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Added 1 min ago
SL
AVP, Technology Resilience and Recover Risk Oversight
Sun Life
Toronto, ON · Waterloo, ON · Sun Life Toronto One York
- Full-time
Establish and lead the enterprise 2LOD technology resilience capability within the ORCT Centre of Excellence, including operating model, standards, review cadence, escalation protocols, and…
Added 1 min ago
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Mortgage Specialist
BMO
Pointe-Claire, QC · Vaudreuil-Dorion, QC
- Full-time
…BMO’s share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes effective marketing and sales programs…
Added 1 min ago
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Mortgage Specialist
BMO
Richmond Hill, ON
- Full-time
…BMO’s share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes effective marketing and sales programs…
Added 1 min ago
AB
Business Development Leader
Avis Budget Group
Toronto, ON
- Full-time
…share and improved operating margins. Our Mid-Market Corporate Sales team is comprised of highly strategic, motivated, action-oriented, and responsive sales professionals, all of whom take…
Added 15 mins ago
R(
Assistant Store Manager - Heartland Town Centre
Reitmans (Canada) Ltée/Ltd
Mississauga, ON
- Full-time
Team Support & Coaching: Inspire and develop a high-performing team in a positive environment. Maintain an active presence on the sales floor to guide and motivate.
Added 30 mins ago
CV
Event Specialist
CPABC Vancouver Chapter
Vancouver, BC
- Full-time
Lead volunteer recruitment, onboarding, succession planning, and training
Added 30 mins ago
Sales Associate-Retail
Roots
Vancouver, BC
…brand’s legacy. If you bring passion to everything you do, lead with integrity, and believe in the power of collaboration to drive growth, we’d love to have you on our…
Added 30 mins ago
Product Line Manager - Geomembrane & Specialty Market
Intertape Polymer Group (IPG)
NB · Truro, NS · NS · ON · PE
Position Purpose: Lead the growth and success of an assigned product line by developing market-driven strategies, identifying new opportunities, and advancing product innovation. Through…
Added 30 mins ago
Team Lead
Roots
Winnipeg, MB
The Team Lead links the leadership team and the sales associates by assisting in the operational functions of the store, and motivating the team to exceed goals. Reporting directly to the…
Added 30 mins ago
Global Supply Chain Manager
Intertape Polymer Group (IPG)
Truro, NS
Work with your team to analyze and continuously improve supply chain workflows and warehouse processes, focusing on maximizing efficiency, reducing lead times, and minimizing costs.
Added 46 mins ago
AG
Remote- Entry Level Manager
AO Globe Life
Remote, Canada
- Full-time
- Remote
As a Remote Sales Manager, you'll lead a team of dedicated professionals while enjoying the flexibility of working from home.
Added 46 mins ago
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Sales Executive, Cloud & AI
Microsoft
Toronto, ON
- Full-time
As a Sales Executive, Cloud &AI, you are a business leader with deep technical and business knowledge within our enterprise sales organization, working with our most important customers in…
Added 1 hour ago
WI
Assistant Spa Manager - The Wickaninnish Inn
Wickaninnish Inn
Ucluelet, BC
- Full-time
Lead by example and be a pro-active member of the Ancient Cedars Spa Leadership Team.
Added 1 hour ago
WI
Spa Manager - The Wickaninnish Inn
Wickaninnish Inn
Ucluelet, BC
- Full-time
Lead by example and be a pro-active member of the Senior Management Team and Ancient Cedars Spa Leadership Team.
Added 1 hour ago
K
Part-Time Key Lead (Upper Canada Mall)
Knix
Newmarket, ON
- $22.7 CAD / hour
- Part-time
We are looking for a dynamic and results-driven Key Lead to join our team. In this role, you will be at the heart of our store operations - fostering an inclusive environment, coaching a…
Added 1 hour ago
JM
Mortgage Agent/ Mortgage Broker
J&G Mortgages Ltd
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Experience with mortgage marketing, lead generation, and building client and referral relationships.
Added 1 hour ago
K
Assistant Store Manager - Market Mall
Knix
Calgary, AB
- Full-time
As an Assistant Store Manager at Knix, you bring our brand to life through how you lead and connect every day. You have a natural pulse on what our customers want and create a welcoming,…
Added 1 hour ago
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Financial Services Representative II, TB Outbound (6 Month Contract)
CIBC
Regina, SK
- Full-time
You act like an owner. You thrive when you're empowered to take the lead, go above and beyond, and deliver results.
Added 1 hour ago
C
Associate Controls Specialist,
Carrier
Coquitlam, BC
- $43,500 to $93,500 CAD / year
- Full-time
This role may also provide the opportunity to earn additional incentive compensation in the form of annual bonus, sales bonus, sales commission or local incentive. If the role provides for…
Added 1 hour ago
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Personal Banker
BMO
Squamish, BC
- Full-time
Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities.
Added 1 hour ago
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Wealth Planning Consultant, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
…and increase revenues. Executes a disciplined approach to all sales and wealth management strategies to support regional and national business growth while focusing on the client…
Added 1 hour ago
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Financial Planner
BMO
Vaughan, ON
- Full-time
…customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides…
Added 1 hour ago
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Financial Planner
BMO
Markham, ON
- Full-time
…customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides…
Added 1 hour ago
B
Personal Banker
BMO
Colwood, BC
- Full-time
Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities.
Added 1 hour ago
M
Seasonal Stylist (Retail) (Part-time)
Mejuri
Toronto, ON
- Part-time
STACK: Lead by example and validate the quality of the in-store customer experience by communicating, training, and upholding expectations on the team on Mejuri’s Steps of Selling.

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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