ZipRecruiter

Log In

1

Client Portfolio Manager Jobs in Quebec (NOW HIRING)

Bmo

Portfolio Manager - TPS

Montreal, QC · On-site

CA$56K - CA$103K/yr

Commercial Sales & Service The Portfolio Manager is a client-facing sales professional responsible for driving revenue growth through consultative sales of treasury management and payment solutions.

New

Scotiabank

National Portfolio Manager

Montreal, QC · Hybrid

Be accountable for client discovery, development of the Investment Policy Statements (IPS ... Portfolio Manager for assigned PIC clients, providing discretionary investment management while ...

Airbus Atlantique Canada Inc.

Vous avez une approche client prononcée et faites preuve d'une grande capacité à travailler en ... You will be part of the Competitiveness Management Team who is responsible for driving and ...

Airbus Atlantique Canada Inc.

Vous avez une approche client prononcée et faites preuve d'une grande capacité à travailler en ... You will be part of the Competitiveness Management Team who is responsible for driving and ...

BGIS

$140 - $230/hr

Globally, we manage over 320 million square feet of client portfolios across 30,000+ locations in North America, Europe, Middle East, Australia and Asia. Further information is available at www.bgis ...

next page

Showing results 1-20

All JobsClient Portfolio JobsClient Portfolio Manager JobsClient Portfolio Manager Jobs in Quebec

Client Portfolio Manager information

What is a client portfolio manager?

A Client Portfolio Manager is a financial professional responsible for managing investment portfolios on behalf of clients, which can include individuals, institutions, or organizations. Their main role is to understand clients’ financial goals, develop investment strategies, and make decisions aimed at maximizing returns while managing risk. They often interact directly with clients to explain performance, recommend adjustments, and ensure that portfolios remain aligned with clients' objectives and market changes. In addition to investment management, they may also collaborate with analysts, traders, and other portfolio managers within their firm. Effective communication and strong analytical skills are essential in this role.

What does a client portfolio manager do?

A client portfolio manager oversees investment portfolios for individual or institutional clients. Their primary duties are to consult with customers about what types of investments they are interested in and present them with potential opportunities. A client portfolio manager may also oversee junior portfolio managers. Career qualifications include a bachelor’s in finance or economics, experience in the financial industry, and communication skills. People in this position often find employment at investment firms.

How does a client portfolio manager typically collaborate with other departments to deliver optimal results for clients?

Client Portfolio Managers work closely with teams across investment research, sales, compliance, and client services to ensure client portfolios are aligned with both market conditions and client objectives. They regularly communicate with analysts to stay informed about market trends, coordinate with compliance to adhere to regulations, and partner with client service teams to address client inquiries and provide updates. This collaborative approach helps them deliver tailored investment strategies and maintain strong client relationships, making teamwork a core aspect of the role.

What are the key skills and qualifications needed to thrive as a client portfolio manager, and why are they important?

To thrive as a Client Portfolio Manager, you need strong analytical abilities, in-depth knowledge of financial markets, and a relevant degree such as finance, economics, or business. Familiarity with portfolio management software, financial modeling tools, and certifications like CFA are commonly required. Excellent client communication, relationship-building, and problem-solving skills help you deliver tailored investment strategies and build trust. These competencies are crucial for effectively managing client assets, achieving investment objectives, and fostering long-term client satisfaction.
More about Client Portfolio Manager jobs
What are popular job titles related to Client Portfolio Manager jobs in Quebec? For Client Portfolio Manager jobs in Quebec, the most frequently searched job titles are:
What job categories do people searching Client Portfolio Manager jobs in Quebec look for? The top searched job categories for Client Portfolio Manager jobs in Quebec are:
What cities in Quebec are hiring for Client Portfolio Manager jobs? Cities in Quebec with the most Client Portfolio Manager job openings:
Client Portfolio Manager jobs near you
Infographic showing various Client Portfolio Manager job openings in Quebec as of August 2026, with employment types broken down into 88% Full Time, 11% Part Time, and 1% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution.

