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Treasury Sales Associate jobs at Jpmorgan in Canada, Toronto

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Canada
Toronto
31 jobs found
18.09.2025
JPM

JPMorgan Product Manager Vice President - Small Business Sales Paymen... Canada, Ontario, Toronto

Limitless High-tech career opportunities - Expoint
Description:

Job responsibilities

  • Develops a product strategy and product vision that delivers value to customers
  • Manages discovery efforts and market research to uncover customer solutions and integrate them into the product roadmap
  • Partner with Sales, Operations, Servicing, customer experience and other stakeholder teams to identify opportunities, pain points and address those through right product prioritization.
  • Owns, maintains, and develops a product backlog that enables development to support the overall strategic roadmap and value proposition
  • Oversee the entire product lifecycle from ideation to launch, ensuring timely delivery of high-quality products.
  • Work closely with design, engineering, compliance, and marketing to drive product decision, trade off assessment, and other key considerations.
  • Builds the framework and tracks the product's key success metrics such as cost, feature and functionality, risk posture, and reliability

Required qualifications, capabilities, and skills

  • Bachelor’s degree in business, finance, engineering, or a related field.
  • 5+ years of experience or equivalent expertise in product management or a relevant domain area.
  • Aptitude to learn, solve challenging problems and a passion to deliver great user experiences
  • Experience building SaaS products for businesses, with a strong track record of success; experience in designing/building solutions with modern technology stacks including APIs, microservices, public cloud, etc.
  • Advanced knowledge of the product development life cycle, design, and data analytics
  • Proven ability to lead product life cycle activities including discovery, ideation, strategic development, requirements definition, and value management
  • Strong leadership presence and ability to influence and partner across cross-functional teams; as well as strong verbal/presentation and written communication skills.

Preferred qualifications, capabilities, and skills

  • Demonstrated prior experience working in a highly matrixed, complex organization
  • Payment domain knowledge with merchant service ecosystem, card payment experience and Canadian payment landscape would be a preferred option.
  • MBA degree would be a preferred choice.
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09.09.2025
JPM

JPMorgan Asset Management - Internal Client Advisor Associate Canada, Ontario, Toronto

Limitless High-tech career opportunities - Expoint
Description:
Job Description

At J.P. Morgan Asset Management, we believe investors deserve a partner they can trust to step up and deliver strong outcomes. From the largest institutional investors around the world to financial advisors around the corner, our clients rely on the power of perspective to solve their toughest challenges. Our clients trust us to manage over $3.7 trillion in assets under management, across 25 countries, to secure what matters most to the individuals, families, companies, and communities they serve. JP Morgan Asset Management Canada was established in 1982 and currently has over $42B CAD under management. We have offices in Vancouver, Toronto & Montreal and serve institutions, sub advisory clients, consultants and financial advisors across the country.

Job Summary

As an Internal Client Advisor, you will work closely with your External Client Advisor and provide field sales coverage in Montreal and surrounding areas, coordinating business development efforts, establishing key client relationships, and managing campaigns and marketing activities. You will have the opportunity to be part of a leading asset manager and contribute to the expansion of investment capabilities in the Canadian retail market.


Job Responsibilities

  • Proactively identifying new business opportunities by completing ongoing screens to assess our competitive positioning/advantages and staying abreast of current manager searches
  • Developing and completing presentations for client and prospect meetings. Maximizing focus on prospecting, pitching and closing sales by owning certain parts of the sales process (legal, operational, marketing, etc.)
  • Participating in and working with Client Advisor to prep for client meetings – both for new business opportunities and ongoing due diligence with clients
  • Conducting research and bringing proactive ideas to the forefront for client and prospect firms
  • Building relationships with and leveraging shared resources across Funds Management and the Portfolio Management teams to communicate and relay sales and market intelligence
  • Providing Client Advisors and clients with analysis of the competitive landscape through use of analytical tools
  • Coordinating information with Client Portfolio Managers for meeting preparation, client agendas, discussing client issues and gathering follow-up information
  • Help coordinate & execute client events, roadshows, due diligence meetings, etc.
  • Serve as primary point of contact for routine client needs and requests

