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Added 20 mins ago
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Senior Account Manager
Encircle
Kitchener, ON
- Full-time
Our Senior Account Managers are experienced sales professionals who own Encircle’s largest and most
Added 20 mins ago
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Account Manager
Encircle
Kitchener, ON
- Full-time
Our Account Managers are experienced sales professionals responsible for driving growth and expansion of the Encircle solution across a portfolio of customers. They are passionate about…
Added 20 mins ago
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(can) staff pharmacist
Walmart
Stouffville, ON
- Full-time
The Staff Pharmacist assists the Pharmacy Manager in all aspects of the Pharmacy Operations. Provides patient care specific to each patient based on feedback received during patient…
Added 20 mins ago
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(CAN) Health and Beauty Team Associate
Walmart
Winnipeg, MB
- Part-time
7. Refers appropriate service and transactional items to a Customer Service Manager as required.
Added 20 mins ago
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Bilingual Territory Manager MDS (Champlain ON, Outaouais/Abitibi QC)
BD
ON · Quebec, QC · CAN Québec - Boulevard du Parc Technologique
- Full-time
Reporting to the MDS National Sales Manager, the successful candidate will be responsible for driving growth while also managing base business (including vascular access and vascular care…
Added 20 mins ago
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Senior Relationship Manager, Retail Financial Services
RBC
Montreal, QC
- Full-time
Three to five years of experience in account management, business development or sales, with a proven track record of success.
Added 35 mins ago
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Project Manager, Construction
Canadian Tire Corporation
Kitchener, ON · Quarry Park
- Full-time
Dialog with suppliers account managers, sales staff, technical and professionals regarding materials and works to align construction methods.
Added 35 mins ago
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Commercial Account Manager
Advance Auto Parts
Longueuil, QC
- Full-time
At Advance Auto Parts, a Customer Account Manager (CAM) sells or oversees the selling of automotive products for repair or distribution to automotive repair shops and other commercial…
Added 35 mins ago
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Manager, Regional Product Management (Security Solutions)
Mastercard
Toronto, ON
- Full-time
Partner with global product, sales, account management, customer success, and other cross-functional teams to drive strong execution, seamless product integration, and a cohesive customer…
Added 35 mins ago
Project Coordinator, Bell Media
Bell
Vancouver, BC
…management of digital ad campaigns, with direct input from sales representatives and the Digital Account…
Added 36 mins ago
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Senior Account Manager
Innovex
Calgary, AB
- Full-time
Innovex Canada is seeking a commercially driven Senior Account Manager to grow revenue, expand market share, and strengthen customer relationships across the well construction and…
Added 36 mins ago
CL
Account Manager
Canadian Linen / Quebec Linge
London, ON
- Full-time
The Account Manager (AM) focuses on identifying and developing new product opportunities within the existing customer base. This role involves prospecting, presenting programs, and meeting…
Added 50 mins ago
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Channel Sales Manager (Accounting & Bookkeeping)
Relay
Remote, Canada
- Full-time
- Remote
We are looking for a Channel Sales Manager to grow Relay's Accounting & Bookkeeping (AB) channel. You will lead a team of Account Executives and Account Managers, taking ownership of team…
Added 1 hour ago
Manager, Enterprise Solutions Engineering - Canada
NetApp, Inc.
Vancouver, BC · Toronto, ON
We’re looking for a Manager of Enterprise Solutions Engineering to lead NetApp’s Enterprise SE team across Canada. Reporting directly to the VP and GM of Canada, this leader will own…
Added 1 hour ago
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Trust Officer
TD
Windsor, ON
- Full-time
Build and maintain relationships with clients, beneficiaries, and co-trustees, with responsibility for client profiling to identify and anticipate needs and manage sales and referrals
Added 1 hour ago
VC
Account Manager
VUMI Canada, Inc.
Markham, ON
- $55,000 to $64,000 CAD / year
- Full-time
VUMI Canada is looking for an experienced Account Manager to join its Sales team. This customer-facing position is responsible for managing relationships with brokers, advisors, insurance…
Added 1 hour ago
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Senior Association Manager
BUKSA / Conferences + Associations
Calgary, AB
- Full-time
You are the primary person on the account. The client speaks to you directly, and you carry the relationship from day-to-day questions through to board-level strategy. You attend meetings,…
Added 1 hour ago
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Account Manager, Commercial Insurance
Waypoint
Vancouver, BC
- $65,000 to $90,000 CAD / year
- Full-time
The Account Manager, Commercial Insurance plays a pivotal role in delivering exceptional service to Navacord’s commercial clients. This role is responsible for managing day-to-day client…
Added 1 hour ago
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Product Manager
LBMX
London, ON
- Full-time
Own launch readiness for your area: brief Sales, Support, and Implementation, and make sure the demo environment and standard demo reflect what's shipped.
Added 1 hour ago
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Associate, Commercial Banking - Bilingual
CIBC
Val-d'Or, QC
- Part-time
You will join CIBC’s Commercial Banking team to provide support to account teams through client acquisition, relationship management and credit management processes as well as providing…
Added 1 hour ago
WC
(CAN) Associé, équipe de produits santé-beauté
Walmart Canada
Saint-Léonard, NB · St Leonard, NB
- Full-time
Refers appropriate service and transactional items to a Customer Service Manager as required.
Added 1 hour ago
WC
(CAN) Over-the-Counter Associate
Walmart Canada
Goderich, ON
- Full-time
Maximizing department sales and profit with direction from the Pharmacy Manager.
Added 1 hour ago
WC
Senior Analyst, Walmart Services - WMC Systems Administrator
Walmart Canada
Mississauga, ON
- Full-time
Reporting to the Senior Manager, Operations, this role will serve as the primary point of contact for Salesforce and other internal business platforms. The System Administrator will manage…
Added 1 hour ago
DF
Wealth Advisor - Orangeville/Newmarket
DUCA Financial Services Credit Union Ltd.
Toronto, ON · North York, ON
- Full-time
…Wealth Management advisors and Commercial and Business Banking Account…
Added 1 hour ago
BO
Relationship Manager, Corporate Banking
Bank of China (Canada)
Montreal, QC
- Full-time
We are hiring for Relationship Manager, Senior Relationship Manager, and Director-level opportunities, depending on the location and candidate's qualifications.

BMO

Portfolio Manager

Waterloo, ON, Canada
MARS, Canada

$50,000.00 - $100,000.00 · Full-time

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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.

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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

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