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Portfolio Management Professional

2 months ago

Québec, Quebec, Canada Scotiabank Full time
About the Role

We are seeking a highly skilled and motivated Portfolio Management Professional to join our team at Scotiabank. As an Associate Portfolio Manager, you will be responsible for providing exceptional client service and relationship management for discretionary portfolio management services to our clients.

Key Responsibilities
  • Foster and maintain strong client relationships through regular and comprehensive contact
  • Ensure all portfolios are compliant with clients' Investment Policy Statements
  • Network internally to promote and understand the value proposition of Private Investment Counsel services
  • Stay up-to-date on all financial matters affecting client investment activities
  • Collaborate with specialists to provide a complete financial, practice, and life program for clients
  • Understand and apply Scotiabank's risk appetite and risk culture in day-to-day activities and decisions
  • Actively pursue effective and efficient operations in accordance with Scotiabank's Values, Code of Conduct, and Global Sales Principles
  • Champion a high-performance environment and contribute to an inclusive work environment
  • Be responsible for business development, networking, pipeline building, business planning, and closing business
  • Travel as required
Requirements
  • Level 1 CFA or Chartered Investment Manager (CIM) designation with 24 months of relevant investment management experience (subject to regulatory approval)
  • A minimum of 3 years of qualifying experience, specific to becoming registered as an Associate Advising Representative
  • College or University degree
Desirable Skills
  • Excellent verbal and written communication skills
  • Ability to remain calm under pressure
  • Strong organization skills, goal-driven, and action-oriented
  • Ability to build relationships and work as a team player
  • Demonstrated ethics and values, with high integrity and trustworthiness
  • Strong computer skills with an above-average understanding of MS Word, MS Excel, and portfolio management software