Manager, Portfolio Management

7 months ago


Toronto, Canada Scotiabank Full time

Requisition ID: 187685

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

As the Manager, Portfolio Management, you will contribute to the overall success of the Retail Deposits portfolio in Canada, ensuring business strategies, plans and initiatives are executed and delivered in compliance with governing regulations, internal policies and procedures. You will also be responsible for monitoring and analyzing market and business data to support business decisions, and identify trends in liquidity management and client behaviours, with the goal of identifying deposit growth opportunities for the Bank.

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

- Monitor, assess and evaluate portfolio trends and provide ongoing timely insights on developing portfolio trends and KPIs which are important for Retail Savings to achieve its annual growth targets
- Manage portfolio performance routine including weekly/monthly results, monthly forecasting, annual planning in collaboration with Product and Finance for Retail Savings portfolio
- Contribute to business management decisions by developing timely and actionable analysis of financial and non-financial results and trends
- Provide actionable insights for portfolio volume/margin management and business casing of new initiatives using a quantitative and data-driven approach
- In partnership with Product, manage the rate pass-through strategy with changes in Bank of Canada rate
- Monitor competitor offers and ensure there is strategic positioning of Retail Savings and across Retail Deposits
- Manage or support ad-hoc assignments or special projects for Retail Deposits & Investments in partnership with business line, finance, analytics retail channels and external partners
- Provide the post-implementation analysis and tracking of key initiatives, monitoring the results to measure success against project KPIs
- Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions

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

- Post-secondary education in commerce, business, economics, finance or analytics
- Multiple years of experience in the Financial Services industry, with a focus in product P&L management, finance and/or business analytics
- A good understanding of retail deposits and investments market, products, services and processes
- A strong analytical skillset, with working experience using SAS and/or SQL preferred
- Excellent communication skills with the ability to work collaboratively with team members and cross-functional partners
- Strong time management skills with a proven ability to meet deadlines
- An advanced skillset using Microsoft products including Excel and PowerPoint

Location(s): Canada : Ontario : Toronto

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.



  • Toronto, Canada Brookfield Asset Management Full time

    Location Brookfield Place - 181 Bay Street Business - Infrastructure Brookfield Infrastructure Group is one of Brookfield’s primary operating groups. The Infrastructure Group is one of the world’s largest infrastructure investors, owning and operating critical assets across the transport, utilities, energy, and data infrastructure sectors. The Group...


  • Toronto, Ontario, Canada Optimize Wealth Management Full time

    Optimize Wealth ManagementWealth management is a multifaceted field that requires expertise in financial planning, portfolio management, tax preparation, debt management, and estate planning.This full-time on-site role for a Senior Portfolio Manager at Optimize Wealth Management involves overseeing investments, financial analysis, portfolio management, and...


  • Toronto, Canada Optimize Wealth Management Full time

    Company DescriptionOptimize Wealth Management is a premier wealth management firm in Toronto, ON, dedicated to achieving our clients' financial goals. We offer personalized financial solutions covering financial planning, portfolio management, tax preparation, debt management, and estate planning. Our holistic approach focuses on matching clients' financial...


  • Toronto, Canada Optimize Wealth Management Full time

    Company DescriptionOptimize Wealth Management is a premier wealth management firm in Toronto, ON, dedicated to achieving our clients' financial goals. We offer personalized financial solutions covering financial planning, portfolio management, tax preparation, debt management, and estate planning. Our holistic approach focuses on matching clients' financial...


  • Toronto, Canada Optimize Wealth Management Full time

    Company DescriptionOptimize Wealth Management is a premier wealth management firm in Toronto, ON, dedicated to achieving our clients' financial goals. We offer personalized financial solutions covering financial planning, portfolio management, tax preparation, debt management, and estate planning. Our holistic approach focuses on matching clients' financial...


  • Toronto, Canada DEL PROPERTY MANAGEMENT INC. Full time

    Job DescriptionWe are seeking a highly skilled Condominium Portfolio Manager to join our team at Del Property Management Inc. in the Greater Toronto Area.Company OverviewDel Property Management Inc. is a trusted leader in condominium property management, with over 50 years of experience and a portfolio of 90,000 condominium suites across 300 communities...


