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Added 14 mins ago
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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 14 mins ago
CL
General Manager - Secure Destruction Recycling Facility
Clean Lifecycle Network (CLN)
Ancaster, ON
- Full-time
CLN is seeking an experienced General Manager to lead the day-to-day operation of a secure destruction and materials recovery facility in Hamilton, Ontario. This is a hands-on, site-based…
Added 14 mins ago
TH
Receiving Associate Full-Time - 7244 Huntsville
The Home Depot Canada
Huntsville, ON
- Full-time
…role must be able to use the store systems/tools to identify product, article and vendor information, product location and store layout to provide the most efficient and highest quality…
Added 14 mins ago
TH
Receiving Associate Associate Full Time - 7119 Skyview
The Home Depot Canada
AB · Edmonton, AB
- Full-time
…role must be able to use the store systems/tools to identify product, article and vendor information, product location and store layout to provide the most efficient and highest quality…
Added 14 mins ago
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Receiving Associate Full-Time - 7222 Fort Saskatchewan
The Home Depot Canada
Fort Saskatchewan, AB
- Full-time
…role must be able to use the store systems/tools to identify product, article and vendor information, product location and store layout to provide the most efficient and highest quality…
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Customer Experience Associate
TD
Brampton, ON
- Part-time
Strong administration, organizational, planning and time management skills to work in a fast-paced environment.
Added 14 mins ago
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Personal Banking Associate
TD
Dauphin, MB
- Full-time
Support the frontline staff with scheduled cash and non-cash transactions; resolve critical issues and report non-standard matters to management
Added 14 mins ago
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Personal Banking Associate Trainee - Korean Language Skills Considered an Asset
TD
Coquitlam, BC
- Full-time
Support the frontline staff with scheduled cash and non-cash transactions; resolve critical issues and report non-standard matters to management
Added 14 mins ago
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Business Intelligence and Reporting Analyst
TD
Toronto, ON · Montreal, QC
- Full-time
· Conduct analysis to provide business intelligence that supports management and business partner decisions, including trend identification and interpretation of datasets.
Added 14 mins ago
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Customer Experience Associate
TD
Toronto, ON
- Part-time
Strong administration, organizational, planning and time management skills to work in a fast-paced environment.
Added 14 mins ago
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Business Systems Analyst III
TD
Toronto, ON
- Full-time
…support for business-critical applications within Investment Management Technology. The role works closely with business, development, infrastructure, and support partners to translate…
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Full-Time Sales Lead - Stuart Weitzman
Caleres
Halton Hills, ON
- Full-time
Collaborate with Store Manager and Assistant Manager to elevate selling culture.
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Software Engineer II
TD
Toronto, ON
- Full-time
…implementation, production support, and ongoing application lifecycle management. The Team Lead will champion AI-enabled SDLC practices and responsible use of approved AI-assisted…
Added 14 mins ago
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Customer Experience Associate
TD
Georgetown, ON
- Part-time
Strong administration, organizational, planning and time management skills to work in a fast-paced environment.
Added 14 mins ago
T
Personal Banking Associate Trainee
TD
Calgary, AB
- Full-time
Support the frontline staff with scheduled cash and non-cash transactions; resolve critical issues and report non-standard matters to management
Added 14 mins ago
T
Customer Experience Associate
TD
Brampton, ON
- Part-time
Strong administration, organizational, planning and time management skills to work in a fast-paced environment.
Added 14 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 14 mins ago
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Part-Time Sales Associate - Famous Footwear CAN
Caleres
Mississauga, ON
- Part-time
Must exercise independent judgment and discretion partnering with Store Sales Manager as needed
Added 14 mins ago
UO
Astronomical Lead Software Developer
University of Alberta
Edmonton, AB
- Full-time
Minimum five (5) years of recent and related experience in software development and software product management;
Added 14 mins ago
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Assistant Store Manager
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Grande Prairie, AB
- Full-time
As an Assistant Store Manager, you will be the first face of the brand for growing families. You’ll congratulate new parents and grandparents, introduce them to our new baby essentials,…
Added 14 mins ago
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AI Enablement Manager
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Toronto, ON · BMOPLACE
- Full-time
The AI Enablement Manager owns the development and management of MCSI’s artificial intelligence opportunity funnel, helping business teams identify, assess, mature and advance high-value,…
Added 14 mins ago
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Digital Analytics Implementation Tech Lead
BMO
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- Full-time
The role partners closely with business, technology, Product Ownership, and vendor teams to identify dependencies and technical risks, provide implementation recommendations, and enable…
Added 14 mins ago
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AI Development Manager
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Richmond, BC · Vancouver, BC · CAN - Richmond, Canada
- Full-time
Develop Integrated Roadmaps: Partner with product and platform management to establish technical strategies, priorities and delivery roadmaps, balancing business value, technical risk,…
Added 14 mins ago
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Camping Outfitter - Full Time
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Reporting to the Retail Manager - Hardlines, a Camping Outfitter will work within a team to create a world class shopping experience by providing legendary customer service and exceptional…
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Archery Team Lead - Full Time
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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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