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Added 8 mins ago
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H&M Sales Advisor
H&M
Vancouver, BC
- Part-time
As a Sales Advisor, you'll be responsible for providing excellent customer service, welcoming & guiding customers through your store to actively sell our products and providing customers…
Added 22 mins ago
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Senior Account Manager
Encircle
Kitchener, ON
- Full-time
Growth-oriented: We support your learning and career development
Added 22 mins ago
AC
Marketing Advisor, Sponsorships and Activations
Air Canada
Toronto, ON · Dorval, QC
- Full-time
Air Canada is seeking a Marketing Advisor, Sponsorships & Activations to support the planning, coordination and execution of sponsorship marketing programs, activations, hospitality…
Added 22 mins ago
Financial Advisor - King & University, Toronto
Scotiabank
Toronto, ON
Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience
Added 37 mins ago
SL
District Manager
Sun Life
Levis, QC · Quebec, QC · Trois-Rivières, QC
- Full-time
Lead, coach and develop the District team: recruit top talent to meet business growth objectives, maintain proper staffing levels by overseeing the hiring and training of BDCs and BDPs in…
Added 37 mins ago
SL
Wealth Sales Representative
Sun Life
Calgary, AB
- Full-time
Generate sales and lead development through proactive outbound telephone calls and email communications
Added 37 mins ago
GF
Representative, District Sales (Windsor)
Gordon Food Service
Windsor, ON
- Full-time
Act as the primary liaison between food service customers and Gordon Food Service, handling order management, delivery coordination, and relationship development in an assigned territory.…
Added 37 mins ago
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Paid Services Beauty Advisor - Part Time
Sephora
Toronto, ON
- $19.7 to $23.2 CAD / hour
- Part-time
…performance-based bonus opportunities, a competitive benefits program, and robust learning and development initiatives aimed at promoting employee support and…
Added 38 mins ago
NB
BANKING ADVISOR
National Bank of Canada
Montreal, QC
- Full-time
…personalized training content on such topics as banking solutions and the advisory approach to support your ongoing learning. You’ll also have access to colleagues with a wide range of…
Added 1 hour ago
Financial Advisor - Labrador City
Scotiabank
Labrador City, NL
Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience
Added 1 hour ago
Financial Advisor - Upper Gage & Fennell Avenue
Scotiabank
Hamilton, ON
Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience
Added 1 hour ago
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Banking Advisor
RBC
Steinbach, MB
- Full-time
Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business
Added 1 hour ago
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Program and Events Producer
Manulife
Toronto, ON · Waterloo, ON · Montreal, QC
- Full-time
We are hiring a Program and Events Producer to join our Sales Enablement team supporting Insurance and Guaranteed Wealth Solutions sales teams across Canada. In this role, you will…
Added 1 hour ago
WC
Director, Strategic Account Management - Research Services (Bilingual)
Walmart Canada
Mississauga, ON
- Full-time
The Director will serve as a senior research and business partner across Scintilla, translating business priorities into action, building strong cross-functional partnerships and ensuring…
Added 1 hour ago
DF
Wealth Advisor - Orangeville/Newmarket
DUCA Financial Services Credit Union Ltd.
Toronto, ON · North York, ON
- Full-time
The Wealth Advisor will provide wealth management solutions and support up to three DUCA branches within their region.
Added 1 hour ago
RB
Client Advisor Intern
Royal Bank of Canada
Woodstock, ON
- Part-time
As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new…
Added 2 hours ago
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Client Advisor - Casual
RBC
London, ON
- Part-time
Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business
Added 2 hours ago
JI
Lead Analytics Engineer & Data Platform Lead
J.D. Irving, Limited
Saint John, NB
- Full-time
The successful candidate combines strong technical expertise with business acumen and serves as a trusted advisor to business stakeholders, technology teams, and analytics resources across…
Added 2 hours ago
IS
Business Banking Advisor (Mill Bay Branch)
Island Savings
Mill Bay, BC
- $64,400 to $82,500 USD / year
- Full-time
Business Development: Develops and executes long term and weekly sales plans to consolidate and retain existing business and attract new business; proactively solicits new business by…
Added 2 hours ago
Business Banking Advisor (Mill Bay Branch)
First West
BC · Mill Bay, BC
Business Development: Develops and executes long term and weekly sales plans to consolidate and retain existing business and attract new business; proactively solicits new business by…
Added 2 hours ago
SC
Member Experience Advisor - South Hill
Servus Credit Union
Red Deer, AB
- Part-time
The Member Experience Advisor role acts as the first line of support as members work towards their financial goals. This role is responsible for providing exceptional member service by…
Added 3 hours ago
SC
Member Advisor (Financial Advisor)
Sudbury Credit Union
Sudbury, ON
- Full-time
Experience in both personal and business banking.
Added 3 hours ago
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Financial Advisor CIRO-ID (Urban)
CIBC
Ottawa, ON
- Full-time
As a member of the Personal and Business Banking Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client…
Added 3 hours ago
G&
Associate Investment Advisor
Groom & Associés / Associates
Dorval, QC
- Full-time
Developing and implementing a structured business development strategy
Added 3 hours ago
RB
Client Advisor
Royal Bank of Canada
Halifax, NS
- Part-time
Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business

BMO

Portfolio Manager

Waterloo, ON, Canada
MARS, Canada

$50,000.00 - $100,000.00 · Full-time

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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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