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Added 15 mins ago
Senior Conveyance Engineer – Civil Engineering
WSP
Thornhill, ON
In this role, you will guide multidisciplinary teams, build trusted client relationships, mentor emerging professionals, and contribute to the growth of WSP’s Conveyance practice through…
Added 15 mins ago
Principal Conveyance Engineer - Civil Engineering
WSP
Thornhill, ON
…influence major projects, mentor future leaders, strengthen client relationships, and drive engineering excellence across a diverse portfolio of conveyance…
Added 15 mins ago
Lead Conveyance Engineer - Civil Engineering
WSP
Thornhill, ON
…investments, mentor future engineering talent, and strengthen client partnerships within a growing Water & Wastewater Conveyance…
Added 15 mins ago
Intermediate Conveyance Engineer - Civil Engineering
WSP
Thornhill, ON
As one of the world’s leading professional services firms, we partner with clients across transportation, infrastructure, environment, buildings, energy, water, mining and metals. We pair…
Added 15 mins ago
SL
AVP, Technology Resilience and Recover Risk Oversight
Sun Life
Toronto, ON · Waterloo, ON · Sun Life Toronto One York
- Full-time
Partner with Operational Resilience, BCM, Crisis Management, TPRM, DBTS, Cyber, and Business Group Risk teams to deliver integrated resilience outcomes.
Added 15 mins ago
C
Senior Counsel, Asset Management
CIBC
Toronto, ON
- Full-time
…guidance on regulatory requirements and developments, support client-facing materials, and help identify and manage legal and regulatory risk. This role spans publicly and privately offered…
Added 30 mins ago
Information Security Trust and Compliance Adviser - Toronto, ON
Flight Centre
ON
…growth by responding to security questionnaires, RFIs, RFPs, and client information requests. Working closely with Enterprise Security, Corporate Technology teams, Sales, and Account…
Added 44 mins ago
CM
Performance Media Manager, Investment
Critical Mass
Toronto, ON
- Full-time
…through the fundamentals of the planning process (inclusive of partner evaluation, negotiation, reporting, optimization, insight generation, billing, etc.), while also being a key…
Added 44 mins ago
CM
Human Resources Business Partner
Canadian Mental Health Association Simcoe County
Barrie, ON
- Other
Human Resources Business Partner - Full-Time, Temporary (12 months) - Barrie, ON
Added 44 mins ago
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Senior Performance Media Associate, Investment
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Toronto, ON
- Full-time
…ensuring campaigns are set up, monitored, and optimized to meet client…
Added 44 mins ago
FN
Financial Consultant
First Nations Health Authority
Vancouver, BC · Metro Vancouver A, BC
- Full-time
The first of its kind in Canada, FNHA works as a health-and-wellness partner with BC First Nations to support self-determination and decision-making to improve health outcomes.
Added 1 hour ago
M
Senior Manager, Organic Growth
Mistplay
Toronto, ON
- $120,000 to $165,000 CAD / year
- Full-time
…including its incentive structure, mechanics, and viral loop. Partner with product and engineering to remove friction and drive a step-change in referred…
Added 1 hour ago
K
Assistant Store Manager - Market Mall
Knix
Calgary, AB
- Full-time
…the performance driving force of your location. You are a key partner in owning the business, driving high-stakes results through on-floor leadership and a culture of radical…
Added 1 hour ago
B
Regional Sales Manager, BMO InvestorLine
BMO
Montreal, QC · HO
- Full-time
The Regional Sales Manager is a client and partner facing sales leader for BMO InvestorLine primarily delivered through BMO’s Retail and Wealth Partners and is accountable for ongoing sales…
Added 1 hour ago
J
Senior Facilities Manager
JLL
Toronto, ON · CAN-CLIENT Toronto-Omnicom
- Full-time
JLL is seeking a dynamic Senior Facilities Manager to oversee a nation-wide marketing client. There are 5 offices downtown Toronto with a flagship location at 33 Bloor Street (moving to 25…
Added 1 hour ago
CP
Accounts Receivable Administrator (Bilingual)
Colliers Project Leaders
Ottawa, ON · Mississauga, ON
- $50,000 to $55,000 CAD / year
- Full-time
Email invoices to clients or uploading of invoices to client portals as needed.
Added 2 hours ago
WI
Mechanical Process Engineer, Water & Wastewater
WSP in Canada
BC · British Columbia, Canada
- Full-time
Assist with the selection and integration of mechanical process equipment, pumping systems, and treatment infrastructure to meet project and client requirements.
Added 2 hours ago
PM
Coordinator, Revenue Operations
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Toronto, ON
- Full-time
…maintenance, sales reporting, and CASL consent management. You'll partner cross-departmentally to keep PICTON Investments' client and prospect data accurate, compliant, and aligned with…
Added 2 hours ago
L
Educator | Kingsway Mall
lululemon
AB · Edmonton, AB
- Full-time
Receive guest feedback and partner with store leadership to take appropriate action and “make it right” for guests.
Added 2 hours ago
L
Educator | SASKATOON
lululemon
Saskatoon, SK
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Receive guest feedback and partner with store leadership to take appropriate action and “make it right” for guests.
Added 2 hours ago
E
Data Engineering Consultant - Data & AI practice
Experis
Canada
- Contract
Partner with client stakeholders to understand business priorities, uncover root causes, define requirements, and translate complex needs into actionable data solutions.
Added 2 hours ago
T
Customer Experience Associate - Campbell River
TD
Campbell River, BC
- Part-time
…refer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer…
Added 2 hours ago
FH
Project Manager - Redevelopment & Major Projects
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Surrey, BC
- $46.37 to $66.66 CAD / hour
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Partner with sponsor clients in developing and delivering capital development presentations, briefings, reports, and status updates.
Added 2 hours ago
T
Customer Experience Associate - Korean and/or Mandarin Language Skills an Asset
TD
Vancouver, BC
- Part-time
…refer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer…
Added 2 hours ago
EG
Manager, Business Operations and Transformation
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- Full-time
Acting as a strategic partner to Ryse leadership, the Manager will work across Partnerships & Client Success, Regulatory Affairs & Compliance, Operations, Finance, and corporate Technology…

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.

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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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