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Added 3 mins ago
CS
Project Manager
Corrosion Service Company Limited
Regina, SK
- Full-time
Project Manager – Build Your Career with an Industry Leader!
Added 3 mins ago
UI
Sales and Service Coordinator
UAP Inc.
L'Orignal, ON
- $46,800 to $58,500 CAD / year
- Full-time
…solutions. Our passionate sales team is at the heart of our success, dedicated to building strong relationships and providing exceptional service. Join us and be part of a dynamic company…
Added 17 mins ago
O(
Curo - Bilingual Property & Casualty Claims Express Advisor
OTIP (Ontario Teachers Insurance Plan)
Waterloo, ON
- Full-time
Reporting to the National Auto Claims Manager, the core parts of your role will be to:
Added 17 mins ago
CW
Account Representative / Account Manager / Project Manager
City Wide Facility Solutions
Burnaby, BC
- $55,000 to $80,000 CAD / year
- Full-time
We are seeking a proactive, relationship-driven Account Representative / Account Manager to manage and grow a portfolio of commercial client accounts. This role is ideal for someone who…
Added 17 mins ago
S&
SEO Manager
Saatchi & Saatchi Canada
Toronto, ON
- Full-time
…together, and we use that to influence human behavior and drive success for clients. S&S is one of the world's largest agency networks with 114 offices and more than 6000 employees…
Added 17 mins ago
SD
Senior Product Manager
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- Full-time
As the Senior Product Manager, you are a creative problem-solver with a passion for improving the health of Canadians and delivering exceptional customer-facing applications. You will work…
Added 17 mins ago
AI
Commercial Insurance Manager
Axis Insurance
Vancouver, BC
- $115,000 to $125,000 CAD / year
- Full-time
As a Commercial Insurance Manager a typical day might include:
Added 17 mins ago
R
Relationship Manager, Commercial Financial Services
RBC
Regina, SK
- Full-time
As our Relationship Manager Intern, you are in a proactive, face-to-face client relationship role in RBC’s Commercial Banking platform. The program is based primarily in a Commercial Centre…
Added 17 mins ago
R
Relationship Manager, Commercial Financial Services
RBC
Thunder Bay, ON
- Full-time
As our Relationship Manager Intern, you are in a proactive, face-to-face client relationship role in RBC’s Commercial Banking platform. The program is based primarily in a Commercial Centre…
Added 32 mins ago
PC
Spécialiste en support technique /Technical Support Specialist
Portage CyberTech
Montreal, QC
- Full-time
…collaborer avec les équipes internes pour assurer une expérience client optimale. Vous participerez également à la documentation, aux rencontres clients, aux validations après déploiement…
Added 32 mins ago
T
Business Risk Analyst - TD Asset Management
TD
Toronto, ON
- Full-time
TD Asset Management (TDAM), a member of TD Bank Financial Group, is a leading North American investment manager offering progressive investment solutions to both institutional and…
Added 32 mins ago
T
Mobile Software Engineer II (Mobile Delivery CDN banking)
TD
Toronto, ON
- Full-time
Added 32 mins ago
WR
Business Development Representative - Vancouver
War Room Advertising Services
Vancouver, BC
- $55,000 to $65,000 CAD / year
Qualify inbound leads and book discovery meetings that align with War Room's ideal client profile.
Added 32 mins ago
C
Relationship Manager, Business Banking
CIBC
Toronto, ON
- Full-time
As a member of Business Banking team, you’ll be reporting to the Director or Senior Manager & Team Lead, Business Banking, providing new and existing clients with an exceptional client…
Added 32 mins ago
B
REGIONAL MANAGER, INCLUSIVE ENTREPRENEURSHIP - BC & North
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Vancouver, BC
- Full-time
…projects to see further and to do things differently, to fuel the success of Canadian…
Added 47 mins ago
B
Talent Acquisition Advisor
BRP
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
…and the hiring managers. Reporting to the Talent Acquisition Manager, you will enjoy carrying out the following duties for the Global Functions…
Added 47 mins ago
UI
Sales and Service Coordinator
UAP Inc.
L'Orignal, ON
- $46,800 to $58,500 CAD / year
- Full-time
…solutions. Our passionate sales team is at the heart of our success, dedicated to building strong relationships and providing exceptional service. Join us and be part of a dynamic company…
Added 47 mins ago
PG
SEO Manager
Publicis Groupe Holdings B.V
Toronto, ON
- Full-time
…together, and we use that to influence human behavior and drive success for clients. S&S is one of the world's largest agency networks with 114 offices and more than 6000 employees…
Added 47 mins ago
Bilingual SMB Sales Professional
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3-5 years of Inside sales experience with proven success in meeting/exceeding measurable sales targets/quotas.
Added 1 hour ago
Retail Assistant Brand Manager, Sandro/Maje, (Holt Renfrew Ogilvy, Montreal)
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Added 1 hour ago
RB
Manager NAV Production
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- Full-time
…making a difference to our communities, and achieving mutual…
Added 1 hour ago
RB
Senior Manager, Client Engagement
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- Full-time
…place trades quickly and track how they are doing. As Senior Manager, Client Engagement, you will be accountable for developing insights and proposals to improve our client's onboarding and…
Added 1 hour ago
DS
Sr. Project Manager
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Toronto, ON
- Full-time
We are seeking a Technical Product Manager who excels at bridging the gap between technical and non-technical stakeholders. The ideal candidate will have the ability to dive deep into…
Added 1 hour ago
DF
Executive Director
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- Full-time
Dress for Success Central Alberta is a non-profit organization dedicated to empowering women to achieve economic independence and long-term success. Through career development programming…
Added 1 hour ago
VD
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- Full-time
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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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