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Added 1 min ago
Project Engineer
Kiewit
Oakville, ON · Toronto, ON · Etobicoke, ON
…be the main conduit of information between the construction manager and the team for cost, revenue, cash flow information. Do you have strong mentorship skills? You will have the…
Added 1 min ago
Manager, Underwriting - Programs & Operations - WSI
Wawanesa Insurance
Toronto, ON · North York - Toronto, ON (Hybr, ON
The Manager, Underwriting – Programs & Operations leads underwriting, portfolio management, reinsurance coordination and operations for the Programs division. The role ensures business…
Added 1 min ago
Consultant, Local Employee Experience - (Western Canada)
McDonald's Corporation
Toronto, ON
…Alberta, Manitoba or Ontario. Reporting to the Regional HR Manager, you will be a key member of the Eastern Regional Human Resources team, working in tandem with the National Human…
Added 1 min ago
Team Lead -Business Banking - Greater Ottawa
Scotiabank
Ottawa, ON
The Team Lead is responsible for leading, overseeing and providing strategic direction to the Canadian Small Business (SB) sales force. This role ensures business strategies, plans and…
Added 1 min ago
Senior Manager, Learning Design & Delivery - Toronto, ON
Scotiabank
Toronto, ON
Actively pursues effective and efficient operations of his/her respective areas in accordance with Scotiabank’s Values, its Code of Conduct, and the Global Sales Principles, while ensuring…
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Tax Administrator, Scotiatrust - Montreal, QC
Scotiabank
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Senior Supervisor Construction
Gibson Energy
Edmonton, AB · Hardisty, AB · AB · Calgary, AB
…that strengthen project delivery practices and Gibson Energy’s Operations Excellence Management System…
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Team Lead
DSV
Milton, ON
Core Purpose and Essence of the Position: The Team Lead, Operations is responsible for the operation of a section within the Warehouse function. Supporting the Management Team with the…
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BS
Senior Project Manager
Blackline Safety
Calgary, AB
- Full-time
Blackline Safety is seeking an experienced Senior Project Manager to join our Business Information Technology (BIT) team. This role is responsible for leading a diverse portfolio of…
Added 1 min ago
EC
Property Manager – River Cree Ventures Limited Partnership (RCVLP) – Open Competition
Enoch Cree Nation
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- Full-time
…commercial, retail, and mixed-use properties. The Property Manager serves as the primary liaison between tenants, contractors, service providers, and ownership, ensuring properties are…
Added 16 mins ago
Customer Care Representative-Sudbury, Ontario
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RL
Restaurant Manager
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Sales Support Manager - Montreal (m/f/d)
Nordex Group
Montreal, QC
The role of Sales Support Manager directly supports Nordex’s mission to develop and deliver clean power plants that make 100% renewable energy a reality for the world. As the Sales Support…
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MH
Senior Growth Marketing Manager
Maya HTT
Remote, Canada
- Full-time
- Remote
Partner closely with Sales, BDRs, Business Development, and Revenue Operations to develop and execute account-based sales plays.
Added 16 mins ago
BF
Financial Analyst – Permanent, FT, Day
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Have partnered directly with plant operations, production, or non-finance stakeholders to analyze costs and support business decisions.
Added 16 mins ago
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Asset Protection Associate
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Team Lead (Full time) - Hazeldean Mall
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Promote effective communication with the Store Manager to ensure alignment, smooth operations, and timely execution of priorities.
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Gérant(e) de Magasin/Retail Store Manager (6-Month Contract) - Galeries D'Anjou
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Montreal, QC · LCA - CAN - Retail - Galeries d'Anjou - QC
- Full-time
We are looking for an enthusiastic and keen individual to fill the role of Retail Store Manager for our Lindt store in the Galeries D'Anjou location. The ideal candidate must possess strong…
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L&
Gérant(e) de Magasin/Retail Store Manager (6-Month Contract) - Galeries D'Anjou
Lindt & Sprüngli (Canada), Inc
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WC
(CAN) Pharmacy Manager
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Added 16 mins ago
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Systems Analyst, Clinical Solutions, IMITS
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The Systems Analyst, Clinical Solutions reports to the Manager or designate in this professional level job that works with independence within a multi-site health care environment. The…
Added 16 mins ago
ML
Manager, HR Services
Maple Leaf Foods Inc
Mississauga, ON
- $96,000 to $141,000 CAD / year
- Full-time
Collaborate with stakeholders to enhance HR service delivery and address business needs.
Added 16 mins ago
CI
Manager, Sales Governance and Operations
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- Full-time
We are looking for a Manager, Sales Governance & Operations to play a critical leadership role supporting the governance, operational effectiveness, and growth of the ITCS business. In this…

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.

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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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