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Added 12 mins ago
CC
Coordinator, Registration Compliance
CPA Calgary Chapter
Edmonton, AB · AB · Calgary, AB
- Full-time
…escalate matters when necessary. This position reports to the Manager of Registration…
Added 12 mins ago
H
Process Innovation Manager
Hexagon
Calgary, AB
- Full-time
Hexagon’s Autonomous Solutions division is looking for a Process Innovation Manager to join our team in Calgary, AB or Morton, IL. Reporting to the Director of Business Operations & PMO,…
Added 12 mins ago
RB
Senior Manager, Client Engagement
Royal Bank of Canada
Toronto, ON
- Full-time
…place trades quickly and track how they are doing. As Senior Manager, Client Engagement, you will be accountable for developing insights and proposals to improve our client's onboarding and…
Added 12 mins ago
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Manager, Software (Embedded & Digital Products)
Wabtec
London, ON
- Full-time
As the Manager, Software (Embedded & Digital Products), you will report to the Manager, Engineering & Products and lead a multidisciplinary software organization responsible for embedded…
Added 12 mins ago
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Regional Manager with Blue sky (Botwood)
Brightisle
Botwood, NL
- Full-time
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Team Leader
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Saskatoon, SK
- Full-time
We are looking for a Seed Science Operations Agronomy Manager to join our Agricultural Solutions team in Saskatoon, SK. In this role, you will provide leadership and operational support for…
Added 12 mins ago
DF
Executive Director
Dress for Success Central Alberta
Red Deer, AB
- Full-time
…contractors responsible for fundraising, volunteer engagement, career development programming, digital systems, community partnerships, and client…
Added 12 mins ago
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Talent Acquisition Manager (Corporate & Technical Recruitment)
goeasy Ltd.
Mississauga, ON
- Full-time
goeasy is looking for a Talent Acquisition Manager to lead recruitment across our corporate and technical portfolios. This role will be accountable for managing end-to-end searches,…
Added 12 mins ago
VD
Director of Marketing And Business Development
Van Dyke Marketing
AB · Alberta, Canada
- Full-time
Stringam Law is looking for a Marketing & Business Development Director to shape how the firm shows up in every community it serves. Reporting directly to the CEO, you will lead the firm's…
Added 12 mins ago
YU
Social Media and Digital Specialist
York University
Toronto, ON
- Contract
Reporting to the Director, Strategic Enrolment and Marketing, the Social Media and Digital Specialist plays a key role in achieving the Faculty of Health's (FoH) communications, marketing…
Added 12 mins ago
B
Team Lead, Simulation and Advanced Engineering
BRP
Sherbrooke, QC
- Full-time
…the CTA’s capabilities in simulation, predictive engineering, digital engineering, and advanced technology development. As a BRP employee based at the CTA, you will report to the Advanced…
Added 12 mins ago
CN
Digital Content & SharePoint Manager
Creative Niche
Canada
- Contract
Digital Content & SharePoint Manager (12-Month Contract)
Added 27 mins ago
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Human Resources Associate II
Alorica
Montreal, QC
- Full-time
We're the largest minority-owned CX provider, delivering digital-first, people-centered experiences for some of the world's most respected brands. For over 25 years, we've been helping…
Added 27 mins ago
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5754 - Seasonal Sales Help
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Fredericton, NB
- Temporary
Career development opportunities and professional training programs.
Added 27 mins ago
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Senior Financial Analyst
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Belleville, ON
- Full-time
Reporting to the Finance Manager, the Senior Financial Analyst is responsible for providing advanced financial analysis, reporting, budgeting, forecasting, and strategic financial support…
Added 27 mins ago
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Executive Director
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Red Deer, AB
- Part-time
…contractors responsible for fundraising, volunteer engagement, career development programming, digital systems, community partnerships, and client…
Added 27 mins ago
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Marketing Manager
Spirit of Math Schools Inc.
Toronto, ON · North York, ON
- Full-time
The Marketing Manager provides overall leadership, strategic direction and operational accountability for the Spirit of Math Marketing Department. The role translates organizational growth…
Added 27 mins ago
WC
Manager, Software (Embedded & Digital Products)
Wabtec Corporation
London, ON
- Full-time
As the Manager, Software (Embedded & Digital Products), you will report to the Manager, Engineering & Products and lead a multidisciplinary software organization responsible for embedded…
Added 27 mins ago
IG
Bilingual Customer Excellence Associate
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- Full-time
…providing commercial and operational excellence, using the best digital and logistics tools available to create a world of opportunity for our…
Added 27 mins ago
KC
Senior Campaign Manager, Social
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Toronto, ON
- Full-time
The role of the Senior Campaign Manager, Social is responsible for the overall account performance and execution. Their goal is to provide best in class expertise and recommendations that…
Added 42 mins ago
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Real Estate & Operations Lead
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Toronto, ON
- Full-time
The Senior Manager, Real Estate and Customer Experience leads property operations and customer experience across Prologis’ Greater Toronto Area portfolio. As the region’s most senior RECX…
Added 42 mins ago
Product Builder
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We're looking for a Product Builder (dual role) to lead the development of our ecommerce site and systems with the highest level of delight. This unique role blends strategic product…
Added 42 mins ago
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Senior Manager, Marketing, Canada & LATAM
Magnite
Toronto, ON · Canada - Toronto
- Full-time
As Marketing Manager, Canada & LATAM, you will be a key marketing partner to Magnite’s growing commercial teams across Canada and Latin America. Reporting to the VP, International…
Added 42 mins ago
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Personal Banking Associate
TD
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- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…

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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