Required Qualifications, capabilities and skills

  • Excellent presentation skills – possess an ability to clearly present competitive analyses and material to clients and prospects
  • Exceptional analytical skills – Strong Capital Markets Acumen & ability to analyze JPMorgan’s and the competition’s products and performance
  • Effective communication skills as evidenced through presentations and client interaction on the phone and in meetings
  • Resource Skills – demonstrate a command on how to find information and data in the firm by developing a strong network
  • Bilingual: French

Preferred Qualifications, capabilities and skills :

  • 2-5 years of relevant work experience
  • CIM, CIMA, CFA preferred

Rôle de conseiller client interne

Chez J.P. Morgan Asset Management, nous croyons que les investisseurs méritent un partenaire auquel ils peuvent faire confiance pour performer et obtenir de solides résultats. Qu’il s’agisse des plus grands investisseurs institutionnels du monde ou des conseillers financiers à l’horizon, nos clients comptent sur le pouvoir de la perspective pour surmonter leurs défis les plus difficiles. Nos clients nous font confiance pour gérer plus de 2,7 billions de dollars d’actifs sous gestion, dans 25 pays, afin de garantir ce qui compte le plus pour les personnes, les familles, les entreprises et les communautés qu’ils desservent. JP Morgan Asset Management Canada a été fondée en 1982 et gère actuellement plus de 34 milliards de dollars canadiens. Nous avons des bureaux à Vancouver, Toronto et Montréal et desservons des institutions, des sous-clients des services-conseils, des consultants et des conseillers financiers partout au pays.

Sommaire du poste

En tant que conseiller client interne, vous travaillerez en étroite collaboration avec votre conseiller client externe et vous assurerez la couverture des ventes sur le terrain à Montréal et dans les environs, en coordonnant les efforts de développement des affaires, en établissant des relations avec les clients clés et en gérant les campagnes et les activités de marketing. Vous aurez l’occasion de faire partie d’un gestionnaire d’actifs de premier plan et de contribuer à l’expansion des capacités d’investissement sur le marché de vente au détail canadien. Responsabilités inhérentes au poste

  • Cerner de façon proactive de nouvelles occasions d’affaires en effectuant des examens continus pour évaluer notre positionnement et nos avantages concurrentiels et rester au courant des recherches de gestionnaires actuelles
  • Élaborer et effectuer des présentations pour les réunions avec les clients actuels et potentiels. Maximiser l’accent mis sur la prospection, la présentation et la conclusion de ventes en assumant la responsabilité de certaines parties du processus de vente (juridique, opérationnelle, marketing, etc.)
  • Participer aux réunions avec les clients et collaborer avec le conseiller client pour les préparer, tant pour les nouvelles occasions d’affaires que pour la diligence raisonnable continue avec les clients.
  • Mener des recherches et mettre des idées proactives à l’avant-plan pour les entreprises clientes et clientes potentielles
  • Établir des relations avec les équipes de gestion de fonds et de gestion de portefeuille et tirer parti des ressources partagées pour communiquer et transmettre les informations sur les ventes et le marché
  • Fournir aux conseillers et aux clients une analyse du paysage concurrentiel par l’utilisation d’outils d’analyse
  • Coordonner l’information avec les gestionnaires de portefeuille de clients pour la préparation des réunions, l’ordre du jour des clients, la discussion des problèmes des clients et la collecte d’informations de suivi
  • Aider à coordonner et à exécuter les événements pour les clients, les tournées de présentation, les réunions de diligence raisonnable, etc.
  • Servir de point de contact principal pour les besoins et les demandes courants des clients

Qualifications, capacités et compétences requises

  • Excellentes aptitudes pour la réalisation de présentations – capacité de présenter clairement aux clients actuels et potentiels des analyses et du matériel sur la concurrence
  • Aptitudes exceptionnelles pour l’analyse – capacité d’analyser les produits et le rendement de JP Morgan et de la concurrence
  • Aptitudes efficaces pour la communication, démontrées dans le cadre des présentations et des interactions avec les clients au téléphone et lors de réunions
  • Compétences en matière de ressources – maîtrisez la façon de trouver des informations et des données dans l’entreprise en développant un réseau solide
  • Connaissance approfondie des applications technologiques comme la suite Microsoft Office
  • Grand souci du détail et sens de l’organisation. Capacité d’exécuter plusieurs projets simultanément
  • Perspicacité aiguë des marchés financiers
  • Capacité d’exceller dans un milieu au rythme rapide

