Gestionnaire de portefeuille

Job summary

The Portfolio Manager provides expert cash management advice to banking partners and clients to drive sales objectives and customer experience. They are responsible for managing a portfolio, developing new business opportunities, and collaborating with internal teams to deliver complex financial solutions.

Job details

Application Deadline: 10/22/2026 Address: 105 rue St-Jacques O Job Family Group: Commercial Sales & Service Provides professional, knowledgeable cash management advice and support to banking partners / stakeholders and their clients to drive the achievement of cash management sales and service objectives and support the delivery of the desired customer experience. Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do. Ensures alignment between values and behaviour that fosters diversity and inclusion. Regularly connects work to BMO’s purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through. Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders. Attracts, retains, and enables the career development of top talent. Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance. Applies business development strategies and collaborates with other BMO partners to grow the business and achieve goals. Reviews and monitors performance of the assigned market and sales opportunity pipeline to drive results. Participates in deal teams to develop, present proposals / pitches for new opportunities. Develops an effective external network to support the identification of new business opportunities. Delivers exceptional customer service that builds trust through expertise, responsive service and support. Develops and maintains long-term, profitable relationships and expands our share of wallet with a portfolio. Provides subject matter expertise and assistance with complex deal structuring. Acts timely, efficiently, and independently, taking ownership of client satisfaction. May include focused calling and pipeline management activities. Provides subject matter expertise on market conditions and trends to maintain a high level of environmental awareness. Works jointly with partners and stakeholders to develop non-standard/negotiated pricing agreements for cash management customers. Provides advice and guidance to assigned business/group on implementation of solutions. Helps determine business priorities and best sequence for execution of business / group strategy. Conducts independent analysis and assessment to resolve strategic issues. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Builds effective relationships with internal/external stakeholders. Ensures alignment between stakeholders. Breaks down strategic problems, and analyzes data and information to provide insights and recommendations. Monitors and tracks performance and addresses any issues. Supports product change management initiatives with tasks typically focused on execution and sustainment activities. Supports cash management product implementation and financial transaction set-up. Provides coaching and expertise on product and processes to enhance the knowledge, capabilities of other team members and business partners. Provides input into the planning and implementation of operational programs. Ensures internal guidelines and controls are in place to support management decision-making that protects the Bank's assets. Follows corporate policies, operating directives, laws and regulatory requirements. Makes recommendations to improve BMO processes and systems. Executes work to deliver timely, accurate, and efficient service. Plans, executes and fulfills cash management product solutions sales and services activities in alignment with standards. Provides product and process knowledge to stakeholders (e.g. product information, pricing, implementation timeframes, requirements, etc.). Identifies risks and takes appropriate actions to mitigate impacts and maintain operational integrity. Stays abreast of client needs, industry trends and best practices, and the regulatory environment as it relates to the products and services provided. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently on a range of complex tasks, which may include unique situations. 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: Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Knowledge of cash management products and services – In-depth. Knowledge of business investment and lending products – In-depth. Knowledge of Personal and Commercial banking products and services - In-depth Technical proficiency gained through education and/or business experience. Verbal & written communication skills - In-depth. Collaboration & team skills - In-depth. Analytical and problem solving skills - In-depth. Influence skills - In-depth. Data driven decision making - In-depth. Salary: $55,500.00 - $120,000.00 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.

What you’ll do

The Portfolio Manager provides expert cash management advice to banking partners and clients to drive sales objectives and customer experience. They are responsible for managing a portfolio, developing new business opportunities, and collaborating with internal teams to deliver complex financial solutions.

Requirements

Candidates must have 4-6 years of relevant experience and a post-secondary degree in a related field. In-depth knowledge of cash management, business investment, and lending products is required.

Benefits

• Health insurance
• Tuition reimbursement
• Accident insurance
• Life insurance
• Retirement savings plans
• Performance-based incentives
• Discretionary bonuses

Listed skills

• Problem solving · Preferred
• Collaboration · Preferred
• Data analysis · Preferred
• Risk Management · Preferred
• Coaching · Preferred
• Communication Skills · Preferred
• Financial analysis · Preferred
• Stakeholder Management · Preferred
• Business development · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Cash management
• Business development
• Relationship management
• Financial analysis
• Deal structuring
• Sales pipeline management
• Strategic planning
• Risk management
• Stakeholder management
• Coaching
• Data analysis
• Problem solving
• Communication skills
• Collaboration
• Influence skills
• Product implementation
• Influencing Skills
• Regulatory Environment
• Building Trust
• Accountability
• Deal Structuring
• Follow Through
• Executive Contracts and Deal Structuring
• Planning
• Data-Driven Decision Making
• Business To Business
• Business Development
• Commercial Banking
• Management
• Investments
• Cash Management
• Change Management
• Decision Making
• Customer Service
• Communication
• Economic Growth
• Sales
• Health Insurance
• Problem Solving
• Regulatory Requirements
• Risk Appetite
• Risk Management Framework
• Business Strategies
• Team Performance Management
• Lending Products
• Business Priorities

Job areas

• Finance & Accounting
• Sales
• Management & Leadership
• Customer Service & Support
• Unclassified
• Financial Relationship Manager
• Technical and Medical Sales Professionals (excluding ICT)
• Securities, Commodities, and Financial Services Sales Agents

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