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Added 11 mins ago
S
Full-Time Licensed Optician: Burnaby, BC
Specsavers
Burnaby, BC
- Full-time
Have at least 2 years of previous customer service experience, preferably in an optical dispensary environment
Added 11 mins ago
Assistant Branch Manager
Money Mart
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…supporting adherence to safety, security, Loss Prevention, customer service, Global Audit, and company policy requirements. Work with the Branch Manager to coach employees, address…
Added 11 mins ago
PH
Operations Coordinator, Advancing Health
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Vancouver, BC
- Temporary
Strong interpersonal, customer service, and relationship-management skills.
Added 11 mins ago
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Team Lead, Sales - Hazardous & Industrial Waste Management
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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 11 mins ago
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- $17.95 CAD / hour
- Part-time
Minimum 2-3 years of Retail Experience in sales and customer service required.
Added 27 mins ago
Field Supervisor - Controlled Environments
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Burnaby, BC · Vancouver, BC
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Partner Care Associate PT
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You have customer service and/or call center experience
Added 27 mins ago
Partner Care Associate
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Abbotsford, BC
You have customer service and/or call center experience
Added 27 mins ago
CG
Assistant General Manager (Full time) - Browns Socialhouse
Century Group
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- Full-time
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 27 mins ago
MB
Inventory Coordinator
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- Full-time
Strong interpersonal, customer service, presentation, and organizational skills to oversee staff
Added 27 mins ago
AC
Manager, Enterprise Data Platform & Governance
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- Full-time
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Added 27 mins ago
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Victoria, BC
- Full-time
The Service Technician services and repairs a variety of office equipment (Multi-Function Printers) at customer locations, usually within a specific geographic area. May be viewed as…
Added 27 mins ago
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Investment Advisor
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Hamilton, ON
- Full-time
Be highly knowledgeable in investment planning, mutual funds, financial products and services, and customer service and enjoy sharing your expertise.
Added 27 mins ago
EC
Event AV Operations Manager- Fairmont Banff Springs
Encore Canada
Banff, AB
- Full-time
Manages floor operations to achieve service excellence with a focus on customer service, staff leadership, performance management, and development. Achieves the overall goals of the…
Added 27 mins ago
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food services manager
Two Hills Inn
Two Hills, AB
- Full-time
Added 27 mins ago
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Administrative Officer, Teacher Qualifications Service
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AB · Edmonton, AB
- Full-time
The Administrative Officer, Teacher Qualifications Service, provides service to applicants with teaching credentials obtained from anywhere in the world, supervises the TQS Reviewer group,…
Added 27 mins ago
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Senior Project Manager
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- Full-time
For over 70 years, Gibson has been defined by our people - those who seize opportunities and make exceptional customer service a part of everything we do. We believe employees should share…
Added 27 mins ago
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Territory Manager
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Added 27 mins ago
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Added 27 mins ago
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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 27 mins ago
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Career Advisor
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Reporting to the Manager, Career Advancement Services, the Career Advisor supports SAIT students and alumni in achieving their career goals through personalized coaching and expert career…
Added 27 mins ago
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Toronto, ON · Etobicoke, ON
- Full-time
The Supplier Quality and Food Safety Manager drives the ingredients, packaging materials and supplier selection and validation quality programs, manages Supplier’s performance improvement…
Added 27 mins ago
I
Manager, Product Manufacturing
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- Full-time
As Manager, Product Manufacturing, reporting to the VP Manufacturing, you will:
Added 27 mins ago
TT
Senior Contract Administrator (13907)
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Toronto, ON · Greater Toronto Area, Canada
- $100,318.4 to $125,434.4 CAD / year
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…Communities which continues the TTC’s legacy of delivering service to hundreds of millions of customers a year. The TTC’s new vision and mission statements also help promote the many…

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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