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Added 35 mins ago
SM
Manager, Finance, Performance & Analytics
Stevenson Memorial Hospital
Alliston, ON
- Full-time
Reporting to the Vice President, Corporate Services & Chief Financial Officer, the Manager, Finance, Performance and Analytics supports the hospital's strategic objectives, performance…
Added 1 hour ago
L
Product Manager
Linedata
Toronto, ON
- Full-time
Product Manager – Capitalstream | Lending & Leasing
Added 2 hours ago
A
Team Lead, Dayforce Support
AccorCorpo
Toronto, ON
- Full-time
…escalation point for complex issues and acts as the interim manager in the absence of the Manager, Dayforce…
Added 2 hours ago
J
Manager, Corporate Strategic Project Delivery
Jobbe
St. John's, NL · Greater St. John's Metropolitan Area
- Full-time
A bachelor’s degree (Business Administration, Information Technology, Computer Science, or a related field) and 10 years project management experience, with at least 5 years of proven…
Added 4 hours ago
B
Facility Operations Manager
BGIS
Toronto, ON · Etobicoke, ON
- Full-time
The Manager, Operations is responsible for operations and budget management, service delivery management, project management, client relationship management, health and safety, and…
Added 5 hours ago
T
Senior Project Manager
Tadpool
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
Reporting to the Director, the Project Manager leads project planning, execution, and oversight for construction and investment initiatives across the portfolio. The role manages internal…
Added 5 hours ago
MJ
Financial Analyst - Mental Health & Addictions
Manufacturing Job Site
Thunder Bay, ON
- Full-time
Post-secondary degree in Accounting, Finance, Business Administration, or a related field.
Added 9 hours ago
ST
Financial Business Services Coordinator
Securitas Technology Canada Corporation
Mississauga, ON
- Full-time
Added 9 hours ago
E
Relationship Manager
ESOPX
Alert Bay, BC
- Full-time
Bachelor's degree in Finance, Business Administration, or a related field is preferred.
Added 10 hours ago
B
Office Manager
Binners
Toronto, ON · Etobicoke, ON
- $70,000 to $90,000 CAD / year
- Full-time
As we enter our next stage of growth, we are looking for an experienced Office Manager to take ownership of the day-to-day management of our office and administrative functions.
Added 12 hours ago
KM
(sr) Branch Service Manager/Gestionnaire de succursale, Service (Maritimes)
Konica Minolta Business Solutions (Canada) Ltd.
Dartmouth, NS
- Full-time
As a Branch Service Manager, you will play a key role in:
Added 12 hours ago
PA
EXECUTIVE DIRECTOR
Professional Association of Canadian Theatres (PACT)
Morrisburg, ON
- Full-time
…financial growth and development; will work with the Business Manager to support the day-to-day administration and financial sustainability of the theatre and with the marketing department…
Added 12 hours ago
SW
Portfolio Manager | Associate Portfolio Manager | Wealth Manager - SJF - Markham
Scotia Wealth Management
Markham, ON
- Full-time
…investment management offering. Whether you are a licensed Portfolio Manager, an emerging Associate Portfolio Manager, or a relationship focused Wealth Manager committed towards becoming…
Added 12 hours ago
SM
Manager, Finance, Performance & Analytics
Stevenson Memorial Hospital
Alliston, ON
- Full-time
Reporting to the Vice President, Corporate Services & Chief Financial Officer, the Manager, Finance, Performance and Analytics supports the hospital's strategic objectives, performance…
Added 13 hours ago
CK
Senior Manager, Financial Information and Control
Circle K
Laval, QC
- Full-time
…role in the company. The main responsibilities of the senior manager within this group are as…
Added 14 hours ago
T
PIA Client Service Associate
TD
Montreal, QC
- Full-time
Accept/create leads and ensure correct referral coding administration
Added 14 hours ago
B
SENIOR MANAGER, SECURITY AND DISBURSEMENT - Montreal, St. Laurent, Laval, Moncton
BDC
Moncton, NB · Montreal, QC · Laval, QC
- Full-time
The Senior Manager, Security and Disbursement, is responsible for ensuring that all due diligence and verifications are completed prior to the disbursement of loans. He or she works on the…
Added 15 hours ago
B
Client Service Associate, BMO Nesbitt Burns
BMO
Calgary, AB · CALG
- Full-time
Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of…
Added 16 hours ago
SS
MANAGER OF EXTERNAL BUSINESS SERVICES
School Services of California Inc.
NB · Chiasson Office, NB
- Internship
TITLE: Manager of External Business Services (Confidential, Classified Management Position)
Added 17 hours ago
TR
Lead, ERP Training
Teck Resources Limited
Vancouver, BC · Greater Vancouver, BC
- Full-time
…to its success. We are seeking a motivated and experienced Manager to lead Training across this global…
Added 19 hours ago
LL
Senior Property Manager
Lev Living
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Position Summary The Property Manager is responsible for the overall operational and financial management of a portfolio consisting primarily of commercial properties, together with a…
Added 19 hours ago
C
Senior Manager, Compensation (People & Culture) (Hybrid/Telework)
CBC/Radio-Canada
Ottawa, ON · Montreal, QC
- Full-time
This role is a hybrid work arrangement. Work schedule to be discussed with the Hiring Manager according to the guidelines defined by the department.
Added 22 hours ago
CC
Senior Legal Assistant
Carrington Communities
AB · Edmonton, AB
- Full-time
Reporting to the Legal Manager, the Senior Legal Assistant is a part of the Legal team, responsible for supporting various functions and projects within the department.
Added 22 hours ago
W
Senior Manager, Software Development - Clients & Accounts
Wealthsimple
Canada
- Full-time
…million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is…
Added 22 hours ago
H
Estimating Manager
Hays
Ottawa, ON
- $100,000 to $120,000 CAD / year
- Full-time
An established Ottawa-area residential builder is seeking an experienced Estimating Manager to lead estimating, purchasing, tendering, procurement, and contract administration functions…

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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