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Added 14 mins ago
H
Global Mining Practice Business Development Leader
HDR
Saskatoon, SK
- Full-time
Serve as Client Manager for selected strategic accounts, maintaining executive-level relationships and a current understanding of each client’s organization, assets, priorities and upcoming…
Added 14 mins ago
LG
Accounting Manager
Lawen Group
Halifax, NS
- Full-time
As a key member of our Finance Team, the Accounting Manager is responsible for ensuring the financial health, accuracy, and integrity of a diverse portfolio of real estate, construction,…
Added 14 mins ago
S
Facilities Manager
Solidigm
Vancouver, BC
- Full-time
Solidigm is seeking a Senior Facilities Manager to lead the safe, reliable, compliant, and cost-effective operation of its Vancouver workplace. As the primary on-site Corporate Services…
Added 29 mins ago
SE
Business Development Representative
SFC Energy North America
Ottawa, ON
- Full-time
Travel throughout Canada to support customer engagement, business development activities, and strategic growth initiatives.
Added 29 mins ago
RH
Marketing Manager
Robert Half
Calgary, AB
- Full-time
…industry. As the business continues to grow, they are seeking a strategic and hands-on Marketing Manager to lead the marketing function, drive demand generation initiatives, strengthen…
Added 30 mins ago
H
Global Mining Practice Business Development Leader
HDR
Calgary, AB
- Full-time
Serve as Client Manager for selected strategic accounts, maintaining executive-level relationships and a current understanding of each client’s organization, assets, priorities and upcoming…
Added 30 mins ago
MA
Supply Chain Category Management Advisor
Manpower Alberta
Calgary, AB
- $55.75 to $82.95 CAD / hour
- Contract
Reporting to the Manager/Senior Manager, SCM Operations Category Management, the Contract SCM Analyst is responsible for managing assigned category portfolios and related work throughout…
Added 30 mins ago
CG
Manager, Sales Governance and Operations
Calian Group
Ottawa, ON
- Full-time
We are looking for a Manager, Sales Governance & Operations to play a critical leadership role supporting the governance, operational effectiveness, and growth of the ITCS business. In this…
Added 30 mins ago
FN
Manager, Physician Contracts
First Nations Health Authority
Vancouver, BC · Metro Vancouver A, BC
- Full-time
This role sits at the intersection of healthcare transformation, workforce strategy, and service innovation. As Manager, Physician Contracts, you will play a pivotal role in supporting…
Added 44 mins ago
DU
Communications and Marketing Manager
Dalhousie University
Halifax, NS
- Full-time
…industries. Reporting to the Dean, the Communications & Marketing Manager leads strategic communications, marketing, and digital engagement initiatives for the Faculty of Computer Science.…
Added 44 mins 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 45 mins ago
A
Manager, Business Process
ARC'TERYX
North Vancouver, BC
- Full-time
As Manager, Business Process, you own the design, improvement, and governance of supply chain planning processes across the organization. You are the person who turns operational complexity…
Added 45 mins ago
BG
Territory Manager - Underground
Brandt Group of Companies
Regina, SK
- Full-time
The Territory Manager – Ditch Witch specializing in Underground and Tree Care is responsible for selling new and used equipment such as Ditch Witch and Morbark, within an assigned Area of…
Added 45 mins ago
LC
Integration & Value Hub Advisor
LNG Canada
Calgary, AB
- Full-time
Reporting to the Value Hub Integration Manager, the Integration & Value Hub Advisor is part of a team that helps convert LNGC’s short and long-term priorities into integrated, actionable…
Added 59 mins ago
T
Associate, Private Wealth
TD
Toronto, ON
- Full-time
Do you excel at client experience, strategic initiatives, and administration? We're looking for a dynamic professional who is committed to serving clients, colleagues, and cross-team…
Added 59 mins ago
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Senior Manager, Business Risk
BMO
Toronto, ON · FCP
- Full-time
Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals.
Added 59 mins ago
FC
Track Manager
FCC Construcción
Toronto, ON
- Full-time
The Go Rail Expansion - On-Corridor Program is one of the largest and most ambitious transit infrastructure initiatives in Canada, transforming regional rail service across the Greater…
Added 59 mins ago
BG
Advertising Account Manager
Brandt Group of Companies
Regina, SK
- Full-time
The Advertising Account Manager is responsible for owning the marketing roadmap for an assigned portfolio, translating business objectives into strategic advertising plans. This role leads…
Added 59 mins ago
PC
Junior Brand Manager
PRESTIGE COSMETIQUES
Montreal, QC
- Full-time
Reporting to the Senior Brand Manager, the Junior Brand Manager supports the development, implementation and execution of marketing initiatives and activities for our Beauty and Fragrances…
Added 1 hour ago
PH
Operations Coordinator, Advancing Health
Providence Healthcare
Vancouver, BC
- Temporary
…bringing people together, coordinating workplace services and initiatives, and helping build a positive office culture that supports meaningful…
Added 1 hour ago
S
Team Lead, Sales - Hazardous & Industrial Waste Management
SECURE
AB · Clairmont, AB
- Other
…operational alignment across Western Canada. Reporting to the Manager, Sales, you will provide day-to-day coaching, mentorship, and subject matter expertise to Field and Corporate Sales…
Added 1 hour ago
AC
Manager, Enterprise Data Platform & Governance
Air Canada Vacations
Montreal, QC
- Full-time
Strategic Integration: Align enterprise data strategy with broader business transformation initiatives (CRM, CDP, reservation systems).
Added 1 hour ago
BF
Program Manager, Client Solutions & Delivery - Agrotech
Business France North America
Toronto, ON
- Full-time
The Program Manager sets the overall strategic direction and provides oversight of complex programs across North America, particularly those involving competitive tenders, EU-funded…
Added 1 hour ago
BH
PCM Program Manager 3
BC Hydro
Burnaby, BC
- Full-time
The Senior Program Manager – Integrated Line Delivery is responsible for developing and implementing Program and Contract Management’s (PCM) long-term strategy for the delivery of line work…
Added 1 hour ago
CE
General Manager
Canadian Executive Search Group (USA) Inc / Division of Arrow Group of Companies
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Develop and execute strategic plans to support business growth, increase production capacity, and improve operational efficiency.

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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