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Added 8 mins ago
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New Accounts Administrator
Aviso
Vancouver, BC
- $46,000 to $55,000 CAD / year
- Full-time
Provide administrative support/coverage for our fee-based business lines, including ongoing maintenance of accounts in our various fee-based programs and the generation and posting of the…
Added 8 mins ago
T
Customer Success Manager, North America
tripstack
Vancouver, BC
- Full-time
We are seeking a customer-centric Customer Success Manager with strong organizational and communication skills to join our growing B2B team. This is not a sales role - the focus is the…
Added 8 mins ago
TH
Receiving Associate Full-Time - 7244 Huntsville
The Home Depot Canada
Huntsville, ON
- Full-time
…your total rewards may include: semi-annual bonuses tied to business performance; Deferred Profit-Sharing Program to assist with retirement savings; comprehensive paid benefits; a 15%…
Added 8 mins ago
SP
Digital Experience & Customer Marketing Specialist
Superior Propane
Toronto, ON · Greater Toronto and Hamilton Area, ON
- Full-time
Reporting to the Senior Marketing Manager, Brand and Communications, the Digital Experience & Customer Marketing Specialist executes and optimizes customer-facing digital experiences and…
Added 8 mins ago
FC
Claims Examiner, Group Life and Disability
First Canadian Financial Group
Sherwood Park, AB
- Full-time
The Claims Examiner, Group Life & Disability Benefits reporting to Manager, Group & Creditor Life & Disability Claims is based in Sherwood Park. This position is in-office position…
Added 8 mins ago
TH
Tool Rental Sales Associate - Part Time (Collingwood)
The Home Depot Canada
Collingwood, ON
- Part-time
…your total rewards may include: semi-annual bonuses tied to business performance; Deferred Profit-Sharing Program to assist with retirement savings; comprehensive paid benefits; a 15%…
Added 8 mins ago
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Shop People and Planning Manager
FERO
AB · Edmonton, AB
- Full-time
FERO is looking for a Shop People and Planning Manager to lead our shop team and connect people, production priorities and customer needs. This is an opportunity to make a visible…
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Customer Experience Associate
TD
Brampton, ON
- Part-time
…job-related knowledge, geographic location, and other specific business and organizational…
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Personal Banking Associate
TD
Dauphin, MB
- Full-time
…job-related knowledge, geographic location, and other specific business and organizational…
Added 8 mins ago
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Personal Banking Associate Trainee - Korean Language Skills Considered an Asset
TD
Coquitlam, BC
- Full-time
…job-related knowledge, geographic location, and other specific business and organizational…
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Business Intelligence and Reporting Analyst
TD
Toronto, ON · Montreal, QC
- Full-time
…job-related knowledge, geographic location, and other specific business and organizational…
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Customer Experience Associate
TD
Toronto, ON
- Part-time
…job-related knowledge, geographic location, and other specific business and organizational…
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Software Engineer II
TD
Toronto, ON
- Full-time
…job-related knowledge, geographic location, and other specific business and organizational…
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Customer Experience Associate
TD
Georgetown, ON
- Part-time
…job-related knowledge, geographic location, and other specific business and organizational…
Added 8 mins ago
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Personal Banking Associate Trainee
TD
Calgary, AB
- Full-time
…job-related knowledge, geographic location, and other specific business and organizational…
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T
Customer Experience Associate
TD
Brampton, ON
- Part-time
…job-related knowledge, geographic location, and other specific business and organizational…
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NC
Manager, Business Analysis
NAV CANADA
Ottawa, ON
- Full-time
The Manager, Business Analysis is responsible for leading the development, evaluation and validation of business cases and other contractual arrangements to support quality decision-making.…
Added 8 mins ago
Administrative Assistant
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Calgary, AB
Reporting to the Site Manager, the Administrative Assistant is responsible for providing comprehensive administrative, reception, scheduling, payroll, financial, human resources, and…
Added 8 mins ago
Replenishment - Manager Grocery
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Fredericton, NB
The Replenishment Manager is responsible for coaching, motivating, and developing department staff to foster customer loyalty, fulfil customer needs and actively contribute to an…
Added 8 mins ago
Manager of Revenue
the Town of the Blue Mountains
Thornbury, ON
Reporting to the Director of Corporate and Financial Services, the Manager of Revenue is responsible for the administration of the Town's property taxation, assessment, and revenue…
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Part-Time Sales Associate - Famous Footwear CAN
Caleres
Mississauga, ON
- Part-time
As a Famous Footwear Sales Associate, you are passionate about providing the best shoe store experience for every customer. You do this by creating a welcoming environment and in-store…
Added 8 mins ago
Territory Sales Representative
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Lethbridge, AB
Established brand with strong credibility among business owners
Added 8 mins ago
Finance Manager
LCI Education
Vancouver, BC
…changing environment; enjoys a challenge; possesses a strong customer service focus and a “can do” attitude; and, instinctively knows who his or her target audience is and how to…
Added 8 mins ago
Retail Manager
Moffatt & Powell RONA 2024
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Committed to exceeding customer expectations, Moffatt & Powell Rona emphasizes the values of Care, Commitment, Community, and Continuous Learning. The Retail Manager is a crucial leader…
Added 8 mins ago
O
Maintenance Coordinator
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St. Albert, AB
- $27 CAD / hour
- Full-time
Join Dura‑Line, an Orbia Connectivity Solutions business, where we create solutions that connect people and information across the globe. As a leading global manufacturer of conduit…

