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Added 7 mins ago
Financial Analyst
ATS Automation
Cambridge, ON
Partner with Project Managers to monitor project revenue, costs, and margins.
Added 7 mins ago
W
Senior Regional Business Administration Manager
Wellington-Altus
Toronto, ON
- Full-time
Partner with Regional Manager to hire, train and evaluate employees.
Added 7 mins ago
MF
Manager, Mortgage Operations
Mackenzie Financial Corporation
Toronto, ON · Greater Toronto, ON
- Other
Mackenzie Investments, founded in 1967, is a key part of IGM's business model, serving as a comprehensive asset-management partner for Canadian financial advisors and their clients.
Added 7 mins ago
RB
Assistant Branch Manager
Royal Bank of Canada
Prince George, BC
- Full-time
· Partner with your manager to ensure operational effectiveness of the branch and maximize the performance of the team
Added 7 mins ago
B
Product Manager III, Account Acquisition
Bankjoy
Remote, Canada
- Full-time
- Remote
Bankjoy is a Y Combinator and Bessemer Venture Partner backed FinTech startup. We are changing the way community banks and credit unions do business, enabling them to become tech-driven and…
Added 7 mins ago
LI
Scaled Customer Success Manager
Loopio Inc.
Remote, Canada
- $70,000 to $85,000 CAD / year
- Full-time
- Remote
Partner closely with other teams within the CS at Scale Department (Adoption Services, Renewals, Education) to iterate on the Digital Customer Journey
Added 7 mins ago
A
Senior Manager, Business Human Resources - Allergan Aesthetics (18 month contract)
AbbVie
Markham, ON
- $134,000 to $184,000 CAD / year
- Contract
Senior Manager Business Human Resources (BHR) serves as a trusted partner to the business, helping to shape our culture, supporting our business strategies, and delivering the talent and…
Added 7 mins ago
Employment Consultant - Integrated Employment Services (Newmarket)
ACCES Employment
Newmarket, ON
…project team and other ACCES employees, along with community partner…
Added 22 mins ago
FG
MANGO - Assistant Store Manager/Assistant(e) gérant(e) de magasin - St Bruno
Fox Group Canada Inc.
Saint-Bruno-de-Montarville, QC · Saint-Bruno-de-Montarvill, Quebec
- Full-time
Fox Group (10,000+ employees globally) - a leading, fast growing retailor and partner of choice to operate several well-known retail banners in Israel, Europe, and Canada - is excited to…
Added 22 mins ago
FG
FOX CLOTHING - Shift Lead - Yorkdale Mall
Fox Group Canada Inc.
Toronto, ON
- Part-time
Fox Group (10,000+ employees globally) - a leading, fast growing retailor and partner of choice to operate several well-known retail banners in Israel, Europe, and Canada - is excited to…
Added 23 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 23 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 23 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 23 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 37 mins ago
E
Senior Account Manager
Encircle
Kitchener, ON
- Full-time
renewal and expansion across them, and act as a trusted advisor to customer leadership. You will partner
Added 37 mins ago
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Account Manager
Encircle
Kitchener, ON
- Full-time
…our customer experience using the Encircle platform. You will partner closely with the Customer Success team and Revenue Leadership to achieve your…
Added 37 mins ago
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Manager, Brand Technology Production Support
Loblaw Companies Limited
Brampton, ON
- Full-time
The Marketing and Brand Technology and Implementation Team is looking for a Production Support Manager to lead end-to-end production support, service reliability, and maintenance across…
Added 37 mins ago
Manager, Revenue Management, Private Banking
Scotiabank
Toronto, ON
The Manager, Revenue Management, Private Banking supports revenue management initiatives across the Private Banking portfolio through the development and maintenance of profitability…
Added 37 mins ago
SN
194-26-1 Band Representative Supervisor Outreach
Six Nations
Ohsweken, ON
- Full-time
…reports to and works under the direction and supervision of the Manager Band Representative Services or designate. This position works collaboratively with the Band Representative…
Added 37 mins ago
R
Assistant Branch Manager
RBC
Prince George, BC
- Full-time
· Partner with your manager to ensure operational effectiveness of the branch and maximize the performance of the team
Added 37 mins ago
PF
Kroll Workflow Support Trainer
Pattison Food Group
Langley (District), BC · Langley Office - Langley BC
- Full-time
Actively listening and gathering feedback from pharmacy teams and reporting to the Regional Manager, Pharmacy Operations.
Added 52 mins ago
T
Personal Banking Associate (Part time, 18.75h)- Jean-Talon & Querbes
TD
Montreal, QC
- Part-time
…refer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer…
Added 52 mins ago
T
Personal Banking Associate Trainee
TD
Toronto, ON
- Full-time
…refer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer…
Added 52 mins ago
T
Personal Banking Associate Trainee
TD
Bowmanville, ON
- Full-time
…refer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer…
Added 52 mins ago
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Personal Banking Associate Trainee (North York, Central Toronto) - Current and Future Opportunities
TD
Toronto, ON
- Full-time
…refer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer…

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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