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Added 13 mins ago
D
Team Lead - Health Services
Dynacare
Toronto, ON
- Contract
…You will be required to perform the duties of a Laboratory Assistant including obtaining blood samples and other specimens from patients for diagnostic…
Added 13 mins ago
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Lab Assistant
Dynacare
Toronto, ON · Vaughan, ON
- Part-time
As a Laboratory Assistant (FLOAT), you are responsible for processing blood samples and other laboratory specimens, entering requisitions and results accurately – all in a timely manner.…
Added 13 mins ago
D
Lab Assistant
Dynacare
Toronto, ON · Vaughan, ON
- Contract
As a Laboratory Assistant (FLOAT), you are responsible for processing blood samples and other laboratory specimens, entering requisitions and results accurately – all in a timely manner.…
Added 28 mins ago
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Calgary, AB
- Full-time
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Added 43 mins ago
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Pharmacy Assistant, Hourly Part Time Flexible Shifts
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Data entry for new prescriptions, and managing refill request processing
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Pharmacy Assistant, Hourly Full Time Flexible Shifts
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Data entry for new prescriptions, and managing refill request processing
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Vaughan, ON
Assistant Lead Hand – Shipping, Receiving & Inventory Control
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Added 59 mins ago
Assistant Surveyor
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The Assistant Surveyor supports land and construction surveying activities by helping collect, record, and analyze data to ensure accurate measurements for engineering and construction…
Added 59 mins ago
UO
Undergraduate Programs Assistant
University of British Columbia
Kelowna, BC · UBCO | Science Building (SCI)
- $4,981 to $5,713 CAD / month
- Full-time
BCGEU OK Salaried - Support Services Assistant IV
Added 1 hour ago
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Portfolio Assistant, Private Wealth
BMO
Burnaby, BC · STSQ
- Full-time
Gathers and formats data into regular and ad-hoc reports, and dashboards.
Added 1 hour ago
RR
Pharmacy Assistant (Part Time)
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Input accurate patient and prescription data into pharmacy software
Added 1 hour ago
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Pharmacy Assistant (Full Time)
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Rothesay, NB
- Full-time
Input accurate patient and prescription data into pharmacy software
Added 1 hour ago
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Dynacare
Kelowna, BC · West Kelowna, BC · Winfield, BC
- Full-time
Job Posting: Laboratory Assistant – LHSC (Float - Central Kelowna)
Added 1 hour ago
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Added 1 hour ago
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Added 1 hour ago
Assistant Manager
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Added 1 hour ago
Lab Technical Assistant (BCGEU)
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As a Lab Technical Assistant, you will be responsible for the preparation, setup, and limited test processing of specimens in the laboratory, and help deliver better health outcomes for…
Added 1 hour ago
W
(CAN) Pharmacy Assistant- Part Time
Walmart
Toronto, ON
- Part-time
The Pharmacy Assistant assists the Pharmacist in the technical aspects of prescription filling and administrative duties in order to increase the Pharmacist's opportunity to provide patient…
Added 1 hour ago
FS
Administrative Assistant - Part Time
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The administrative assistant performs routine clerical and administrative functions such as drafting correspondence, scheduling appointments, organizing/maintaining paper and electronic…

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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