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Added 10 mins ago
IS
Data Architect (AWS)
Iris Software Inc.
Toronto, ON
- Contract
Iris's direct client, one of the Top 5 Bank in Canada, is looking to hire a Data Architect (AWS) a long-term opportunity at Toronto, ON (Hybrid).
Added 41 mins ago
SE
General Application - Engineering & Technical Professional / Candidature spontanée – Ingénieurs et professionnels techniques
Sense Engineering
Canada
- Full-time
At Sense Engineering, we pride ourselves on exceeding client expectations through exceptional engineering services. We are committed to fostering a positive, supportive and collaborative…
Added 1 hour ago
AF
Everyday Banking Advisor - Lloydminster
ATB Financial
Lloydminster, SK
- Full-time
Ready to Make a Real Difference? Join ATB as an Everyday Banking Advisor!
Added 1 hour ago
SJ
Human Resources Business Partner, Non-Acute
St. Joseph's Health System
Hamilton, ON · Dundas, ON
- $49 to $57 CAD / hour
- Full-time
Act as a trusted advisor to leaders providing advice and guidance on all people-related matters.
Added 1 hour ago
VD
Account Manager
Vincent Design Inc.
Winnipeg, MB
- Full-time
The successful candidate will build strong, long-term client relationships and work collaboratively with strategy, creative, project management, and production teams to deliver high-quality…
Added 1 hour ago
IN
Principal Geomechanics Engineer (CAN)
ITASCA North America
Remote, Canada
- $180,000 to $230,000 CAD / year
- Full-time
- Remote
ITASCA North America is seeking a Principal Geomechanics Engineer to provide technical leadership, grow client relationships, mentor engineers, and help expand our geomechanics consulting…
Added 1 hour ago
IN
Principal Hydrogeologist (CAN)
ITASCA North America
Remote, Canada
- $180,000 to $230,000 CAD / year
- Full-time
- Remote
Serve as a trusted advisor and senior client contact.
Added 1 hour ago
MB
Business Advisor
Modern Beauty Supplies
Courtenay, BC
- Full-time
…our progressive thinking, operational excellence, and long-term…
Added 1 hour ago
OF
Investment Advisor
Optimize Financial Group
Toronto, ON
- Full-time
…with prospects from our lead pipeline and turn them into long-term client relationships. We give you a proven playbook: meeting frameworks, presentation materials, and answers to common…
Added 1 hour ago
UltraLuxe Destination Expert (Internal)
Range Group - Job Postings
Canada
You will act as a trusted travel advisor, using your destination expertise and knowledge of the luxury travel landscape to create exceptional, highly personalized itineraries. From the…
Added 1 hour ago
M
Chief Marketing Officer Canada
Manulife
Toronto, ON
- Full-time
Partner with business and distribution leaders to drive demand generation, client acquisition, retention, cross-sell, and digital adoption outcomes across Canada’s businesses.
Added 1 hour ago
F
Senior Consultant - Salesforce
fusionSpan
Toronto, ON
- Full-time
Serve as a mentor and advisor to other consultant team members,
Added 1 hour ago
P
Risk Advisor - Media & Communications Practice
PROLINK
Toronto, ON
- Full-time
As a Risk Advisor within our Media & Communications Practice, you will play a key role in expanding PROLINK’s national presence among progressive media, communications, marketing and public…
Added 1 hour ago
II
VP, Quantitative Research (Public Affairs/Online Communities)
Ipsos in US
Toronto, ON
- Full-time
Acts as a senior trusted advisor to client leadership teams, providing strategic counsel on research, insight generation, and business decision-making.
Added 1 hour ago
II
VP, Quantitative Research (Public Affairs/Online Communities)
Ipsos in US
Vancouver, BC
- Full-time
Acts as a senior trusted advisor to client leadership teams, providing strategic counsel on research, insight generation, and business decision-making.
Added 1 hour ago
WI
Senior Environmental Engineer / Geoscientist
WSP in Canada
Toronto, ON
- Full-time
…assessments, site remediation programs, risk assessments, and long‑term environmental strategies. As a trusted advisor to clients and project teams, you’ll influence decision‑making,…
Added 1 hour ago
PC
Indirect Tax – Recovery, Senior Manager (Bilingual FR/EN)
Pwc Canada
Montreal, QC
- Full-time
Building and maintaining strong, long-term client relationships and acting as a trusted advisor who proactively supports clients with their indirect tax needs
Added 2 hours ago
TD
Paid Media Strategist
Tiller Digital
Calgary, AB
- Full-time
This role combines strategic ownership with hands-on campaign management, analysis, and client advisory. You’ll own paid media strategy and execution across a portfolio of primarily B2B…
Added 2 hours ago
TC
Credit Counsellor (Hybrid/Remote)
The Credit Counselling Society
New Westminster, BC
- Full-time
A long-term savings program with employer matching (up to 5% in the first 5 years of employment, with increases at 5th and 10th anniversaries).
Added 2 hours ago
FL
Manager, Business Enterprise Solutions Team
Fuller Landau
Hamilton, ON
- Full-time
The Manager will lead various client engagements within our Business Enterprise Solutions Team (BEST). This group is responsible for bookkeeping, payroll, managing banking and finance…
Added 2 hours ago
Financial Planner, Scotia Financial Planning - Brampton, ON (Bovaird and Mountainash)
Scotiabank
Brampton, ON
As a Financial Planner, you will focus on developing and deepening mass affluent client relationships by providing high quality advice and service. As a dedicated entrepreneur, you know how…
Added 2 hours ago
WL
Financial Services Administrator
Wagner, Livock & Associates Financial Services Inc.
Kitchener, ON
- $45,000 to $60,000 CAD / year
- Full-time
Attend client meetings alongside the advisor.
Added 3 hours ago
M
Industrial Energy Solutions Advisor
Manpower
Stoney Creek, NB
- Contract
Build trusted, long-term relationships with customers and become their go-to energy efficiency advisor.
Added 3 hours ago
WI
Senior Environmental Engineer / Geoscientist
WSP in Canada
Ottawa, ON
- Full-time
…assessments, site remediation programs, risk assessments, and long‑term environmental strategies. As a trusted advisor to clients and project teams, you’ll influence decision‑making,…
Added 3 hours ago
WI
Senior Environmental Engineer / Geoscientist
WSP in Canada
Sudbury, ON · Greater Sudbury, ON
- Full-time
…assessments, site remediation programs, risk assessments, and long‑term environmental strategies. As a trusted advisor to clients and project teams, you’ll influence decision‑making,…

