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Added 11 mins ago
C
Manager, AI Platforms (Permanent)
CoreFactor
Toronto, ON
- Full-time
CoreFactor is searching for a Manager, AI Platforms on a permanent/full-time basis for a client in the GTA.
Added 11 mins ago
AE
Senior Manager, Asset Management & Engineering
ATCO EnPower
Calgary, AB
- Full-time
Reporting to the General Manager, Midstream, the Senior Manager leads Facility Engineering, Operations Engineering, Maintenance and Asset Performance. The role translates Product Line…
Added 11 mins ago
MO
Inventory Control Coordinator, Monday-Friday, 4pm-12am
Martin-Brower of Canada Co.
Brampton, ON
- $55,000 to $65,000 CAD / year
- Full-time
…receipt of product, supporting distribution centre productivity, delivery reliability, and safety…
Added 11 mins ago
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Global Mining Practice Business Development Leader
HDR
Kingston, ON
- Full-time
…network of technical professionals, client relationships and delivery resources. You’ll help focus those capabilities on the mining clients, geographies, commodities and opportunities where…
Added 11 mins ago
OM
Account Manager, Social
Omnicom Media
Toronto, ON
- Full-time
As an Account Manager, Paid Social Activation, you will lead campaign execution and performance across key platforms including Meta, TikTok, Snapchat, LinkedIn, Reddit, and Pinterest,…
Added 11 mins ago
R&
Senior Delivery Manager
Robots & Pencils
Canada
- Full-time
As a Senior Delivery Manager, you are the senior delivery authority on a cross-functional engagement: owning execution from kickoff through release, leading distributed onshore-and-offshore…
Added 11 mins ago
CW
Service Technician
Canadian Water Technologies Ltd.
Vancouver, BC
- $30 to $35 CAD / hour
- Full-time
Install and commission new process water treatment systems under the direction of the Service or Project Manager, including testing, documentation, startup, and optimization.
Added 11 mins ago
RS
Customs - Customer Service Associate
Ryder System, Inc.
Woodstock, ON
- Full-time
…investigative functions and emergency planning and solves daily delivery, inventory, equipment, employee and customer…
Added 11 mins ago
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Client Service Manager
Unisys
Canada
- Full-time
Manages procurement-related activity to ensure on time delivery and response to client requirements.
Added 11 mins ago
MF
Business Development Manager
MTY Food Group
Toronto, ON
- Full-time
The Business Development Manager is the primary liaison between assigned store locations and corporate office. He/she provides leadership and assistance to assigned restaurants to achieve…
Added 11 mins ago
MV
Program Assistant
Metro Vancouver Regional Parks Foundation
Burnaby, BC
- Full-time
…CTS Youth Society. Working under the direction of the Program Manager, this role will assist with researching, planning, and preparing educational activities and resources for camps, Youth…
Added 11 mins ago
LM
Manager, Workplace Operations & Executive Support - Canada
Liberty Mutual Canada
Toronto, ON
- Full-time
The Manager, Workplace Operations & Executive Support, Canada leads the safe, effective and consistent operation of Liberty Mutual Canada workplaces and the Canadian Centralized Executive…
Added 11 mins ago
TP
Associate Director, Software Engineering
Toronto Pearson International Airport
Toronto, ON
- Full-time
Reporting to the Director, Technology Delivery, the Associate Director, Software Engineering will establish and lead a sustainable software engineering capability that delivers secure,…
Added 11 mins ago
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Order Picker: Full Time - TUSCANY
The Home Depot Canada
Calgary, AB
- Full-time
Loading delivery vehicles and taking out customers curbside orders, which includes complying with required safety regulations.
Added 11 mins ago
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Director - Governance & Client Account Management
International Financial Data Services (IFDS)
Toronto, ON
- Full-time
…close collaboration with the Business Development Relationship Manager, the AMS team, IT Departments; the Business Solutions and Planning team and C-Suite individuals to ensure the delivery…
Added 11 mins ago
(CAN) Pharmacy Assistant- Part Time
Walmart Canada
Toronto, ON
…Operations required of a team player. They are a key member in the delivery of superior customer…
Added 11 mins ago
WC
(CAN) Préposé aux livraisons directes à la succursale
Walmart Canada
Magog, QC
- Full-time
Position Summary...Working as a Directs Store Delivery Associate at Walmart Canada is a great opportunity to build valuable skills in a fast paced retail environment. In this role, you…
Added 11 mins ago
WC
Pharmacy Assistant Central Fill
Walmart Canada
Surrey, BC
- Full-time
…Operations required of a team player. They are a key member in the delivery of superior customer…
Added 11 mins ago
O
Senior Technical Program Manager
OpenMined
Remote, Canada
- $127,000 to $159,000 USD / year
- Contract
- Remote
We're looking for a Senior Technical Program Manager to own how OpenMined plans, tracks, and ships its most ambitious work. You'll work most closely with Ronnie Falcon, Chief Product…
Added 11 mins ago
CI
Manager, AI Platforms (Permanent)
CoreFactor Inc.
Toronto, ON · Downtown Toronto (Ryerson), Ontario
- Full-time
CoreFactor is searching for a Manager, AI Platforms on a permanent/full-time basis for a client in the GTA.
Added 26 mins ago
H
Global Mining Practice Business Development Leader
HDR
Saskatoon, SK
- Full-time
…network of technical professionals, client relationships and delivery resources. You’ll help focus those capabilities on the mining clients, geographies, commodities and opportunities where…
Added 26 mins ago
C
Transmission Lines Engineer-In-Training (Civil)
CIMA+
Saskatoon, SK
- $71,200 to $97,900 CAD / year
- Full-time
…force of a successful energy transition. Regardless of the delivery mode our clients choose, we have the skills and experience required to deliver innovative solutions adapted to their…
Added 26 mins ago
MO
Inventory Coordinator
Martin-Brower of Canada Co.
Baie-D'Urfé, QC
- $55,000 to $63,000 CAD / year
- Full-time
…receipt of product, supporting distribution centre productivity, delivery reliability, and safety…
Added 26 mins ago
AS
Production Support Analyst
Ardent SoftSol Inc.
Toronto, ON
- $50 to $54 CAD / hour
- Contract
Akamai Delivery Configurations include modules like: Adaptive Image Compression, Content Targeting/EdgeScape, Device Characterization, Edge Redirector Cloudlet, Enhanced Secure Delivery,…
Added 26 mins ago
GO
Senior Lands Administration Officer
Government of Northwest Territories
Yellowknife, NT
- $106,158 to $126,809 CAD / year
- Full-time
As Housing NWT prepares to work with communities on the delivery of 560 new affordable housing units across the territory, access to suitable land will be a critical part of that work. This…

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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