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Added 7 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 7 mins ago
R
Nike - Sales Coach - Toronto Eaton Centre
Retailors
Toronto, ON
- Full-time
Assisting the Store Manager (Head Coach) by managing one or more of the store functions (sales, merchandising, operations, accounting, etc.) or by managing a particular floor/business in a…
Added 7 mins ago
Inside Sales Representative, Dynamic
Scotiabank
Toronto, ON
Assist wholesaler in the segmentation of the client base to define the service levels and to ensure sales from various distribution channels and firms (250-400);
Added 22 mins ago
DE
PROJECT MANAGER
Design Electronics
Niagara Falls, ON
- Full-time
…in maintaining the efficiency of the project lifecycle post sales to hand off to the Service…
Added 22 mins ago
WI
Assistant Spa Manager - The Wickaninnish Inn
Wickaninnish Inn
Ucluelet, BC
- Full-time
…unwavering passion of our teams. Together we deliver the highest service standards in an engaging and supportive work…
Added 22 mins ago
WI
Spa Manager - The Wickaninnish Inn
Wickaninnish Inn
Ucluelet, BC
- Full-time
…unwavering passion of our teams. Together we deliver the highest service standards in an engaging and supportive work…
Added 22 mins 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 22 mins ago
Management and Sales Trainee
Sherwin-Williams
Winnipeg, MB
The Sherwin-Williams Management & Sales Training Program is an accelerated, entry-level position designed to prepare you for a Store Management role in 18-24 months. With Sherwin-Williams’…
Added 22 mins ago
Assistant Sales Trainee Manager
Sherwin-Williams
Winnipeg, MB
We’ll teach you how to excel at customer service, sales, and marketing, finance, and operations
Added 22 mins ago
B
Personal Banker
BMO
Squamish, BC
- Full-time
…channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including…
Added 22 mins ago
B
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 22 mins ago
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Regional Sales Manager, BMO InvestorLine
BMO
Montreal, QC · HO
- Full-time
Under the direction of the National Sales Manager, the Regional Sales Manager role is responsible for providing strategic leadership of the growth of BMO’s Digital Wealth Business.
Added 22 mins ago
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Credit Funder
BMO
Montreal, QC · HO
- Full-time
…provides timely advice to the business banking relationship manager for action in compliance with internal controls and audit, regulatory, and Bank policies and…
Added 22 mins 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 22 mins ago
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Personal Banking Associate
BMO
Granby, QC
- Full-time
Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
Added 22 mins 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 22 mins ago
B
Personal Banker
BMO
Colwood, BC
- Full-time
…channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including…
Added 22 mins ago
B
Customer Service Representative
BMO
Squamish, BC
- Part-time
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of…
Added 22 mins ago
B
Assistant Manager, Road Assist Fleet
BCAA
Burnaby, BC
- Full-time
We are currently hiring a Regular Full-Time Assistant Manager for our Road Assist Fleet team!
Added 36 mins ago
AC
Member Service Representative - Notre Dame De Lourdes Branch
Assiniboine Credit Union
Notre-Dame-de-Lourdes, MB
- Full-time
Reporting to the Assistant Branch Manager, the Member Service Representative (MSR) plays a key role in delivering consistent and compelling member experience at ACU. The Member Service…
Added 36 mins ago
Assistant Store Manager Winners - Plaza Hawkesbury
The TJX Companies, Inc.
Hawkesbury, ON
Drive store performance by supporting sales results, managing expenses, and overseeing key operations including merchandising, backroom, frontline, cash office, customer service, markdowns,…
Added 51 mins ago
RL
AUTOMOTIVE TECHNICIAN
Regency Lexus
Vancouver, BC
- Full-time
Promote sales of appropriate services, parts, and accessories by thoroughly understanding the product and its associated service requirements
Added 51 mins ago
GD
GARAGE - Seasonal Sales Associate - Bramalea City Centre
Groupe Dynamite
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- Temporary
Reporting to the Store Manager, you’ll be the face of our brand. As a Seasonal Sales Associate, your focus is creating an elevated shopping experience - whether it’s styling customers in…
Added 51 mins ago
Boisbriand - Store Sales Associate
Running Room
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- Drive sales, deliver an exceptional customer experience, and meet operational expectations.
Added 51 mins ago
General Manager - DoubleTree by Hilton West Kelowna
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…running on that hamster wheel. Instead they experience excellent service with patience, kindness, urgency and always with a smile. These 15 minutes in the morning with your team gives you…

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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