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Added 3 mins ago
TS
Store Associate
The Salvation Army in Canada
Winnipeg, MB
- Part-time
Demonstrate ability to work independently and participate as an active and responsible team member in a cooperative team environment.
Added 3 mins ago
P&
Executive & Office Services Assistant
Parrish & Heimbecker, Limited
Winnipeg, MB
- Full-time
We are seeking an Executive & Office Services Assistant to join our Corporate team at the Winnipeg Head Office. This role is responsible for providing confidential executive and board…
Added 3 mins ago
FR
GIS Applications Specialist
First Resource Management Group Inc.
Temiskaming Shores, ON · New Liskeard, ON
- Full-time
…and cost-effective professional services. We excel as a full-service forest management provider, from the administration and coordination of forest licences, strategic analysis, and forest…
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P&
Grain Originator
Parrish & Heimbecker, Limited
Biggar, SK
- Full-time
…assess, or select applicants. All applications are reviewed by a member of our Talent Acquisition team or hiring…
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Program Service Manager
The Salvation Army in Canada
Toronto, ON
- Full-time
Identify service issues/gaps/needs and bring to the attention of the Leadership team
Added 3 mins ago
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Manager IT Service Management (ITSM)
Workplace Safety and Insurance Board (WSIB)
London, ON
- Full-time
…modernize our IT environment, we’re looking for a Manager, IT Service Management (ITSM) to help strengthen how reliable, effective and customer-focused technology services are delivered…
Added 3 mins ago
Driver Training - Admissions Coordinator - Challenger (Cambridge)
Fastfrate Group
Cambridge, ON
…capabilities, modern facilities, and a strong commitment to service excellence, Challenger supports a wide range of industries with safe, reliable, and efficient…
Added 3 mins ago
Van Driver
Imperial Brady
Blainville, QC
…Newfoundland and Vancouver, British Columbia - ensuring efficient service and local support nationwide. We are incorporated in Canada, and our 100% Canadian leadership team ensures that…
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Retail Sales & Delivery Associate
Fire & Flower Inc.
Duncan, BC
Team member discount and access to other perks like Perkopolis, Goodlife and many more!
Added 3 mins ago
Retail Store Manager
Fire & Flower Inc.
Sault Ste. Marie, ON
Team member discount and access to other perks like Perkopolis, Goodlife and many more!
Added 3 mins ago
Electrician Installer
Reliance Home Comfort
Regina, SK
By joining Reliance as a Electrician, you’ll become an important team member and will be provided with the tools you need to succeed. We have ambitious growth plans and are looking for Team…
Added 3 mins ago
Cook (Casual) - The Waterford
Century Group
Delta, BC
Being a supportive and collaborative team member who contributes your skills and knowledge to create purposeful, happy and vibrant senior communities.
Added 3 mins ago
Housekeeper, Independent Living (Casual) - The Waterford
Century Group
Delta, BC
Being a supportive and collaborative team member who contributes your skills and knowledge to create purposeful, happy and vibrant senior communities.
Added 3 mins ago
GC
Food & Beverage Outlets Manager (Full Time)
Granite Club
Toronto, ON · North York, ON
- Full-time
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Added 3 mins ago
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Woodstock ONroute - Part-Time Crew Member - Market
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Woodstock, ON
- Part-time
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Added 3 mins ago
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Senior Retirement Planning Advisor
HOOPP (Healthcare of Ontario Pension Plan)
Toronto, ON · CA ON Toronto
- $86,000 to $131,000 CAD / year
- Full-time
As a member of Member Services, the Senior Retirement Planning Advisor builds upon the core responsibilities of the Member Advisor role, providing advanced retirement planning guidance,…
Added 3 mins ago
M(
Coordinator, Ticket Operations
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Toronto, ON · Scotiabank Arena
- Full-time
As part of the Ticketing – Operations team located at the Scotiabank Arena, you will be responsible for the execution of events, sales/service and reporting on events as it relates to…
Added 3 mins ago
M(
Manager, Premium Retention & Service
MLSE (Maple Leaf Sports & Entertainment Partnership)
Toronto, ON · Scotiabank Arena
- Full-time
Lead, coach and develop the Maple Leafs and Raptors Premium Retention team who oversee and manage all Maple Leafs Platinum Club and Maple Leafs & Raptors ScotiaClub Members, creating a…
Added 3 mins ago
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Construction Site Labourer – Site Cleanup
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- Full-time
At Ultimate Renovations, we believe every member of our team plays an important role in delivering an exceptional renovation experience.
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Workplace Experience Support Specialist Senior
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Toronto, ON
- Full-time
Participate as a key team member in office operations and facilities projects, including real estate projects (i.e., remodel, office relocation, equipment moves).
Added 3 mins ago
S
Customer Success Manager - Core Clouds
Salesforce
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- Full-time
…transformation, regulatory compliance, and improved customer and member outcomes through the Salesforce platform. Direct experience with Financial Services Cloud is preferred. Location: NY…
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Emergency Communications Specialist - Level 2
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…medical care whenever and wherever we are needed, and every team member contributes to helping that VIP. We are a lifeline to the community when time and clinical expertise can make all the…
Added 3 mins ago
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Grain Originator
P&H
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…assess, or select applicants. All applications are reviewed by a member of our Talent Acquisition team or hiring…
Added 3 mins ago
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FEC Electrician (Relief)
Halifax
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- Full-time
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Added 3 mins ago
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Manager, Corporate Reporting and Financial Services
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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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