BMO

Senior Portfolio Manager

Halifax, NS, Canada
Nova_Ctr, Canada

$80,000.00 - $160,000.00 · Full-time

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Job details

Pay: $80,000.00 - $160,000.00
Job type: Full-time
Apply by: Nov 5, 2026
Education: Bachelor’s degree
Posting language: English
Posted: Nov 2, 2026

Original job description

Application Deadline:

11/04/2026

Address:

1675 Grafton Street

Job Family Group:

Commercial Sales & Service

Facilitates growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications.

Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong client relationships.
Leads the structuring of high-value, complex deals, and credit approvals, ensuring alignment with client needs.
Oversees credit approvals and drives pricing coordination, acting as the primary client advocate to ensure alignment with client needs and bank objectives.
Drives negotiations for high-value, complex transactions and credit approvals, ensuring deals are structured to meet client needs.
Manages high-value client portfolios, driving cross-selling, retention, and profitability.
Implements cross-selling initiatives, driving client engagement and successfully transitioning opportunities into revenue-generating sales.
Leads market coverage strategies to expand portfolios, identify opportunities, and align with business goals.
Represents bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision-making.
Engages with senior leadership and cross-functional teams to align strategies, address client needs, and drive holistic business solutions.
Delivers reports to the bank’s leadership on team performance, client satisfaction, market trends, and key strategic initiatives, delivering insights that inform corporate strategy.
Drives strategic advisory on loan products, options, rates, terms, and collateral requirements, ensuring tailored solutions that align with client needs and business objectives.
Builds and maintains strong long-term relationships with the bank’s high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership.
Structures deals, secures credit approvals, negotiates high-value transactions, and identifies opportunities for cross-selling.
Analyzes market trends, client industry developments, and competitive positioning to inform client solution strategies and optimize client satisfaction.
Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients’ needs.
Identifies share of wallet opportunities.
Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis.
Ensures adherence to regulatory requirements, internal controls, and compliance policies in all aspects of relationship management, mitigating risk and maintaining service standards.
Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
Implements changes in response to shifting trends.
Broader work or accountabilities may be assigned as needed.
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Qualifications:

10+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar segmented banking environment with sales metrics is preferred.
Bachelor’s degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered.
If a Credit Qualifiable role, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards.
Seasoned professional with a combination of education, experience and industry knowledge.

Advanced level of proficiency:

Project Management
Change Management

Expert level of proficiency:

Product Knowledge
Regulatory Compliance
Structuring Deals
Portfolio Management
Credit Risk Assessment
Customer Service
Stakeholder Management
Negotiation
Customer Relationship Building

Salary:

$80,000.00 - $160,000.00

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 Senior Portfolio Manager facilitates bank growth by managing high-value client relationships and driving revenue through complex deal structuring and cross-selling. They act as a strategic advisor and escalation point, ensuring credit approvals and portfolio performance align with bank objectives and regulatory standards.

Requirements

Candidates must have 10+ years of relevant experience in relationship or portfolio management within a corporate banking environment. A bachelor's degree in business, finance, or accounting is required, along with advanced proficiency in credit risk and deal structuring.

Skills

Portfolio management
Credit risk assessment
Customer relationship building
Negotiation
Stakeholder management
Product knowledge
Regulatory compliance
Structuring deals
Project management
Change management
Customer service
Business development
Strategic problem-solving
Financial advisory
Risk management

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans

Visa sponsorship

Not detected in the job text

Keywords

Portfolio Management
Relationship Management
Corporate Banking
Credit Risk Assessment
Deal Structuring
Business Development
Revenue Generation
Risk Management Framework
Regulatory Compliance
Strategic Advisory
Cross-selling
Stakeholder Management
Financial Solutions
Market Analysis
Project Management
Change Management
Client Retention
Syndications
ROE Thresholds
Internal Controls

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