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Added 9 mins ago
O
Product & Partner Counsel (Remote Canada)
Optro
Remote, Canada
- $164,000 to $225,500 CAD / year
- Full-time
- Remote
Optro is seeking a highly motivated and forward-thinking Product and Partner Counsel to support both the Product and Partner teams. You will report to the Senior Counsel supporting both…
Added 39 mins ago
PF
Professional Services Consultant
PureFacts Financial Solutions
Toronto, ON
- $80,000 to $100,000 CAD / year
…Operations, and Technology teams, while partnering internally with Product, Engineering, Project Management, and Professional Services…
Added 54 mins ago
D
Product Owner, Product Management
Desjardins
Montréal-Ouest, QC
- Full-time
As Product Owner - Product management, you will represent the voice of the client in projects and be responsible for the member/client experience. You will consistently prepare a range of…
Added 54 mins ago
P
Senior Talent Partner
Plooto
Canada
- Full-time
You believe hiring is a competitive advantage. Every hire shapes culture. Candidate experience is a product. You care as much about helping leaders make great decisions as you do about…
Added 54 mins ago
BI
Senior Pega Lead / Lead Enterprise Business Architect
BURGEON IT SERVICES
Toronto, ON
- Contract
…and be able to translate business requirements across client, advisor, operational, and technology teams into robust Pega-based…
Added 54 mins ago
D
Product Owner, Product Management
Desjardins
Levis, QC
- Full-time
As Product Owner - Product management, you will represent the voice of the client in projects and be responsible for the member/client experience. You will consistently prepare a range of…
Added 54 mins ago
WC
Director, Strategic Account Management - Research Services (Bilingual)
Walmart Canada
Mississauga, ON
- Full-time
Set and uphold a high bar for research excellence and client experience, serving as a senior research advisor on strategic, complex or high-risk engagements while empowering leaders and…
Added 54 mins ago
DF
Wealth Advisor - Orangeville/Newmarket
DUCA Financial Services Credit Union Ltd.
Toronto, ON · North York, ON
- Full-time
…with a purpose" philosophy in every financial transaction, product, interest rate, and community initiative we offer. Founded in 1954, DUCA has grown from a single branch credit union in…
Added 54 mins ago
J
HR Consultant, International
Justworks
Toronto, ON
- $87,000 to $109,000 CAD / year
- Full-time
We're united by shared goals and shared motivations at Justworks. These are best summed up in our company values, which are reflected in our product and in our team.
Added 54 mins ago
J
HR Consultant, International
Justworks
Calgary, AB
- $87,000 to $109,000 CAD / year
- Full-time
We're united by shared goals and shared motivations at Justworks. These are best summed up in our company values, which are reflected in our product and in our team.
Added 54 mins ago
J
HR Consultant, International
Justworks
Vancouver, BC
- $87,000 to $109,000 CAD / year
- Full-time
We're united by shared goals and shared motivations at Justworks. These are best summed up in our company values, which are reflected in our product and in our team.
Added 54 mins ago
J
HR Consultant, International
Justworks
Montreal, QC
- $87,000 to $109,000 CAD / year
- Full-time
We're united by shared goals and shared motivations at Justworks. These are best summed up in our company values, which are reflected in our product and in our team.
Added 1 hour ago
H
Freelance Beauty Brand Advisor | Multi-Brand Retail | Montreal
Headkount
Montreal, QC
- $25 to $30 CAD / hour
- Part-time
Love the freelance life but want the stability of a steady schedule? As a Headkount Brand Advisor, you’ll represent top beauty and skincare brands at Sephora and other leading beauty…
Added 1 hour ago
FG
Laline - Seasonal Sales Associate (Seasonal Beauty Advisor) - Markville
Fox Group Canada Inc.
ON · Markham, Ontario
- Part-time
As a Seasonal Beauty Advisor / Seasonal Sales Associate, you will join our team during one of the busiest and most exciting times of the year. Reporting to the Store Manager, you will…
Added 1 hour ago
H
Freelance Beauty Brand Advisor | Multi-Brand Retail | Toronto
Headkount
Toronto, ON
- $25 to $30 CAD / hour
- Part-time
Love the freelance life but want the stability of a steady schedule? As a Headkount Brand Advisor, you’ll represent top beauty and skincare brands at Sephora and other leading beauty…
Added 1 hour ago
H
Freelance Beauty Brand Advisor | Multi-Brand Retail | Ottawa
Headkount
Ottawa, ON
- $25 to $30 CAD / hour
- Part-time
Love the freelance life but want the stability of a steady schedule? As a Headkount Brand Advisor, you’ll represent top beauty and skincare brands at Sephora and other leading beauty…
Added 1 hour ago
RM
Inside Sales Representative
Rochester Midland Corporation
Ajax, ON
- Full-time
Act as a trusted advisor, providing insights into the value and benefits of continued service contracts.
Added 1 hour ago
Business Banking Advisor (Mill Bay Branch)
First West
BC · Mill Bay, BC
We are currently seeking a Business Banking Advisor to join our team.
Added 1 hour ago
Lead, SAP Functional Solutions (Utility Metering & Customer Technology)
Liberty Utilities
Oakville, ON
The SAP Functional Lead serves as Liberty's SAP business process expert and trusted advisor, providing functional expertise and operational support across SAP-enabled business processes.…
Added 1 hour ago
AC
Marketing Advisor, Social Media
Air Canada
Toronto, ON · Dorval, QC
- Full-time
The Marketing Advisor, Social Media is a primary stakeholder in the operation of Air Canada’s social channels.
Added 2 hours ago
M
PLM/MES Business Transformation Director
MDA
Brampton, ON · Sainte-Anne-de-Bellevue, QC
- Full-time
Trusted advisor mindset with strong judgment and professionalism
Added 2 hours ago
SC
Member Experience Advisor - South Hill
Servus Credit Union
Red Deer, AB
- Part-time
We are hiring for a permanent, part-time Member Experience Advisor to join our Red Deer South Hill Branch!
Added 2 hours ago
CC
Financial Advisor, Investments
Conexus Credit Union
Regina, SK
- Full-time
As a Financial Advisor, Investments, you will be responsible for understanding the financial goals of your assigned portfolio of members and supporting their achievement. This includes the…
Added 2 hours ago
O(
Curo - Bilingual Property & Casualty Claims Express Advisor
OTIP (Ontario Teachers Insurance Plan)
Waterloo, ON
- Full-time
The Bilingual Property and Casualty Claims Express Advisor is responsible for serving the members and assisting claims team through investigation and settlement of minor auto and property…
Added 2 hours ago
CO
Distinguished Engineer / Ingénieur(e) émérite – Voyages d’affaires et dépenses
Capital One
Toronto, ON
- Full-time
You will work alongside our talented team of developers, machine learning experts, product managers and people leaders. Our Distinguished Engineers are leading experts in their domains,…

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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