(Associate) Fixed Income Portfolio Manager

1 month ago


Ottawa, Canada Scotiabank Full time

Requisition ID: 211300

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Associate Portfolio Manager to join our team.
As an Associate Portfolio Manager, you will provide client relationship management for discretionary portfolio management services to MD clients.


Is this role right for you? In this role you will:

  1. Foster, maintain and strengthen client relationships through regular, comprehensive contact
  2. Ensure all portfolios are compliant with the clients' Investment Policy Statements
  3. Network internally to foster relationships and ensure the value proposition relating to Private Investment Counsel services is promoted and well understood
  4. Keep current on all financial matters that would affect client investment activities
  5. Team with other specialists including Insurance Consultants, Estate & Trust Advisors, Practice Solutions advisors, and Financial Consultants to provide a complete financial, practice and life program for clients
  6. Understand how the Bank's risk appetite and risk culture should be considered in day-to-day activities and decisions
  7. Actively pursue effective and efficient operations of his/her respective areas in accordance with Scotiabank's Values, its Code of Conduct, and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.
  8. Champion a high-performance environment and contribute to an inclusive work environment
  9. Be responsible for business development, networking, pipeline building, business planning and closing business
  10. Travel as required


The Must Haves:

  1. Level 1 CFA or hold the Chartered Investment Manager (CIM) designation (including 24 months of relevant investment management experience subject to regulatory approval)
  2. A minimum of 3 years of qualifying experience, specific to becoming registered as an Associate Advising Representative
  3. College or University degree


Do you have the skills that will enable you to succeed in this role? – We'd love to work with you if you have:

  1. Excellent verbal and written communication skills
  2. An ability to remain calm under pressure
  3. Strong organization skills, are goal driven and action oriented
  4. The ability to build relationships and are a team player
  5. Demonstrated ethics and values, with a high integrity and are trustworthy
  6. Strong computer skills with an above average understanding of MS Word, MS Excel, and portfolio management software

Location(s): Canada : Ontario : Ottawa

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

#J-18808-Ljbffr

  • Ottawa, Canada Maplesoft Group Full time

    Maplesoft implements TimeLive for Electronic time tracking.Please view the demo below on how to enter and approve time.Do you want to work in a dynamic environment where your contributions count?At Maplesoft, we value the contributions of all our employees and contractors. We listen and act upon suggestions, advice, and innovative ideas to further our...


  • Ottawa, Canada Export Development Canada Full time

    Associate Portfolio Manager, Treasury (24-month Contract or Temporary Assignment)Export Development Canada (EDC) is a financial Crown corporation dedicated to helping Canadian businesses make an impact at home and abroad. EDC offers financial products and knowledge to help Canadian businesses confidently enter new markets, reduce financial risk, and grow...


  • Ottawa, Canada IT Chapter Full time

    Associate Project Portfolio Manager supports the Portfolio Strategy & Planning Lead with initiative and project oversight. Supports with alignment facilitation, implements required portfolio delivery and reporting frameworks. **Hybrid Ottawa - least once a month and for key sessions with alignment** **Responsibilities** - Partners with Information...


  • Ottawa, Canada MD Financial Management Full time

    Requisition ID: 211300 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Associate Portfolio Manager to join our team. As an Associate Portfolio Manager, you will...


  • Ottawa, Canada CMHC Full time

    **Job Requisition ID**: 9926 **Position Status**: Permanent Full Time **Position Type**:Hybrid with mandatory weekly presence **Office Location**:Ottawa (ON); Calgary (AB); Halifax (NS); Montreal (QC); Toronto (ON); Vancouver (BC) **Travel Requirement**: Limited **Language Designation**: Bilingual **Language Skill Levels (Read/Write/Speak)**:...

  • Portfolio Manager

    3 days ago


    Ottawa, Canada ADGA Group Consultants Inc Full time

    Company Description **Description de l'entreprise** ADGA fournit une vision stratégique, une technologie de classe mondiale et un service d'excellence dans le domaine de la défense, de la sécurité et de l'informatique d'entreprise à des clients du gouvernement fédéral, d'autres niveaux de gouvernement et du secteur privé. Dans un monde dominé par...


  • Ottawa, Ontario, Canada Maplesoft Group Full time

    At Maplesoft Group, we value innovative solutions and forward-thinking professionals. Our company culture emphasizes collaboration and a commitment to excellence.We are seeking an Associate Portfolio Manager for our Federal Government client in the United States. As a strategic partner, you will work closely with the Information Technology Portfolio Strategy...

