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Added 1 min ago
CF
Supervisor, Operations
Cadillac Fairview
AB · Calgary, AB
- Full-time
Assist in the preparation and implementation of annual operating expense and capital budgets through reviewing past expenses, determining future needs of the property and gathering…
Added 16 mins ago
AI
Manager, Marketing - AGF Capital Partners
AGF Investments
Toronto, ON
- Full-time
Reporting to the Director, Marketing for AGF Capital Partners, the Manager, Marketing will lead marketing and investor communications for our affiliate businesses.
Added 17 mins ago
OP
Senior Financial Analyst
Ottawa Police Service
Ottawa, ON
- Full-time
Reporting to the Manager of Financial Planning, the Senior Financial Analyst provides analytical resources to OPS including:
Added 17 mins ago
MC
Manager – Banking Cloud & Platform Engineering (35857)
Myticas Consulting
Toronto, ON
- Full-time
Manager – Banking Cloud & Platform Engineering
Added 17 mins ago
AG
Transmission Key Accounts Manager
ATCO Gas
AB · Edmonton, AB
- Full-time
As a Transmission Key Accounts Manager, you will serve as the primary point of contact for ATCO Gas and Pipelines' largest transmission customers. Working closely with customers and…
Added 46 mins ago
B
Facility Manager III
BGIS
Kitchener, ON
- Full-time
Derive a project plan for future maintenance activities and input into Capital Planning.
Added 46 mins ago
Scotia Jarislowsky Fraser Associate Portfolio Manager - Toronto
Scotiabank
Toronto, ON
The Associate Portfolio Manager develops client relationships to gain an intimate understanding of client’s life goals, circumstance and needs in order to provide investment counselling…
Added 46 mins ago
Director, Insured Services and Compensation Design
Government of Alberta
AB
…safe, person-centered, quality health services; health system planning and capital infrastructure planning; supporting innovative information management and technologies; regulating health…
Added 46 mins ago
A
Chef De Projet / Project Manager
Actalent
Montreal, QC
- $30 to $60 CAD / hour
- Contract
We are seeking an experienced project manager to coordinate and manage production infrastructure projects, industrial equipment acquisition, and installation within a manufacturing…
Added 46 mins ago
A
Chef De Projet / Project Manager
Actalent
Montreal, QC
- $30 to $60 CAD / hour
- Contract
We are seeking an experienced project manager to coordinate and manage production infrastructure projects, industrial equipment acquisition, and installation within a manufacturing…
Added 46 mins ago
D
Assistant Manager, Yardi Implementation, Finance Operations Advisory
Deloitte
Toronto, ON
- Full-time
…of complex Yardi transformation initiatives. As an Assistant Manager, you will play a key role in planning and delivering Yardi implementations, upgrades, configurations and optimization…
Added 47 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 1 hour ago
TT
Dispatcher
Trimac Transportation
Claresholm, AB
- Full-time
Trimac has a focus on sustainable, profitable growth and an acceptable return on capital for the future. A critical element will be the execution of our growth strategy in uncertain…
Added 1 hour ago
B
Private Wealth Administrative Assistant - Vaughan, Winter 2027 (Co-op/Internship) - 4 months
BMO
Vaughan, ON · VMC
- Full-time
Tracks, verifies, and processes department budget and capital expenditure invoices.
Added 1 hour ago
C
Senior Project Manager
Chemtrade
North Vancouver, BC
- Other
The Senior Project Manager, North Vancouver 2030, is accountable for the planning, engineering, procurement, construction, commissioning, and handover of a major, multi-year program of…
Added 1 hour ago
T
Senior Manager - Accounting Policy & Advisory
TD
Toronto, ON
- Full-time
…financial instruments, consolidation, structured transactions and capital issuances. This includes the development and maintenance of strong working relationships with various internal…
Added 1 hour ago
WC
Creative Content Producer
Woola Capital
Coquitlam, BC
- Full-time
You'll own the creative process from idea to publication: planning, filming, photography, graphic design, editing, writing captions and publishing. You'll report to our Office Manager, work…
Added 1 hour ago
K
Controller, Family Office
KPMG
AB · Winnipeg, MB · Regina, SK · Saskatoon, SK · Calgary, AB · Edmonton, Alberta
- Full-time
Our Family Office practice is growing, and we are seeking a Senior Manager who will play a key role in delivering high-touch service to our family office clients. The successful candidate…
Added 1 hour ago
E
Portfolio Manager
eCapital
Barrie, ON
- Full-time
…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…
Added 2 hours ago
CO
Environmental Services Engineer, Compliance-TS269
City of London, Canada
London, ON
- Full-time
Reporting to the Division Manager, Wastewater Treatment Operations, the Environmental Services Engineer is responsible for overseeing the development and implementation of a wastewater…
Added 2 hours ago
Technical Account Manager Prin
Dayforce
Canada
Dayforce is a global human capital management (HCM) company headquartered in Toronto, Ontario, and Minneapolis, Minnesota, with operations across North America, Europe, Middle East, Africa…
Added 2 hours ago
Finance - Senior Financial Accountant
Mohawk Medbuy Corporation (MMC)
ON · Thunder Bay, ON · Kingston, ON · London, ON · Toronto, ON · Oakville, ON · Burlington, ON · Chatham-Kent, ON
…medical/surgical supplies, pharmaceutical products, local sourcing, capital (equipment, FF&E and redevelopment) and nutrition solutions. Other services include data analytics, in-hospital…
Added 2 hours ago
PS
Financial Controller
Professional Staffing
Mississauga, ON
- $130,000 to $150,000 CAD / year
- Full-time
…deeply with executive leadership on forward-looking financial planning - including cash flow forecasting, job/event profitability analysis, annual budgeting, and project margin…
Added 2 hours ago
Operations & Administrative Coordinator
Okanagan College
Kelowna, BC
Collaborates and consults with Financial Services to prepare the annual portfolio planning and budget submission.
Added 2 hours ago
B
Vice President, Investment Banking - Metals and Mining
BMO
Toronto, ON · Vancouver, BC · FCP
- Full-time
BMO Capital Markets’ Global Metals & Mining team has consistently been recognized as the world’s pre-eminent metals & mining investment banking team, having been recognized by Global…

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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