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Added 11 mins ago
N
Business Customer Service Rep
Northwestel
Yellowknife, NT
- Full-time
Process customer requests for products, services, equipment, sales of single and multi-line systems, system extensions, information, ordering, order status, installation costs, fees,…
Added 23 mins ago
ED
(Sr.) Partnerships Manager - 557 EN
Export Development Canada | Exportation et développement Canada
Montreal, QC
- $84,698 to $128,743 CAD / year
- Full-time
Employment Type: Permanent & Contract (12 months)
Added 25 mins ago
Multi-Location Customer Service Specialist
Sherwin-Williams
London, ON
…excellent customer service, while consistently meeting the store’s sales…
Added 25 mins ago
BG
Auto Body Technician (Orleans South)
Boyd Group Services
ON
- Full-time
At Assured Automotive, we have been providing quality workmanship on every collision repair for over 30 years. As part of The Boyd Group, we have numerous locations throughout Western and…
Added 25 mins ago
BG
Auto Body Estimator (St Albert)
Boyd Group Services
St. Albert, AB
- Full-time
At Boyd Autobody & Glass, we have been providing quality workmanship on every collision repair for over 30 years. As part of The Boyd Group, we have numerous locations throughout Western…
Added 25 mins ago
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Customer Service Representative
BMO
Montreal, QC
- Part-time
…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…
Added 25 mins ago
Manager, Content Marketing
Varicent
Toronto, ON
At Varicent, we’re not just transforming the Sales Performance Management (SPM) market - we’re redefining how organizations achieve revenue success. Our cutting-edge SaaS solutions empower…
Added 25 mins ago
Marketing Coordinator - 12 Month Contract
The Canada Life Assurance Company
Toronto, ON
…planning, coordination and execution of marketing initiatives in Sales Enablement. This role will work closely with Marketing Managers, Associate Marketing Managers and cross‑functional…
Added 40 mins ago
A
Customer Success Manager- 1 Year Term
Assent
Ottawa, ON
- $75,000 to $95,000 CAD / year
- Full-time
This is a one-year contract with the potential to be extended. Customer Success Managers (CSMs) will play an integral role in delivering our services to customers on their purchased…
Added 53 mins ago
MT
Senior Procurement Manager
Manx Telecom Enterprise
Permanent North American Gaeltacht, ON
- Full-time
…Cooil Road, Braddan, Isle of Man, IM99 1HX Basis Permanent Full Time/Part Time Full time Employment Duration - Hours Per Week 37.00 Drivers Licence Required Yes Benefits Competitive Salary…
Added 53 mins ago
B
Community Residential Manager
Boardwalk
AB · Edmonton, AB
- Full-time
…people find their perfect home. Customer Service is an integral part of our Company Values and we are looking for individuals who are passionate about the same. If you have previous…
Added 55 mins ago
Sales Representative, Residential Repaint
Sherwin-Williams
Orangeville, ON
Sales Representatives initiate and manage relationships with customers and serve as the point of contact for the Company. This position will be responsible for growing a paint sales…
Added 1 hour ago
CH
Host Ambassador, Kitchener/Waterloo – ON
Canada Homestay Network
Kitchener, ON
- Contract
This is a permanent part-time (10hrs a week) position in the Kitchener/Waterloo region and surrounding areas. It is a hybrid role with an hourly wage between $20-$22.
Added 1 hour ago
M
Marketing Content Manager
MEDFAR
Montreal, QC
- Full-time
…campaigns to website copy, customer stories, social content, and sales enablement, you’ll shape how MEDFAR communicates with the…
Added 1 hour ago
GO
Civil Estimator
Gulf Operators Ltd.
Saint John, NB
- Full-time
Gulf Operators Ltd. is a civil contractor experienced in all aspects of civil work including concrete work, excavation, water and sewer, as well as aggregate production and sales.
Added 1 hour ago
GI
Retail Team Member PT - St. Albert
Goodwill Industries of Alberta
St. Albert, AB
- Part-time
Job Type: Temporary 4-month Contract, Part-time, Hourly (up to 24.5 hours per week)
Added 1 hour ago
VA
Aircraft Certification Authority (ACA), Avionics - (M Rotational)
Voyageur Aviation
Trenton, ON
- Full-time
…aviation services - from engineering and maintenance capabilities, part sales and logistics management to aircraft leasing, and contract flying…
Added 1 hour ago
B
Associate, Internal Sales, Intermediary Distribution
BMO
Toronto, ON · Calgary, AB · FCP
- Full-time
…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…
Added 1 hour ago
HC
Sales Director, Canada
Harris Computer
ON
- Full-time
Deliver strong, tailored demonstrations of AWARD® that articulate specific client value; audit defensibility, litigation risk reduction, evaluation rigour, and time-to-contract efficiency.
Added 1 hour ago
- Enterprise GTA Sales
Rogers Communications
Toronto, ON · Brampton, ON
Serve as the quarterback of the sales process, acting as the single point of accountability for prospect engagement and client relationship development within a team-based selling model.
Added 1 hour ago
M
Marketing Content Manager
Medfar
Montreal, QC
- Full-time
…campaigns to website copy, customer stories, social content, and sales enablement, you’ll shape how MEDFAR communicates with the…
Added 1 hour ago
AD
Buyer
Avery Dennison
Toronto, ON
- Full-time
…key connective tissue between internal departments - such as Sales, Finance, and Production - to ensure procurement strategies align with broader business goals. In this role, the Buyer…
Added 1 hour ago
AD
Buyer
Avery Dennison
Toronto, ON
- $54,075 to $80,752 CAD / year
- Full-time
…key connective tissue between internal departments - such as Sales, Finance, and Production - to ensure procurement strategies align with broader business goals. In this role, the Buyer…
Added 1 hour ago
AD
Buyer
Avery Dennison
Toronto, ON
- $54,075 to $80,752 CAD / year
- Full-time
…key connective tissue between internal departments - such as Sales, Finance, and Production - to ensure procurement strategies align with broader business goals. In this role, the Buyer…
Added 1 hour ago
GL
Customer Solutions Specialist
goeasy Ltd.
Regina, SK
- Full-time
Join easyhome - Canada’s largest lease-to-own business and a proud part of the goeasy family. At goeasy, our people and culture are the heartbeat of everything we do, and we’re proud to be…

