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Added 6 mins ago
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Senior Service Representative, Investment Operations
BMO
Toronto, ON · YNG
- Full-time
…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…
Added 6 mins ago
B
Senior Service Representative
BMO
Toronto, ON · YNG
- Full-time
…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…
Added 6 mins ago
PP
HR and Payroll Administrator
Private Pension Partners Inc.
Winnipeg, MB
- Full-time
…real estate assets, development, leasing, asset management, property management and real estate brokerage services. For more information, please visit our website at…
Added 6 mins ago
WM
Licensed 310T Mechanic Afternoon Shift $10k sign on bonus
Waste Management, Inc. (WM)
Brampton, ON
- Full-time
Added 6 mins ago
PC
Senior Manager Cyber Generalist
PwC Canada
Toronto, ON
- Full-time
Provide thought leadership and direction for the AML practice and contribute to the Intellectual Property of the firm by driving the development of toolkits, methodologies, accelerators and…
Added 6 mins ago
Casualty Facultative Underwriter Associate
Gen Re Corporation
Toronto, ON
Gen Re delivers reinsurance solutions to the Life/Health and Property/Casualty insurance industries. Represented in all major reinsurance markets through a network of 38 offices, we have…
Added 6 mins ago
W
Account Manager, Commercial Insurance
Waypoint
Vancouver, BC
- $65,000 to $90,000 CAD / year
- Full-time
Prepare insurance documents such as proposals, submissions, binders, certificates, statement of values and property schedules.
Added 6 mins ago
FR
Retail Property Manager
Foresight Recruitment Group
Vancouver, BC
- $95,000 to $110,000 CAD / year
- Full-time
…operational excellence, the company is looking for an experienced Property Manager to join its growing…
Added 22 mins ago
FP
Assistant Controller- Dual Property
Four Points by Sheraton Kelowna Airport
Kelowna, BC
- $60,000 to $70,000 CAD / year
- Full-time
…Kelowna is currently looking for an Assistant Controller- Dual…
Added 22 mins ago
B
Systems Administrator - (Windows and Unix-Linux environments/ Automation/ AWS)
BMO
Toronto, ON · SCC
- Full-time
Added 22 mins ago
B
Information Security Advisor
BMO
Toronto, ON · FCP
- Full-time
Added 22 mins ago
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Associate, Corporate Banking - FIG
BMO
Toronto, ON · FCP
- Full-time
Added 37 mins ago
DC
Maintenance Administrator
Dickenson Condo Management
London, ON
- Full-time
…learn new systems. Experience with Shiftsuite is desirable but property management software experience in general, is…
Added 52 mins ago
Claims Advisor Property
Gore Mutual Insurance
Vancouver, BC
Effective January 1, 2026, Gore has joined Beneva - the country’s largest mutual insurance company - as part of its Property & Casualty operations in Ontario and Western Canada. During…
Added 1 hour ago
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Bilingual Account specialist, High Value at Risk (HVAR)
BMO
Quebec, QC
- Part-time
Added 1 hour ago
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Account specialist, High Value at Risk (HVAR)
BMO
SK · Saskatchewan, Canada
- Part-time
Added 1 hour ago
B
Bilingual Account specialist, High Value at Risk (HVAR)
BMO
SK · Saskatchewan, Canada
- Part-time
Added 1 hour ago
M
Building Administrator
Morguard
Mississauga, ON
- Full-time
The Building Administrator is primarily responsible for the general administration and oversight of the property and to ensure that a superior level of co-operation, service and support is…
Added 1 hour ago
M
Specialist, Claims
Morguard
Mississauga, ON
- Full-time
Coordinate and develop strategies with Property Managers, Adjusters, solicitors, and Insurers to facilitate the effective advancement of claims.
Added 1 hour ago
Legal Assistant
Agriculture Financial Services Corporation
Camrose, AB
In-depth working knowledge of the Land Titles Registry, Personal Property Registry, legal documents submitted to AFSC by other creditors and their agents and loan security
Added 1 hour ago
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Investment Intern - GAM, Summer 2027 (Co-op/Internship) - 4 months
BMO
Toronto, ON · FCP
- Full-time
Added 1 hour ago
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Equipment Finance Associate
RBC
Burlington, ON
- Full-time
Complete all security registration in line with the transaction approval, policy and procedures and Personal Property Security Act and data input into the technology application. This can…
Added 1 hour ago
P
Senior Manager Cyber Generalist
PwC
Toronto, ON
- Full-time
Provide thought leadership and direction for the AML practice and contribute to the Intellectual Property of the firm by driving the development of toolkits, methodologies, accelerators and…
Added 1 hour ago
B
Senior Relationship Manager, Commercial Banking (Corporate Finance Group)
BMO
Winnipeg, MB
- Full-time
Added 1 hour ago
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Bilingual Account specialist, High Value at Risk (HVAR)
BMO
MB · Manitoba, Canada
- Part-time

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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