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Added 8 mins ago
A
Senior Manager, Business Human Resources - Allergan Aesthetics (18 month contract)
AbbVie
Markham, ON
- $134,000 to $184,000 CAD / year
- Contract
…plans and the achievement of both short-term and long-term strategic…
Added 24 mins ago
M
Manager, Project Delivery
Metrolinx
Toronto, ON
- Full-time
The Union+, East Harbour Transit Hub, Owner Participant (OP) team is looking for a Manager, Project Delivery to support the delivery of one of Metrolinx’s most complex transit…
Added 24 mins ago
E
Braze Architect
EXL
Canada
- Full-time
We are seeking a Braze Architect to serve as the technical and strategic authority on Braze and the surrounding customer data ecosystem. You will define target-state architectures that…
Added 24 mins ago
ED
Senior Advisor, IT Financial Management - EN 956
Export Development Canada | Exportation et développement Canada
Ottawa, ON
- $96,557 to $128,743 CAD / year
- Full-time
Lead and ensure integrated digital, data, infrastructure, and cybersecurity implementations to create excellent customer, user, and employee experiences.
Added 24 mins ago
NS
Director - Policy & Planning, Integrated Acute & Episodic Care
Nova Scotia Health Authority
NS · Nova Scotia, Canada
- $67.23 to $82.35 CAD / hour
- Full-time
…policy, process, KPI, and target recommendations, as well as strategic project implementation plans. In addition, the role is responsible for the management of budgets and network…
Added 24 mins ago
UR
Information Technology Manager
Universal Realty Group
Halifax, NS
- Full-time
…position is responsible for providing operational leadership, strategic direction, and ongoing development of the Information Technology department. The IT Manager will lead, coordinate,…
Added 38 mins ago
FO
Project Officer, Capacity Development
Federation of Canadian Municipalities
Ottawa, ON · Hybrid - Ottawa
- Full-time
Ability to lead and work independently on projects, including strong project management skills and ability to manage multiple priority-tasks.
Added 53 mins ago
OH
Lead, Capacity, Access and Flow
Ontario Health
Chatham-Kent, ON · Hamilton, ON · London, ON · Owen Sound, ON · Sarnia, ON · St. Catharines, ON · Stratford, ON · Waterloo, ON · Windsor, ON
- Full-time
Added 53 mins ago
NF
Director, Corporate Underwriting, Specialty Risk, Programs & Travel
Northbridge Financial Corporation
Calgary, AB · Vancouver, BC · Halifax, NS · Toronto, ON · Montreal, QC
- Full-time
As a Northbridge Director, Commercial Lines, Corporate Underwriting, you are the lead technical underwriting referral point for our commercial underwriting organization. You play a critical…
Added 53 mins ago
T
Software Engineer II (SDET)
TD
Toronto, ON
- Full-time
…engineering related architecture designs associated with a program or…
Added 53 mins ago
SL
Wealth Sales Representative
Sun Life
Calgary, AB
- Full-time
Generate sales and lead development through proactive outbound telephone calls and email communications
Added 53 mins ago
GJ
Gestionnaire de projets, Opérations commerciales - Project Manager, Commercial Operations
Groupe JAMP Pharma
Boucherville, QC
- Full-time
We are recruiting a Project Manager, Commercial Operations
Added 53 mins ago
Director - Policy & Planning, Integrated Acute & Episodic Care
Nova Scotia Health and IWK Health
Halifax, NS
…policy, process, KPI, and target recommendations, as well as strategic project implementation plans. In addition, the role is responsible for the management of budgets and network…
Added 53 mins ago
MD
Lead Analyst, Statistical Sampling - State Prog Admin Coordinator
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
Working Title: Lead Analyst, Statistical Sampling
Added 54 mins ago
C
Communications Consultant
Co-operators
Guelph, ON
- Full-time
The Communication Consultant is responsible for leading the end-to-end development of strategic communications plans and programs in Technology. In overseeing these projects, the…
Added 54 mins ago
IC
Program Director, Real Estate
Infotek Consulting Inc.
Toronto, ON · Greater Toronto Area, Canada
- $120 to $140 CAD / hour
- Contract
We are seeking a highly strategic and execution-focused Senior Program Lead to oversee multiple large-scale real estate transformation programs within a complex corporate environment.
Added 1 hour ago
DC
Marketing and Communications Manager
DMCL Chartered Professional Accountants
Vancouver, BC
- Full-time
Working closely with the Director of Marketing and Communications, you’ll lead key areas of DMCL’s content,
Added 1 hour ago
XS
Supply Chain Manager
Xona Space Systems
Montreal, QC
- Full-time
We are seeking a highly motivated and entrepreneurial Supply Chain Manager to establish and lead the supply chain function at our Montreal facility while coordinating with the head office…
Added 1 hour ago
UH
Project Manager
University Health Network
Toronto, ON
- Full-time
The PROJECT MANAGER (PM) is a key position in the Clinical Trials and Translation Unit (CTTU) within the Peter Munk Cardiac Centre (PMCC). CTTU provides centralized and standardized…
Added 1 hour ago
A
Technical Specialist, Wastewater Treatment
AECOM
Markham, ON · Mississauga, Ontario
- $200,000 to $250,000 CAD / year
- Full-time
The successful candidate will serve as a trusted technical advisor to project teams and clients, providing guidance on technical approaches, regulatory compliance, quality management,…
Added 1 hour ago
SH
Strategy Business Partner
Southlake Health Community
Newmarket, ON · Southlake Health
- Full-time
Lead strategic planning and facilitate project-related meetings
Added 1 hour ago
SE
Director, DtC Commercial Sales
Samsung Electronics
Mississauga, ON
- Full-time
Lead Strategic projects to drive business growth in DTC, to build a seamless OMNI customer experience and expand channels for the future development.
Added 1 hour ago
TI
Salesforce Business Analyst
TekStaff IT Solutions
Toronto, ON
- Contract
- Lead and support day-to-day project activities, ensuring adherence to the organization’s risk culture, compliance standards, and operational controls.
Added 1 hour ago
M
Gestionnaire de marque, Cardiovasculaire / Brand Manager, Cardiovascular
MSD
Toronto, ON · Kirkland, QC
- Full-time
…Market Research, Product Launch Planning, Product Rollouts, Project…
Added 1 hour ago
CB
Knowledge Management Lawyer
Cassels Brock & Blackwell LLP
Toronto, ON
- Full-time
Collaborating with team members and practice areas – lead by example through being expert and professional in their field, build open and effective relationships on the team and within the…

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.

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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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