BMO

Portfolio Manager

Quebec, QC, Canada

$55,500.00 - $120,000.00 · Full-time

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Job details

Pay: $55,500.00 - $120,000.00
Job type: Full-time
Apply by: Oct 16, 2026
Education: Bachelor’s degree
Posting language: English
Posted: Oct 5, 2026

Original job description

Application Deadline:

10/15/2026

Address:

1600 boulevard Lebourgneuf

Job Family Group:

Commercial Sales & Service

Applies consultative sales and relationship management practices to generate leads and close sales of treasury management and payment solutions for new and existing clients while ensuring regulatory compliance. Monitors implementation activities to ensure alignment with timelines. Provides tailored treasury management solutions and optimizes sales processes through continuous process improvements to enhance client experiences and business outcomes. Manages sales processes, client engagement and outcomes.

Manages client sales inquiries related to product offerings, pricing, and implementation, ensuring clear communication and timely responses to facilitate the sales process.
Conducts sales discussions, introducing innovative products and services, sharing insights on industry trends, and fostering proactive client engagement.
Handles the Client Management Process (CMP) by identifying client needs, building relationships, and driving acquisition strategies to grow the client portfolio.
Analyses trends in overdrawn accounts to identify compliance risks, implementing escalation procedures in line with company directives.
Resolves document exceptions and maturity report discrepancies, ensuring record accuracy and addressing potential issues.
Coordinates client implementation activities ensuring implementation activities are aligned with timelines and outcomes.
Provides guidance on treasury management solutions, helping clients optimize cash flow and enhance liquidity management.
Attends industry forums and community events, enhancing the Bank’s brand, staying updated on market trends, and leveraging insights to support sales strategies.
Builds and maintains strong long-term relationships with the bank’s high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership.
Analyzes client and industry data to inform customized client solution strategies that includes optimizing management of working capital.
Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients’ needs.
Builds advocacy and adoption of the suite of industry leading NA TPS digital products & solutions.
Supports implementation activities, including documentation, pricing, and project timelines ensuring timely delivery and continuous process improvements.
Ensures adherence to regulatory requirements, internal controls, and compliance, mitigating risk and maintaining service standards.
Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works independently on a range of complex tasks, which may include unique situations.
Broader work or accountabilities may be assigned as needed.
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Qualifications:

4 – 6 years of relevant experience in treasury management, financial operations or risk management in a corporate or banking environment is preferred.
Bachelor’s degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered.
Technical proficiency gained through education and/or business experience.

Advanced level of proficiency:

Treasury Management
Cash Management
Payment Technologies
Financial Analysis
Risk Assessment
Quality Assurance Auditing
Regulatory Compliance
Data Analysis Reporting
Problem Solving
Time Management
Detail-Oriented

Salary:

$55,500.00 - $120,000.00

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 generates leads and closes sales for treasury management and payment solutions while managing client relationships and ensuring regulatory compliance. They also analyze client data to provide strategic financial advice and coordinate implementation activities to optimize cash flow and liquidity.

Requirements

Candidates should have 4 to 6 years of relevant experience in treasury management, financial operations, or risk management. A bachelor's degree in Business Administration, Finance, or Accounting is required.

Skills

Treasury management
Cash management
Payment technologies
Financial analysis
Risk assessment
Quality assurance
Auditing
Regulatory compliance
Data analysis
Reporting
Problem solving
Time management
Detail-oriented
Consultative sales
Relationship management
Strategic advice

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans

Visa sponsorship

Not detected in the job text

Keywords

Treasury management
Cash management
Payment technologies
Financial analysis
Risk assessment
Quality assurance
Auditing
Regulatory compliance
Data analysis
Reporting
Problem solving
Time management
Detail-oriented
Consultative sales
Relationship management
Strategic advice
Working capital
Client management process
Risk management framework
Compliance
Banking
Corporate finance
Liquidity management
Sales strategy
Digital products

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