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Added 8 mins ago
T
Senior Manager, Audit Stakeholder Communications (900)
TD
Toronto, ON
- Full-time
The Senior Manager, Audit Stakeholder Communications will oversee the execution of the Audit Division's global communications strategy, to drive impactful, timely and efficient…
Added 8 mins ago
T
Financial Planner
TD
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- Full-time
Monitoring productivity and service delivery, identifying opportunities for increased efficiency, and championing continuous improvement initiatives
Added 8 mins ago
T
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TD
Toronto, ON
- Full-time
…support within a well-defined functional area to support the delivery of quality solutions by designing and automating tests and/or creating/enhancing automation…
Added 8 mins ago
T
Senior IT Developer
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- Full-time
Responsible for analyzing a broad range of business requirements, conducting program / system research and analysis to identify key components for solutions delivery and problem resolution
Added 8 mins ago
T
Software Engineer I
TD
Toronto, ON
- Full-time
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Added 8 mins ago
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Toronto, ON
- Full-time
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TD
Toronto, ON
- Full-time
Find opportunities to improve service delivery and support operational improvement.
Added 22 mins ago
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Order Builder Loader
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Added 22 mins ago
SH
General Duty Nuclear Med Technologist
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Winnipeg, MB
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Added 22 mins ago
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Mississauga, ON
- Full-time
The Occupational Claims Manager leads the organization's occupational disability and workers' compensation programs, ensuring compliance with applicable legislation and alignment with…
Added 22 mins ago
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Registered Psychiatric Nurse N2 - Intensive Treatment Service
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- Full-time
Reporting to the Manager Health Services, the Nurse is responsible for the delivery of direct client care, the planning, implementation, implementation and evaluation of client treatment…
Added 22 mins ago
L
Senior Manager - Research, Advanced Concepts
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- Full-time
…projects, develop your team, inspire the business, and ensure the delivery of a continuous stream of innovative…
Added 23 mins ago
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Senior Audit Manager, Quality Control Financial Crimes Audit (1140)
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Toronto, ON
- Full-time
…well as providing real time feedback on the alignment of audit delivery team audit work with TD Audit Methodology, regulatory expectations, industry best practices, and the Institute of…
Added 23 mins ago
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Added 23 mins ago
T
Group Manager, Finance - IDPP
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Added 23 mins ago
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Senior Manager, Compliance – Corporate & Investment Banking Compliance Advisory (Canada) (5181)
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Toronto, ON
- Full-time
We are looking for a Senior Manager, Compliance – Corporate & Investment Banking Compliance Advisory to join our team in Canada. The ideal candidate must have compliance experience in the…
Added 23 mins ago
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Senior Financial Analyst
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Canadian Personal Banking Finance is responsible for delivery of performance reporting insights, financial analyses, forecasting, planning and expense allocation activities. The team's…
Added 23 mins ago
T
.NET/C# Engineer, TD Securities
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Toronto, ON
- Full-time
Meaningful work is fueled by meaningful performance and career development conversations with your manager.
Added 23 mins ago
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Added 23 mins ago
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The District Manager is responsible to meet or exceed Service goals in the management of a district of routes. Reports to the Service Manager. A DM may manage a service center and if the…
Added 23 mins ago
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Sr. Team Leader, Wealth Client Services
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Toronto, ON
- Full-time
…demonstrating, championing and coaching direct reports in the delivery of high quality of service and problem resolution to meet or exceed, internal and external client expectations. Lead,…
Added 23 mins ago
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…procedures, and service offerings to respond to employee and manager inquiries through multiple channels and provide guidance on HR-related…
Added 39 mins ago
Senior Product Manager
AutoScout24
Toronto, ON
We’re looking for a Senior Product Manager to drive key initiatives within our fintech domain. Reporting into the Product Director, you will own the strategy, roadmap, execution, and…
Added 39 mins ago
FH
Registered Nurse, Surgical Services - Inpatient, Royal Columbian Hospital
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BMO

Portfolio Manager

Waterloo, ON, Canada
MARS, Canada

$50,000.00 - $100,000.00 · Full-time

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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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