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Added 12 mins ago
E
Supervisor, Plant Operations & Maintenance
EllisDon
ON · Ontario Projects
- Full-time
Participate in the site's Duty Manager rotation, providing after-hours leadership, incident escalation, emergency response coordination, and client support as required.
Added 12 mins ago
Manager, Store Upper Canada Mall
Freedom Mobile
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Assistant Store Manager
The Home Depot
Brantford, ON
- Full-time
Assistant Store Managers (ASMs) are responsible for providing Customers with a convenient and enjoyable shopping experience. They work to create an inviting shopping environment for…
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TH
Head Cashier Full-Time - 7050 Spruce Grove
The Home Depot
Spruce Grove, AB
- Full-time
Are you someone who thrives on helping others succeed, enjoys making an impact, and takes pride in guiding customers to the right solutions for their projects? If you’re also naturally…
Added 12 mins ago
Senior Manager, Trading and Derivatives
Government of Alberta
AB
Job Title: Senior Manager, Trading and Derivatives
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Specialist, Manufacturing Procurement
CONA Services
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Coke Canada has a culture of learning, and we offer several channels to support your development, including on-the-job training and a library of free courses for just-in-time learning.
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Specialist, Manufacturing Procurement
CONA Services
Brampton, ON
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Respiratory Therapy Educator - Full Time
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Newmarket, ON · Southlake Health
- Full-time
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Registered Nurse - Clinical Resource Team (CRT)
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Newmarket, ON · Southlake Health
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Employment Counsellor
VPI Employment Services
Hamilton, ON
- Full-time
We are seeking out individuals who have the passion and drive to make a positive and sustainable impact for the individuals we serve. Providing exceptional client experience; creating an…
Added 12 mins ago
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Intermediate Electrical Engineering Project Manager
Accenture Construct
Ottawa, ON · Greater Ottawa Metropolitan Area
- Full-time
With all our roles, there is some in-person time for collaboration, learning and building relationships with clients, peers, leaders and communities. As an employer, we will be as flexible…
Added 27 mins ago
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Youth Care Worker - Saskatoon, SK
Ranch Ehrlo Society
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Added 27 mins ago
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DYNAMITE - Operations Associate PT - Southgate Centre
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- Part-time
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GARAGE - Sales Assistant Manager - CF Champlain Mall
Groupe Dynamite, Inc Garage
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- Full-time
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Added 27 mins ago
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Commis d’entrepôt/Chauffeur
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Toronto, ON
- $50,000 to $55,000 CAD / year
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Monitor eCommerce KPIs and provide analytics and reporting support for assigned areas (internal search, campaigns, promotions, etc.), flagging variances in site performance or customer…
Added 27 mins ago
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Assistant General Manager, Toronto
Equinox
Toronto, ON
- $70,000 to $78,000 CAD / year
- Full-time
We are builders, operators, and innovators who believe great environments and meaningful human connection change lives. Diversity, belonging, and ownership aren’t slogans here, they’re how…
Added 27 mins ago
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Administration/Waiting List Manager - General Surgery
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Saskatoon, SK
- Full-time
As an Administration/Waiting List Manager within NHS Greater Glasgow and Clyde, you will play a pivotal role in ensuring patients receive timely, high-quality care by effectively managing…
Added 27 mins ago
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Administration/Waiting List Manager - General Surgery
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Saskatoon, SK
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A salary range of $45,000 to $50,000 (dependent on experience), bonus, and opportunities to grow your career in the sports lifestyle.
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Sudbury, ON · Greater Sudbury, ON
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Added 42 mins ago
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Intermediate Learning Specialist, Academic Accommodation
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Ottawa, ON
- Full-time
Student Affairs is at the very heart of the student experience at the University of Ottawa. We recruit the very best future students, support them throughout their university years and…
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CAMH
Toronto, ON
…at the YWHO Provincial Office in Toronto. Reporting to the Manager, Equity and Engagement and working closely with the Program Manager Provincial Initiatives, the successful candidates will…
Added 42 mins ago
Program Engagement Co-Facilitator - Youth Wellness Hubs Ontario
CAMH
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The Program Engagement Co‑Facilitator uses their lived or living experience with mental health, substance use, or related challenges to support system and service planning, education, and…

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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