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Added 3 mins ago
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Financial Service Representative - LendDirect Office 1677
LendDirect
Toronto, ON · Scarborough, ON
- Full-time
Are you ready to make a difference in the world of consumer finance? At LendDirect, a proud member of the Attain Finance family, we bring over 50 years of expertise in providing credit…
Added 18 mins ago
AF
Financial Service Representative - LendDirect Office 1677
Attain Finance
Toronto, ON · Scarborough, ON
- Full-time
Are you ready to make a difference in the world of consumer finance? At LendDirect, a proud member of the Attain Finance family, we bring over 50 years of expertise in providing credit…
Added 34 mins ago
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Senior Counsel, Wealth Management
BMO
Toronto, ON · FCP
- Full-time
Added 34 mins ago
TS
Store Associate
The Salvation Army in Canada
St. John's, NL · Greater St. John's Metropolitan Area
- Full-time
Internal: Store Manager, Corps Officer(s), volunteers, staff
Added 34 mins ago
TS
Thrift Store Clerk
The Salvation Army in Canada
St. Thomas, ON
- Part-time
The work schedule is determined in consultation with your manager and may vary according to requirements of responsibility.
Added 34 mins ago
MU
Senior Manager Equity, Diversity and Inclusion Strategic Initiatives
McMaster University
Hamilton, ON
- Full-time
The Senior Manager will be the primary contact for FHS equity initiatives, will support committees and working groups and will provide information and advice to internal and external…
Added 48 mins ago
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PIA Client Service Associate (12M STA)
TD
Whitby, ON
- Full-time
TD Private Investment Advice offers clients the chance to create one-on-one relationship with a dedicated and professional Investment Advisor (IA), while maintaining active participation in…
Added 48 mins ago
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Personal Banking Associate
TD
Sault Ste. Marie, ON
- Full-time
…products and services to refer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer…
Added 48 mins ago
T
Personal Banking Associate
TD
Grand Bend, ON
- Part-time
…products and services to refer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer…
Added 48 mins ago
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Courtesy Clerk (Grocery, part-time), Swan River - Swan Valley Co-op
Co-op
Swan River, MB
- Part-time
Reporting to the Grocery Manager, the Courtesy Clerk's responsibilities will include the following:
Added 48 mins ago
Future Field Leader Trainee
UFA Co-operative Ltd.
Airdrie, AB · Edmonton, AB · Lethbridge, AB · AB · Red Deer County, AB
…future leadership opportunities, including Assistant Store Manager, Yard Manager, and other field leadership roles. Placement into a specific position is not guaranteed and will depend on…
Added 1 hour ago
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Facilities Associate - $23.00/hr
Article
Vancouver, BC
- $23 CAD / hour
- Full-time
The facilities team at HQ consists of 4 other associates and the Facilities Manager.
Added 1 hour ago
Customer Account Manager - Bilingual
ASSA ABLOY
ON · Woodbridge, ON
What would you do as our Bilingual Customer Account Manager?
Added 1 hour ago
MC
Financial Services Representative - Full Time
Meridian Credit Union
Mississauga, ON
- $50,000 to $53,000 CAD / year
- Full-time
Participates and leads branch activities in support of expanding the Member relationship and growing share of wallet including growing our Digital Ambassador Program.
Added 1 hour ago
HR
Registered Practical Nurse Nursing Resource Team
Humber River Health
Toronto, ON · Greater Toronto, ON
- Other
Reporting Relationship: Manager, Nursing Resource Team
Added 1 hour ago
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Account Manager, Commercial Market
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Quebec, QC · Desjardins Entreprises Québec
- Full-time
…sound and prudent risk management, portfolio profitability and member, client and partner satisfaction. More specifically, you will be required…
Added 1 hour ago
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Mechanical Engineer/Project Manager
AtkinsRéalis
Calgary, AB
- Full-time
…provincial engineering association, and willing to become a member in other…
Added 2 hours ago
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Account Manager II
TD
Barrie, ON
- Full-time
…for both credit and non-credit products/services. The Account Manager II is responsible for conducting credit analysis for own portfolio. The Account Manager II will develop the initial…
Added 2 hours ago
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Portfolio Manager
BMO
Waterloo, ON · MARS
- Full-time
Serve as the primary relationship manager for a portfolio of commercial clients, developing deep knowledge of their business objectives and financial needs.
Added 2 hours ago
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Customer Service Representative
BMO
Victoria, BC
- Part-time
Acts as a key member of a collaborative and versatile branch and market team.
Added 2 hours ago
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Personal Banking Associate
BMO
Victoria, BC
- Full-time
Collaborates with BMO partners to identify referral opportunities that further grow the customer’s relationship with BMO beyond personal banking.
Added 2 hours ago
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Executive Assistant (with Office Operations)
Robert Half
Calgary, AB
- Full-time
You’ll be a key member of a lean, collaborative local team, working closely with senior leadership and coordinating frequently with national/global counterparts. This includes preparing…
Added 2 hours ago
MC
Financial Services Representative - Full Time
Meridian Credit Union
Hamilton, ON
- $50,000 to $53,000 CAD / year
- Full-time
Participates and leads branch activities in support of expanding the Member relationship and growing share of wallet including growing our Digital Ambassador Program.
Added 2 hours ago
TS
Thrift Store Clerk
The Salvation Army Canada and Bermuda Territory
St. Thomas, ON
- Part-time
The work schedule is determined in consultation with your manager and may vary according to requirements of responsibility.
Added 2 hours ago
S
Project Manager - Civil Infrastructure
Stantec
Toronto, ON
- Full-time
The role of the Project Manager is to work independently or as a team member on a range of small to large civil infrastructure projects. You may be involved in various aspects of a project…

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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