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Added 9 mins ago
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Investment Associate
BMO
Calgary, AB · CALG
- Full-time
Manages databases and provides support for analysis, forecasting and/or data visualization, ensuring adherence with data governance standards.
Added 9 mins ago
Manager, Environment
B2GOLD
NU
Collaborate with the Goose Project Environmental Permitting Manager in compiling and submission of required regulatory reports, management plans, monitoring data analyses, and compliance…
Added 10 mins ago
D
Assistant Manager, Yardi Implementation, Finance Operations Advisory
Deloitte
Toronto, ON
- Full-time
…from Finance, Property Management, Operations, Technology and Data. You will provide day-to-day direction to project team members, maintain delivery quality, and support Managers and senior…
Added 10 mins ago
GC
Account Manager, Security Master Supervisor
Guardian Capital Group
Toronto, ON
- Full-time
Establish and maintain data quality controls and governance standards.
Added 10 mins ago
CL
Human Resources - HR Business Partner
Cosmetica Laboratories Inc
Toronto, ON · Scarborough, ON
- Full-time
…based on business needs. The role works within established HR governance, escalates significant risks and exceptions to the Senior Manager, Human Resources, and remains responsible for…
Added 10 mins ago
D
Operations Manager, Growth Platforms
Deloitte
Calgary, AB
- Full-time
As Operations Manager, Growth Platforms, you will be part of the core Growth Platforms team and play a key role in translating strategy into execution. You will help develop and…
Added 10 mins ago
MR
Manager, Accommodated Exam Centre
Mount Royal University
Calgary, AB
- Part-time
As part of the Access and Inclusion Services department, the Accommodated Exam Centre Manager contributes to department consistency, the University’s strategic direction, quality assurance,…
Added 25 mins ago
K
Director, Lifecycle & Organic Growth
KOHO
Remote, Canada
- Full-time
- Remote
You'll report to the Chief Growth Officer and lead a team of seven. You'll work closely with Product, Data, Legal & Compliance, Creative, Integrated Marketing, Performance Marketing and…
Added 40 mins ago
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Senior Treasury Asset and Liability Management Analyst
TD
Toronto, ON
- Full-time
is a centralized function within TBSM responsible for the production, analysis, governance, and control of NTMR and Interest Rate Risk in the Banking Book (IRRBB) measurement activities.…
Added 40 mins ago
NC
Manager, DEIB Programs and Engagement
NAV CANADA
Ottawa, ON
- Full-time
At NAV CANADA, our people work together in support of a shared national purpose: helping keep Canada’s skies safe. As Manager, DEIB Programs and Engagement, you will help bring diversity,…
Added 40 mins ago
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Branch Ops Manager
BMO
London, ON · LON
- Full-time
Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
Added 40 mins ago
B
Branch Operations Manager
BMO
Saint John, NB · Fredericton, NB · CHIP
- Full-time
Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
Added 40 mins ago
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Senior Data & IT Project Manager
Adecco
Calgary, AB
- $107 to $124 CAD / hour
- Full-time
The Senior Data & IT Project Manager is responsible for leading large-scale digital transformation initiatives by coordinating Data & IT (D&IT) deliverables, managing cross-functional…
Added 40 mins ago
IG
Program Manager
Insight Global
Toronto, ON
- $70 to $90 CAD / hour
- Contract
Insight Global is seeking an experienced Senior Project Manager to support delivery of a strategic transformation initiative within Treasury & Payment Services (TPS). The successful…
Added 40 mins ago
CL
Business Analyst
Consilio LLC
AB · Edmonton, AB
- $60 to $85 CAD / hour
- Contract
Business Analyst (Power BI & Data Analytics) with legal background
Added 55 mins ago
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Portfolio Manager
eCapital
Barrie, ON
- Full-time
The Portfolio Manager, Platinum Clients is responsible for the strategic management, performance, and risk oversight of eCapital's highest-value client relationships. Serving as the primary…
Added 55 mins ago
FS
Manager, Commercial Strategy
Four Seasons Hotels and Resorts
Toronto, ON · Four Seasons Corporate Headquarters Toronto
- Full-time
The Manager, Commercial Strategy operates as a key advisor to the Commercial Leadership Team (CLT), translating complex information into clear, actionable insights through strong written…
Added 55 mins ago
FF
Manager, Regulatory Compliance
Foresters Financial
Toronto, ON
- Full-time
The Manager, Regulatory Compliance plays a key role in the overall success of the Enterprise Compliance function by leading important areas of Foresters Regulatory Compliance Management…
Added 1 hour ago
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Accounting and Transaction Advisory Senior Associate (Bilingual FR/EN)
PwC
Montreal, QC
- Full-time
Research technical accounting matters as required by the manager
Added 1 hour ago
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Senior Manager, Content Production, Learning Solutions
Autodesk
Toronto, ON
- Full-time
The Senior Manager, Learning Solutions will lead a multidisciplinary team and enterprise content production capability that combines contemporary media, AI-enabled innovation, and…
Added 1 hour ago
A
Senior Manager, Content Production, Learning Solutions
Autodesk
Toronto, ON
- Full-time
The Senior Manager, Learning Solutions will lead a multidisciplinary team and enterprise content production capability that combines contemporary media, AI-enabled innovation, and…
Added 1 hour ago
A
Senior Manager, Content Production, Learning Solutions
Autodesk
Montreal, QC
- Full-time
The Senior Manager, Learning Solutions will lead a multidisciplinary team and enterprise content production capability that combines contemporary media, AI-enabled innovation, and…
Added 1 hour ago
CI
Intermediate Analyst, Logistics (Nuclear)
Calian in Space & Technology
Tiverton, ON
- Full-time
…Single Point of Contact (SPOC), the incumbent supports logistics data accuracy, job validation, scheduling visibility, reporting, and issue escalation while collaborating closely with…
Added 1 hour ago
IC
Anti-Money Laundering Manager
Infotek Consulting Inc.
Toronto, ON · Greater Toronto Area, Canada
- $70 to $82 CAD / hour
- Contract
Establish performance expectations, service level agreements, quality standards, and operational governance routines.
Added 1 hour ago
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Manager, Business Finance, to join our IT Planning & Business Partnership
Hays
Toronto, ON
- Full-time
We are currently seeking a Manager, Business Finance, to join our IT Planning & Business Partnership team in Toronto, ON/St. John's NL.