Qualifications, capacités et compétences souhaitées :

  • De deux à cinq ans d’expérience de travail pertinente
  • CIM, CIMA, CFA de préférence
Expand
09.09.2025
JPM

JPMorgan Payments - Mid Market Account Executive Sr Associate Canada, Ontario, Toronto

Limitless High-tech career opportunities - Expoint
Description:


As an EMEA Client Service and Onboarding Associate within the Global Corporate Bank, you will oversee the onboarding and setup of core cash management services for our regional clients. You will manage the entire implementation process, including client kickoff, project scoping, documentation, service setup, testing, go-live, and transition to Client Services. Your role involves collaborating effectively with Implementations, Sales, Product, Client Service, and various internal functional partners to ensure seamless service delivery and a high-quality client experience.

Job Responsibilities:

  • Implement cash management solutions of varying size and complexity, primarily in EMEA.
  • Oversee multiple projects, serving as the central point for both internal and external customers.
  • Partner closely with Sales, Product, Client Service, Operations, and other internal partners to ensure successful project delivery and client experience.
  • Develop project plans for each deal, incorporating the methodology used within the Project Management Team, and provide guidance to clients regarding their role within the plan.
  • Attend and host regular client meetings/calls to review the project against the plan.
  • Collaborate with internal and external parties to deliver solutions within minimum time frames.
  • Provide accurate and timely implementation statuses and escalate issues impacting client experience or target dates.
  • Support team colleagues as required.
  • Identify and communicate process gaps and improvement opportunities; own improvement initiatives and be recognized by partners as a process expert.
  • Adhere to all JPMorgan Chase department policies and procedures.
  • Attend meetings and training as required to continue development and product knowledge.

Required Qualifications, Capabilities, and Skills:

  • Experience working with corporate and/or financial institutions clients with strong client servicing skills.
  • Strong verbal, written, and interpersonal communication skills.
  • Project management skills required.
  • Excellent time management and prioritization skills in a high-pressure, competing-priority work environment.
  • Ability to work in a team environment and partner with colleagues.
  • Effective issue resolution and escalation skills.

Preferred Qualifications, Capabilities, and Skills:

  • Experience working with Treasury Services and Securities products is an advantage.
  • A second, fluently spoken European language (French, Spanish, Italian) would be beneficial.
Expand
09.09.2025
JPM

JPMorgan Managing Director - Payments Treasury Sales Canada, Ontario, Toronto

Limitless High-tech career opportunities - Expoint
Description:

As a Payments Sales Manager in Payments Corporate Sales, you will oversee a team while also maintaining client coverage responsibilities. In this leadership role, you will drive efforts to sell cash management solutions, build a robust pipeline of opportunities, and manage existing portfolio business. To achieve sales goals, you will implement a comprehensive selling strategy in collaboration with Product and Banking coverage officers. This position requires strong collaboration with client service, operations, technology, risk, credit, and legal teams to optimize delivery. Additionally, you will be responsible for gaining a thorough understanding of the market, the industry in which the client operates, the client's organizational and operating structure, buying process, and business objectives to effectively position JPMorgan and its solutions optimally.

Job Responsibilities

  • Leading and managing a high performing sales team to establish discipline and sales strategy for the Canada HQ corporate client portfolio.
  • Working in partnership with CIB bankers to develop new profitable business from prospective and existing clients. Meeting sales and financial metrics for the business.
  • Understanding clients' business goals, environments, strategies, and industry trends to better determine their requirements and identify potential new business opportunities for J.P. Morgan Payments via appropriate solution(s); traditional cash management, check clearing, trade, International payments, liquidity.
  • Identify and engage clients on the various J.P. Morgan innovation strategies and products.
  • Managing client visitation and contact; promoting sales through frequent client meetings and discussions covering new products, market and industry developments
  • Working closely with the coverage team to drive efforts to expand existing business with current clients, providing feedback to product managers and generating cross-sell opportunities by maintaining strong working relationships with other JP Morgan lines of business
  • Engage JPMorgan Payments Solutions, bankers and clients at senior and strategic levels to provide integrated treasury solutions within a consultative and client driven framework