  • Toronto, Ontario, Canada Optimize Wealth Management Full time

    About UsOptimize Wealth Management (Optimize Inc.) is a leading wealth management firm in Toronto, ON. We provide personalized financial solutions and advice to our clients.Role OverviewWe are seeking an experienced Chief Investment Officer to lead our investment strategy and team. The successful candidate will be responsible for developing and communicating...


  • Toronto, Ontario, Canada DEL PROPERTY MANAGEMENT INC. Full time

    Job SummaryA seasoned Condominium Portfolio Manager is sought by Del Property Management Inc. to oversee the efficient operation, maintenance, and management of a high-rise condominium complex.


  • Toronto, Ontario, Ontario, Canada Optimize Wealth Management Full time

    Company DescriptionOptimize Wealth Management is a premier wealth management firm in Toronto, ON, dedicated to achieving our clients' financial goals. We offer personalized financial solutions covering financial planning, portfolio management, tax preparation, debt management, and estate planning. Our holistic approach focuses on matching clients'...


  • Toronto, ON, Canada Optimize Wealth Management Full time

    Company Description Optimize Wealth Management is a premier wealth management firm in Toronto, ON, dedicated to achieving our clients' financial goals. We offer personalized financial solutions covering financial planning, portfolio management, tax preparation, debt management, and estate planning. Our holistic approach focuses on matching clients'...


  • Toronto, ON, Canada Optimize Wealth Management Full time

    Company Description Optimize Wealth Management is a premier wealth management firm in Toronto, ON, dedicated to achieving our clients' financial goals. We offer personalized financial solutions covering financial planning, portfolio management, tax preparation, debt management, and estate planning. Our holistic approach focuses on matching clients'...


  • Toronto, Canada SLC Management Full time

    SLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors. We are breaking new ground with a full spectrum of solutions for a growing institutional client base of more than 1300 organizations. Our history of organic and strategic growth reflects this commitment with over...


  • Greater Toronto Area, Canada Affordable Property Management Inc. Full time

    **Affordable Property Management Inc.** is seeking a **full time Portfolio Property Manager **to work on a portfolio consisting of eight (8) properties located in Halton, York, Durham and Toronto Regions. **Portfolio Description**: The portfolio is owned and operated by a Private Non-Profit and governed by an independent Board of Directors. The portfolio...


  • Old Toronto, Canada Chad Management Group Full time

    p>Sr Real Estate Portfolio Manager Our client is a Leading Real Estate Developer who builds and manages their portfolio of assets comprising of Office Retail, Residential, Hospitality properties in the GTA. We are conducting a search for a well-rounded Real Estate Manager with experience in Property Management, Leasing, Acquisitions and planning / Land...


  • Toronto, Ontario, Canada DEL PROPERTY MANAGEMENT INC. Full time

    Del Property Management Inc.A renowned condominium management company seeks a seasoned professional to oversee the day-to-day operations of our high-rise complexes. As a Condominium Portfolio Manager, you will be responsible for ensuring the smooth management of multiple properties, providing exceptional service to owners and tenants, and driving business...


  • Toronto, Canada Brookfield Asset Management Full time

    Location Brookfield Place - 181 Bay Street Business - Renewable Power & Transition Brookfield Renewable and Transition operates one of the world’s largest publicly traded platforms for renewable power and decarbonization solutions. Our diversified portfolio consists of hydroelectric, wind, solar, distributed energy and sustainable solutions across North...


  • Toronto, Canada Optimize Wealth Management Full time

    Job descriptionWe are actively looking for people to join our Portfolio Management and Financial Advisory Team in our Toronto Head Office. This role requires familiarity with all core aspects of wealth management such as investments, financial planning, tax planning, will and estate planning, and insurance. If you have a financial background and you are good...


  • Toronto, ON, Canada Optimize Wealth Management Full time €120,000

    Job description We are actively looking for people to join our Portfolio Management and Financial Advisory Team in our Toronto Head Office. This role requires familiarity with all core aspects of wealth management such as investments, financial planning, tax planning, will and estate planning, and insurance. If you have a financial background and you are...


  • Toronto, ON, Canada Optimize Wealth Management Full time

    Job description We are actively looking for people to join our Portfolio Management and Financial Advisory Team in our Toronto Head Office. This role requires familiarity with all core aspects of wealth management such as investments, financial planning, tax planning, will and estate planning, and insurance. If you have a financial background and you are...


  • Toronto, Canada MD Financial Management Full time

    Requisition ID: 209744 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 (APM) MD Signature Advisor to join our team. As an Associate...