eCapital

Portfolio Manager

Barrie, ON, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Feb 7, 2027
Experience: 7+ years of experience in portfolio management, commercial finance, asset-based lending, factoring, commercial banking, credit risk, or related financial services experience.
Posting language: English
Posted: Nov 9, 2026

Original job description

About Us:
At eCapital, we are on a mission to ignite growth and empower businesses across North America and the U.K. by accelerating their access to capital. Our expertise and forward-thinking technology create customized, cutting-edge solutions for clients in over 80 industries. We are proud to have been named to the prestigious Inc. 5000 Fastest Growing Company list in 2024, recognized as a ‘Great Place to Work’ by the Secured Finance Network, and celebrated as a ‘Most Innovative Company’ by ABF Journal; all thanks to our dynamic team who are the cornerstone of our success. Are you ready to make an impact and help us shape the future of finance?

The Opportunity:
The Portfolio Manager, Platinum Clients is responsible for the strategic management, performance, and risk oversight of eCapital's highest-value client relationships. Serving as the primary portfolio leader for a designated portfolio of Platinum clients, this role partners closely with clients and internal stakeholders to optimize portfolio performance, proactively manage risk, strengthen client retention, and identify opportunities for growth. 
The Portfolio Manager acts as a trusted advisor to clients and an internal advocate for portfolio success, balancing exceptional client experience with prudent risk management. This role requires a highly analytical and relationship-driven professional who can assess complex financial situations, make sound business decisions, influence outcomes across multiple functions, and engage directly with executive-level client contacts. 
Success in this role is measured through portfolio performance, risk mitigation, client retention, revenue growth, operational effectiveness, and the development of strong client partnerships. 

Responsibilities:
Portfolio Leadership and Risk Management 

Assume ownership of a portfolio of Platinum clients, ensuring overall portfolio health, profitability, compliance, and risk performance.

Conduct ongoing review and analysis of client financial performance, collateral quality, account trends, funding utilization, concentration exposure, dilution, collections activity, and other key risk indicators.

Identify emerging risks and opportunities and develop strategic recommendations to support portfolio stability and growth.

Lead risk assessment discussions and work collaboratively with Credit, Risk, Operations, Collections, and Account Management teams to implement effective mitigation strategies.

Maintain accountability for watchlist accounts, remediation plans, and escalated portfolio concerns.

Make recommendations regarding portfolio structure, credit exposure, reserve requirements, and risk management actions.

Client Relationship Management 

Develop and maintain strong relationships with executive-level client contacts and key decision-makers.

Serve as a trusted advisor by providing portfolio insights, strategic guidance, and recommendations that support clients' business objectives.

Lead portfolio review meetings with clients and internal stakeholders.

Partner with Sales, Account Management, and Customer Service to strengthen client engagement, retention, and satisfaction.

Address complex client issues, concerns, and escalations while driving timely and effective resolutions.

Identify opportunities to deepen client relationships and support business growth initiatives.

Client Visits and Travel 

Conduct in-person client meetings, portfolio reviews, operational assessments, and relationship-building visits as appropriate.

Travel to client locations approximately two to three times per quarter to strengthen partnerships, perform due diligence reviews, and support strategic account management initiatives.

Represent eCapital professionally during client visits and industry-related meetings.

Strategic Portfolio Analysis and Reporting 

Analyze portfolio trends, market conditions, client performance metrics, and operational data to identify emerging risks and opportunities.

Prepare and present executive-level portfolio reviews and recommendations to senior leadership.

