Posted 10 days ago
Portfolio Manager
@ Bank of Montreal
Waterloo, Ontario
Overview
Bank of Montreal (BMO) is hiring a full-time Portfolio Manager for treasury and payment solutions. The role manages and grows a portfolio of commercial clients, delivering treasury, cash management and payment advice while meeting regulatory and risk standards. The posting states a salary range of $50,000 to $100,000 salaried, with commission possible and an application deadline of November 28, 2026.
Responsibilities:
- Manage and grow a portfolio of commercial clients
- Advise clients on treasury and cash management strategies
- Identify and close new business opportunities
- Coordinate client implementation and onboarding
- Ensure regulatory compliance and risk controls
Requirements summary:
- Bachelor's degree or equivalent experience
- 4-6 years in treasury, commercial banking or financial services
- Proven portfolio or relationship management success
- Strong communication and negotiation skills
- Ability to manage multiple priorities
Tools & skills
Benefits mentioned
Source and dates
Employer career site / ATS feed · workday
- Employer posting date
- 2026-10-27
- First seen by our source
- 2026-10-08
- Source record updated
- 2026-11-04
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Mid level |
| Department | Business development |
| Experience | 4+ years |
| Hours per week | 40 (estimated) |
| Work setting | Office |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English |
| Education | Bachelor’s degree (required) |
| Fields of study | Business Administration, Finance, Accounting |
| Perks mentioned | Retirement plan, Tuition support, Performance bonus |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Bank of Montreal
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
Full company description
We’re a bank, but there’s more to it than that. When you join BMO, it opens a world of opportunities. This is a team that's committed to helping you succeed – personally and professionally. Because at BMO, when you grow, we grow. You know your worth and so do we. That’s why we offer the right mix of learning programs, on-the-job experiences, and opportunities to build personal and professional connections – so you can build a meaningful career and thrive as a part of a winning culture. Sound like your kind of place? Then we should be co-workers.
- LinkedIn followers
- 529,147
- People associated on LinkedIn
- 59,168
- Reported office locations
- First Canadian Place, 100 King Street, Toronto, ON M5X 1A1, CA
- 111 W Monroe St, Chicago, IL 60603, US
- Business categories
- Wealth Management
- Finance
- Banking
- Financial Services
- Crowdfunding
- Other recorded names
- Bank of Montreal
- BMO
- Specialties
- Personal Banking
- Commercial Banking
- Wealth Management
- Capital Markets
- and Asset Management
- Profile identifies a recruitment agency
- No
- Reported total investment
- 8,114,072,573
Currency and observation date were not supplied; this is not a current valuation or a funding round.
We’re a bank, but there’s more to it than that. When you join BMO, it opens a world of opportunities. This is a team that's committed to helping you succeed – personally and professionally. Because at BMO, when you grow, we grow. You know your worth and so do we. That’s why we offer the right mix of learning programs, on-the-job experiences, and opportunities to build personal and professional connections – so…
| Field | Value |
|---|---|
| Industry | Financial Services |
| Company size | 10,001+ employees |
| Headquarters | Toronto, ON |
| Organization type | Public Company |
| Specialties | Personal BankingCommercial BankingWealth ManagementCapital Marketsand Asset Management |
| Open jobs on Jobsy | 964 |
| View page |
Application Deadline:
11/28/2026Address:
20 Erb Street WestJob Family Group:
Commercial Sales & ServicePortfolio Manager
Drive client success through innovative treasury and payment solutions.
Are you passionate about building strong client relationships, delivering strategic financial solutions, and driving business growth? Join our team as a Portfolio Manager, Treasury & Payment Solutions, where you’ll partner with commercial clients to optimize cash flow, enhance liquidity, and streamline payment operations through industry-leading treasury management solutions.
In this client-focused role, you will act as a trusted advisor, managing a portfolio of business clients while identifying opportunities to deepen relationships and deliver tailored treasury and payment solutions that support their growth and operational efficiency.
What You'll Do
Manage and Grow a Client Portfolio
- Serve as the primary relationship manager for a portfolio of commercial clients, developing deep knowledge of their business objectives and financial needs.
- Build and maintain trusted, long-term relationships with key decision-makers and stakeholders.
- Identify opportunities to expand client relationships through treasury management, cash management, and payment solutions.
Deliver Strategic Treasury Solutions
- Provide consultative advice on treasury and cash management strategies that help clients improve working capital, liquidity, and operational efficiency.
- Analyze client financial and industry data to develop customized recommendations and solution strategies.
- Introduce innovative products, services, and digital capabilities aligned to client needs and market trends.
Drive Business Development
- Proactively identify, develop, and close new business opportunities within the portfolio.
- Lead client discussions regarding product offerings, pricing, and implementation strategies.
- Promote adoption of industry-leading treasury and payment solutions, creating value for clients and the bank.
Ensure an Exceptional Client Experience
- Coordinate implementation activities and partner with internal teams to ensure successful onboarding and timely delivery of solutions.
- Manage documentation, pricing, and project milestones throughout the implementation process.
- Continuously identify opportunities to improve processes and elevate the client experience.
Manage Risk and Compliance
- Ensure adherence to all regulatory requirements, operational controls, and risk management standards.
- Monitor account activity and operational processes to identify potential risks and implement appropriate escalation procedures.
- Exercise sound judgment and risk-informed decision-making to protect clients and the bank.
What You'll Bring
Qualifications
- Bachelor's degree in Business Administration, Finance, Accounting, or a related field, or an equivalent combination of education and experience.
- 4-6 years of experience in treasury management, cash management, commercial banking, financial services, or a related area.
- Demonstrated success in portfolio management, relationship management, or business development.
- Strong communication, negotiation, analytical, and problem-solving skills.
- Ability to manage multiple priorities in a fast-paced environment.
Preferred Experience & Skills
- Treasury Management
- Cash Management & Liquidity Solutions
- Payments & Digital Banking Technologies
- Commercial Client Relationship Management
- Financial Analysis
- Risk Assessment & Mitigation
- Regulatory Compliance
- Data Analysis & Reporting
- Project Coordination
- Process Improvement
Why Join Us?
- Manage a portfolio of sophisticated commercial clients and become a trusted financial advisor.
- Work alongside experienced banking and treasury professionals in a collaborative environment.
- Help businesses achieve stronger financial performance through innovative treasury and payment solutions.
- Access ongoing career development and advancement opportunities.
- Make a meaningful impact on both client success and business growth.
If you are a relationship-focused professional who enjoys combining strategic advisory, portfolio management, and treasury expertise to deliver outstanding client outcomes, we encourage you to apply.
Salary:
$50,000.00 - $100,000.00Pay Type:
SalariedThe 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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