Portfolio Assistant

Final date to receive applications: 07/15/2026

Address: 595 Burrard Street

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.

• Contribute to the team's business objectives by building and maintaining client relationships through client acquisition both from internal referrals and external sources.
• Gather and format data into regular and ad‑hoc reports, and dashboards.
• Ensure client needs are met or exceeded; manage requests in accordance with established policies and procedures.
• Provide specialized support related to investment client services issues, including preparing information for client meetings and annual reviews.
• Maintain the schedule/calendar to coordinate customer meetings and office coverage.
• Provide knowledge and detailed information about products and services offered.
• Determine appropriate communication/service regarding all aspects of investing.
• Independently resolve client complaints in a timely and effective manner; escalates as required.
• Keep current with investment services marketplace, products, and service offerings and the legal and regulatory environment for the industry.
• Coordinate and execute specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.
• Organize work information to ensure accuracy and completeness.
• Analyze data and information to provide insights and recommendations.
• Meet high‑quality service standards to maximize relationship retention and growth.
• Develop rapport and instill confidence with the client to develop credibility and earn their trust.
• Follow through on the risk and compliance processes and policies to safeguard customers' assets, maintain privacy, act in their best interests, and ensure an effectively run branch.
• Protect the Bank's assets and comply with all regulatory, legal and ethical requirements.
• Complete complex and diverse tasks within given rules/limits and may include handling escalations from other employees.
• Coordinate marketing activities and sales material to support client/prospect conversations.
• Analyze issues and determine next steps.
• Broader work or accountabilities may be assigned as needed.
• Take measured risks while protecting the bank by applying the 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, laws and regulations.

• Typically 2–3 years of relevant experience and a post‑secondary degree in a related field or an equivalent combination of education and experience.
• Advanced knowledge of investment processes and procedures.
• Advanced knowledge of proprietary products and services to identify potential products for client needs and advise team members.
• Relevant investment industry licensing for the designated jurisdiction/portfolio.
• Specialized knowledge.
• Verbal and written communication skills – Good.
• Organization skills – Good.
• Collaboration and team skills – Good.
• Analytical and problem‑solving skills – Good.

Salary: $38,500.00 – $71,000.00 (Salaried)

Pay Type: Salaried