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Added 1 min ago
MR
Shift manager - fast food restaurant
McDonalds Restaurant
Canmore, AB
- From $18.5 CAD / hour
- Full-time
- On-site
Work must be completed at the physical location. There is no option to work remotely.
Added 1 min ago
K
Shift manager - fast food restaurant
KFC
Québec, QC
- From $18.75 CAD / hour
- Full-time
- On-site
Work must be completed at the physical location. There is no option to work remotely.
Added 2 mins ago
Project Engineer
Kiewit
Oakville, ON · Toronto, ON · Etobicoke, ON
…be the main conduit of information between the construction manager and the team for cost, revenue, cash flow information. Do you have strong mentorship skills? You will have the…
Added 2 mins ago
Product Specialist - Individual Insurance
Wawanesa Insurance
Calgary, AB · AB · Vancouver, BC · Wawanesa, MB · Winnipeg, MB · Moncton, NB · Dartmouth, NS · Kitchener, ON · Ottawa, ON · Toronto, ON · ON · Montreal, QC · Hybrid - Canada, ON · Edmonton, AB (Hybrid), AB · North York - Toronto, ON (Hybr, ON
…to various factors, including but not limited to: your work location, local labour market conditions, external market salary data, internal pay equity and the knowledge, skills, experience…
Added 2 mins ago
Manager, Underwriting - Programs & Operations - WSI
Wawanesa Insurance
Toronto, ON · North York - Toronto, ON (Hybr, ON
…to various factors, including but not limited to: your work location, local labour market conditions, external market salary data, internal pay equity and the knowledge, skills, experience…
Added 2 mins ago
Team Lead -Business Banking - Greater Ottawa
Scotiabank
Ottawa, ON
…coaches their team to do the same. The Team Lead is a direct manager, player coach and the centre of SB expertise for their assigned territory and has shared accountabilities with Branch…
Added 2 mins ago
Manager, Analytics
Scotiabank
Toronto, ON
The Manager, Analytics is responsible for leading a high-performing team of analytics professionals to deliver actionable insights that drive business strategy and performance across…
Added 2 mins ago
Senior Manager, Learning Design & Delivery - Toronto, ON
Scotiabank
Toronto, ON
Added 2 mins ago
Tax Administrator, Scotiatrust - Montreal, QC
Scotiabank
Montreal, QC
Discusses tax rules and tax elections with the Tax Officer, Associate Tax Officer and/or Manager, Taxation, and assess client tax situations, performs detailed analysis, undertakes research…
Added 2 mins ago
Senior Supervisor Construction
Gibson Energy
Edmonton, AB · Hardisty, AB · AB · Calgary, AB
Location: Calgary Head Office, Edmonton, Hardisty
Added 2 mins ago
S
Project Controls Supervisor - Delivery Centre
Stantec
Fredericton, NB
- Full-time
This role can be based in any Energy & Resources office location in North America. The position requires regular in-office presence in support of our flexible work practice.
Added 2 mins ago
FSQA Technician
HelloFresh
Mississauga, ON
Location: 5491 Timberlea Blvd. Mississauga, L4W 2T6
Added 2 mins ago
Manager, Information and Dispute Resolution (Designated)
The Government of Nova Scotia
Halifax, NS
As the Manager, Information and Dispute Resolution, you will play an important leadership role in supporting the effective delivery of inquiry and dispute resolution services within the…
Added 2 mins ago
Trade Analyst
Government of Alberta
Calgary, AB
Reporting to the Manager, Trade Capacity, you will contribute to key initiatives such as Level Up and the Trade Accelerator Program (TAP), working collaboratively with stakeholders across…
Added 2 mins ago
Shop Service Technician
Nestle Operational Services Worldwide SA
Barrie, ON
…for refurbishment and/or repairing equipment designated by manager/lead to like new condition and insuring minimal out of box…
Added 2 mins ago
FB
Loan Administrator
Fairstone Bank
Toronto, ON
- Full-time
Join Eden Park as a loan administrator, reporting to a manager, and be part of our talented and growing team!
Added 2 mins ago
Team Lead
DSV
Milton, ON
Report progress updates, key achievements, and any concerns to the Warehouse Supervisor and/or Manager
Added 2 mins ago
PH
Paediatric Speech Language Pathologist - Elgin (Part-Time or Casual)
ParaMed Home Health Care
ON · Elgin, ON
- Part-time
Informs the Case Manager of client goals/progress/status through written reports, individual discussions, or case conferences.
Added 2 mins ago
XT
Driver Class 1
XTL TRANSPORT INC.
Vaudreuil-Dorion, QC
- Full-time
If we are unable to answer your call, you may leave a voicemail indicating the position, your location, your years of experience, and your contact details.
Added 2 mins ago
BS
Senior Project Manager
Blackline Safety
Calgary, AB
- Full-time
Blackline Safety is seeking an experienced Senior Project Manager to join our Business Information Technology (BIT) team. This role is responsible for leading a diverse portfolio of…
Added 2 mins ago
KE
Sewer Watermain Foreman
Kieswetter Excavating Inc.
Ingersoll, ON
- $38 to $45 CAD / hour
- Full-time
Coordinating between crews, subcontractors, the project manager, and municipal inspectors.
Added 3 mins ago
LP
Art gallery manager - retail
LE PETIT DUCK SHOPPE INC.
Montréal, QC
- From $35 CAD / hour
- Full-time
- On-site
Work must be completed at the physical location. There is no option to work remotely.
Added 4 mins ago
WB
Restaurant manager
Wendys BlackFalds
Blackfalds, AB
- From $25.64 CAD / hour
- Full-time
- On-site
Work must be completed at the physical location. There is no option to work remotely.
Added 6 mins ago
FS
Restaurant manager
Firehouse Subs
Orillia, ON
- From $38 CAD / hour
- Full-time
- On-site
Work must be completed at the physical location. There is no option to work remotely.
Added 6 mins ago
RI
Restaurant assistant manager
Royal Indian Buffet and Sweets
Cambridge, ON
- From $38 CAD / hour
- Full-time
- On-site
Work must be completed at the physical location. There is no option to work remotely.

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.

Apply About employer

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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