Associate Portfolio Manager

1 month ago

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 provide client relationship management for discretionary portfolio management services to MD clients.

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

- Foster, maintain and strengthen client relationships through regular, comprehensive contact
- Ensure all portfolios are compliant with the clients’ Investment Policy Statements
- Network internally to foster relationships and ensure the value proposition relating to Private Investment Counsel services is promoted and well understood
- Keep current on all financial matters that would affect client investment activities
- 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
- Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions
- 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.
- 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

**The Must Haves**:

- A minimum of 3 years of qualifying experience, specific to becoming registered as an Associate Advising Representative
- 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**:

- Excellent verbal and written communication skills
- An ability to remain calm under pressure
- Strong organization skills, are goal driven and action oriented
- The ability to build relationships and are a team player
- Demonstrated ethics and values, with a high integrity and are trustworthy
- 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.

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