Portfolio Manager - TPS

Bmo

Montreal, QC • On-site

CA$56K - CA$103K/yr

Full-time

Medical, Life, Retirement

Posted 3 days ago

New

Job description

Application Deadline:

08/06/2026

Address:

119 rue St-Jacques ouest

Job Family Group:

Commercial Sales & Service
The Portfolio Manager is a client-facing sales professional responsible for driving revenue growth through consultative sales of treasury management and payment solutions. This role focuses on acquiring new clients, expanding existing relationships, and positioning the bank as a strategic partner for cash flow, liquidity, and working capital optimization.

Leveraging deep industry knowledge and relationship management expertise, the incumbent identifies client needs, delivers tailored treasury and payments solutions, and partners with internal stakeholders to ensure seamless implementation and an exceptional client experience, all while maintaining strong regulatory and risk management standards.

Key Responsibilities

Sales & Business Development

  • Drive new business acquisition and portfolio growth through consultative sales of treasury management and payment solutions to commercial clients.
  • Manage the end-to-end sales lifecycle, including prospecting, needs analysis, solution positioning, pricing discussions, negotiation, and closing.
  • Respond to client inquiries related to products, pricing, and implementation with clarity, urgency, and a sales-focused mindset.
  • Conduct strategic sales conversations that introduce innovative treasury and payments solutions, demonstrate value, and address client pain points.
  • Build advocacy and adoption of the bank's industry-leading digital treasury and payment solutions, positioning them as essential tools for clients' business success.

Treasury, Payments & Advisory Expertise

  • Deliver tailored treasury management and payment solutions, aligning client operational needs with best-in-class banking capabilities.
  • Analyze client financial and transactional data to recommend customized solutions that optimize cash management and working capital efficiency.
  • Monitor trends such as overdrawn accounts and usage patterns to identify risk, compliance considerations, and sales opportunities.
  • Stay current on treasury, payments, and fintech trends, using market insights to strengthen client discussions and sales strategies.

Implementation & Cross-Functional Collaboration

  • Partner with implementation, product, risk, and operations teams to ensure smooth onboarding and timely delivery of treasury and payments solutions.
  • Coordinate implementation activities, ensuring documentation, pricing, timelines, and deliverables align with client expectations.
  • Support continuous improvement initiatives to streamline sales and implementation processes and enhance the overall client experience.
  • Provide feedback to product and strategy teams to shape solutions that better meet evolving client needs.

Market Presence & Brand Ambassadorship

  • Represent the bank at industry forums, client events, and community engagements to strengthen brand presence and generate new business opportunities.
  • Leverage market and industry insights gained through networking to inform sales strategies and client conversations.

Qualifications

Experience & Education

  • 3-6 years of progressive experience in treasury management, payments, financial services sales, with a strong client-facing or revenue-generating focus.
  • Bachelor's degree is an asset; Business Administration, Finance, Accounting, or related discipline preferred (or equivalent experience).

Solid knowledge of:

  • Treasury Management
  • Cash & Liquidity Management
  • Payment Technologies & Digital Solutions
  • Working Capital Optimization
  • Financial & Data Analysis
  • Risk Assessment & Regulatory Compliance
  • Strong business acumen with the ability to translate complex treasury concepts into clear, client-focused value propositions.
  • Excellent oral and written communication skills in English and French.
  • Highly organized, detail-oriented, and comfortable managing multiple priorities independently.
  • Strong problem-solving skills and the ability to exercise judgment in complex situations.

Why This Role Appeals to Sales Professionals

  • High-impact, client-facing sales role within treasury and payments
  • Opportunity to work with strategic, high-value clients
  • Emphasis on consultative selling, solution design, and relationship growth
  • Access to a robust suite of market-leading digital treasury solutions
  • Strong partnership with product and implementation teams to drive client success

Salary:

$56,000.00 - $103,500.00

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.

BMO logo

About BMO

Sourced by ZipRecruiter

BMO, or Bank of Montreal, is one of the biggest multinational banking and financial services corporations in North America. Developed in 1817, BMO's American headquarters are located ideally in Chicago, Illinois while its main world headquarters are situated in Montreal. The bank operates in a multitude of sectors including personal and commercial banking, wealth management and investment banking products and solutions. Over the years, BMO has been recognized for its commitment to doing what's right for its customers, employees, and society.

Industry

Banking and credit intermediation

Company size

5,001 - 10,000 Employees

Headquarters location

Chicago, IL, US

Social media

FacebookTwitter

View All BMO Jobs

Apply