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Added 21 mins ago
LH
Program Manager, WSIB Programs, Ontario
Lifemark Health Group
Toronto, ON
- $100,000 to $120,000 CAD / year
- Full-time
The Program Manager is accountable for the end-to-end delivery of Lifemark’s centralized operating model supporting the WSIB programs.
Added 21 mins ago
S
Sr. Staff Technical Program Manager - Payments (Canada )
Shopify
Canada
- Full-time
Added 21 mins ago
CO
26- 131 Senior Manager, Corporate Real Estate & Land Strategy
City of Maple Ridge
Maple Ridge, BC
- $149,715.56 to $178,232.81 CAD / year
- Full-time
The Senior Manager, Corporate Real Estate & Land Strategy is responsible for leading and overseeing the City’s real estate, land acquisition, and land management functions in support of…
Added 21 mins ago
ET
Technical Program Manager
Envision Technology Solutions
Toronto, ON
- Full-time
A hands-on Technical Program Manager with strong banking and fintech experience who can bridge strategy, architecture, engineering, operations, and executive stakeholders while driving…
Added 21 mins ago
A
Business Development Manager (Agriculture)
AdvancedAg
Raymond, AB
- Contract
AdvancedAg is seeking a results-driven Business Development Manager to identify, develop, and execute opportunities that support revenue growth, commercialization, and expansion into new…
Added 21 mins ago
AR
Account Manager-New Truck Sales (Goderich)
Altruck Rentals
Guelph, ON
- Full-time
Altruck International Truck Centres is seeking an experienced and motivated Account Manager to join our New Truck Sales team at our Goderich location (33910 Airport Road, Goderich, ON).…
Added 21 mins ago
S
Grocery Manager
Sobeys
Ottawa, ON · Kanata, ON
- 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 21 mins ago
R
Associate Product Manager (Accounting)
Remarcable
Vancouver, BC
- $90,000 to $120,000 CAD / year
- Full-time
…rapidly scaling business, we’re looking for an Associate Product Manager (APM) who is excited to dive deep into our core Procure-to-Pay and accounting…
Added 21 mins ago
TM
Used Car Sales Manger
Thor Motors Orillia
Orillia, ON
- Full-time
Thor Motors is a locally owned, multi-generational Ford dealership in Orillia. We're hiring a Used Car Manager to own our pre-owned department from acquisition to delivery, and to desk…
Added 21 mins ago
AR
Account Manager-Retail New Truck Sales (Guelph)
Altruck Rentals
Guelph, ON
- Full-time
Altruck International Truck Centres is seeking an experienced and motivated Account Manager-Retail New Truck Sales to join our New Truck Sales team at our Guelph location (405 Laird Road,…
Added 36 mins ago
C
Sr. Manager, Email and Distributed Marketing
CIBC
Toronto, ON
- Full-time
As Senior Manager, Email and Distributed Marketing, you will support the strategy and lead the execution, governance, optimization, and ongoing management of advisor- and business-driven…
Added 36 mins ago
FH
Business Analyst
Fraser Health
Surrey, BC
- Full-time
…support projects, and identify opportunities to enhance service delivery and patient care. This is an excellent opportunity for a collaborative and analytical professional who enjoys…
Added 1 hour ago
S
Full Time Front End Manager - Cloverdale/Quadra Store Victoria BC
Sobeys
Victoria, BC
- 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 1 hour ago
AC
Financial Analyst
ATS Corporation
Cambridge, ON
- $64,000 to $88,000 CAD / year
- Full-time
Assist in timely delivery of Month-End Reporting (MBR).
Added 1 hour ago
TR
Director, Annual Giving
The Royal Conservatory of Music
Toronto, ON
- $118,000 to $128,000 CAD / year
- Full-time
…leads the annual giving team and oversees the development and delivery of integrated annual giving strategies that engage RCM’s broad community and build a strong pipeline of future…
Added 1 hour ago
J
Senior Account Manager, Media
Jobgether
Canada
- Full-time
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Senior Account Manager, Media based in Canada.
Added 1 hour ago
AR
Account Manager-Retail New Truck Sales (Hamilton)
Altruck Rentals
Guelph, ON
- Full-time
Altruck International Truck Centres is seeking an experienced and motivated Retail Account Manager-Retail New Truck Sales to join our New Truck Sales team at our Hamilton location (2…
Added 1 hour ago
S
Meat - Manager Meat
Sobeys
Kamloops, BC
- 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 1 hour ago
ML
MRO Coordinator
Maple Leaf Foods Inc
Mississauga, ON
- $47,000 to $69,000 CAD / year
- Full-time
Reporting to the Maintenance Manager the MRO Coordinator maintains the inventory management and warehousing long-term strategies based on the consequences of equipment failure and the…
Added 1 hour ago
SG
Account Manager - Existing Installations
Schindler Group
Toronto, ON
- $62,000 to $80,000 CAD / year
- Full-time
As an Account Manager Existing Installations (Service Contracts) at Schindler, you will cultivate relationships with customers to drive sales for elevator and escalator maintenance…
Added 1 hour ago
TP
Manager, Real Estate Operations
Toronto Pearson International Airport
Toronto, ON
- Full-time
Reporting to the Associate Director, Real Estate Leasing and Development, the Manager, Real Estate Operations will oversee the operational performance of Toronto Pearson’s diverse portfolio…
Added 1 hour ago
PC
Program Manager - Capital Markets (FSI)
PPT Consulting
Toronto, ON
- Full-time
Sia Partners is seeking a high-performing Program Manager - Capital Markets Transformation to support complex regulatory and strategic transformation initiatives within the Financial…
Added 1 hour ago
SQ
Team Lead, Billing & Payment Services
Sunlife Québec
Montreal, QC
- Full-time
Reporting to the Manager, Billing & Payment Services, you will lead a team of approximately five employees in a hybrid work environment. You will be responsible for coaching, performance…
Added 1 hour ago
SC
Manager, People & Culture
SiriusXM Canada
Toronto, ON
- Full-time
The Manager, People & Culture works with the Human Resources management team to support key HR programs and services, including employee relations, recruitment, onboarding and offboarding,…
Added 1 hour ago
SG
Account Manager - Existing Installations
Schindler Group
Hamilton, ON
- $62,000 to $80,000 CAD / year
- Full-time
As an Account Manager (Service Contracts) at Schindler, you will cultivate relationships with customers to drive sales for elevator and escalator maintenance services. You will ensure high…

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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