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Added 8 mins ago
P
Client success manager
PrimaryUI
NB · Chiasson Office, NB
- Full-time
2+ years of experience in account management, customer success, or consulting support
Added 9 mins ago
XT
Technicien Réseau/Network Technician
XTL Transport, Logistics, Distribution
Vaudreuil-Dorion, QC
- Full-time
Connaissances pratiques de Microsoft Intune et d’Apple Business Manager
Added 9 mins ago
NA
Level 1 Security Systems Technician
New Age Group
Concord, ON
- Full-time
…high-quality workmanship, innovative solutions, and exceptional customer experiences. Our technicians work with leading manufacturers and technologies while benefiting from ongoing…
Added 9 mins ago
NA
Level II Security Systems Technician
New Age Group
Concord, ON
- $45 USD / hour
- Full-time
Resolve deficiencies prior to customer onboarding.
Added 24 mins ago
WP
Ticketing Services & Entertainment Coordinator
Westerner Park
Red Deer, AB
- Full-time
…Coordinator ensures efficient ticketing processes, exceptional customer service, and accurate event builds, while maintaining strong communication within the Ticketing & Entertainment…
Added 39 mins ago
SA
Assistant Restaurant Manager
SSP America
Dorval, QC
- Full-time
Join our team as an Assistant Restaurant Manager in the Montreal Trudeau Airport!
Added 39 mins ago
SA
Tim Hortons Baker - Kelowna Airport
SSP America
Kelowna, BC
- Full-time
Meet with manager upon arrival to discuss shift set-up, and check out with manager before leaving to ensure duties are completed.
Added 1 hour ago
QP
Area Manager, Self-Storage
QuadReal Property Group
Vancouver, BC
- Full-time
Reporting to the Director, Self Storage Operations, the Area Manager, Self Storage is responsible for leading facility-level operations and execution across a designated portfolio of…
Added 1 hour ago
S
Bilingual Talent Acquisition Partner, Retail (Contract)
sephora.com
Montreal, QC
- Full-time
…strategies, recruitment events, and talent planning. Reporting to the Manager, Talent Acquisition, this is an exciting opportunity to make a meaningful impact on a growing business while…
Added 1 hour ago
MS
Store Manager
MacDonald Search Group
Sarnia, ON
- Full-time
This is a hands-on retail leadership opportunity for a commercially minded manager who enjoys developing people, driving sales and creating an exceptional in-store customer experience. The…
Added 2 hours ago
Produce - Clerk Produce
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Victoria, BC
A day in the life of a Produce Clerk: As a customer yourself, you know how important it is to find exactly the produce you are looking for. Maintaining a well-stocked department so that the…
Added 2 hours ago
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Mortgage Specialist
BMO
Pointe-Claire, QC · Vaudreuil-Dorion, QC
- Full-time
Serves a customer advocate during application and processing activities.
Added 2 hours ago
B
Mortgage Specialist
BMO
Richmond Hill, ON
- Full-time
Serves a customer advocate during application and processing activities.
Added 2 hours ago
R(
Assistant Store Manager - Heartland Town Centre
Reitmans (Canada) Ltée/Ltd
Mississauga, ON
- Full-time
Reporting to the Store Manager, join a team where your leadership will truly make an impact! As an Assistant Store Manager, you’ll help drive daily operations while motivating your team,…
Added 3 hours ago
R&
Financial Analyst
Robertson & Company Ltd.
Markham, ON
- Full-time
Prepare ad hoc analysis as required by sales, plant manager, business performance and other departments;
Added 3 hours ago
Team Lead
Roots
Winnipeg, MB
…motivating the team to exceed goals. Reporting directly to the Store Manager, the Team Lead provides support and coverage to the Store and Assistant Managers in their absence. They model…
Added 3 hours ago
K
Assistant Store Manager - Market Mall
Knix
Calgary, AB
- Full-time
…and developing people energizes you! Working with your Store Manager, you empower Key Leads, and Sales Associates to grow, perform, and succeed together. At your core, you’re a resilient,…
Added 4 hours ago
WC
Service and Support Representative - Edmonton, AB
Wurth Canada
Edmonton, AB
- $55,000 to $65,000 CAD / year
- Full-time
A 6-week onboarding training and development program along with a 6-month mentoring program for new employees.
Added 4 hours ago
T
Customer Experience Associate - Campbell River
TD
Campbell River, BC
- Part-time
…relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or…
Added 4 hours ago
T
Customer Experience Associate - Korean and/or Mandarin Language Skills an Asset
TD
Vancouver, BC
- Part-time
…relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or…
Added 5 hours ago
TS
TDS Operations Analyst II
TD Securities
Toronto, ON
- Full-time
Maintain working relationships with customers by resolving customer issues and articulating business processes to respond to customer queries
Added 5 hours ago
S
Meat & Seafood - Cutter Meat
Sobeys
Halifax, NS
- Full-time
Provide customers with friendly and professional service while preparing meat products for customer purchase and meat displays. Actively contribute to an environment of employee and…
Added 5 hours ago
LC
Senior Manager, Learning, Development and Engagement
Loblaw Companies Limited
Toronto, ON
- Full-time
The Senior Manager, Learning, Development & Engagement will help strengthen leadership, collaboration, communication and engagement across Central Pharmacy Services. This role shapes and…
Added 5 hours ago
S
In Store Bakery - Baker
Sobeys
Halifax, NS
- Full-time
Provide customers with friendly and professional service. Under the direction of the Bakery Manager, prepare baking products for customer purchases. Actively contribute to an environment of…
Added 5 hours ago
SC
In Store Bakery - Baker
Safeway Canada
Halifax, NS
- Full-time
Provide customers with friendly and professional service. Under the direction of the Bakery Manager, prepare baking products for customer purchases. Actively contribute to an environment of…

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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