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Added 6 mins ago
TC
Assistant Store Manager in Training HomeSense Hyde Park
TJX Companies
Toronto, ON · East York, Ontario
- Full-time
Under the guidance of the Store Manager, you’ll participate in an on-the-job training program designed to deepen your knowledge of key store functions, including merchandising, customer…
Added 51 mins ago
HP
Commercial Account Manager - Networking
Hewlett Packard Enterprise
Calgary, AB
- Full-time
Commercial Account Manager - NetworkingThis role has been designed as ‘’Onsite’ with an expectation that you will primarily work from an HPE partner/customer office.
Added 3 hours ago
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Accounting Manager I
Altec
Milton, ON
- Full-time
This role owns key accounting and reporting activities for the Canadian business, combining hands-on month-end execution with financial analysis, controls, cross-functional support and…
Added 3 hours ago
S(
Territory Sales Manager (Montreal, Quebec)
SDI (North America), Inc.
Montreal, QC
- Full-time
…had significant clinical experience as a hygienist, office manager or dental assistant. This candidate should be comfortable with frequent travel and be able to service current accounts and…
Added 4 hours ago
O
Gestionnaire des perspectives d’affaires (Mandat de 12 mois) | Business Insights Manager – 12 months mandate
Organon
Kirkland, QC
- Full-time
The Business Insights Manager (BIM) serves as a key strategic business partner and the primary point of contact for delivering insights that enhance the business performance, ensuring our…
Added 4 hours ago
CO
Water and Coffee Consultant
Culligan of Canada
Edmonton, AB
- $50,000 to $100,000 CAD / year
- Full-time
The Water and Coffee Consultant role is a customer-focused outside sales position. Consultants perform product demonstrations, cold calls and digital quotes using creative methods of sales,…
Added 4 hours ago
TS
Business Development Manager
The Seaboard Transport Group
Montreal, QC
- Full-time
Proven experience in business development, sales, or account management
Added 4 hours ago
UO
Lead, Program Partnerships & Projects, UCalgary Continuing Education
University of Calgary
Calgary, AB
- Full-time
Reporting to the Manager, Administrative Operations, the Lead, Program Partnerships & Projects is a key member of the Office of the Associate Vice-President (Continuing Education) team and…
Added 4 hours ago
Sales Manager
Northland Properties
Vancouver, BC
Achieve agreed sales and revenue targets, focusing on new business acquisition and account growth.
Added 4 hours ago
6
Account Manager
63a193f1-4ad8-4344-9320-3787f5583149
Markham, ON
- $55,000 to $64,000 CAD / year
- Full-time
VUMI Canada is looking for an experienced Account Manager to join its Sales team. This customer-facing position is responsible for managing relationships with brokers, advisors, insurance…
Added 4 hours ago
S
Business Development Representative - SMB
Solink
Ottawa, ON
- $68,500 to $85,000 CAD / year
- Full-time
Drive Pipeline Growth: Consistently book qualified meetings with high-potential prospects to support Account Executives and accelerate the sales cycle.
Added 4 hours ago
D
Manager, M&A Execution, Human Capital
Deloitte
Toronto, ON
- Full-time
The M&A Execution, Human Capital Manager will primarily focus on leading the execution of Human Capital initiatives throughout the M&A lifecycle. The Manager will collaborate with senior…
Added 5 hours ago
RB
Senior Relationship Manager, Retail Financial Services
Royal Bank of Canada
Montreal, QC
- Full-time
Three to five years of experience in account management, business development or sales, with a proven track record of success.
Added 5 hours ago
R
Senior Relationship Manager, Retail Financial Services- EN
RBC
Montreal, QC
- Full-time
Three to five years of experience in account management, business development or sales, with a proven track record of success.
Added 5 hours ago
OI
Operations Manager
Outhire Inc.
Toronto, ON · North York, ON
- $80,000 to $100,000 CAD / year
- Full-time
…pace is fast, plans change often, and the role connects the sales, warehouse, and operations…
Added 6 hours ago
MH
Senior Growth Marketing Manager
Maya HTT
Remote, Canada
- Full-time
- Remote
With a strong focus on account-based marketing (ABM), sales partnership, and revenue acceleration, this role will work closely with Sales, BDRs, Industry & Product Marketing, and Revenue &…
Added 6 hours ago
P
Technical Account Manager | Gestionnaire de comptes technique
Plotly
Remote, Canada
- Full-time
- Remote
As a Technical Account Manager, and a member of the Sales organization, you will be the primary point of contact for a group of enterprise customers. You will work cross-functionally with…
Added 6 hours ago
Sales & Marketing - Sales Manager
Beyond Energy Services & Technology
Calgary, AB
A key responsibility of this position is building and maintaining strong relationships with drilling contractors, exploration and production companies, and key industry decision-makers. The…
Added 6 hours ago
TF
Regional Sales Manager – Eastern Canada
Trevor Frances Recruitment
Remote, Canada
- Full-time
- Remote
…industrial components to find a strategic, growth-oriented Regional Sales Manager to lead business development and market expansion across Eastern Canada. This is a high-impact role for a…
Added 6 hours ago
SE
Manager, B2B E-Commerce Programs
Samsung Electronics
Mississauga, ON
- Full-time
The Manager, B2B E Commerce Programs is required to work closely with many key stakeholders across the organization and is also able to work with minimal supervision to manage all required…
Added 6 hours ago
1
Accounting Manager
1b4a4f63-59bd-460a-90f3-9adc3a8fd3f0
Mississauga, ON
- Full-time
Reporting to the Corporate Controller, the Accounting Manager plays a key role in managing the month-end reporting and close process. In addition, they are responsible for leading the…
Added 6 hours ago
TT
GTM (Go-To-Market) Partner
Tundra Technical Solutions
Toronto, ON
- $50,000 to $65,000 CAD / year
- Full-time
As a GTM Manager, you will drive new business growth by building strong client relationships, identifying market opportunities, and executing strategic go-to-market plans. This role is…
Added 6 hours ago
G
GUCCI Manager of Client Engagement, Canada
Gucci
Toronto, ON
- Full-time
The Manager of Client Engagement, Canada, will lead planning and implementation of retail client development strategies across directly operated stores (DOS) and outlet locations that drive…
Added 6 hours ago
A(
Marketing & Retail Sales Coordinator
ADL (Amalgamated Dairies Limited)
Charlottetown, PE
- Full-time
Reporting to the Marketing & Promotions Manager, the Marketing & Retail Sales Coordinator supports the execution of marketing campaigns, promotions, in-store initiatives, and related…
Added 6 hours ago
AG
Business Development Manager, Mining & Materials
AnalytiChem Group
Canada
- Full-time
The Business Development Manager, Mining & Materials will drive sales growth and lead generation for OREAS Certified Reference Materials across North America.

BMO

Portfolio Manager

Waterloo, ON, Canada
MARS, Canada

$50,000.00 - $100,000.00 · Full-time

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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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