Financial analyst jobs in Guelph, ON and nearby

Within 25 km

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Added 1 day ago
RT
Associate Portfolio Manager
Royal Trust Corporation of Canada
Waterloo, ON
- Full-time
Added 1 day ago
UO
Research Financial Analyst
University of Waterloo
Waterloo, ON
- Full-time
The Research Financial Analyst (RFA) is responsible for the financial administration and management of a portfolio of research accounts for a specific group of researchers. These…
Added 1 day ago
RH
Sr. Financial Analyst
Robert Half
Guelph, ON
- $85,000 to $97,500 CAD / year
Our client is seeking a highly analytical and business-minded Senior Financial Analyst to join their finance team. Reporting into finance leadership, this role will serve as a key business…
Added 1 day ago
TN
Portfolio Manager
True North HR Consulting
Waterloo, ON
- Full-time
…client assets. We work closely with our clients' accountants and financial planners to provide an integrated wealth management experience, helping ensure investment decisions are informed…
Added 2 days ago
WC
PASS - Senior Financial Analyst
Waterloo Catholic District School Board
Kitchener, ON
- $85,250.13 to $100,294.98 CAD / year
- Full-time
Reporting to the Manager of Budget and Financial Reporting, this challenging position will be responsible for:
Added 2 days ago
A
Associate Financial Analyst (Contract)
Agricorp
Guelph, ON
- $35.19 to $41.4 CAD / hour
- Full-time
Agricorp is looking for an Associate Financial Analyst to join our Finance department in the Corporate Services division. Agricorp’s Finance department is a dynamic, professional team…
Added 3 days ago
KR
Corporate Financial Analyst
Kassen Recruitment
Kitchener, ON
- Full-time
A respected organization with a broad business portfolio is seeking a Corporate Financial Analyst to join its finance team. This role is ideal for an accounting professional who enjoys…
Added 5 days ago
E
Sr. Financial Analyst
e-STORAGE
Kitchener, ON
- Full-time
e-Storage is currently seeking to hire a Sr. Financial Analyst to join our growing Global Energy Storage team.
Added 10 days ago
M
Senior Financial Analyst, GWAM Operations Expenses
Manulife
Waterloo, ON
- Full-time
Manulife Global Wealth and Asset Management (GWAM) Operations Expenses is looking for a highly motivated Senior Financial Analyst to join our team. Reporting to the Director, GWAM…
Added 11 days ago
RB
Associate Portfolio Manager
Royal Bank of Canada
Waterloo, ON
- Full-time
Added 11 days ago
R
Associate Portfolio Manager
RBC
Waterloo, ON
- Full-time
Added 12 days ago
RH
Senior Financial Analyst
Robert Half
Fergus, ON
- Full-time
The ideal Senior Financial Analyst candidate will be responsible for using their analytical mindset to analyze and interpret financial data, then relating it to potential business trends…
Added 14 days ago
Finance Analyst
Magellan
Kitchener, ON
The Finance Analyst is responsible for the timely and accurate preparation and delivery of financial information regarding company performance. The role develops forecasts and analyses for…
Added 15 days ago
TM
Senior Regional Financial Analyst - 3+ months
The Mason Group - Strategic Search Partners
Guelph, ON
- $40 to $45 CAD / hour
- Contract
The role is hybrid with 3 days in office located in Guelph and 2 days work remote from home
Added 15 days ago
CM
Senior Financial Analyst
Canadian Mental Health Association
Guelph, ON
- $36.83 to $44.76 CAD / hour
- Full-time
We are recruiting for a SENIOR FINANCIAL ANALYST
Added 16 days ago
MC
Financial Analyst
Mennonite Central Committee Ontario (MCC Ontario)
Kitchener, ON
- Full-time
The Financial Analyst is responsible for day-to-day financial accounting matters, ensuring tasks are completed promptly and accurately. This salaried position will be responsible for the…
Added 16 days ago
AC
Financial Analyst
ATS Corporation
Cambridge, ON
- $64,000 to $88,000 CAD / year
- Full-time
The Financial Analyst supports the Life Sciences Service business by providing financial and operational support to Service Leadership and Project Management teams. The role focuses on…
Added 16 days ago
TG
Financial Analyst
Tri-Mach Group Inc.
Elmira, ON
- $75,000 to $90,000 CAD / year
- Full-time
We are seeking a Financial Analyst to join our dynamic team. As part of our finance team, you support business operations through the preparation of annual budgets for various departments…
Added 17 days ago
TM
Financial Analyst - 3 months
The Mason Group - Strategic Search Partners
Milton, ON
- $40 to $45 CAD / hour
- Contract
Available to work in a hybrid model, including 3 days per week in the Milton office
Added 17 days ago
B
Portfolio Manager
BMO
Waterloo, ON
- Full-time
Are you passionate about building strong client relationships, delivering strategic financial solutions, and driving business growth? Join our team as a Portfolio Manager, Treasury &…
Added 23 days ago
LC
Financial Analyst
Linamar Corporation
Guelph, ON
- Full-time
Must have a CPA designation or actively working towards it
Added 25 days ago
DI
Senior Financial Analyst, Performance Measurement
Definity Insurance Company
Waterloo, ON
- Full-time
Reporting to the Senior Manager, Performance Measurement, the Senior Financial Analyst will play a key role in delivering P&L reporting, analysis, and insights for Definity’s Personal and…
Added 26 days ago
RH
Financial Analyst
Robert Half
Cambridge, ON
- $80,000 to $91,500 CAD / year
- Full-time
I'm partnering with a well-established and growing organization to recruit a Financial Analyst who enjoys combining accounting, reporting, analysis, and business partnering in a dynamic…
Added 26 days ago
UO
Research Financial Analyst
University of Waterloo
Waterloo, ON
- Full-time
The Research Financial Analyst (RFA) is responsible for the financial administration and management of a portfolio of research accounts for a specific group of researchers. These…
Added 1 month ago
M
Senior Financial Analyst, Financial Processes & Transformation
Manulife
Waterloo, ON
- Full-time
Reporting to the Director, Finance Processes & Transformation, the Senior Financial Analyst will be a key member of the Canada Financial Processes team in supporting the projects and…

BMO

Portfolio Manager

Waterloo, ON, Canada
MARS, Canada

$50,000.00 - $100,000.00 · Full-time

Apply on bmo.wd3.myworkdayjobs.com About employer

Applications open in a new tab.

Job details

Pay: $50,000.00 - $100,000.00
Job type: Full-time
Apply by: Nov 29, 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 28, 2026

Original job description

Application Deadline:

11/28/2026

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 on bmo.wd3.myworkdayjobs.com 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 operational excellence through effective risk management.

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

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
Payment Operations
Client Onboarding
Operational Efficiency

Seniority

Mid level

Perks

Retirement plan
Tuition support
Performance bonus

Languages

English

Fields of study

Business Administration
Finance
Accounting

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Financial analyst jobs in Guelph, ON and nearby

Associate Portfolio Manager

Research Financial Analyst

Sr. Financial Analyst