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Added 12 mins ago
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Senior Analyst, Walmart Services - WMC Systems Administrator
Walmart
Mississauga, ON
- Full-time
…platforms that support Walmart Connect’s sales and operational…
Added 12 mins ago
SC
Member Experience Advisor - South Hill
Servus Credit Union
Red Deer, AB
- Part-time
We’re looking for passionate, values-driven people to join our team. We welcome individuals from all backgrounds who are aligned with our values and are eager to contribute in meaningful…
Added 12 mins ago
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Tax Analyst
Aquilini Group
Vancouver, BC
- Full-time
· Proactively identify and implement areas for process improvement, tracking metrics for reporting and improving digital access to information
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Engineering Manager, AI
Felix
Remote, Canada
- $190,000 to $240,000 CAD / year
- Full-time
- Remote
Founded in 2019, Felix is a digital healthcare company that puts the patient in control of their own health and wellbeing. We’re passionate about building technology and beautiful customer…
Added 12 mins ago
UH
Clinical Nurse Specialist, Cancer Prevention and Interception Clinic
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Toronto, ON
- Full-time
Partner with the clinical team to develop workflows, integration points, and cross-departmental processes
Added 26 mins ago
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Regional Manager with Blue sky (Botwood)
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- Full-time
Strong written English skills and comfort using Microsoft Office and digital tools
Added 26 mins ago
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Manager, Digital Solutions
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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 26 mins ago
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Programmer
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Our team at the Research Institute of the McGill University Health Centre (RI-MUHC), in partnership with Polytechnique Montréal, is seeking a Programmer to join our multidisciplinary team.…
Added 26 mins ago
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Licensed Practical Nurse (LPN) or Research Nurse
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
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Added 26 mins ago
Dental Administrator
Passion Dental Group Inc.
Calgary, AB
…2005, providing a range of dental services including check-ups, digital x-rays, fillings, crowns and bridges, root canal therapy, implant placement surgery, and wisdom teeth extractions. We…
Added 26 mins ago
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Senior Product Manager
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Mississauga, ON
- Full-time
…great place to work. We’re committed to building our talented team who champion collaboration, kindness and inclusivity. Join our team, and help recognize a healthy future for your career…
Added 26 mins ago
PM
.NET Applications Software Developer
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Victoria, BC
- Full-time
…our success is driven by the exceptional talent within our team. Our scientists, engineers, and software programmers are among the best in the industry, and our cohesive team culture is the…
Added 26 mins ago
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Manufacturing Manager - Materials, Planning and Execution
GE Vernova
Markham, ON
- Full-time
Reporting to the Plant Leader this role will lead the Materials team to define and continuously improve material flow across an engineer-to-order Grid equipment factory operating in a Lean…
Added 26 mins ago
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Consultant – Museum, Events and Outreach Programme Coordinator
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- Full-time
…Professionals programme, and capabilities in events, marketing and digital content. Reporting to the Chief, Revenue and Product Management Section, the consultant will work with colleagues…
Added 26 mins ago
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Digital Solutions Procurement Systems and Smart Materials Analyst
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Mississauga, ON
- Full-time
The Digital Solutions Procurement Systems and Smart Materials Analyst supports, administers, and enhances Hexagon Smart Materials and related procurement and materials management solutions.…
Added 26 mins ago
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Relationship Manager, Commercial Financial Services
RBC
Regina, SK
- Full-time
Experience with emerging communications and technology (i.e., web based meetings, social media, digital banking, and mobile applications)
Added 26 mins ago
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Relationship Manager, Commercial Financial Services
RBC
Thunder Bay, ON
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Experience with emerging communications and technology (i.e., web based meetings, social media, digital banking, and mobile applications)
Added 26 mins ago
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ABM Marketing Manager
EcoOnline
Toronto, ON
- $80,000 to $90,000 CAD / year
- Full-time
…that protect people and the planet for future generations. Our team of experts are focused on creating meaningful impact and making a real difference for our…
Added 41 mins ago
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Spécialiste en support technique /Technical Support Specialist
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Added 41 mins ago
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Business Development Representative - Vancouver
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Vancouver, BC
- $55,000 to $65,000 CAD / year
War Room is looking for a Business Development Representative (BDR) to join our growing team! Reporting to the Director of Sales, you will be responsible for generating new business…
Added 41 mins ago
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Relationship Manager, Business Banking
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Toronto, ON
- Full-time
At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are…
Added 56 mins ago
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Director, Partnerships Strategy & Corporate Development
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Toronto, ON
- Full-time
Coach and develop junior team members and contribute to strengthening strategy, corporate development and analytical capabilities across the team.
Added 56 mins ago
IC
Business Management Analyst Intern
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Toronto, ON · Interac Corp. Head Office
- Full-time
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Added 56 mins ago
Copywriter and Content Developer
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Added 56 mins ago
Customer Experience Associate - Grand Falls-Windsor, Newfoundland (18.75 Hours/ Week)
Scotiabank
Grand Falls-Windsor, NL
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

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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