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Added 34 mins ago
T
District Manager - Palm Springs / San Diego
Towne
NB · Chiasson Office, NB
- Full-time
The District Manager directly oversees a specific Towne Park district and is responsible for district performance for financial, guest satisfaction, client satisfaction and business…
Added 34 mins ago
BG
Exterior Service Planning - Placement Year
BMW Group
Goodwood, ON
- Internship
…into the paint shop, and driving operational optimisation and financial steering activities. Working closely with project teams on the shop floor, the intern will contribute to a range of…
Added 34 mins ago
SC
Housekeeper/Cleaner - Part Time - Silvertip Resort
Stone Creek Resorts
Canmore, AB
- Part-time
Reporting to the Maintenance Manager - The Housekeeper is integral to ensuring the cleanliness and orderliness of staff accommodations, office spaces, public areas, on-course bathrooms, and…
Added 1 hour ago
B
Practice Consultant
BoomerangFX
Mississauga, ON
- Full-time
Reporting to the Implementation Manager, the Practice Management Consultant & Trainer will be responsible for delivering training and onboarding support to new BoomerangFX users and…
Added 2 hours ago
RI
Senior Project Manager
Reliance Impact
Toronto, ON
- $140,000 to $160,000 CAD / year
- Full-time
Senior Project Manager – Institutional Construction
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Technical Lead
Scotiabank
Ottawa, ON
Reporting to the Senior Manager of Development, the Technical Lead is accountable for the technical direction and delivery of web application solutions in a Microsoft-based development…
Added 3 hours ago
BB
Rental Property Manager
Brown Bros. Agencies Ltd
Victoria, BC
- Full-time
Brown Bros.' Rental Property Management division is growing, and we are looking for a licensed Rental Property Manager to join the team. You get a company car, so you never have to put…
Added 3 hours ago
WC
(CAN) Asset Protection Associate
Walmart Canada
Nanaimo, BC
- Full-time
Investigates incidents of financial and physical shrink and communicates findings to Store Leadership. For internal investigations, escalates information to the Market Loss Prevention…
Added 3 hours ago
WC
Asset Protection Associate
Walmart Canada
Toronto, ON · Scarborough, ON
- Full-time
Investigates incidents of financial and physical shrink and communicates findings to Store Leadership. For internal investigations, escalates information to the Market Loss Prevention…
Added 3 hours ago
WC
(CAN) Asset Protection Associate
Walmart Canada
Nanaimo, BC
- Full-time
Investigates incidents of financial and physical shrink and communicates findings to Store Leadership. For internal investigations, escalates information to the Market Loss Prevention…
Added 3 hours ago
NP
Quality Management System (QMS) Lead
NWI Precision
Toronto, ON · North York, ON
- $85,000 to $110,000 CAD / year
- Full-time
…to select improvement priorities. Validate operational and financial benefits with Finance and process owners using baseline and post-implementation…
Added 5 hours ago
TM
Operations Controller – newly created role for this Producer!
The Mason Group - Strategic Search Partners
Vancouver, BC
- $145,000 to $165,000 CAD / year
- Full-time
The ideal candidate will bring strong IFRS knowledge, exceptional financial reporting skills, and preferably Spanish fluency. While industry experience is preferred, the client will also…
Added 6 hours ago
NB
Director Commercial Banking
National Bank of Canada
Calgary, AB
- Full-time
…become the go-to resource person to your clients for their financial…
Added 6 hours ago
FC
Producteur bilingue, Affaires de la société / Corporate Affairs Producer Bilingual
Fidelity Canada
Montreal, QC
- Full-time
Added 6 hours ago
A
Project Coordinator
AECOM
Pickering, ON
- $60,000 to $70,000 CAD / year
- Full-time
…delivery, including project planning, coordination, documentation, financial tracking, scheduling, risk management, and reporting. This position provides an excellent opportunity for a…
Added 6 hours ago
TM
Property Manager
Tribe Management inc
Toronto, ON
- $80,000 to $100,000 CAD / year
- Full-time
The DMS Group, Division of Tribe Management Inc., is currently seeking a Property Manager to join our team. The Property Manager works under the Director of Commercial and…
Added 7 hours ago
NB
Senior Account Manager Commercial Banking
National Bank of Canada
Calgary, AB
- Full-time
A career as a Senior Account Manager, Commercial Banking at National Bank means being responsible for growing the portfolio of business clients assigned to you. Your complex and varied…
Added 7 hours ago
NB
Technology Associate
National Bank of Canada
Winnipeg, MB
- Full-time
National Bank Financial – Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000…
Added 7 hours ago
NB
Chief Analyst Financial Performance
National Bank of Canada
Montreal, QC
- Full-time
Within the Financial Performance Management - Commercial Banking sector, you'll be part of a team of around ten colleagues and reporting to the Senior Manager. This team of experts…
Added 7 hours ago
AP
Senior Strategic Account Manager, Fulfillment
AMZ Prep®
Mississauga, ON
- Full-time
…more and more, their margins. We're hiring a Strategic Account Manager to own those…
Added 8 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 8 hours ago
KD
Analyste Principale, Gestion de la croissance des revenus (RGM) des marques/ Associate Manager, Brand Revenue Growth Management (RGM)
Keurig Dr Pepper
Toronto, ON · Montreal, QC
- Full-time
The Associate Manager, Brand Revenue Growth Management (RGM) is responsible for driving profitable growth across a portfolio of brands through category analytics, commercial strategy,…
Added 9 hours ago
WC
(CAN) Asset Protection Associate
Walmart Canada
Belleville, ON
- Full-time
Investigates incidents of financial and physical shrink and communicates findings to Store Leadership. For internal investigations, escalates information to the Market Loss Prevention…
Added 9 hours ago
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Clinical Research Manager
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
…governmental guidelines and regulations, the Clinical Trial Project Manager is responsible for the operational management of multicentre clinical research studies. The Project Manager…
Added 9 hours ago
DG
Senior Manager, Professional Practice Group (PPG)
Doane Grant Thornton LLP
Toronto, ON
- Full-time
Significant experience in Accounting Standards for Private Enterprises (ASPE) and/or International Financial Reporting Standards (IFRS)

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.

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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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