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Added 9 mins ago
CC
Retail Store Manager
Canna Cabana
Waterloo, ON
- $50,000 CAD / year
- Full-time
Our retail Cannabis Retail Store Manager (SM) is vital to delivering a distinctive shopping experience. The SM is primarily responsible for working collaboratively with the company…
Added 23 mins ago
BG
Supervisor - Service Department - Construction and Forestry
Brandt Group of Companies
Campbell River, BC
- Full-time
Advise the Service Manager of all customer complaints to ensure timely resolution and maintain service quality.
Added 23 mins ago
GI
Portfolio Manager, Private Client (Established Book of Business)
Goodreid Investment Counsel
Toronto, ON
- Full-time
We are looking for an experienced Client Portfolio Manager who already serves a loyal client base and wants a better long-term home for those clients and their own career. This role is…
Added 23 mins ago
TC
Manager, Business Innovation
Toyota Canada Inc.
Toronto, ON
- Full-time
Toyota Canada Inc. is currently looking for a strategic and collaborative Manager, Business Innovation to lead focused retail transformation initiatives to address Customer and Dealer…
Added 24 mins ago
SF
Product Manager - Simplii Financial
Simplii Financial
Toronto, ON
- Full-time
The Product team at Simplii Financial builds simple, intuitive experiences that put our clients first. As a Product Manager, you'll be embedded in a squad where you'll contribute to…
Added 24 mins ago
W
Senior Marine Project Manager
Worley
Vancouver, BC
- Full-time
…across the project lifecycle, with services extending through to operations and decommissioning. Leveraging extensive experience and AI-enabled delivery, we support customers in navigating…
Added 24 mins ago
W
HSE Manager
Worley
AB · Edmonton, AB
- Full-time
…across the project lifecycle, with services extending through to operations and decommissioning. Leveraging extensive experience and AI-enabled delivery, we support customers in navigating…
Added 24 mins ago
GC
Full-time Commis Chef-BEL
Great Canadian Entertainment
Belleville, ON
- Full-time
Under the direct supervision of the Sous Chef, or Manager, F&B, this position is responsible for the preparation of food items, maintaining all company standards and adhering to all safety…
Added 24 mins ago
LC
Apparel Department Manager Full Time Day Greenlight Requisition
Loblaw Companies Limited
Calgary, AB
- Full-time
We’re looking for Talented Passionate Leaders with a proven record of delighting customers and growing sales. As a Manager in, you will have an immediate impact on sales and customer…
Added 24 mins ago
S
National Key Account Manager
Solina
Toronto, ON
- Full-time
Reporting to the Director, QSR & National Accounts, the National Account Manager - QSR owns a portfolio of named Canadian Tier 1 quick-service restaurant and FSR customers. This is a…
Added 40 mins ago
FG
Laline - Seasonal Sales Associate (Seasonal Beauty Advisor) - Markville
Fox Group Canada Inc.
ON · Markham, Ontario
- Part-time
…and most exciting times of the year. Reporting to the Store Manager, you will deliver exceptional customer service, share product knowledge, support sales goals, and help create a welcoming…
Added 40 mins ago
T
Personal Banking Associate
TD
AB
- Full-time
Recommend improvements to work practices, branch operations and processes to enhance customer experience and achieve operational excellence
Added 40 mins ago
T
Personal Banking Associate Trainee
TD
Toronto, ON
- Full-time
Recommend improvements to work practices, branch operations and processes to enhance customer experience and achieve operational excellence
Added 40 mins ago
GD
Senior Manager Network Infrastructure
Groupe Dynamite, Inc Garage
Mont-Royal, QC · Ville Mont-Royal, Quebec
- Full-time
The Senior Manager’s role is to plan, organize, and manage staff and overall operations to ensure the stable operation of the organization’s network infrastructure.
Added 40 mins ago
Manager, GTB Resiliency (12 month contract)
Scotiabank
Toronto, ON
The Manager, Payments Operational Resiliency is responsible for supporting and executing a global payments resiliency framework, focused on documenting and testing preventative measures.…
Added 40 mins ago
Assistant Manager, Data Analytics & Reporting, Security Operations
Scotiabank
Toronto, ON
…consistency, transparency, and automation across Physical Security operations, helping translate strategy into measurable outcomes. Ultimately, the role supports the Bank’s ability to…
Added 54 mins ago
FS
Program Manager
Futran Solutions
Canada
- Contract
The Storage Guarantees Claims Manager owns Storage guarantee claims from intake through resolution, including eligibility validation, remediation decisions, fulfillment coordination,…
Added 54 mins ago
HT
IT Internal Auditor
Husky Technologies
Bolton, ON
- Full-time
…efficiency and effectiveness in financial processes, business operations and major initiatives. You will play a key role within the Internal Audit Department to test the effectiveness of…
Added 54 mins ago
HT
Manager, Internal Controls
Husky Technologies
Bolton, ON
- Full-time
Working with Internal Audit and the global Finance and Operations teams, the Manager, Internal Controls will play a critical role in Husky’s global financial reporting. This includes the…
Added 54 mins ago
TP
Specialist, Ground Transportation
Toronto Pearson International Airport
Toronto, ON
- Full-time
Reporting to the Manager, Ground Transportation Operations, this position will monitor all groundside transportation, ensuring standards are being met and dispatching contract staff. The…
Added 54 mins ago
W
Senior Mechanical Engineer- Material Handling
Worley
Vancouver, BC
- Full-time
…across the project lifecycle, with services extending through to operations and decommissioning. Leveraging extensive experience and AI-enabled delivery, we support customers in navigating…
Added 54 mins ago
GD
Senior Manager Network Infrastructure
Groupe Dynamite
Mont-Royal, QC
- Full-time
The Senior Manager’s role is to plan, organize, and manage staff and overall operations to ensure the stable operation of the organization’s network infrastructure.
Added 54 mins ago
FC
Athletics Facilities and Events Officer
Fanshawe College
London, ON
- Full-time
Join the team behind the game! Fanshawe College is looking for a dedicated individual to support the day-to-day operations of our Athletics facilities and varsity events. From preparing…
Added 54 mins ago
A
Merchandising Intern
ADM
Calgary, AB
- Volunteer
The position teaches the basics of wheat flour milling by working alongside the location Commercial Manager and other related staff. Areas of concentration will include the scheduling of…
Added 54 mins ago
BM
Chef d’équipe en vente au détail bilingue / Bilingual Retail Team Lead
Brand Momentum
Quebec, QC
- $60,000 CAD / year
- Full-time
…responsable de stimuler la performance des ventes, de gérer les opérations quotidiennes sur le terrain et de superviser les escalades dans la région, tout en assurant l’alignement avec les…

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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