administrative Assistant, you will be responsible for providing administrative support to one or more Advisors and their teams.
Added 3 hours ago
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Program Assistant (Office Admin), Mental Health & Substance Use - Lily's Community Heath Center
Vancouver Coastal Health
Vancouver, BC
- $26.42 to $28.25 CAD / hour
- Temporary
Come work as a Program Assistant (Office Admin) on the Mental Health and Substance Use team at Lily's Community Health Center with Vancouver Coastal Health (VCH) in Vancouver, BC!
Added 3 hours ago
L
Lab Patient Technician - Part Time Regular - Morrisburg, ON
LifeLabs
Morrisburg, ON
- Part-time
Maintain client relationships, including responding to inquiries and following up on requests.
Added 3 hours ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps partiel jour
Shoppers Drug Mart
Quebec, QC
- Part-time
Saluer le client rapidement et recueillir les renseignements sur l’ordonnance conformément aux normes.
Added 3 hours ago
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Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps partiel Quarts de travail flexibles Embauche feu vert
Shoppers Drug Mart
Quebec, QC
- Part-time
Saluer le client rapidement et recueillir les renseignements sur l’ordonnance conformément aux normes.
Added 3 hours ago
CG
Administrative Assistant
Canaccord Genuity Group Inc.
Vancouver, BC
- Full-time
Canaccord Genuity (CG) is a leading independent, full-service financial services firm with a strong presence across wealth management and capital markets. We are built on long-term client…
Added 3 hours ago
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Practice Assistant
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Ottawa, ON
- Full-time
The Practice Assistant is a key member of a dynamic and innovative group of Trademark Agents, clerks and legal support staff, providing the highest level of service to our clients, while…
Added 4 hours ago
RB
Administrative Assistant
Royal Bank of Canada
Toronto, ON
- Part-time
…join our leading wealth management firm as an Administrative Assistant. By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team…
Added 4 hours ago
Operations Assistant & Installer
Swish Group of Companies
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The Operations Assistant and Installer provides support across multiple departments, including Operations, Customer Service, and Warehouse. The successful candidate will assist with the…
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TD
DZ Driver [Groundperson / Arborist]
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BMO

Portfolio Assistant, Private Wealth

Burnaby, BC, Canada
STSQ, 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 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.

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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

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