Join BMO as a Treasury Portfolio Manager, focusing on consultative sales of treasury and payment solutions. This role emphasizes relationship growth and optimizing client liquidity strategies. In this role, you will manage client relationships, driving new business through expert treasury consultations and solutions.

By leveraging your financial services sales experience, you will analyze client needs and industry trends to recommend customized solutions. Partner with implementation and product teams to ensure a seamless client experience and uphold compliance standards across operations. Key Responsibilities:

- Facilitate recent client onboarding through effective sales strategies
- Conduct thorough needs analysis for tailored treasury solutions




- Engage clients with compelling treasury and payment product offerings
- Deliver analysis on client financial data for optimal cash management
- Represent BMO at industry events to enhance brand visibility Requirements:
- 3–6 years in treasury management or client-facing roles
- Strong business acumen and analytical capabilities
- Bachelor’s degree in finance or related discipline preferred
- Bilingual communication skills in English and French required
- Highly organized with a focus on client outcomes Become a trusted advisor driving treasury success for clients at BMO.

📌 BMO Treasury Portfolio Manager Position (Montreal)
🏢 BMO
📍 Montreal