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Added 43 mins ago
FP
Manager Campaign Analytics SQL Pega CDH
FINTECH PROFESSIONALS CORP
Toronto, ON
- $50 to $65 CAD / hour
- Full-time
Manager, Campaign Analytics - SQL, Pega/ TSYS CDH
Added 58 mins ago
CF
Mess Administrative Assistant
Canadian Forces Morale and Welfare Services (CFMWS)
Wainwright, AB
- Full-time
…their unique needs and enhance their mental, social, physical, financial and familial well-being. CFMWS employees deliver programs and services including recreation, sports and fitness…
Added 1 hour ago
A
Bilingual Supervisor, Transfers
Aviso
Toronto, ON
- $83,000 to $100,000 CAD / year
- Full-time
At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership,…
Added 1 hour ago
FP
Talent Acquisition Consultant
FINTECH PROFESSIONALS CORP
Toronto, ON
- $30 to $45 CAD / hour
- Full-time
Partner with recruiters who manage hiring manager relationships to align on candidate needs
Added 1 hour ago
R
Data Steward (CCDB26A)
Referment
Montreal, QC
- Full-time
Referment is working with a capital-markets technology company whose platforms help financial institutions trade, manage risk and run their financing businesses on a shared, governed data…
Added 1 hour ago
T
Product Marketing Manager (B2C FinTech)
Talencore
Toronto, ON
- Full-time
Our client, a Series B fintech with a team of 70+ members and 100%+ YoY growth, is hiring a Product Marketing Manager in Toronto. They’re building a financial platform that helps U.S. real…
Added 1 hour ago
LP
Trust Administrator
Legacy Private Trust
Toronto, ON
- Full-time
Legacy Private Trust is looking for a versatile trust or financial services industry professional to join our company! The Trust Administrator is responsible for providing high-quality…
Added 1 hour ago
F
Adjoint(e) à la trésorerie / Treasury Assistant
Finsana
Mont-Royal, QC · Mount Royal, Quebec
- Full-time
The position also works closely with the Accounting Manager to support treasury-related activities associated with the Oracle NetSuite implementation, including data validation, testing,…
Added 2 hours ago
CM
2026-063 - PFT Senior Financial Analyst
Canadian Mental Health Association HPE
Belleville, ON
- Full-time
Reporting to the Finance Manager, the Senior Financial Analyst is responsible for providing advanced financial analysis, reporting, budgeting, forecasting, and strategic financial support…
Added 2 hours ago
CR
Office Manager
COGIR Real Estate
Kitchener, ON
- Full-time
Are you a customer service professional with strong administrative & accounting skills? Do you enjoy a fast-paced environment and meeting deadlines? Are you ready to take your experience to…
Added 2 hours ago
SS
Rental Coordinator
Sunbelt Solomon
New Westminster, BC
- Full-time
Prepare and update POs for project purchasing activities when required, create goods receipts and respond to any related requests for information from accounting
Added 2 hours ago
SC
Technical Assignment Roster: Senior Full-Stack Contractor (React / Node / GCP)
Spareminds Consulting Services Inc
Toronto, ON
- Contract
…upcoming, high-priority digital projects across our enterprise financial services network. Per provincial regulations, SpareMinds never charges candidates any fees for application,…
Added 2 hours ago
SC
Enterprise Adobe Experience Manager (AEM) Specialists – Expression of Interest (Open Roles: AEM Core Developer |Front-end Developer |Leads|Architects)
Spareminds Consulting Services Inc
Toronto, ON
- Full-time
Focus: Modern AEM architecture, headless/hybrid implementations, cloud-native digital experience management, and automated Adobe Cloud Manager CI/CD pipelines.
Added 2 hours ago
GF
Manager, Financial Planning & Analysis
General Fusion Inc.
Richmond, BC
- Full-time
The Manager, FP&A will lead financial reporting, forecasting, and budgeting across the organization, partnering with Commercial, Operations, department leaders, and Accounting to turn…
Added 3 hours ago
TS
Data Entry Clerk- AP
The Seaboard Transport Group
Dartmouth, NS
- Full-time
Strong numerical aptitude and confidence working with financial information and accounting systems.
Added 3 hours ago
A
Senior Software Engineer, Java - 12 Month Contract
Aviso
Vancouver, BC
- Full-time
At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership,…
Added 3 hours ago
HT
Financial Manager - PLM (Product Line Mgmt)
Husky Technologies
Bolton, ON
- Full-time
Title: Financial Manager - PLM (Product Line Mgmt)
Added 3 hours ago
HT
Senior Financial Analyst - Corporate Accounting
Husky Technologies
Bolton, ON
- Full-time
Reporting to the Finance Manager, Corporate Consolidations and working with our global Husky Finance teams, the Senior Financial Analyst plays a critical role in the timely and accurate…
Added 4 hours ago
Product Marketing Manager (B2C FinTech)
Talencore
Toronto, ON
Our client, a Series B fintech with a team of 70+ members and 100%+ YoY growth, is hiring a Product Marketing Manager in Toronto. They’re building a financial platform that helps U.S. real…
Added 4 hours ago
AW
Senior Software Engineer, Java - 12 Month Contract
Aviso Wealth
Remote, Canada
- Full-time
- Remote
At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership,…
Added 4 hours ago
MC
Commercial Analyst
Meridian Credit Union
St. Catharines, ON
- $52,000 to $75,000 CAD / year
- Full-time
Post-secondary education or related job training, with detailed knowledge of financial accounting and lending principles (Bachelor of Commerce, Business, Finance & Accounting, or other…
Added 4 hours ago
MC
Commercial Analyst
Meridian Credit Union
Toronto, ON · Etobicoke, ON
- $52,000 to $75,000 CAD / year
- Full-time
Post-secondary education or related job training, with detailed knowledge of financial accounting and lending principles (Bachelor of Commerce, Business, Finance & Accounting, or other…
Added 4 hours ago
MC
Commercial Analyst
Meridian Credit Union
Owen Sound, ON · Barrie, ON
- $52,000 to $75,000 CAD / year
- Full-time
Post-secondary education or related job training, with detailed knowledge of financial accounting and lending principles (Bachelor of Commerce, Business, Finance & Accounting, or other…
Added 5 hours ago
SD
Cashier Manager, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Ottawa, ON
- Part-time
The Cash Manager manages the resources (human, physical, financial) of the Cash Department. The Cash Manager interfaces with other store departments to ensure achievement of store…
Added 5 hours ago
Senior Manager, Data Product Management
Scotiabank
Toronto, ON
The Senior Manager, Data Product Management, has a key role in the Global Wealth Management (GWM) Data Centre of Excellence. Reporting to the Director, Data Product Management, this role is…

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
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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