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Added 3 mins ago
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Pattern Making Lead
ARC'TERYX
North Vancouver, BC
- Full-time
Acting as a key partner to design in establishing standard fit by product type/category and end-use, and ensuring product size and fit consistency
Added 3 mins ago
K
Director - Technology
KPMG
ON · Toronto, Ontario
- Full-time
…qualifications. In addition, KPMG offers a comprehensive and competitive Total Rewards…
Added 18 mins ago
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Customer Service Representative
BMO
Corner Brook, NL
- Part-time
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…
Added 18 mins ago
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Customer Service Representative
BMO
North Vancouver, BC
- Part-time
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…
Added 18 mins ago
Bilingual Talent Acquisition Advisor (12 Month Contract)
The Canada Life Assurance Company
Winnipeg, MB · London, ON · Toronto, ON · Montreal, QC
…not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your…
Added 18 mins ago
AW
Estates Administrator, Temporary
Aviso Wealth
Remote, Canada
- $55,000 to $65,000 CAD / year
- Temporary
- Remote
At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.
Added 18 mins ago
AW
Estates Administrator, Temporary
Aviso Wealth
Remote, Canada
- $55,000 to $65,000 CAD / year
- Temporary
- Remote
At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.
Added 33 mins ago
Financial Analyst
ATS Automation
Cambridge, ON
Partner with Project Managers to monitor project revenue, costs, and margins.
Added 33 mins ago
MN
HSE Specialist
Modern Niagara
London, ON
- Full-time
Here at Modern Niagara, because we know our people are the best in the industry, we pride ourselves on providing a total compensation package that rewards employees for their hard work and…
Added 33 mins ago
MN
HSE Coordinator
Modern Niagara
London, ON
- Full-time
Here at Modern Niagara, because we know our people are the best in the industry, we pride ourselves on providing a total compensation package that rewards employees for their hard work and…
Added 33 mins ago
RB
Operation Specialist Performance Measurement
Royal Bank of Canada
Mississauga, ON
- Full-time
A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
Added 33 mins ago
RB
Assistant Branch Manager
Royal Bank of Canada
Prince George, BC
- Full-time
· A comprehensive Total Rewards Program including performance based bonuses, flexible benefits, and competitive compensation
Added 33 mins ago
Senior Planner
Bechtel Corporation
Toronto, ON
…build a legacy of sustainable growth. Learn more at Bechtel Total…
Added 49 mins ago
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Estates Administrator, Temporary
Aviso
Vancouver, BC
- $55,000 to $65,000 CAD / year
- Temporary
At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.
Added 49 mins ago
A
Estates Administrator, Temporary
Aviso
Toronto, ON
- $55,000 to $65,000 CAD / year
- Temporary
At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.
Added 1 hour ago
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Assistant Branch Manager
RBC
Prince George, BC
- Full-time
· A comprehensive Total Rewards Program including performance based bonuses, flexible benefits, and competitive compensation
Added 1 hour ago
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Personal Banking Associate (Part time, 18.75h)- Jean-Talon & Querbes
TD
Montreal, QC
- Part-time
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at…
Added 1 hour ago
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Personal Banking Associate Trainee
TD
Toronto, ON
- Full-time
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at…
Added 1 hour ago
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Personal Banking Associate Trainee
TD
Bowmanville, ON
- Full-time
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at…
Added 1 hour ago
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Personal Banking Associate Trainee (North York, Central Toronto) - Current and Future Opportunities
TD
Toronto, ON
- Full-time
…refer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer…
Added 1 hour ago
Delivery Driver
Sherwin-Williams
Langley (District), BC · Langley, BC
Life … with rewards, benefits and the flexibility to enhance your health and well-being
Added 1 hour ago
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Operation Specialist Performance Measurement
RBC
Mississauga, ON
- Full-time
A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
Added 1 hour ago
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Senior Accounts Payable/Project Accountant
Acciona
ON · CAN - Eglinton Crosstown West
- Full-time
…The role focuses on account reconciliations, affiliate and partner account tracking, investigation and resolution of accounting and cost issues, and ongoing audit support, helping maintain…
Added 1 hour ago
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Trust Officer
TD
Windsor, ON
- Full-time
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at…
Added 2 hours ago
CG
Graphic Designer
Canaccord Genuity Group Inc.
Toronto, ON
- Full-time
Partner with Advisor Marketing Managers to translate briefs and business requirements into polished, effective creative solutions.

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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