Find work in Canada.

536,504 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 13 mins ago
CC
Teamcenter PLM Consultant
Cuatro Consulting Inc.
Mississauga, ON
- Full-time
…technology with client goals, prioritizing quality, on-time delivery, and budget discipline. Its commitment is to measurable client success and long-term…
Added 13 mins ago
TS
Building Envelope/Restoration Project Manager
TalentSphere Staffing Solutions
Calgary, AB
- Full-time
Collaborate with architects, engineers, contractors, and property owners to ensure successful project delivery.
Added 13 mins ago
PS
Accounting Support Analyst
PBS Systems
Calgary, AB
- Full-time
PBS has been transforming how people buy and service cars for almost 40 years, becoming the third largest Dealership Management System (DMS) provider in North America. Each month, hundreds…
Added 13 mins ago
SA
Substitute Teacher
St Albert Public School Division
St. Albert, AB
- Full-time
Competent Instructional Delivery: Competently teach prescribed Alberta curriculum courses and lesson plans provided by the regular classroom teacher.
Added 13 mins ago
G&
Production Operator
Gabriella & Co
AB · Alberta, Canada
- Full-time
Own the quality, speed, and on-time delivery of production output.
Added 13 mins ago
T
Journeyman Electrician (Control Panel - Day Shift)
Thermon
Calgary, AB
- Full-time
Previous scheduling, production planning, or project management experience would be considered an asset.
Added 13 mins ago
WC
PT Pharmacy Assistant
Walmart Canada
Maple Ridge, BC
- Full-time
…Operations required of a team player. They are a key member in the delivery of superior customer…
Added 13 mins ago
CG
Multiskilled Worker Part Time
Compass Group Canada
Fredericton, NB
- Part-time
Perform duties according to health & safety guidelines, report all injuries and hazards to the supervisor immediately and other reasonable requests from management
Added 13 mins ago
S
Produce - Clerk Department Second Produce
Sobeys
Elmsdale, NS
- Full-time
What began as a meat delivery business in Stellarton, Nova Scotia has grown to over 128,000 teammates at corporate-owned and franchised store locations. Sobeys Capital Incorporated and its…
Added 13 mins ago
S
Produce - Clerk Department Second Produce
Sobeys
Pictou, NS
- Full-time
What began as a meat delivery business in Stellarton, Nova Scotia has grown to over 128,000 teammates at corporate-owned and franchised store locations. Sobeys Capital Incorporated and its…
Added 13 mins ago
ME
Senior Contract Administrator
Morson Edge (Canada)
Toronto, ON
- $60 to $75 CAD / hour
- Contract
Manage stakeholder relationships and optimize commercial management processes.
Added 13 mins ago
PJ
Personal Training Manager (Multi- Campus)
Prosserman JCC
Maple, ON
- $65,000 to $75,000 CAD / year
- Full-time
Oversee the recruitment, onboarding, coaching, performance management, and retention of Personal Trainers across both locations.
Added 13 mins ago
RH
Controller
Robert Half
Sturgeon Falls, ON
- Full-time
…professionals, manage client relationships, and ensure the timely delivery of accurate financial information. This role is ideal for a hands-on leader who enjoys mentoring teams, improving…
Added 13 mins ago
OL
French, Math & Science Tutor
Oxford Learning Stoney Creek
Montréal-Ouest, QC
- Part-time
Added 13 mins ago
AC
Database Administrator
Amphenol Communications Solutions
Markham, ON
- Full-time
Strong security awareness and discipline change management
Added 13 mins ago
AB
National Service Coordinator (Retail & Fixtures)
ACI Brands Inc.
Oakville, ON
- $55,000 CAD / year
- Full-time
Delivery tracking and coordination to ensure reps are scheduled when fixtures arrive, as well as management of lost/missing fixtures
Added 13 mins ago
CO
Human Resources Generalist
City of Saint John
Saint John, NB
- Full-time
…responsibilities within the team to ensure timely and consistent delivery of Human Resources…
Added 13 mins ago
SD
Specialist, Patient Care
Shoppers Drug Mart Specialty Health Network
Mississauga, ON
- Full-time
Informs the patient about all program offerings including case management support, reimbursement support, self-injection training, prescription coordination and ongoing compliance
Added 13 mins ago
CO
Growth Coordinator
City of Saint John
Saint John, NB
- Full-time
Assist in the delivery of the City Market Strategic Plan and work with the City Market Manager to support the daily operations of the City Market, and Night Market;
Added 13 mins ago
A
Impact - Senior Manager/Manager, Sustainability Reporting
Aritzia
Vancouver, BC
- Full-time
Drive successful communication and delivery of Impact information internally and externally
Added 13 mins ago
WC
(CAN) OMNI Customer Fulfillment Associate
Walmart Canada
Airdrie, AB
- Full-time
Picks and assembles customer orders from different temperature areas with care and accuracy to support on-time delivery. Packs orders carefully by confirming product selection, quantities,…
Added 13 mins ago
WI
Experienced Project Planner
WSP in Canada
BC · British Columbia, Canada
- Full-time
…alongside project teams to identify schedule risks and keep delivery priorities…
Added 13 mins ago
O
Sr. Software Developer
OpenText
Richmond Hill, ON
- Full-time
…AI can't replace to help us shape the future of information management. Join…
Added 13 mins ago
OT
Kitchen
One Therapy Network
Swift Current, SK
- Part-time
Added 13 mins ago
RD
Technical Project Manager - AI
Randstad Digital
Montreal, QC · Greater Montreal Metropolitan Area
- $70 to $90 CAD / hour
- Contract
Data & Analytics Program Delivery: Steer end-to-end implementation of enterprise data platforms, semantic architecture, operational reporting, and data governance controls (including…

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