Utilize reporting and analytical tools, including Power BI, eClipse, Salesforce, and other internal systems, to support decision-making and portfolio management strategies.

Monitor portfolio concentrations, profitability, exposure levels, and performance trends.

Provide actionable insights that contribute to portfolio growth, operational efficiency, and risk reduction.

Compliance and Governance 

Ensure portfolio activities comply with company policies, procedures, audit requirements, regulatory standards, and risk management frameworks.

Review account documentation, reporting, and client information to ensure completeness and accuracy.

Maintain accurate records of portfolio reviews, client interactions, risk assessments, and action plans.

Support internal and external audit activities as required.

Cross-Functional Leadership 

Collaborate closely with Credit, Risk, Operations, Collections, Customer Service, Account Management, and Executive Leadership teams.

Act as a subject matter expert and resource for complex portfolio situations and client-related matters.

Contribute to process improvement initiatives that enhance portfolio performance, client experience, and operational efficiency.

Participate in special projects and strategic initiatives as assigned.

Measures of Success 
Success in this role will be demonstrated through: 

Strong portfolio performance, profitability, and risk-adjusted returns.

High client retention and satisfaction levels within the Platinum segment.

Effective identification, escalation, and mitigation of portfolio risks.

Successful management of complex client situations and escalations.

Growth and expansion of existing client relationships.

Quality and effectiveness of portfolio reviews, recommendations, and strategic insights.

Strong internal partnerships and cross-functional collaboration.

Consistent compliance with company policies, procedures, and risk management standards.

Positive contribution to eCapital's Platinum client strategy and overall business objectives.

Qualifications:

Bachelor's degree in Finance, Business Administration, Accounting, Economics, or related field preferred.

7+ years of experience in portfolio management, commercial finance, asset-based lending, factoring, commercial banking, credit risk, or related financial services experience.

Demonstrated experience managing complex, high-value client relationships.

Strong financial statement analysis, credit assessment, and risk management expertise.

Exceptional client relationship and consultative communication skills.

Proven ability to influence decisions and drive outcomes across multiple business functions.

Strong analytical, problem-solving, and strategic thinking abilities.

Ability to effectively manage competing priorities within a fast-paced environment.

Experience presenting recommendations and portfolio updates to executive leadership.

Proficiency with eClipse, Power BI, Salesforce, Microsoft Office Suite, Teams, and related business systems.

Willingness and ability to travel approximately two to three times per quarter for client visits and business meetings.

We Bring:

Salary: 65,000CAD annually
Annual Bonus
PTO
Health, Dental, and Life Benefits
RRSP Matching
Abundant professional development opportunities at a growing and thriving alternative Finance company!

eCapital Culture:
At eCapital, we're not just a funding provider - we're a strategic partner built for what's next. Our culture is defined by innovation, scalability, and personalized service. We value:

Agility: We adapt quickly to changing market conditions and customer needs.
Relationships: We put our clients' needs at the center of everything we do, and we believe the best results come from diverse teams working together.
Accountability: We hold ourselves to the highest standards in all aspects of our work.
Innovation: We constantly push boundaries to create better solutions for our clients.

You’ll work in a dynamic environment where your contributions will support eCapital’s growth and the small and medium-sized businesses we serve. Join us in improving how businesses access and manage capital.

eCapital values diverse experiences and backgrounds. We encourage all qualified candidates to apply, regardless of race, color, religion, gender, sexual orientation, national origin, genetics, disability, age, or veteran status.

AI Statement
eCapital uses AI-enabled tools within our applicant tracking system to support resume screening by comparing qualifications to job requirements. Final hiring decisions and resume reviews are always conducted by our recruiters.

Work Location: This is a full-time, in-office role based in Orillia, Ontario to start. Please note that our office will be moving to Barrie, Ontario effective January 2027.

Vacancy Type: Addition

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More about this job

Responsibilities

The Portfolio Manager is responsible for the strategic management, performance, and risk oversight of high-value client relationships. They will lead risk assessment discussions, conduct financial analysis, and serve as a trusted advisor to ensure portfolio health and client retention.

Requirements

Candidates should have at least 7 years of experience in portfolio management, commercial finance, or credit risk, along with a bachelor's degree in a related field. Strong analytical skills, financial statement expertise, and the ability to travel for client visits are required.

Skills

Portfolio management
Risk management
Financial analysis
Credit assessment
Asset-based lending
Factoring
Commercial banking
Strategic planning
Data analysis
Power BI
Salesforce
Communication
Problem-solving
Leadership

Benefits

Annual bonus
Paid time off
Health benefits
Dental benefits
Life insurance
RRSP matching
Professional development opportunities

Visa sponsorship

Not detected in the job text

Keywords

Portfolio Management
Risk Management
Commercial Finance
Asset-Based Lending
Factoring
Commercial Banking
Credit Risk
Financial Analysis
Power BI
Salesforce
eClipse
Client Retention
Strategic Planning
Compliance
Governance
Relationship Management
Executive Communication
Data Analysis
Collateral Management
Account Management

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