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Manager, Product Services Group, Wealth Management
3 months ago
Requisition ID: 199479
Join a dedicated and successful team, committed to achieving goals, in an inclusive and high-performing environment.
Purpose
Contributes to the overall success of the Product Services Group & Investment Funds, Global Portfolio Advisory Group (GPAG) in Canada ensuring individual goals and initiatives are carried out to support the team's strategies and objectives. Ensures all activities comply with regulations and internal policies.
Accountabilities:
- Champions a customer-focused culture to strengthen client relationships and leverage Bank resources.
- Manages securities risk ratings:
- Monitors security risk ratings within Portfolio Aid (PA360) to ensure alignment with methodology.
- Researches new securities for appropriate risk assessment.
- Supports Advisors and Compliance with risk rating queries.
- Collaborates with Business, Compliance, and Portfolio Aid for methodology updates.
- Manages securities database:
- Maintains a database of approved products for distribution, including various offerings and products for investors.
- Researches and categorizes new securities.
- Addresses inquiries about securities categorization.
- Supports key team functions:
- Analyzes third-party structured products for approval.
- Offers investment management support to advisors through portfolio reports.
- Prepares and reviews reports for stakeholders.
- Ensures reports adhere to Audit and Compliance standards.
- Collaborates with different departments to communicate product updates.
- Stays updated on industry developments and regulations.
- Assists in product monitoring for compliance.
- Maintains policies and procedures library.
- Fosters efficient operations, emphasizing business controls and risk management.
No direct reports:
Dimensions:
- Involves interactions with various stakeholders including advisory teams, Compliance, Operations, and senior management.
Education / Experience / Other Information (specific to the role)
- 2 to 5 years of finance experience.
- Bachelor's degree in Commerce or Business Administration.
- Proficient in MS Excel, communication, critical thinking, and attention to detail.
- Experience with MS Access, MS Power BI, Morningstar Direct, and Bloomberg is beneficial.
- Demonstrates professional integrity.
Working Conditions
- Work environment: open-concept office.
- Demands are constant and non-standard working hours may be required.
- Deadlines for high-quality deliverables can be unpredictable.
- Exceptional time management is essential for this role.
