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Added 2 mins ago
AG
Senior Staff Accountant / Comptable principal(e)
Aduna Global
Montreal, QC
- Full-time
A hands-on, team-first mindset and the ability to lead when needed. No task is too big or too small.
Added 2 mins ago
Procurement Specialist
Acciona
ON · CAN - Ontario Line North
The Procurement Specialist is responsible for providing support to the Procurement team for all phases of vendor recruitment for the Ontario Line Elevated Guideway and Stations project. The…
Added 2 mins ago
UO
Program Director, Drone Transport Initiative
University of British Columbia
Vancouver, BC · UBCV | P. A. Woodward Instructional Resources Centre (IRC)
- $8,087.08 to $12,117.08 CAD / month
- Full-time
…encourages its students, staff and faculty to challenge convention, lead discovery and explore new ways of learning. At UBC, bold thinking is given a place to develop into ideas that can…
Added 2 mins ago
T
Senior Governance & Control Analyst, Canadian Commercial Banking (ATH465)
TD
Toronto, ON
- Full-time
Lead the periodic refresh of AML and regulatory compliance management controls.
Added 2 mins ago
Project Controls Analyst
WSP
Victoria, BC
As a Project Controls Analyst, you will work closely with our Lead project controls analyst to build trusted partnerships with our Project Managers and technical teams, strengthening cost…
Added 17 mins ago
Senior Energy Engineer
GHD Group Pty Ltd
Waterloo, ON
…communities in new, positive ways. As part of a truly global team, working on complex and rewarding projects, you'll be at the forefront of driving change. See what the power of commitment…
Added 17 mins ago
IF
Accounting Intern- 4-month Internship/Coop (Summer 2027)
Intact FC
Montreal, QC
- Full-time
…rewards at a workplace where you can shape the future, win as a team and grow with…
Added 17 mins ago
PR
Senior Safety Instrumented System Engineer II
Parkland Refining BC Ltd.
Burnaby, BC
- Full-time
Act as technical lead for SIS and BMS capital projects and provide technical guidance throughout project execution.
Added 17 mins ago
RH
Director of Finance
Robert Half
AB · Alberta, Canada
- Full-time
Our client is seeking an experienced Director of Finance to lead and transform its finance and accounting function across a complex North American organization.
Added 17 mins ago
RH
Corporate Controller
Robert Half
Calgary, AB
- Full-time
Our client is seeking an experienced Corporate Controller to lead the organization’s accounting and financial reporting functions. This is a hands-on leadership opportunity for a CPA who…
Added 17 mins ago
SS
Accounting Manager
Summit Search Group
Hamilton, ON
- $75,000 to $110,000 CAD / year
- Full-time
Lead and develop the accounting team, and monitor the company's overall financial performance
Added 32 mins ago
Production Supervisor, Operations Engineering
L3Harris Technologies
Montreal, QC
Maritime International, a division of L3Harris, is a leading global supplier of ITAR-Free controls and simulation solutions for marine, power, and space sectors as well as naval…
Added 32 mins ago
W
HSE Advisor
WinSport
Calgary, AB
- Full-time
…Directly supporting WinSport’s operations with a goal to ensure Team Members go home safe at end of…
Added 32 mins ago
W
Senior HSE Advisor
WinSport
Calgary, AB
- Full-time
Maintain a visible presence across WinSport venues and work directly with Team Members from leadership to the front line.
Added 32 mins ago
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Senior Mechanical Engineer
AECOM
AB · Edmonton, Alberta
- $120,000 to $160,000 CAD / year
- Full-time
…your bold ideas and big dreams and become part of a global team of over 50,000 planners, designers, engineers, scientists, digital innovators, program and construction managers and other…
Added 47 mins ago
Manager, Enterprise Data Platform & Governance
Vacances Air Canada Vacations / Air Canada Rouge
Montreal, QC
The Manager, Enterprise Data Platform & Governance will lead the team responsible for building, operating, scaling, and securing ACV’s core data infrastructure. In this role, you will be…
Added 47 mins ago
UO
Program Coordinator
University of Alberta
Edmonton, AB
- Full-time
Reporting to the Director of the Kule Folklore Centre, the Program Coordinator will lead day-to-day office operations in support of the Kule Folklore Centre. This position provides project…
Added 47 mins ago
DR
District Manager
Dawn Recruiting Agency
Ottawa, ON
- $80,000 to $100,000 CAD / year
- Full-time
We have an exciting opportunity for a District Manager to lead our client’s Ottawa operations. Our client is a General Contractor and Construction Management services company with a diverse…
Added 47 mins ago
A
Senior Manager Financial Reporting
Altis
Montreal, QC
- $110,000 to $130,000 CAD / year
- Full-time
…organization seeking a Senior Manager, Financial Reporting to lead a talented team through an exciting period of growth and…
Added 47 mins ago
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Municipality of North Grenville - Chief Administrative Officer
Phelps
North Grenville, ON
- Full-time
…and measurable results. This is an exceptional opportunity to lead North Grenville through significant growth and organizational maturity, ensuring the Municipality continues to evolve…
Added 47 mins ago
AR
Controller
Accu-staff Resource Systems Enterprises LTD
Vaughan, ON
- $100,000 to $150,000 CAD / year
- Full-time
· Lead group-wide cost reduction and efficiency programs, ensuring alignment with corporate strategy.
Added 47 mins ago
RH
Human Resource Information System Manager
Robert Half
BC · Fraser Valley, BC
- $90,000 to $125,000 CAD / year
- Full-time
…reporting, data governance, and system integrations. You will also lead technology implementations, support organizational change, and supervise an HR…
Added 47 mins ago
NH
IT Ops (Operation & Support) Manager
North Horizon Holdings Inc.
Toronto, ON · North York, ON
- $110,000 to $150,000 CAD / year
- Full-time
We are seeking a hands-on IT Operations & Support Manager to lead our IT operations team and ensure reliable, secure, and efficient technology services across the organization. Reporting to…
Added 47 mins ago
QM
Responsable des comptes fournisseurs et des comptes clients - LaSalle (mode hybride) - 100 k$ à 125
Quantum Management Services Ltd.
Montreal, QC
- $100,000 to $125,000 CAD / year
- Full-time
We are seeking an experienced Accounts Payable & Accounts Receivable Manager to oversee both departments and lead a team of five employees. Reporting to the Controller, the successful…
Added 47 mins ago
TP
Assembler
Team Power Solutions
Saskatoon, SK
- Full-time
At Team Power Solutions (TPS), we are an industry leader in Power, Automation & Controls, delivering innovative solutions across engineering, manufacturing, electrical services,…

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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