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Added 43 mins ago
R
Investment Advisor
RBC
Toronto, ON
- Full-time
As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but…
Added 43 mins ago
RD
Investment Advisor
RBC Dominion Securities
Toronto, ON
- Full-time
As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but…
Added 1 hour ago
Manager, Analytics
Scotiabank
Toronto, ON
Act as a trusted advisor to business leaders across Retail, Wealth, Risk, Finance, and other key functions.
Added 1 hour ago
Global Mobility - Expatriate Tax - Manager - Vancouver
EY
Vancouver, BC
Serving as a trusted advisor to clients on global mobility tax considerations and emerging issues
Added 1 hour ago
A
Indigenous and Stakeholder Relations Professional
Airswift
Calgary, AB · Greater Calgary Metropolitan Area
- Contract
We are seeking an experienced Indigenous and Stakeholder Relations Advisor to support the development and maintenance of relationships with Indigenous communities, local stakeholders, and…
Added 2 hours ago
C
Financial Advisor CIRO-ID
CIBC
London, ON
- Full-time
You are a certified professional. You have current accreditation and good standing as a Registered Representative (RR) with Canadian Investment Regulatory Organization - Investment Dealer…
Added 2 hours ago
IF
Senior Legal Counsel, Compliance (Temporary position – 18 to 24 months)
Intact FC
Toronto, ON · Montreal, QC
- Full-time
As Senior Counsel, your work will have a significant impact on supporting Intact Financial Corporation and its subsidiaries in identifying and managing legal, regulatory, compliance, and…
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Senior Regional Business Administration Manager
Wellington-Altus
Toronto, ON
- Full-time
Ensure region’s operations adhere to regulatory requirements, internal policies and company standards.
Added 2 hours ago
Journeyman Electrical or Instrumentation Tradesperson
Pembina Pipeline Corporation
Regina, SK
…the values of Safe, Trustworthy, Respectful, Collaborative and Entrepreneurial Pembina has a diverse and inclusive working environment that provides employees with a positive and engaging…
Added 3 hours ago
SL
District Manager
Sun Life
Levis, QC · Quebec, QC · Trois-Rivières, QC
- Full-time
Develop and execute on your District recruiting and sales power growth plan in alignment with overall SLFD objectives and advisor succession needs.
Added 3 hours ago
NB
Wealth Associate
National Bank of Canada
Victoria, BC
- Full-time
…Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 3 hours ago
O
Product & Partner Counsel (Remote Canada)
Optro
Remote, Canada
- $164,000 to $225,500 CAD / year
- Full-time
- Remote
Optro is seeking a highly motivated and forward-thinking Product and Partner Counsel to support both the Product and Partner teams. You will report to the Senior Counsel supporting both…
Added 3 hours ago
A
Technical Specialist, Wastewater Treatment
AECOM
Markham, ON · Mississauga, Ontario
- $200,000 to $250,000 CAD / year
- Full-time
The successful candidate will serve as a trusted technical advisor to project teams and clients, providing guidance on technical approaches, regulatory compliance, quality management,…
Added 3 hours ago
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Account Manager, Commercial Insurance
Waypoint
Vancouver, BC
- $65,000 to $90,000 CAD / year
- Full-time
…managing day-to-day client needs, ensuring policy accuracy, and supporting the Risk Advisor in maintaining and growing client relationships. The Account Manager is a key contributor to…
Added 4 hours ago
J
HR Consultant, International
Justworks
Toronto, ON
- $87,000 to $109,000 CAD / year
- Full-time
As an International Consultant, you are the subject matter expert and trusted advisor for Justworks’ international customers. While the Support Specialist team handles tactical platform…
Added 4 hours ago
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HR Consultant, International
Justworks
Calgary, AB
- $87,000 to $109,000 CAD / year
- Full-time
As an International Consultant, you are the subject matter expert and trusted advisor for Justworks’ international customers. While the Support Specialist team handles tactical platform…
Added 4 hours ago
J
HR Consultant, International
Justworks
Vancouver, BC
- $87,000 to $109,000 CAD / year
- Full-time
As an International Consultant, you are the subject matter expert and trusted advisor for Justworks’ international customers. While the Support Specialist team handles tactical platform…
Added 4 hours ago
J
HR Consultant, International
Justworks
Montreal, QC
- $87,000 to $109,000 CAD / year
- Full-time
As an International Consultant, you are the subject matter expert and trusted advisor for Justworks’ international customers. While the Support Specialist team handles tactical platform…
Added 4 hours ago
Regional Quality Manager
GHD Group Pty Ltd
Toronto, ON
There’s no pledge more important than the one we make to look after our environment, and we’re committed to helping you do exactly that.
Added 4 hours ago
Claims Advisor Property
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Vancouver, BC
Join our Claims team as a Property Claims Advisor, where you’ll play an important role in supporting customers when they need us most. You’ll independently manage a portfolio of primarily…
Added 4 hours ago
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Safety Advisor
ONxpress
Toronto, ON
- Full-time
Regulatory Compliance: Ensuring that all construction activities comply with relevant health and safety regulations, codes, and standards set forth by local authorities and regulatory…
Added 4 hours ago
PC
Environmental Advisor
PETRONAS Canada
Calgary, AB
- Full-time
PETRONAS Canada is seeking an Environmental Advisor to join its Calgary team. Reporting to the Manager of Environment, you will support environmental reclamation and restoration management…
Added 5 hours ago
HT
VP, Accounting & Controllership (Husky)
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- Full-time
Maintain a strong global control environment while ensuring compliance with IFRS, regulatory requirements, tax authorities, and corporate governance standards.
Added 5 hours ago
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Public Sector Buildings - Greater Toronto Area Talent Community
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- Full-time
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Added 5 hours ago
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The SAP Functional Lead serves as Liberty's SAP business process expert and trusted advisor, providing functional expertise and operational support across SAP-enabled business processes.…

BMO

Portfolio Manager

Waterloo, ON, Canada
MARS, Canada

$50,000.00 - $100,000.00 · Full-time

Apply 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 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

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