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Added 2 mins ago
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Business Administration Support
Wellington-Altus
Burlington, ON
- Full-time
The role of Business Administration Support, who reports to the Branch Administration Manager (BAM), is responsible for effectively managing all administrative aspects of the branch…
Added 3 mins ago
IA
Accounts Payable Specialist
Indochino Apparel Inc
Vancouver, BC
- $50,000 to $60,000 CAD / year
- Full-time
Join a collaborative team where you can develop your accounting skills, contribute to efficient financial operations, and help improve processes within a growing retail business.
Added 3 mins ago
W
Manager, Corporate Accounting
WildBrain
Toronto, ON
- $110,000 to $120,000 CAD / year
- Full-time
WildBrain is seeking a Manager, Corporate Accounting to lead key areas of the monthly, quarterly, and annual close. This role oversees a team of financial and senior financial analysts and…
Added 17 mins ago
CN
Manager, S&T Project Controls
Canadian Nuclear Laboratories
Chalk River, ON
- Full-time
…Technologies (S&T) mission is looking for a Project Controls Manager to lead the project controls team and ensure S&T projects are delivered efficiently, responsibly, and…
Added 17 mins ago
O(
Curo - Bilingual Property & Casualty Claims Express Advisor
OTIP (Ontario Teachers Insurance Plan)
Waterloo, ON
- Full-time
Reporting to the National Auto Claims Manager, the core parts of your role will be to:
Added 17 mins ago
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Managing Director - Cybersecurity & Core Technology Audit
BMO
Toronto, ON · FCP
- Full-time
…practices, software development, service management, technology operations, platform support, operational resilience, physical security, and technology-enabled transformation programs.…
Added 17 mins ago
KG
Operational Controls Analyst/Archer/ServiceNow/GRC
K&K Global Talent Solutions INC.
Toronto, ON
- Full-time
Strong understanding of banking operations, operational risk frameworks, and regulatory requirements
Added 17 mins ago
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Intermediate Business Project Manager (Insurance or Banking exp)
Bevertec
Waterloo, ON
- Contract
Job Role: Intermediate Business Project Manager (Insurance or Banking exp)
Added 17 mins ago
W
Business Administration Support
Wellington-Altus
Burlington, ON
- Full-time
The role of Business Administration Support, who reports to the Branch Administration Manager (BAM), is responsible for effectively managing all administrative aspects of the branch…
Added 17 mins ago
Senior Commercial Marketer
Talent Acquisition Team at Westland Insurance. Text reply only.
Burlington, ON
Reason for Vacancy: This is a newly created role to support our expanding operations.
Added 32 mins ago
Library Technician, Public Services
Okanagan College
Vernon, BC
Under the limited supervision of the Manager, Library & Learning Commons Operations, and in coordination with the Campus Library Coordinator, Librarians, Library Technicians, and other…
Added 32 mins ago
TC
Office Manager
The Care Group
BC
- $70,000 to $80,000 CAD / year
- Full-time
We are looking for Office Manager to join our team at Hollyburn House in West Vancouver, BC.
Added 32 mins ago
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Business Risk Analyst - TD Asset Management
TD
Toronto, ON
- Full-time
TD Asset Management (TDAM), a member of TD Bank Financial Group, is a leading North American investment manager offering progressive investment solutions to both institutional and…
Added 32 mins ago
SL
Analyst, Investment Operations
Sun Life
Toronto, ON · Sun Life Toronto One York
- Full-time
Reporting to the Director of Investment Operations, this role partners with leaders across Portfolio Management, Product, and Institutional teams. The Analyst will support the newly…
Added 32 mins ago
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Associate, Commercial Banking (Real Estate Finance)
BMO
Montreal, QC · DEMA
- Full-time
Builds and maintains client relationships to ensure long-term financial performance in collaboration with Relationship Manager and business partners.
Added 32 mins ago
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Credit Analyst, Commercial Banking ( Real Estate Finance)
BMO
Montreal, QC · DEMA
- Full-time
Supports credit-granting decisions by making recommendations to manager.
Added 47 mins ago
Lead, Investment Compensation & Taxation
ONEX
Toronto, ON
Onex is an investor and asset manager that invests capital on behalf of Onex shareholders and clients across the globe. Formed in 1984, we have a long track record of creating value for our…
Added 47 mins ago
PC
Supervisor, Settlements
Parkland Corporation
Calgary, AB
- Full-time
Reporting to the Settlements Manager, the Settlement Supervisor is responsible for overseeing the daily operations of the Canadian Retail Settlement Team within Order to Cash. The role…
Added 47 mins ago
A
Regulatory Support Clerk - Corporate Finance
Altis
Toronto, ON
- Contract
…competing priorities will help maintain efficient and compliant…
Added 47 mins ago
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Financial Service Representative - LendDirect Office 1677
LendDirect
Toronto, ON · Scarborough, ON
- Full-time
…to being a Shift Lead. I trained diligently with my Branch Manager and Assistant Manager for two more years until my District Manager approached me with the opportunity to move into a BM…
Added 1 hour ago
AF
Financial Service Representative - LendDirect Office 1677
Attain Finance
Toronto, ON · Scarborough, ON
- Full-time
…to being a Shift Lead. I trained diligently with my Branch Manager and Assistant Manager for two more years until my District Manager approached me with the opportunity to move into a BM…
Added 1 hour ago
RB
Manager NAV Production
Royal Bank of Canada
Toronto, ON
- Full-time
…industries. These services include Trusteeship, Recordkeeping, Fund Accounting, and Derivatives Support. The Fund Accounting Operations Group is responsible for the timely and accurate…
Added 1 hour ago
SI
Senior Pega Enterprise Architect – Wealth Management
Spruce InfoTech Inc.
Toronto, ON
- Contract
Advisor servicing: Supporting workflows that enable financial advisors, relationship managers, client service teams, and operations teams to manage client requests and cases effectively.
Added 1 hour ago
DF
Executive Director
Dress for Success Central Alberta
Red Deer, AB
- Full-time
Work collaboratively with the Community Partnership Manager to achieve annual revenue and partnership goals.
Added 1 hour ago
CR
SOX Project Manager
Clarity Recruitment
Vancouver, BC
- $100 to $120 CAD / hour
- Contract
Our client is a publicly listed gold producer with operations across multiple countries. They are preparing for SOX compliance for the first time and need a dedicated program lead to get…

BMO

Portfolio Manager

Waterloo, ON, Canada
MARS, Canada

$50,000.00 - $100,000.00 · Full-time

Apply About employer

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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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