Toronto, On Portfolio management assistant Jobs – 277 Openings This Week

Portfolio Assistant
BMO Financial Group —Mississauga, ON
- $38,500–$71,000 a year
- Full-time
- Analysis skills
- Communication skills
- Tuition reimbursement
- Life insurance
9d
Property Manager, Real Estate Services
The Bridg Group of Companies —Woodbridge, ON
- $50,000–$70,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Dental care
- Vision care
Quick apply
12d
Claims Expert, Treaty Casualty Claims
SCOR —Toronto, ON
- $115,000–$141,000 a year
- Hybrid work
- Customer service
- Master's degree
- Analysis skills
- Designated paid holidays
- Disability insurance
Assistant Account Manager
Castle property host —Markham, ON
- $3,500–$4,000 a month
- Full-time
- Hospitality
- Customer service
- Maintenance
Quick apply
Agentic-AI Software Engineer
FirePower Capital —Toronto, ON
- From $60,000 a year
- Full-time
- Hybrid work
- Computer Science
- Engineering
- Master's degree
Quick apply
Assistant Product Manager, Retail Banking (eBanking)
Industrial and Commercial Bank of China (Canada) —Toronto, ON
- Temporary
- English
- Analysis skills
- Bachelor's
- Disability insurance
- Dental care
Quick apply
Assistant General Manager
Service Inspired Restaurants —North York, ON
- $60,100–$70,400 a year
- Bar
- Sales
- Inventory management
- Tuition reimbursement
Experienced Accident Benefit Claims Advisor- Senior
TD Bank —Markham, ON
- $66,800–$94,300 a year
- Full-time
- No experience needed
- Analysis skills
- In-person
- Paid time off
Assistant Kitchen Manager
Service Inspired Restaurants —Mississauga, ON
- $53,600–$63,700 a year
- Bar
- English
- Supervising experience
- Tuition reimbursement
Assistant Shopper Marketing Manager - GTA
Encore Market Engagement —Toronto, ON
- $70,000–$75,000 a year
- Full-time
- Sales
- Project management
- Presentation skills
Assistant Kitchen Manager
Service Inspired Restaurants —Vaughan, ON
- $53,600–$63,700 a year
- Bar
- English
- Supervising experience
- Tuition reimbursement
Assistant Kitchen Manager
Service Inspired Restaurants —Etobicoke, ON
- $53,600–$63,700 a year
- Bar
- English
- Supervising experience
- Tuition reimbursement
Assistant Kitchen Manager
Service Inspired Restaurants —Mississauga, ON
- $53,600–$63,700 a year
- Bar
- English
- Supervising experience
- Tuition reimbursement
Legal Assistant/Paralegal
TGA Group —North York, ON
- $60,000–$70,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Disability insurance
- Dental care
Quick apply
6d
Assistant Manager (Retail/Storage - PT) - ON03
Prime Storage Group —Mississauga, ON
- $20–$22 an hour
- Part-time
- Microsoft Outlook
- High school diploma or GED
- Travel
- Disability insurance
- Dental care
12d
Assistant General Manager
Service Inspired Restaurants —North York, ON
- $60,100–$70,400 a year
- Bar
- Sales
- Inventory management
- Tuition reimbursement
Assistant Manager (Retail/Storage) - ON03
Prime Storage Group —Mississauga, ON
- $20–$22 an hour
- Full-time
- Microsoft Outlook
- High school diploma or GED
- Travel
- Disability insurance
- Dental care
12d
Territory Sales Manager - Commercial Roofing & Building Envelope Solutions
Just Sales Jobs —Toronto, ON
- $380,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- CRM software
Quick apply
Assistant Manager (Retail/Storage) - ON01
Prime Storage Group —Toronto, ON
- $20–$22 an hour
- Full-time
- Microsoft Outlook
- High school diploma or GED
- Travel
- Disability insurance
- Dental care
12d
Resident Manager - Live In or Live Out
Hollyburn Properties Ltd. —Toronto, ON
- Weekends as needed
- Sales
- Customer service
- Maintenance
- Dental care
- Tuition reimbursement

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portfolio management assistant jobs near toronto, on

Portfolio Assistant

BMO Financial Group -
Mississauga, ON

Apply Now

Job details

Full-time
$38,500–$71,000 a year
9 days ago

Qualifications

Investment
Post-secondary education
Analysis skills
Chartered Financial Analyst
Communication skills

Full job description

Application Deadline:

07/23/2026

Address:

6605 Hurontario Street

Job Family Group:

Wealth Sales & Service

BMO Private Wealth is centered on long‑term client relationships. We support high‑net‑worth clients and families with tailored advice across investments, planning, and complex banking needs. Our teams work closely together to deliver a high‑touch, personalized experience, balancing strong investment discipline with proactive service and trusted advice.

BMO Private Investment Counsel (BPIC) is BMO’s discretionary portfolio management business, focused on delivering customized investment solutions and ongoing portfolio management to high-net-worth clients.

The Portfolio Assistant 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 / Private Wealth branch and with business partners.

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 telemarketing and 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.
Analyzes data and information to provide insights and recommendations.
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.
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.
Prior completion of the Canadian Security Course is preferred.
Current enrollment in the Chartered Investment Manager (CIM) or Chartered Financial Analyst (CFA) course is an asset .
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 :

$38,500.00 - $71,000.00

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.

Apply Now

Refine Your Search

portfolio management assistant jobs in toronto, on

Portfolio Assistant

Property Manager, Real Estate Services

Claims Expert, Treaty Casualty Claims

Assistant Account Manager

Agentic-AI Software Engineer

Assistant Product Manager, Retail Banking (eBanking)

Assistant General Manager

Experienced Accident Benefit Claims Advisor- Senior

Assistant Kitchen Manager

Assistant Shopper Marketing Manager - GTA

Assistant Kitchen Manager

Assistant Kitchen Manager

Assistant Kitchen Manager

Legal Assistant/Paralegal

Assistant Manager (Retail/Storage - PT) - ON03

Assistant General Manager

Assistant Manager (Retail/Storage) - ON03

Territory Sales Manager - Commercial Roofing & Building Envelope Solutions

Assistant Manager (Retail/Storage) - ON01

Resident Manager - Live In or Live Out

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