  • Income Tax Manager

    3 months ago


    Ottawa, Canada The Minto Group Full time

    **INCOME TAX MANAGER** **Ottawa, Ontario **Build your future at Minto!** At Minto, our mission to build thriving communities starts with our first community - our employees. We are proud to have been named one of Canada’s Best Managed Companies in 2024, a testament to our nearly 70-year legacy and dedication to providing an exceptional employee...


  • Ottawa, Canada EDC Full time

    **Posting Date**: Nov 20, 2024, 10:25:28 AM **Primary Location**: Ontario-Ottawa **Job Type**: Contract **Schedule**: Full-time Export Development Canada (EDC) is a financial Crown corporation dedicated to helping Canadian businesses make an impact at home and abroad. EDC offers financial products and knowledge to help Canadian businesses confidently...

  • Portfolio Manager

    7 months ago


    Ottawa, Canada Thales Full time

    Location: Ottawa, Canada In fast changing markets, customers worldwide rely on Thales. Thales is a business where brilliant people from all over the world come together to share ideas and inspire each other. In aerospace, transportation, defence, security and space, our architects design innovative solutions that make our tomorrow's possible. For decades,...

  • Finance Manager

    3 weeks ago


    Ottawa, Canada CMPA Full time

    **About Us** The Canadian Media Producers Association is Canada’s trade association for independent producers. We represent hundreds of companies engaged in the development, production and distribution of English-language content for TV, feature film and digital media channels. The CMPA works on behalf of our producer members to ensure a bright future for...

  • Trader Associate

    7 months ago


    Ottawa, Canada Bank of Canada Full time

    **Trader Associate** **Take a central role** The Bank of Canada has a vision to be a leading central bank—dynamic, engaged and trusted—committed to a better Canada. No other employer in the country offers you the unique opportunity to work at the very center of Canada’s economy, in an organization with significant impact on the economic and financial...

  • Portfolio Manager

    3 months ago


    Ottawa, Canada Serco North America Full time

    Position Description: **SUMMARY/PURPOSE**: - The Portfolio Manager is accountable for all services on the account including safety and security-related matters, client relationship management, risk management, supports governance and execution of service delivery performance measurement processes, manages customer relationship and performance, liaises with...


  • Ottawa, Ontario, Canada Scotiabank Full time

    We are seeking a highly skilled Associate Portfolio Manager to join our team at MD Management Limited, a division of Scotia Wealth Management. This exciting opportunity offers the chance to provide exceptional client service and drive portfolio growth.The ideal candidate will possess excellent communication skills, be able to remain calm under pressure, and...


  • Ottawa, Canada BWX Technologies Full time

    BWXT Medical Ltd. is a trusted source for the development and manufacture of nuclear medicine for biotechnology, life sciences, pharmaceutical companies and academia partners. Headquartered in Kanata, Ontario, BWXT Medical Ltd. employs over 300 highly-skilled people in Kanata and Vancouver, British Columbia. BWXT Medical Ltd. is hiring a **Product Portfolio...


  • Ottawa, Ontario, Canada Bank of Montreal Full time

    About the RoleWe are seeking a skilled Financial Portfolio Manager to join our team. As a key member of our investment team, you will be responsible for managing a portfolio of clients and growing their relationships.Key Responsibilities:Manage client portfolios to retain and grow relationshipsEvaluate client needs and create personalized investment...

  • Investment Associate

    4 weeks ago


    Ottawa, Ontario, Canada Royal Bank of Canada Full time

    Royal Bank of Canada is a leading financial institution in Canada, and we are seeking an Investment Associate to join our team in Ottawa. This role will provide dedicated support in investment and money management activities for a high-performing Advisory Team.Job Responsibilities:


  • Ottawa, Ontario, Canada Ericsson Full time

    Job OverviewWe are seeking a highly skilled Patent Portfolio Manager to join our global patent team at Ericsson. As a key member of the organization, you will be responsible for managing and maintaining our extensive patent portfolio.ResponsibilitiesDevelop and implement strategies to optimize patent filings and prosecutions worldwide.Collaborate with...


  • Ottawa, Ontario, Canada Ncc Ccn Full time

    OverviewThe National Capital Commission's Real Estate and Development Branch is seeking a highly skilled Real Estate Portfolio Manager to join our team. This exciting opportunity allows you to leverage your expertise in real estate management, client relationships, and portfolio analysis to drive business growth and client satisfaction.

  • Portfolio Manager

    3 weeks ago


    Ottawa, Ontario, Canada Royal Bank of Canada Full time

    Role OverviewWe are seeking a skilled Investment Associate to support our high-performing Advisory Team in Ottawa. This role involves providing dedicated support in investment and money management activities.Duties and Responsibilities