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Added 7 mins ago
CO
Manager, Digital Solutions
City of Saint John
Saint John, NB
- Full-time
The Manager, Digital Solutions, is responsible for the delivery and ongoing management of the City’s enterprise applications, digital solutions, and data and information management…
Added 7 mins ago
B
Bilingual Account specialist, High Value at Risk (HVAR)
BMO
ON · Ontario, Canada
- Part-time
Develops rapport and instils confidence with clients in order to develop credibility and earn their trust as relationship manager.
Added 7 mins ago
B
Bilingual Account specialist, High Value at Risk (HVAR)
BMO
NT · Northwest Territories, Canada
- Part-time
Develops rapport and instils confidence with clients in order to develop credibility and earn their trust as relationship manager.
Added 7 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 7 mins ago
B
Account specialist, High Value at Risk (HVAR)
BMO
ON · Ontario, Canada
- Part-time
Develops rapport and instils confidence with clients in order to develop credibility and earn their trust as relationship manager.
Added 7 mins ago
SC
Sales Consultant
Sysco Canada Inc.
ON · Ontario, Canada
- Full-time
…consultation, account management, customer service, and innovative solutions that differentiate Sysco in the marketplace. This role is responsible for the account management and growth of…
Added 7 mins ago
B
Account specialist, High Value at Risk (HVAR)
BMO
AB · Alberta, Canada
- Part-time
Develops rapport and instils confidence with clients in order to develop credibility and earn their trust as relationship manager.
Added 7 mins ago
B
Account specialist, High Value at Risk (HVAR)
BMO
NT · Northwest Territories, Canada
- Part-time
Develops rapport and instils confidence with clients in order to develop credibility and earn their trust as relationship manager.
Added 7 mins ago
B
Account Specialist, LVAR
BMO
NT · Northwest Territories, Canada
- Full-time
Develops rapport and instils confidence with clients in order to develop credibility and earn their trust as relationship manager.
Added 7 mins ago
B
Account Specialist, LVAR
BMO
ON · Ontario, Canada
- Full-time
Develops rapport and instils confidence with clients in order to develop credibility and earn their trust as relationship manager.
Added 7 mins ago
B
Account Specialist, LVAR
BMO
AB · Alberta, Canada
- Full-time
Develops rapport and instils confidence with clients in order to develop credibility and earn their trust as relationship manager.
Added 7 mins ago
B
Account Specialist, LVAR
BMO
Quebec, QC
- Full-time
Develops rapport and instils confidence with clients in order to develop credibility and earn their trust as relationship manager.
Added 7 mins ago
B
Bilingual Account specialist, High Value at Risk (HVAR)
BMO
BC · British Columbia, Canada
- Part-time
Develops rapport and instils confidence with clients in order to develop credibility and earn their trust as relationship manager.
Added 7 mins ago
B
Account specialist, High Value at Risk (HVAR)
BMO
NB · New Brunswick, Canada
- Part-time
Develops rapport and instils confidence with clients in order to develop credibility and earn their trust as relationship manager.
Added 7 mins ago
B
Bilingual Account specialist, High Value at Risk (HVAR)
BMO
NB · New Brunswick, Canada
- Part-time
Develops rapport and instils confidence with clients in order to develop credibility and earn their trust as relationship manager.
Added 7 mins ago
CN
Manager, Whiteshell Clean Up
Canadian Nuclear Laboratories
Pinawa, MB
- Full-time
…complex environmental challenges? If you answered yes, then this Manager, WL Clean-up opportunity may be the job for…
Added 7 mins ago
B
Bilingual Account specialist, High Value at Risk (HVAR)
BMO
PE · Prince Edward Island, Canada
- Part-time
Develops rapport and instils confidence with clients in order to develop credibility and earn their trust as relationship manager.
Added 7 mins ago
B
Account Specialist, LVAR
BMO
PE · Prince Edward Island, Canada
- Full-time
Develops rapport and instils confidence with clients in order to develop credibility and earn their trust as relationship manager.
Added 7 mins ago
B
Account specialist, High Value at Risk (HVAR)
BMO
PE · Prince Edward Island, Canada
- Part-time
Develops rapport and instils confidence with clients in order to develop credibility and earn their trust as relationship manager.
Added 7 mins ago
E
Project Coordinator
Evans
Calgary, AB
- Full-time
For over four decades, Evans has been the global leader in providing innovative solutions for mission-critical operations. We serve a diverse client base, including public safety, aviation,…
Added 7 mins ago
Pharmacy Manager
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Calgary, AB
Exceed customer expectations, both internal and external, by building strong relationships and delivering customer-centric solutions; role model, coach, and reinforce customer service…
Added 7 mins ago
P&
Gestionnaire de comptes en approvisionnement / Account Manager Procurement
Pratt & Whitney
Longueuil, QC
- Full-time
Added 7 mins ago
ZC
Office Experience - Reception (Kitchener)
Zurich Canada
Waterloo, ON
- Full-time
…leading provider of commercial property-casualty insurance solutions and a wide range of risk management products and services for businesses and individuals. Today, we serve more than 25…
Added 7 mins ago
CW
Account Representative / Account Manager / Project Manager
City Wide Facility Solutions
Burnaby, BC
- $55,000 to $80,000 CAD / year
- Full-time
City Wide Facility Solutions is a leader in the building maintenance industry serving the more than 110 territories across Canada and the US. Our mission includes a dedication to serving…
Added 7 mins ago
LV
ASSISTANT MANAGER-EN
La Vie En Rose
Toronto, ON
- Full-time
Analyze sales results with your manager and come up with innovative solutions to improve them;

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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