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Added 3 mins ago
MB
Manager, Finance
Maison Birks
Montreal, QC
- Full-time
…built on quality, exclusivity, unique design, and excellence in service. We pride ourselves in offering meaningful experiences and in building intimate relationships with each one of our…
Added 3 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 3 mins ago
BM
Retail Team Lead / Area Supervisor
Brand Momentum
Vancouver, BC
- $60,000 CAD / year
- Full-time
Serve as the main point of contact between Sales Experts and the Field Manager for your region
Added 3 mins ago
GD
GARAGE - Seasonal Sales Associate - Carrefour Angrignon
Groupe Dynamite, Inc Garage
Montreal, QC · LaSalle, Quebec
- Part-time
Reporting to the Store Manager, you’ll be the face of our brand. As a Seasonal Sales Associate, your focus is creating an elevated shopping experience - whether it’s styling customers in…
Added 17 mins ago
S
Senior Retail Sales Consultant - Part time - West Edmonton Mall, AB
Swarovski
AB · Edmonton, CAN
- Part-time
As a Sales Consultant, you’ll deliver exceptional service, create memorable brand experiences, and inspire customers with your passion for our products, all while achieving sales goals and…
Added 17 mins ago
C
Assistant Manager
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Summerside, PE · CPX Summerside
- Part-time
· Ability to initiate innovative and creative sales and food service activities.
Added 17 mins ago
B
Personal Banking Associate
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- Full-time
Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
Added 17 mins ago
Shift Leader / Restaurant Manager - LOCAL Public Eatery, South Common
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Added 17 mins ago
MR
Merchandiser (Wallaceburg, ON)
Match Retail
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- Contract
At Match Retail, we power big brands across Canada through top-tier merchandising, sales, and branded retail programs. We’re a certified Great Place to Work®, and we’re growing fast - now’s…
Added 17 mins ago
MR
Merchandiser (Leamington, ON)
Match Retail
Leamington, ON
- Contract
At Match Retail, we power big brands across Canada through top-tier merchandising, sales, and branded retail programs. We’re a certified Great Place to Work®, and we’re growing fast - now’s…
Added 17 mins ago
RD
Assistant Branch Operations Manager
RBC Dominion Securities
Ottawa, ON
- Full-time
…Little Italy is looking for an Assistant Branch Operations Manager to join their team! The Assistant Branch Operations Manager fulfils a leadership role in the branch by providing…
Added 17 mins ago
TI
Operations Manager
Trim It All Inc.
Ottawa, ON · Greater Ottawa Metropolitan Area
- Full-time
We are seeking an experienced and dynamic professional to join our team as an Operations Manager. Reporting to the owner, in this role you’ll be responsible for owning day-to-day operations…
Added 18 mins ago
HW
Compliance Associate
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Canada
- Full-time
…integrated entities: CIRO dealer, investment counsel, asset manager, U.S. Registered Investment Advisor (RIA) and insurance company. At Harbourfront Wealth, our core values start with the…
Added 32 mins ago
Assistant Branch Manager
Money Mart
Toronto, ON
with customer service, sales, financial service transactions, cash controls, compliance, and daily branch operations.
Added 32 mins ago
S
Team Lead, Sales - Hazardous & Industrial Waste Management
SECURE
AB · Clairmont, AB
- Other
As the Team Lead, Sales – Hazardous & Industrial Waste, you will play a key role in strengthening sales performance, customer relationships, and operational alignment across Western Canada.…
Added 32 mins ago
CC
Retail Sales Associate
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- $17.95 CAD / hour
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Minimum 2-3 years of Retail Experience in sales and customer service required.
Added 48 mins ago
CG
Assistant General Manager (Full time) - Browns Socialhouse
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Reporting to the General Manager, and working with the Head Chef, you will be responsible for the management of all aspects of the restaurant, executing flawless dining experiences for our…
Added 48 mins ago
FC
Investment Advisor
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Collaborate with external professionals such as attorneys, accountants, and subject matter experts to coordinate service delivery.
Added 48 mins ago
EC
Event AV Operations Manager- Fairmont Banff Springs
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Ensures that billing is reviewed and approved by clients and advises the Director and/or Sales Manager of any potential challenges.
Added 48 mins ago
MS
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MacDonald Search Group has been asked by our natural health products client to find a first-class Territory Manager to join their team in Edmonton, AB. This is an exciting opportunity for a…
Added 48 mins ago
TT
Strategic Account Manager - Trucking
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WE ARE HIRING! We are seeking an experienced Strategic Account Manager to join our Edmonton team.
Added 48 mins ago
TF
Account Manager
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…fasteners across Western Canada is seeking an experienced Account Manager to join our growing sales team. Reporting to the Regional Sales Director, this role is responsible for developing…
Added 48 mins ago
TE
District Manager - Calgary
TK Elevator
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Maintain a strong understanding of the market, including sales backlog, service and repair volume, market penetration, volume of outstanding bids, available new business, projects, and…
Added 1 hour ago
BG
Territory Manager
Brandt Group of Companies
Regina, SK
- Full-time
The Territory Manager is responsible for driving business growth and market share within an assigned Area of Responsibility (AoR). This role focuses on building and maintaining strong…
Added 1 hour ago
SD
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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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