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Added 4 mins ago
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Senior Analyst, Walmart Services - WMC Systems Administrator
Walmart
Mississauga, ON
- Full-time
Reporting to the Senior Manager, Operations, this role will serve as the primary point of contact for Salesforce and other internal business platforms. The System Administrator will manage…
Added 4 mins ago
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Business Development Representative - SMB
Solink
Remote, Canada
- $68,500 to $85,000 CAD / year
- Full-time
- Remote
As a Business Development Representative (BDR) at Solink, you will play a crucial role in driving the growth of our business by identifying and generating new business opportunities. Your…
Added 4 mins ago
LC
Merchandising Manager, Meat
Loblaw Companies Limited
Hamilton, ON
- Full-time
The Merchandising Manager is a pivotal role which provides required support to Senior Director, District Manager and Franchisees to develop and maintain merchandising strategies to meet…
Added 4 mins ago
UI
Sales and Service Coordinator
UAP Inc.
L'Orignal, ON
- $46,800 to $58,500 CAD / year
- Full-time
Working with store managers to develop sales growth plans, aimed at expanding business with both existing and potential clients within your assigned territory.
Added 18 mins ago
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Bilingual Account specialist, High Value at Risk (HVAR)
BMO
ON · Ontario, Canada
- Part-time
Supports the development and promotion of a business/group program.
Added 18 mins ago
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Bilingual Account specialist, High Value at Risk (HVAR)
BMO
NT · Northwest Territories, Canada
- Part-time
Supports the development and promotion of a business/group program.
Added 18 mins ago
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Account specialist, High Value at Risk (HVAR)
BMO
ON · Ontario, Canada
- Part-time
Supports the development and promotion of a business/group program.
Added 18 mins ago
SC
Sales Consultant
Sysco Canada Inc.
ON · Ontario, Canada
- Full-time
This position is responsible for helping the customer succeed while achieving specific team and individual sales and profit goals set by the company. Individuals in this position will…
Added 18 mins ago
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Account specialist, High Value at Risk (HVAR)
BMO
AB · Alberta, Canada
- Part-time
Supports the development and promotion of a business/group program.
Added 18 mins ago
B
Account specialist, High Value at Risk (HVAR)
BMO
NT · Northwest Territories, Canada
- Part-time
Supports the development and promotion of a business/group program.
Added 18 mins ago
B
Bilingual Account specialist, High Value at Risk (HVAR)
BMO
BC · British Columbia, Canada
- Part-time
Supports the development and promotion of a business/group program.
Added 18 mins ago
B
Account specialist, High Value at Risk (HVAR)
BMO
NB · New Brunswick, Canada
- Part-time
Supports the development and promotion of a business/group program.
Added 18 mins ago
B
Bilingual Account specialist, High Value at Risk (HVAR)
BMO
NB · New Brunswick, Canada
- Part-time
Supports the development and promotion of a business/group program.
Added 18 mins ago
B
Bilingual Account specialist, High Value at Risk (HVAR)
BMO
PE · Prince Edward Island, Canada
- Part-time
Supports the development and promotion of a business/group program.
Added 18 mins ago
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Account specialist, High Value at Risk (HVAR)
BMO
PE · Prince Edward Island, Canada
- Part-time
Supports the development and promotion of a business/group program.
Added 18 mins ago
Pharmacy Manager
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Calgary, AB
Execute pharmacy programs and product launches to promote patient service standards, drive sales, control labor, monitor margins, and manage shrinkage.
Added 18 mins ago
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Bilingual Account specialist, High Value at Risk (HVAR)
BMO
NS · Nova Scotia, Canada
- Part-time
Supports the development and promotion of a business/group program.
Added 18 mins ago
B
Account specialist, High Value at Risk (HVAR)
BMO
NS · Nova Scotia, Canada
- Part-time
Supports the development and promotion of a business/group program.
Added 18 mins ago
Senior Commercial Marketer
Talent Acquisition Team at Westland Insurance. Text reply only.
Burlington, ON
The Westland story is all about growth, and that means plenty of possibility for everyone on our team. Every day, Westland proves that building a great business means taking care of…
Added 18 mins ago
GV
Manufacturing Manager - Materials, Planning and Execution
GE Vernova
Markham, ON
- Full-time
Ensure materials/production planning, buying, and inventory control support sales, product development, customer service, and production cost-effectively.
Added 18 mins ago
DT
Part-Time Assistant Manager
Dollar Tree Stores
Yorkton, SK
- Part-time
We’re seeking an Assistant Store Manager to join our team to help with store operations, customer service and team development. Duties include, but are not limited to, the following:
Added 18 mins ago
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Relationship Manager, Commercial Financial Services
RBC
Regina, SK
- Full-time
As our Relationship Manager Intern, you are in a proactive, face-to-face client relationship role in RBC’s Commercial Banking platform. The program is based primarily in a Commercial Centre…
Added 18 mins ago
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Relationship Manager, Commercial Financial Services
RBC
Thunder Bay, ON
- Full-time
As our Relationship Manager Intern, you are in a proactive, face-to-face client relationship role in RBC’s Commercial Banking platform. The program is based primarily in a Commercial Centre…
Added 18 mins ago
D
Key Accounts Operations Manager
Danica
Vancouver, BC
- Full-time
The Key Account Operations Manager is responsible for the operational execution of Danica Brands’ Key Account business. This role ensures customer-specific ordering, EDI, portal, VAS,…
Added 18 mins ago
E
ABM Marketing Manager
EcoOnline
Toronto, ON
- $80,000 to $90,000 CAD / year
- Full-time
This role sits within the NAM Demand Generation team and partners closely with Sales, Business Development, Product Marketing, RevOps, Customer Success and Global Marketing to execute…

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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