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Added 8 mins ago
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Bilingual Account specialist, High Value at Risk (HVAR)
BMO
Quebec, QC
- Part-time
…Understands customer needs and provides collections-related sales and service to BMO customers or prospects. Advises customers on payment strategies and products that meet their objectives.…
Added 8 mins ago
GI
Portfolio Manager, Private Client (Established Book of Business)
Goodreid Investment Counsel
Toronto, ON
- Full-time
We are looking for an experienced Client Portfolio Manager who already serves a loyal client base and wants a better long-term home for those clients and their own career. This role is…
Added 8 mins ago
BV
Marketing Assistant
Brand Vision
Toronto, ON
- $50,000 to $60,000 CAD / year
- Full-time
This role offers practical exposure to client communication, proposal development, and business development within a branding and digital consultancy. Working closely with our team, you…
Added 8 mins ago
B
Account specialist, High Value at Risk (HVAR)
BMO
SK · Saskatchewan, Canada
- Part-time
…Understands customer needs and provides collections-related sales and service to BMO customers or prospects. Advises customers on payment strategies and products that meet their objectives.…
Added 8 mins ago
B
Bilingual Account specialist, High Value at Risk (HVAR)
BMO
SK · Saskatchewan, Canada
- Part-time
…Understands customer needs and provides collections-related sales and service to BMO customers or prospects. Advises customers on payment strategies and products that meet their objectives.…
Added 8 mins ago
AF
Performance Marketing Manager
Ascend FS
Toronto, ON
- Full-time
We’re looking for a strategic, results-driven Paid Media Manager to own paid search and paid social for our in-house marketing team. You’ll manage and scale a growing portfolio of…
Added 8 mins ago
CM
Specialist, Custody Services
CIBC Mellon
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Provides professional client service, account oversight and risk management to an assigned group of institutional clients or investment managers. Work closely with the offshore cash and…
Added 8 mins ago
C
Associate, Commercial Banking - Bilingual
CIBC
Val-d'Or, QC
- Part-time
You will join CIBC’s Commercial Banking team to provide support to account teams through client acquisition, relationship management and credit management processes as well as providing…
Added 8 mins ago
CM
Senior Specialist, Custody Services
CIBC Mellon
Toronto, ON
- Full-time
Assist the team in Toronto and Pune with the servicing of their accounts and the research and resolution of sensitive or complex client issues to ensure professional service is delivered…
Added 8 mins ago
IT
Account Manager, Client Services
InTandem Talent
Richmond Hill, ON
- $75,000 to $85,000 CAD / year
- Full-time
As a Account Manager, Client Services, you will take ownership of key enterprise relationships and help shape how client service is delivered. You’ll be the single point of accountability…
Added 8 mins ago
B
Investment Intern - GAM, Summer 2027 (Co-op/Internship) - 4 months
BMO
Toronto, ON · FCP
- Full-time
Join a dynamic and forward-thinking investment team as an intern and gain hands-on experience in one of several specialized areas: Exchange-Traded Funds (ETFs), Structured Solutions,…
Added 9 mins ago
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Senior Manager Cyber Generalist
PwC
Toronto, ON
- Full-time
Strong leadership qualities when working in a team and the ability to be recognized as the subject matter expert in a given field when our client requires
Added 24 mins ago
T
Customer Experience Associate
TD
Calgary, AB
- Part-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
Added 24 mins ago
T
Customer Experience Associate
TD
Calgary, AB
- Part-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
Added 24 mins ago
T
Personal Banking Associate
TD
AB
- Full-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
Added 24 mins ago
T
Customer Experience Associate
TD
New Hamburg, ON
- Part-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
Added 24 mins ago
T
Personal Banking Associate Trainee
TD
Toronto, ON
- Full-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
Added 24 mins ago
T
Branch Manager – Montreal Downtown (Future Opportunities)
TD
Montreal, QC
- Full-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
Added 24 mins ago
AL
Laboratory Quality Assurance Specialist - Calgary
AGAT Laboratories
Calgary, AB
- Full-time
…joining AGAT, you become part of a dynamic, purpose-driven team that fosters innovation, collaboration, and personal growth. Our dedicated professionals come together every day with passion…
Added 25 mins ago
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Senior Relationship Manager, Commercial Banking (Corporate Finance Group)
BMO
Winnipeg, MB
- Full-time
The Senior Relationship Manager (Sales Director, Corporate Finance) manages a commercial lending portfolio and supports the origination of new clients, and coordinates with other products…
Added 25 mins ago
Industrial Security Guard
GardaWorld
Emerson, MB · Winnipeg, Mani
Other duties as assigned by the client, company or Security Manager
Added 31 mins ago
MB
Kitchen manager
Montana's BBQ and Bar
Prince George, BC
- From $22 CAD / hour
- Full-time
- On-site
Ensure that food and service meet quality control standards
Added 39 mins ago
B
Bilingual Account specialist, High Value at Risk (HVAR)
BMO
MB · Manitoba, Canada
- Part-time
…Understands customer needs and provides collections-related sales and service to BMO customers or prospects. Advises customers on payment strategies and products that meet their objectives.…
Added 39 mins ago
B
Account specialist, High Value at Risk (HVAR)
BMO
MB · Manitoba, Canada
- Part-time
…Understands customer needs and provides collections-related sales and service to BMO customers or prospects. Advises customers on payment strategies and products that meet their objectives.…
Added 39 mins ago
B
Account specialist, High Value at Risk (HVAR)
BMO
Quebec, QC
- Part-time
…Understands customer needs and provides collections-related sales and service to BMO customers or prospects. Advises customers on payment strategies and products that meet their objectives.…

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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