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Added 1 min ago
FI
Territory Sales Manager
Formations Inc.
Winnipeg, MB
- Full-time
At Formations, strong relationships and a customer-first approach are the foundation of sustainable growth. We are looking for a motivated, relationship-driven Territory Sales Manager (TSM)…
Added 1 min ago
KD
Territory Sales Representative
Keurig Dr Pepper Canada
Winnipeg, MB
- $67,800 to $77,000 CAD / year
- Full-time
Leverage Customer Relationship Management (CRM) tool to maximize sales opportunity, provide up-to-date store/banner/region performance, collect & maintain customer database & notes,…
Added 1 min ago
Customer Care Representative-Oromocto, NB
Sonova AG
Oromocto, NB
…retail clinic environment? Are you passionate about providing customer service that exceeds…
Added 1 min ago
TS
Vendor Business Manager, HPI Personal Systems and Services | Gestionnaire des affaires partenaires, systèmes personnels et services HPI
TD SYNNEX Canada ULC
Mississauga, ON
- $61,000 to $78,000 CAD / year
- Full-time
As a Vendor Business Manager (VBM) supporting HP Inc. (HPI) Personal Systems & Services, you will play a key role in driving business growth, profitability and strategic vendor…
Added 16 mins ago
P&
Gestionnaire de projets stratégiques de la chaîne d’approvisionnement / Project Manager Strategic Supply Chain Projects
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Longueuil, QC
- Full-time
Added 16 mins ago
B
Senior Manager, First Party Fraud Analytics - Onboarding
BMO
Toronto, ON
- Full-time
…measure, and mitigate first party fraud risk while balancing customer experience, portfolio performance, and business growth objectives. Working closely with Technology, Data & Analytics,…
Added 16 mins ago
S
Home Health Care - Specialist Rehab Product
Sobeys
St. John's, NL
- Full-time
Demonstrate superior account management skills
Added 16 mins ago
LC
Assistant Front Store Manager, Hourly Full Time Flexible Shifts
Loblaw Companies Limited
Victoria, BC
- Full-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 16 mins ago
RE
Territory Sales Representative- Kubota
Robert's Equipment
Meaford, ON
- Full-time
Staying ahead of the curve on products, trends, and customer needs
Added 16 mins ago
SD
Specialist, Bilingual Patient Care
Shoppers Drug Mart Specialty Health Network
Mississauga, ON
- Full-time
…collaboratively with other Patient Care Specialists and a Case Manager/Field Case Manager for a designated territory, dependent on the program. The superior end to end support provided by…
Added 16 mins ago
KD
Territory Sales Representative
Keurig Dr Pepper Canada
Calgary, AB
- $67,800 to $77,000 CAD / year
- Full-time
Leverage Customer Relationship Management (CRM) tool to maximize sales opportunity, provide up-to-date store/banner/region performance, collect & maintain customer database & notes,…
Added 16 mins ago
TB
Accounts Payable Analyst, TBS
The Beer Store
Bolton, ON
- Full-time
…our Retail Stores, Distribution Centres, Draught Services, Customer Experience Centre, and Corporate Office, our team brings passion, expertise, and a commitment to exceptional service…
Added 16 mins ago
CL
Account Manager (Renewals)
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Montreal, QC
- Full-time
Capital Lynk is hiring! We’re looking for an Account Manager who builds strong relationships and turns them into renewals. You’ll be the go-to contact for business owners we’ve already…
Added 16 mins ago
SW
Full-Time Sales Lead - Stuart Weitzman
Stuart Weitzman
Halton Hills, ON
- Full-time
Supports the customer experience and teamwork environment to achieve store and individual sales plan.
Added 16 mins ago
LJ
#2026-ITC1 – IT Coordinator
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Winnipeg, MB
- Internship
REPORTING RELATIONSHIP: Administrative Manager or their designate
Added 16 mins ago
Corporate Actions - Security Master Analyst
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Keep management informed of any and all issues that could have an impact on current processes.
Added 16 mins ago
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Associé(e) au Comptoir entrepreneur (Temps plein)
The Home Depot
Victoriaville, QC
- Full-time
Follows-up with customers to ensure customer satisfaction and pursues future business. Partners with Store Management to resolve outstanding issues.
Added 16 mins ago
Customer Success Specialist
West Coast Reduction Ltd.
Vancouver, BC
Address customer questions and help troubleshoot implementation or service issues, escalating to the appropriate sales, collection, operations or management teams when required
Added 16 mins ago
Logistics - Supervisor, Supply Chain
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Daily execution of Just-In-Time (Stockless) supply chain and hospital relationship with the 3PL provider.
Added 16 mins ago
TF
Office Manager, Underwriting and Client Satisfaction
Trevor Frances Recruitment
Toronto, ON
- Full-time
…investment and insurance industry to find their next Office Manager, Underwriting and Client…
Added 31 mins ago
TT
Program Manager
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Toronto, ON
- Full-time
The Program Manager is the primary point of accountability for assigned customer programs from quotation through full-scale production. This role coordinates engineering, manufacturing…
Added 31 mins ago
T
Customer Experience Associate
TD
Medicine Hat, AB
- Part-time
…relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or…
Added 31 mins ago
T
Personal Banking Associate Trainee
TD
Camrose, AB
- Full-time
…relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or…
Added 31 mins ago
T
Director Credit Execution, Commercial National Accounts, Financial Institutions Group
TD
Toronto, ON
- Full-time
…with at least 5 years experience in a combination, and / or Manager Commercial Credit roles in a banking environment. You have well developed analytical, relationship management, credit…
Added 31 mins ago
TS
Union Store Associate
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Contribute to meeting store sales targets; provide efficient courteous customer service; use tact when dealing with difficult customers.

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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