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Added 5 mins ago
A
Estates Administrator, Temporary
Aviso
Vancouver, BC
- $55,000 to $65,000 CAD / year
- Temporary
Reporting to the Manager, Operations, the Estates Administrator is responsible for the processing of estates settlements and tax reporting for registered and non-registered accounts within…
Added 5 mins ago
A
Estates Administrator, Temporary
Aviso
Toronto, ON
- $55,000 to $65,000 CAD / year
- Temporary
Reporting to the Manager, Operations, the Estates Administrator is responsible for the processing of estates settlements and tax reporting for registered and non-registered accounts within…
Added 5 mins ago
FP
Estimator
Fast Pace Employment
Toronto, ON
- Full-time
Reporting to the Estimating Manager, the Estimator will contribute directly to profitability by estimating, bidding, and managing civil construction projects. This hybrid opportunity…
Added 5 mins ago
B
Project Manager
Boyden
Toronto, ON
- $75,000 to $95,000 CAD / year
- Full-time
The Project Manager plays a central role in keeping the team’s work organized, coordinated, and moving forward - helping ensure that client engagements are exceptionally well coordinated,…
Added 20 mins ago
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Calculations Specialist
HOOPP (Healthcare of Ontario Pension Plan)
Toronto, ON · CA ON Toronto
- $52,000 to $79,000 CAD / year
- Full-time
Proactively provide feedback, escalate issues and recommend solutions, as appropriate, to Manager
Added 20 mins ago
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Assistant Branch Manager
RBC
Prince George, BC
- Full-time
As an Assistant Branch Manager, you motivate and coach a high-performing team of Advisors in a dynamic, high-volume, and rewarding marketplace, while establishing and achieving team…
Added 35 mins ago
T
Personal Banking Associate (Part time, 18.75h)- Jean-Talon & Querbes
TD
Montreal, QC
- Part-time
A self-starter who works independently in a dynamic work environment through strong administration, organizational, planning and time management skills
Added 35 mins ago
T
Personal Banking Associate Trainee
TD
Toronto, ON
- Full-time
A self-starter who works independently in a dynamic work environment through strong administration, organizational, planning and time management skills
Added 35 mins ago
T
Personal Banking Associate Trainee
TD
Bowmanville, ON
- Full-time
A self-starter who works independently in a dynamic work environment through strong administration, organizational, planning and time management skills
Added 35 mins ago
T
Personal Banking Associate Trainee (North York, Central Toronto) - Current and Future Opportunities
TD
Toronto, ON
- Full-time
A self-starter who works independently in a dynamic work environment through strong administration, organizational, planning and time management skills
Added 35 mins ago
ED
Manager, Customer Care Team - EN 936
Export Development Canada | Exportation et développement Canada
Remote, Canada
- $112,006 to $149,341 CAD / year
- Full-time
- Remote
…customer journey, including digital and portal navigation, policy administration, credit, billing, claims support, onboarding and general product and service inquiries. The team is part of…
Added 35 mins ago
ED
Manager, Customer Care Team - EN 936
Export Development Canada | Exportation et développement Canada
Remote, Canada
- $112,006 to $149,341 CAD / year
- Full-time
- Remote
…customer journey, including digital and portal navigation, policy administration, credit, billing, claims support, onboarding and general product and service inquiries. The team is part of…
Added 35 mins ago
ED
Manager, Customer Care Team - EN 936
Export Development Canada | Exportation et développement Canada
Remote, Canada
- $112,006 to $149,341 CAD / year
- Full-time
- Remote
…customer journey, including digital and portal navigation, policy administration, credit, billing, claims support, onboarding and general product and service inquiries. The team is part of…
Added 35 mins ago
Building Patrol (Casual) - Library
University of Toronto
Toronto, ON
…day. Working in the Library and under the supervision of the Manager - Security, Health & Safety, the uniformed building patrol is responsible for, but not limited to, maintaining a safe…
Added 50 mins ago
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Associate (National Advisory Desk)
Wellington-Altus
Toronto, ON
- Full-time
A degree or diploma in business administration, accounting, finance or related field, or equivalent work experience.
Added 50 mins ago
XS
Supply Chain Manager
Xona Space Systems
Montreal, QC
- Full-time
We are seeking a highly motivated and entrepreneurial Supply Chain Manager to establish and lead the supply chain function at our Montreal facility while coordinating with the head office…
Added 1 hour ago
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Senior Service Representative, Investment Operations
BMO
Toronto, ON · YNG
- Full-time
…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…
Added 1 hour ago
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Senior Service Representative
BMO
Toronto, ON · YNG
- Full-time
…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…
Added 1 hour ago
Housing Applicant Services Clerk - Nine Month
County of Wellington
ON · Guelph, ON
This position reports to the Applicant Services Manager. The Housing Applicant Services Clerk works on a scheduled rotation to provide first level contact with clients and is responsible…
Added 1 hour ago
Manager, Corporate Function Finance (1 Year Contract)
Scotiabank
Toronto, ON
The Manager, Corporate Functions Finance works closely with team members to produce month-end results, monthly forecasts, annual budgets, and business line allocations. This role provides…
Added 1 hour ago
HP
Administration, Finance and Operations Coordinator
HR Project Partners Inc.
Labrador City, NL
- Full-time
Finance and Operations Coordinator on behalf of one of our clients. Reporting to the Controller and functionally to the Branch – Operations Manager, the Administration, Finance and…
Added 1 hour ago
ED
Manager, Customer Care Team - EN 936
Export Development Canada | Exportation et développement Canada
Montreal, QC
- $112,006 to $149,341 CAD / year
- Full-time
…customer journey, including digital and portal navigation, policy administration, credit, billing, claims support, onboarding and general product and service inquiries. The team is part of…
Added 1 hour ago
OG
Payroll Technician
Optel Group
Quebec, QC
- Full-time
We are looking for a Payroll Technician to join our Finance team! You will gather, verify, and process payroll-related information. The successful candidate will be responsible for all…
Added 1 hour ago
T
Trust Officer
TD
Windsor, ON
- Full-time
…career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future…
Added 1 hour ago
MU
Senior Functional Business Analyst
McGill University
Sherbrooke, QC
- Full-time
Develop a strong understanding of current student administration processes and the Ellucian Banner environment, including business rules, exceptions, dependencies and legacy customizations.

BMO

Portfolio Manager

Waterloo, ON, Canada
MARS, Canada

$50,000.00 - $100,000.00 · Full-time

Apply About employer

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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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