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Added 27 mins ago
UO
Finance and Administrative Coordinator
University of British Columbia
Vancouver, BC
- $4,719 to $4,960 CAD / month
- Full-time
The purpose of the Finance and Administrative Coordinator is to provide support for for core internal College activities such as financial processing and membership processes. They process,…
Added 56 mins ago
RC
Tax Manager - Private Company
RSM Canada
Calgary, AB
- Full-time
RSM’s Private Client Services practice is looking for a dynamic Tax Manager to join our team. At RSM, our Private Client Services practice is rooted in strong relationships based on a deep…
Added 1 hour ago
KP
Production Planner--Planificateur de production
Kelly Professional & Industrial
Montreal, QC
- Full-time
· Fields of study: Engineering, Industrial Engineering, Operations or Supply Chain Management, Finance, or related business disciplines.
Added 1 hour ago
IC
VP, Life Operations
ivari Canada
Toronto, ON
- Full-time
ivari is part of Sagicor Financial Corporation, a leading financial services provider with over 185 years of history operating across the Caribbean, US and Canada. We offer a wide range of…
Added 1 hour ago
ME
Senior Contract Administrator
Morson Edge (Canada)
Toronto, ON
- $60 to $75 CAD / hour
- Contract
…maintenance, technical support, training, consulting and/or other services in accordance with policies and departmental…
Added 1 hour ago
RD
Technical Project Manager - AI
Randstad Digital
Montreal, QC · Greater Montreal Metropolitan Area
- $70 to $90 CAD / hour
- Contract
A top-tier financial institution is seeking an accomplished Senior Technical Project Manager to orchestrate high-impact technology initiatives across enterprise data platforms, financial…
Added 1 hour ago
RB
Private Banker
Royal Bank of Canada
Mississauga, ON
- Full-time
…Advisor/Counsellor for long-term investment advice, or a Commercial Account Manager for a business…
Added 1 hour ago
RB
Relationship Manager, Business Market
Royal Bank of Canada
Ottawa, ON
- Full-time
Completion of the Associate Account Manager training program, or have previous experience as a small business owner, or in similar field
Added 1 hour ago
RC
Tax Senior Manager - Private Company
RSM Canada
Toronto, ON
- Full-time
RSM’s Private Client Services practice is looking for a dynamic Tax Senior Manager to join our team. At RSM, our Private Client Services practice is rooted in strong relationships based on…
Added 1 hour ago
CC
Manager – Acute Care/Emergency
Canadian College of Health Leaders - Northwestern Ontario Chapter
Rocky Mountain House, AB
- Full-time
Alberta Health Services (AHS) has an exciting opportunity for a Manager – Acute Care/Emergency at the Rocky Mountain House Health Centre to assist in the management of its Acute Care and…
Added 1 hour ago
AI
Business Project Manager, financial field
Avanciers Inc.
Montreal, QC
- $90 to $100 CAD / hour
- Contract
Avanciers Incorporated is hiring a [Business Project Manager, financial field] for one of our clients.
Added 1 hour ago
J
Global Category Manager EMS - Business Line Analytical
Jobgether
Canada
- Full-time
Take the lead in shaping the global sourcing strategy for the Electronics Manufacturing Services (EMS) and Printed Circuit Board Assembly (PCBA) category within a global analytical business…
Added 1 hour ago
A
Project Manager
Affinity
Vancouver, BC
- Contract
The Project Manager will work closely with HR, Finance, Technology, business stakeholders, other Project Managers, and a certified Workday Services partner. This is a highly…
Added 1 hour ago
A
Program Manager
Affinity
Vancouver, BC
- Contract
On behalf of our client, Affinity is seeking an experienced Program Manager to lead and drive a significant enterprise data enablement and reporting transformation program.
Added 1 hour ago
HG
Vice-président(e) exécutif(ve) (VPE)
Harris Global Business Services (GBS)
Quebec, QC
- Full-time
…ses fonctions : ventes, soutien, développement de produits et services professionnels. Il s’agit d’un rôle concret, avec pleine responsabilité des résultats financiers (P&L), pour un(e)…
Added 1 hour ago
SM
Manager, Finance, Performance & Analytics
Stevenson Memorial Hospital
Alliston, ON
- Full-time
Reporting to the Vice President, Corporate Services & Chief Financial Officer, the Manager, Finance, Performance and Analytics supports the hospital's strategic objectives, performance…
Added 1 hour ago
C
Test Manager
Cognizant
Toronto, ON
- Full-time
Cognizant is seeking an experienced Test Manager to lead quality assurance activities for FNZ platform releases, configuration changes, migrations, and upgrade cycles. The ideal candidate…
Added 1 hour ago
S
International Trade Compliance Analyst
Sanmina
Ottawa, ON
- Full-time
…fastest-growing segments of the global Electronics Manufacturing Services (EMS) market. Recognized as a technology leader, Sanmina Corporation provides end-to-end manufacturing solutions,…
Added 1 hour ago
RH
KYC Risk & Compliance Specialist
Robert Half
Calgary, AB
- Full-time
Escalate any merchant or operator whose risk profile has deteriorated to the Compliance Manager, with a recommendation on continued relationship, enhanced conditions or offboarding.
Added 1 hour ago
FC
Member Service Representative (Part-Time)
FirstOntario Credit Union
Ingersoll, ON
- Part-time
…relating to business development as set forth by the Branch…
Added 2 hours ago
Senior Manager, Delivery Portfolio Management (OneStream)
Clearsulting
Canada
Build trusted relationships with client stakeholders, serving as an escalation point throughout delivery while identifying opportunities to expand existing client partnerships and services.
Added 2 hours ago
B
Facility Manager
BGIS
Sudbury, ON
- Full-time
BGIS is a leading provider of customized facility management and real estate services. With a combined team of over 10,000 professionals worldwide, we relentlessly focus on enabling…
Added 2 hours ago
C
Senior Manager, Delivery Portfolio Management (OneStream)
Clearsulting
Toronto, ON
- Full-time
Clearsulting is a global consulting company with the motivation to deliver positive change through digital finance. Our team consists of finance specialists that bring experience and…
Added 2 hours ago
HT
A/P Administrator
Husky Technologies
Bolton, ON
- Full-time
…This is an on-site position. You will report to the Shared Services AP Manager and will work as part of a team in a fully automated, full-cycle accounts payable role. If you are a…
Added 2 hours ago
Engineer
Toronto Hydro
Toronto, ON
Reporting to the Manager, Engineering, Engineering Policy and Product Change, the Engineer is responsible for providing a broad range of engineering support services to ensure the technical…

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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