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Added 5 mins ago
M
Director, Partnerships Strategy & Corporate Development
Manulife
Toronto, ON
- Full-time
Lead and support the development of healthcare strategies focused on growth, differentiation, new business models, partnerships and capability development.
Added 5 mins ago
Lead, Investment Compensation & Taxation
ONEX
Toronto, ON
Reporting to the Managing Director, Taxation, this is a unique opportunity to lead the administration and evolution of complex investment compensation programs for Onex’ Private Equity…
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II
Process Lead - Wet Mill
Ingredion Incorporated
London, ON
- Full-time
…place for you here to make a real difference. Be part of our team that values a wide range of perspectives and is committed to shaping a better world with every product we…
Added 5 mins ago
Payroll Specialist
B2GOLD
Edmonton, AB
Lead payroll quality assurance and control processes by validating payroll input data, reconciling source documentation, investigating discrepancies, and implementing corrective actions to…
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VS
Senior Environment Artist (Lead)
Velan Studios
Remote, Canada
- Full-time
- Remote
We are looking for a Senior level Environment Artist to join our growing team on an unannounced title fantasy Action RPG title. As our Lead Environment Artist on the project, you should…
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Territory Account Executive- Mississauga/Brampton
Toast
Mississauga, ON
…best: building the businesses they love. You will be part of a team that is transforming the way restaurants operate. Using a consultative approach, you will prospect, build relationships,…
Added 5 mins ago
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Senior Engineer - Telecommunications
Qualus
Calgary, AB · Vancouver, BC
- Full-time
You will lead the telecommunications engineering design for multiple utility and substation infrastructure projects, taking responsibility for technical decisions and engineering…
Added 6 mins ago
SH
Registered Practical Nurse
SE Health
ON · Regional Municipality of Halton, ON
- Full-time
…excited about working in an environment that puts the care team in the driving seat; being part of a self-directed team that offers a high level of professional autonomy and responsibility.…
Added 6 mins ago
WI
Project Controls Analyst
WSP in Canada
YT · Yukon Territory, Canada
- Full-time
As a Project Controls Analyst, you will work closely with our Lead project controls analyst to build trusted partnerships with our Project Managers and technical teams, strengthening cost…
Added 6 mins ago
AS
HR Manager
AgileGrid Solutions
Canada
- Full-time
…franchise teams receive practical, responsive support. You will lead the corporate HR team, oversee nationwide talent acquisition frameworks, and help franchise owners build effective teams…
Added 6 mins ago
WI
Project Controls Analyst
WSP in Canada
BC · British Columbia, Canada
- Full-time
As a Project Controls Analyst, you will work closely with our Lead project controls analyst to build trusted partnerships with our Project Managers and technical teams, strengthening cost…
Added 6 mins ago
WI
Project Controls Analyst
WSP in Canada
Whitehorse, YT
- Full-time
As a Project Controls Analyst, you will work closely with our Lead project controls analyst to build trusted partnerships with our Project Managers and technical teams, strengthening cost…
Added 6 mins ago
WI
Project Controls Analyst
WSP in Canada
Vancouver, BC
- Full-time
As a Project Controls Analyst, you will work closely with our Lead project controls analyst to build trusted partnerships with our Project Managers and technical teams, strengthening cost…
Added 6 mins ago
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Ice Crew Lead (Contractor)
PWHL
Vancouver, BC
- $20 CAD / hour
- Full-time
The Ice Crew Lead provides coordination and on-ice support services related to ice conditions, on-ice promotions, ceremonies and game day logistics throughout Vancouver Goldeneyes home…
Added 6 mins ago
WI
Project Controls Analyst
WSP in Canada
Victoria, BC
- Full-time
As a Project Controls Analyst, you will work closely with our Lead project controls analyst to build trusted partnerships with our Project Managers and technical teams, strengthening cost…
Added 6 mins ago
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Game Day Assistant (Contractor)
PWHL
Vancouver, BC
- $20 CAD / hour
- Full-time
Lead the on-site execution of Fan Experience Packages, including group check-in, logistical coordination, and group movements.
Added 6 mins ago
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SEO Manager
Publicis Groupe Holdings B.V
Toronto, ON
- Full-time
We’re looking for an SEO Manager to lead innovative search engine optimization and GEO strategies that elevate our clients’ organic performance across both traditional search engines and…
Added 21 mins ago
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Earthworks Lead Hand
Skeena Gold + Silver
BC · Kitimat-Stikine A, BC
- Full-time
…and build a state of the art mine in Canada. Come join our team to be a part of this amazing…
Added 21 mins ago
CP
Business Development Manager
Colliers Project Leaders
Vancouver, BC
- $100,000 to $120,000 CAD / year
- Full-time
With a focus on net new clients, you will join our team of experts who lead major capital building and infrastructure projects, and together you will organize, motivate and lead the…
Added 21 mins ago
SI
Senior Developer
SAP IT Business Systeme
Montreal, QC
- $108,100 to $222,800 CAD / year
- Full-time
You'll join the CX Order Management Services team, a cloud-native engineering group building the backbone of SAP's commerce fulfillment ecosystem. We ship features that directly impact how…
Added 21 mins ago
RA
Staff Android Engineer, Mobile Platform
Rivian and Volkswagen Group Technologies
Remote, Canada
- $137,300 to $181,890 CAD / year
- Full-time
- Remote
Lead the design and delivery of platform capabilities such as connectivity, background execution, Digital Key, auth and vehicle state, often across team and site boundaries.
Added 21 mins ago
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Business Technology Partner
SECURE
Calgary, AB
- Other
At SECURE, we lead the way in waste management and energy infrastructure, providing unmatched security and peace of mind to our customers. Our strength lies in our size, extensive network,…
Added 21 mins ago
S
Junior Project Manager - Engineering & Construction
SECURE
Calgary, AB
- Other
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Added 21 mins ago
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Cook Supervisor (70306838)
Sodexo Canada Ltd
Lethbridge, AB
- Full-time
…facilities management that fosters productivity and well-being, our team plays a vital role in shaping thriving…
Added 21 mins ago
S
Business Development Representative - SMT
Solink
Remote, Canada
- $68,500 to $85,000 CAD / year
- Full-time
- Remote
You will also work closely with Marketing to convert inbound demand from webinars, conferences, field events, and paid campaigns into qualified pipeline for the sales team.

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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