BMO

Portfolio Manager

Waterloo, ON, Canada
MARS, Canada

$50,000.00 - $100,000.00 · Full-time

Apply About employer

Applications open in a new tab.

Job details

Pay: $50,000.00 - $100,000.00
Job type: Full-time
Apply by: Oct 11, 2026
Experience: 4-6 years of experience in treasury management, cash management, commercial banking, financial services, or a related area.
Posting language: English
Posted: Oct 2, 2026

Original job description

Application Deadline:

10/10/2026

Address:

20 Erb Street West

Job Family Group:

Commercial Sales & Service

Portfolio Manager
Drive client success through innovative treasury and payment solutions.

Are you passionate about building strong client relationships, delivering strategic financial solutions, and driving business growth? Join our team as a Portfolio Manager, Treasury & Payment Solutions, where you’ll partner with commercial clients to optimize cash flow, enhance liquidity, and streamline payment operations through industry-leading treasury management solutions.

In this client-focused role, you will act as a trusted advisor, managing a portfolio of business clients while identifying opportunities to deepen relationships and deliver tailored treasury and payment solutions that support their growth and operational efficiency.

What You'll Do

Manage and Grow a Client Portfolio

Serve as the primary relationship manager for a portfolio of commercial clients, developing deep knowledge of their business objectives and financial needs.
Build and maintain trusted, long-term relationships with key decision-makers and stakeholders.
Identify opportunities to expand client relationships through treasury management, cash management, and payment solutions.

Deliver Strategic Treasury Solutions

Provide consultative advice on treasury and cash management strategies that help clients improve working capital, liquidity, and operational efficiency.
Analyze client financial and industry data to develop customized recommendations and solution strategies.
Introduce innovative products, services, and digital capabilities aligned to client needs and market trends.

Drive Business Development

Proactively identify, develop, and close new business opportunities within the portfolio.
Lead client discussions regarding product offerings, pricing, and implementation strategies.
Promote adoption of industry-leading treasury and payment solutions, creating value for clients and the bank.

Ensure an Exceptional Client Experience

Coordinate implementation activities and partner with internal teams to ensure successful onboarding and timely delivery of solutions.
Manage documentation, pricing, and project milestones throughout the implementation process.
Continuously identify opportunities to improve processes and elevate the client experience.

Manage Risk and Compliance

Ensure adherence to all regulatory requirements, operational controls, and risk management standards.
Monitor account activity and operational processes to identify potential risks and implement appropriate escalation procedures.
Exercise sound judgment and risk-informed decision-making to protect clients and the bank.

What You'll Bring

Qualifications

Bachelor's degree in Business Administration, Finance, Accounting, or a related field, or an equivalent combination of education and experience.
4-6 years of experience in treasury management, cash management, commercial banking, financial services, or a related area.
Demonstrated success in portfolio management, relationship management, or business development.
Strong communication, negotiation, analytical, and problem-solving skills.
Ability to manage multiple priorities in a fast-paced environment.

Preferred Experience & Skills

Treasury Management
Cash Management & Liquidity Solutions
Payments & Digital Banking Technologies
Commercial Client Relationship Management
Financial Analysis
Risk Assessment & Mitigation
Regulatory Compliance
Data Analysis & Reporting
Project Coordination
Process Improvement

Why Join Us?

Manage a portfolio of sophisticated commercial clients and become a trusted financial advisor.
Work alongside experienced banking and treasury professionals in a collaborative environment.
Help businesses achieve stronger financial performance through innovative treasury and payment solutions.
Access ongoing career development and advancement opportunities.
Make a meaningful impact on both client success and business growth.

If you are a relationship-focused professional who enjoys combining strategic advisory, portfolio management, and treasury expertise to deliver outstanding client outcomes, we encourage you to apply.

Salary:

$50,000.00 - $100,000.00

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 About employer

More about this job

Responsibilities

The Portfolio Manager will manage and grow a portfolio of commercial clients by providing strategic treasury and payment solutions to optimize cash flow and liquidity. They are responsible for identifying new business opportunities, maintaining long-term client relationships, and ensuring adherence to risk and compliance standards.

Requirements

Candidates must hold a bachelor's degree in Business, Finance, Accounting, or a related field. A minimum of 4-6 years of experience in treasury management, commercial banking, or financial services is required.

Skills

Treasury management
Cash management
Liquidity solutions
Commercial banking
Relationship management
Business development
Financial analysis
Risk assessment
Regulatory compliance
Data analysis
Project coordination
Process improvement
Strategic advisory
Payment solutions
Digital banking

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans
Performance-based incentives
Discretionary bonuses

Visa sponsorship

Not detected in the job text

Keywords

Treasury Management
Cash Management
Liquidity Solutions
Commercial Banking
Relationship Management
Business Development
Financial Analysis
Risk Assessment
Regulatory Compliance
Data Analysis
Project Coordination
Process Improvement
Digital Banking
Working Capital
Strategic Advisory
Portfolio Management
BMO Financial Group

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