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Added 4 mins ago
A
Performance Coach, Client Care Learning & Development
ATB
Calgary, AB
- Full-time
…members throughout their learning journey. You report to the Manager, Client Care Learning & Development, advancing the team's strategic goals through proactive…
Added 4 mins ago
T
People Generalist
Twilio
Remote, Canada
- Full-time
- Remote
…Generalists team, reporting to the Global People Generalists Manager, and partnering closely with and supporting the work of international and functional HRBPs and COEs across the People…
Added 4 mins ago
W
Manager, Project Controls
Worley
Markham, ON · Vancouver, BC · Edmonton, AB · Calgary, AB
- Full-time
…across the project lifecycle, with services extending through to operations and decommissioning. Leveraging extensive experience and AI-enabled delivery, we support customers in navigating…
Added 4 mins ago
EL
Full-Time Key Holder - AVEDA Ottawa Rideau, Ottawa, ON
Estée Lauder Companies
Ottawa, ON
- Full-time
We are looking for a dynamic and inspirational Key Holder to support the Store Manager and Assistant Manager to ensure the smooth efficient running of the Store. You will use your…
Added 4 mins ago
F
Construction Coordinator
Fluor
Fort Saskatchewan, AB
- Full-time
This position reports directly to the Area Construction Manager and performs work requiring advanced knowledge which is predominantly intellectual in character and which routinely exercises…
Added 4 mins ago
SC
store manager, Duncan, B.C
Starbucks Coffee Company
Duncan, BC
- $59,400 to $78,450 CAD / year
- Full-time
Our Store Managers bring the Starbucks experience to life by managing store operations, driving financial success, building great teams, and building a meeting place in their communities.…
Added 4 mins ago
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Senior Portfolio Release Manager - Flights Acquisition & Retention
Priceline
Toronto, ON
- Full-time
Senior Portfolio Release Manager - Flights Acquisition & Retention
Added 19 mins ago
CA
Maintenance Technician
Centurion Associates Inc
Ottawa, ON
- Full-time
Our mission is to be sought after as a leading-edge, reputable, multi-disciplinary alternative asset manager; to capitalize on opportunities in new and interesting investment strategies…
Added 19 mins ago
IT
Manufacturing Quality Specialist
Ideon Technologies
Richmond, BC
- Full-time
You will report to the Manager, Manufacturing and work in a team setting with Manufacturing professionals and Operations team members.
Added 19 mins ago
CP
Officer, Human Resources Business Partner (Field)
Canada Post / Postes Canada
AB · Edmonton, AB
- Full-time
With collaboration and direction from the HRBP Manager, the HRBP Officer leverages a broad understanding of the business and partners with HR subject matter experts (SMEs) and regional…
Added 19 mins ago
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Administrative Associate-EN
Guillevin
Whitehorse, YT
- Full-time
Support the manager by performing all administrative tasks: manage email and scheduling, manage billing, track and update accounts receivable.
Added 19 mins ago
DG
Manager - Gestionnaire de projet (Fly-in / Fly-out)
Dexterra Group
Mirabel, QC
- Full-time
Superviser les opérations quotidiennes et encadrer l’équipe du camp;
Added 19 mins ago
CG
Chef Manager
Compass Group Canada
Sudbury, ON
- Full-time
The Chef Manager is responsible to ensure the efficient operation of all Food Services at the facility. This encompasses the administration, staffing/scheduling, client/customer relations,…
Added 19 mins ago
TS
Store Associate
The Salvation Army in Canada
St. Albert, AB
- Part-time
The role provides service to customers, sorting incoming product and assists in the ongoing retail operations of The Salvation Army Thrift Store.
Added 19 mins ago
SR
Property Manager (Residential)
SmartCentres REIT
Vaughan, ON
- Full-time
SmartLiving is seeking an experienced and dynamic Property Manager to oversee operations at The Millway, our newest rental community in the Vaughan Metropolitan Centre. This 450+ unit…
Added 19 mins ago
CW
Sales Manager
Canadian Wealth Inc.
Calgary, AB
- Full-time
We're looking for an experienced Sales Manager to lead new business development for a National Cleaning company across Canada. You'll be responsible for growing our client base, managing…
Added 19 mins ago
DG
Manager - Gestionnaire de projet (Fly-in / Fly-out)
Dexterra Group
Val-d'Or, QC
- Full-time
Superviser les opérations quotidiennes et encadrer l’équipe du camp;
Added 19 mins ago
CC
Client Services Coordinator
Canadian Cancer Society
Montreal, QC
- Temporary
Liaise with Marquise staff as well as other contractors and vendors to facilitate lodge operations and repair and maintenance issues in accordance with standard operating procedures as…
Added 19 mins ago
V
Underground Mine Operations Supervisor
Vale
Canada
- Full-time
We are currently seeking an Underground Operations Supervisor to join our Underground Operations team in Voisey’s Bay, Labrador, a fly-in fly-out operation.
Added 19 mins ago
U
Associate Finance Manager, Foods (Canada)
Unilever
Toronto, ON
- Full-time
Associate Finance Manager (AFM) – Foods Canada
Added 19 mins ago
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Production Operator - Ayr, Ontario, Canada
dsm-firmenich
Ayr, ON
- Full-time
Warn offenders and inform the Plant Manager / Production Supervisor if and when instructions are not complied with.
Added 19 mins ago
TA
SALES ASSOCIATE – PART TIME
The Aldo Group Inc / Le Groupe Aldo Inc.
Victoria, BC
- Part-time
Reporting to the Store Manager, the Part-Time Sales Associate at ALDO is all about driving sales while creating a great in-store experience. You bring the energy, the style, and the…
Added 19 mins ago
TA
SALES LEAD - FULL TIME
The Aldo Group Inc / Le Groupe Aldo Inc.
Victoria, BC
- Full-time
Reporting to the Store Manager, the Sales Lead plays a key role in driving results and supporting the team. You lead by example by helping hit sales targets, coaching associates, and making…
Added 34 mins ago
B
Bilingual Senior Manager, Client Finance Operations – Québec Clients
Burson
Toronto, ON
- Full-time
This existing role serves as the dedicated Senior Manager for day-to-day client finance operations across assigned Québec-based clients, with primary focus on the L'Oréal program as the…
Added 34 mins ago
TS
Institutional Equity Salestrader
TD Securities
Toronto, ON
- Full-time
…jurisdictions. This position liaises closely with the banks other operations in Canada, Europe, Asia Pacific and the U.S. to assist in meeting the Banks…

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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