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Added 9 mins ago
MD
Advisor, Full-cycle Revenue Growth (Hardware and Hard-tech)
MaRS Discovery District
Toronto, ON
- Contract
Help ventures choose priority customer segments, use cases and buying pathways; sharpen positioning and quantify the technical, operational and financial value for each buyer.
Added 9 mins ago
MD
Advisor, Biotech/Life Sciences
MaRS Discovery District
Toronto, ON
- Contract
You will advise MaRS portfolio companies, providing scientific and commercialization guidance to help early-stage founders achieve technical and commercial milestones.
Added 9 mins ago
C
SCADA Specialist
Certarus
AB · Calgary, AB
- Full-time
Reporting to the SCADA Lead, Ignition, this is a hands-on and service-oriented technical role. The role develops and supports Ignition solutions, assists with equipment and system…
Added 9 mins ago
UC
Mine Industrial Heavy Equipment Mechanic
USG Corporation
Hagersville, ON
- $35.77 to $47.19 CAD / hour
- Full-time
· Prior training as an industrial mechanic, automotive service technician, or truck and transport mechanic.
Added 9 mins ago
MW
Project Manager
Mueller Water Products
Toronto, ON
- Full-time
Client management and ensuring excellent customer service
Added 9 mins ago
M
Field Service Technician
Moneris
Toronto, ON
- Full-time
As a Systems Technician at Moneris, you'll bring technical expertise and a customer-focused approach to deliver an outstanding experience to our merchants. You will work with the operations…
Added 22 mins ago
CI
Assembleur/Assembler
Calian in Space & Technology
Montreal, QC
- Full-time
…installation, and maintenance of antenna systems. Working from technical drawings and instructions, you will contribute to building and setting up high-precision equipment both in the shop…
Added 22 mins ago
BC
Registered Practical Nurse - Day Surgery
Brant Community Healthcare System
Brantford, ON
- Full-time
Demonstrates commitment to exceptional customer service with patients, families, staff, colleagues and community partners
Added 22 mins ago
BC
Registered Practical Nurse - Day Surgery
Brant Community Healthcare System
Brantford, ON
- Full-time
Demonstrates commitment to exceptional customer service with patients, families, staff, colleagues and community partners
Added 22 mins ago
P
Account Coordinator
PheedLoop
Toronto, ON
- Full-time
Good to have but not required- 1 year of experience in customer success, customer service, or account management
Added 22 mins ago
DM
Plumber
Duncalfe Mechanical
Winnipeg, MB · Greater Winnipeg Metropolitan Area
- Full-time
Commitment to high-quality customer service and professional communication on job sites.
Added 22 mins ago
LM
Field Technician (Heavy Equipment)
Leavitt Machinery
AB · Edmonton, AB
- Full-time
…With an entrepreneurial spirit, mission-driven approach, and customer-focused mindset, Leavitt has achieved consistent growth over the past 25 years. With a focus on learning and continuous…
Added 22 mins ago
LM
Shop Technician (Heavy Equipment or Automotive)
Leavitt Machinery
AB · Edmonton, AB
- Full-time
Communicating with the Shop Coordinator, Shop Lead, Service Manager, and Technical Support Center regarding service jobs and repair needs
Added 22 mins ago
L
Educator | Kingsway Mall
lululemon
AB · Edmonton, AB
- Full-time
The Educator role is the foundation of our success as an organization. Educators are experts in creating world-class customer service, or guest experience, in our retail stores. They are…
Added 22 mins ago
OF
Client-Facing Portfolio Manager
Optimize Financial Group
Toronto, ON
- Full-time
…client-facing role for an accomplished professional with strong technical knowledge across investments, financial planning, tax planning, estate planning, and insurance. The successful…
Added 22 mins ago
BI
Senior Credit Officer, Director - US Insurance
BMO Insurance
Toronto, ON
- Full-time
Provide credit coaching, mentorship, and technical guidance to junior credit professionals and broader stakeholder groups.
Added 22 mins ago
L
Guest Experience Lead | Westmount
lululemon
Montreal, QC
- Full-time
…d’embauche du magasin et agit à titre de superviseur(e) en service lorsqu’il ou qu’elle dirige le…
Added 22 mins ago
L
Visual Merchandising Specialist | Promenades St-Bruno
lululemon
Saint-Bruno-de-Montarville, QC · St-Bruno-de-Montarville, QC
- Full-time
…running, training, and other athletic pursuits. Setting the bar in technical fabrics and functional design, we create transformational products and experiences that support people in…
Added 22 mins ago
NF
Solutions Engineer
NES Fircroft
Montreal, QC
- Full-time
…remotely. The Solutions Engineer will proactively identify service-related business opportunities while building and maintaining strong client…
Added 22 mins ago
TI
Technical Support Specialist
Tekgence Inc
Toronto, ON
- Full-time
Position: Intermediate Technical Support Engineer
Added 22 mins ago
L
Assistant Manager, Guest Experience | Pine Centre Mall
lululemon
Prince George, BC
- Full-time
Lead an exceptional guest (customer) experience on the floor through assessing the level of guest connection and technical product education and supporting team members to address gaps…
Added 22 mins ago
WC
Concepteur électrique / Electrical Designer
Wabtec Corporation
Montreal, QC
- Full-time
…solutions d’ingénierie adaptées à leurs flottes actuellement en…
Added 22 mins ago
ZC
Equipment Parts Sales Representative – Canada & U.S.
Zuma Canada
Chilliwack, BC
- Full-time
If you know how to look up technical parts and enjoy closing sales, this could be a strong next step.
Added 22 mins ago
R&
ILS Support /Tech Writer
Robertson & Company Ltd.
Ottawa, ON
- Contract
Collaborate with engineering, procurement, service delivery, Technical Authorities, and ship staff to validate updates and resolve maintenance/documentation queries
Added 22 mins ago
AG
Technical Lead, Aerospace Development
ADGA Group
Ottawa, ON
- $140,000 to $160,000 CAD / year
- Full-time
ADGA is seeking an experienced Technical Lead, Aerospace Development to lead the design, development, evaluation, and sustainment of Uncrewed Aircraft Systems (UAS) and related aerospace…

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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