Required Qualifications, Capabilities, and Skills

  • Possesses deep knowledge and understanding of global treasury services, payments, liquidity, trade, commercial card and FX products
  • Possesses 8+ years of cash management, sales and relationship management experience
  • Bachelor’s degree or equivalent
  • Strong relationship, creative solutioning and problem solving skills
  • Excellent verbal, written communication and time management skills
  • Understanding of Compliance and KYC processes
  • Demonstrates cultural sensitivity and awareness
  • Segment lead or equivalent management experience

Preferred qualifications, skills and capabilities

  • Comprehension of the Canada Payments landscape, business needs and potential solutions (a plus).
  • Association for Financial Professionals (AFP) - Certified Treasury Professional Designation (a plus)
Expand
08.09.2025
JPM

JPMorgan Small Business SMB Sales Executive Director - Payments Canada, Ontario, Toronto

Limitless High-tech career opportunities - Expoint
Description:

Job Responsibilities:

  • Define and implement the Small Business Sales strategy to achieve revenue and market share growth across all channels.
  • Lead a team of over 50 people, setting vision and structure for client delivery aligned with firm goals.
  • Ensure engagement and alignment with referral partners and deliver growth through direct sales, digital acquisition, and distribution partnerships.
  • Actively participate in the Canadian leadership team, collaborating across multiple business functions.
  • Represent Chase Payment Solutions in Canada, engaging with customers and trade organizations.
  • Establish effective internal controls and risk management in collaboration with control partners.
  • Develop a high-performing team through performance management and coaching.

Experience Requirements:

  • 10+ years in sales management and leadership, with expertise in sales strategy and operational execution.
  • Proven experience in the payments industry or technology-enabled sectors, with a strong track record of results.
  • Experience managing large, dispersed teams and negotiating complex agreements.
  • Ability to attract, retain, and develop employees.

Skill Requirements:

  • Strong business development skills and experience building high-performance sales teams.
  • Expertise in optimizing distribution channels and migrating businesses to digital models.
  • Ability to lead diverse teams across regions and manage change effectively.
  • Strong interpersonal skills and ability to work across functions.
  • Experienced P&L leader with strategic skills to translate strategy into action.
  • Strong communication skills, including public speaking.
  • Undergraduate degree required; advanced degree preferred.
  • Ability to travel up to 30% of the time.
Expand
Limitless High-tech career opportunities - Expoint
Description:

Job responsibilities

  • Develops a product strategy and product vision that delivers value to customers
  • Manages discovery efforts and market research to uncover customer solutions and integrate them into the product roadmap
  • Partner with Sales, Operations, Servicing, customer experience and other stakeholder teams to identify opportunities, pain points and address those through right product prioritization.
  • Owns, maintains, and develops a product backlog that enables development to support the overall strategic roadmap and value proposition
  • Oversee the entire product lifecycle from ideation to launch, ensuring timely delivery of high-quality products.
  • Work closely with design, engineering, compliance, and marketing to drive product decision, trade off assessment, and other key considerations.
  • Builds the framework and tracks the product's key success metrics such as cost, feature and functionality, risk posture, and reliability

Required qualifications, capabilities, and skills

  • Bachelor’s degree in business, finance, engineering, or a related field.
  • 5+ years of experience or equivalent expertise in product management or a relevant domain area.
  • Aptitude to learn, solve challenging problems and a passion to deliver great user experiences
  • Experience building SaaS products for businesses, with a strong track record of success; experience in designing/building solutions with modern technology stacks including APIs, microservices, public cloud, etc.
  • Advanced knowledge of the product development life cycle, design, and data analytics
  • Proven ability to lead product life cycle activities including discovery, ideation, strategic development, requirements definition, and value management
  • Strong leadership presence and ability to influence and partner across cross-functional teams; as well as strong verbal/presentation and written communication skills.

Preferred qualifications, capabilities, and skills

  • Demonstrated prior experience working in a highly matrixed, complex organization
  • Payment domain knowledge with merchant service ecosystem, card payment experience and Canadian payment landscape would be a preferred option.
  • MBA degree would be a preferred choice.
Expand
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