Associate Portfolio Manager
6 months ago
Requisition ID: 200209
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 : London
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.
-
Associate Portfolio Manager
6 months ago
London, Canada MD Financial Management Full timeIs 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...
-
Pic Associate Portfolio Manager
6 months ago
London, Canada TD Bank Full time**Work Location**: London, Ontario, Canada **Hours**: 37.5 **Line of Business**: TD Wealth **Pay Details**: **KEY ACCOUNTABILITIES** **CUSTOMER** - **Maintain and grow the client base by determining the appropriate portfolio structure for clients’ assets mix, geographic/currency diversification and equity and fixed income styles**: - **Delivery of...
-
Strategic Portfolio Manager
4 weeks ago
London, Ontario, Canada National Bank Full timeEmbark on a challenging and rewarding career as a Strategic Portfolio Manager at National Bank, where you will be responsible for managing investment portfolios and driving business growth.Job OverviewWe are seeking an experienced and skilled investment professional to join our team. As a Strategic Portfolio Manager, you will have the opportunity to work...
-
Pic Wealth Associate
6 months ago
London, Canada Scotiabank Full timeRequisition ID: 198070 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose of Job**: We are looking for a mobile Wealth Associate to our Private Investment Counsel offices in London, Ontario. The Wealth Associate role has been created as a means to develop client-focused talent in Private...
-
Property Portfolio Manager
2 weeks ago
London, Ontario, Canada CPO Management Inc. Full timeAbout CPO Management Inc.CPO Management Inc. is a reputable property management company seeking a highly skilled Property Portfolio Manager to join our team.
-
Strategic Portfolio Manager
4 weeks ago
London, Ontario, Canada NBC Full timeJob OverviewWe are seeking a skilled Investment Analyst to join our team at National Bank Financial – Wealth Management.This is an exciting opportunity to work with a leading investment brokerage firm in Canada, utilizing your analytical skills and passion for finance to drive success.About the Role:Analyze and track individual stocks, exchange-traded...
-
Portfolio Management Assistant
1 week ago
London, Canada Royal Bank of Canada Full time**Job Summary** **What is the opportunity?** **What will you do?** - Identify, investigate, and resolve all client inquiries, administrative errors, etc. and ensure trades are processed accurately and on a timely basis - Manage all aspects of account opening and documentation and maintain records and files and attend client meetings as required. -...
-
Residential Portfolio Manager Role
4 weeks ago
London, Ontario, Canada HomeStead Land Holdings Limited Full timeOverviewHomestead Land Holdings Limited, a renowned owner of multi-residential apartment buildings, is seeking an experienced Residential Property Manager to lead our London, ON branch.About the RoleWe offer a competitive salary range of $80,000 - $110,000 per year, commensurate with experience, plus benefits and opportunities for professional growth.Job...
-
Associate Financial Advisor
6 months ago
London, Canada Cooperators Full timeThe Associate Financial Advisor plays a key role in supporting and developing agency operations through outbound prospecting, client contact and sales activities. This role may have an opportunity to specialize in one or more product areas such as life, group and wealth. The Associate Financial Advisor will identify prospects in both personal and business...
-
Condominium Portfolio Manager Opportunity
4 weeks ago
London, Ontario, Canada Larlyn Property Management Ltd Full timeLarlyn Property Management Ltd is a leading property management company seeking an experienced Condominium Manager with their General License to maintain an existing portfolio. This role presents an excellent opportunity for a seasoned professional to utilize their skills and expertise in condominium management.The successful candidate will have a proven...
-
Insurance Portfolio Coordinator
4 weeks ago
London, Ontario, Canada Hub Financial Inc. Full timeJob Summary:We are seeking a highly motivated Insurance Portfolio Coordinator to join our team at HUB Financial Inc. in London. As an Insurance Portfolio Coordinator, you will play a critical role in supporting our advisors to foster client growth and retention.About the Role:Collaborate with our advisors to identify opportunities for client growth and...
-
Portfolio Wealth Strategist
4 weeks ago
London, Ontario, Canada NBC Full timeRole OverviewA challenging position as a Portfolio Wealth Strategist at National Bank Financial – Wealth Management offers an opportunity to work with a team of 1,000 investment advisors in the 5th largest investment brokerage firm in Canada. The role involves strategically managing clients' investments and contributing to their financial growth.
-
Portfolio Resource Coordinator
7 months ago
London, Canada Paladin Security Full timePortfolio Resource Coordinator Under the direction of the Client Service Manager, this critical position is responsible for resource coordination and strategic scheduling, specific to the Client Service Manager (CSM) portfolio for our London Branch. This position will work closely with Paladin’s CSMs to proactively address resource needs, fill open...
-
Service Portfolio Manager, Operations
6 months ago
London, Canada Western University Full time**Classification & Regular Hours**: Hours per Week: 35 Salary Grade: 17 **About Western**: Since 1878, Western University has been committed to serving our communities through the pursuit of academic excellence and by providing students, faculty, and community members with life-long opportunities for intellectual, social, and cultural growth. We seek...
-
Associate Advisor
8 months ago
London, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full time**ASSOCIATE ADVISOR**: **Desjardins Financial Security Independent Network**: Desjardins Financial Security Independent Network (DFSIN) is currently recruiting a permanent, full-time Associate Advisor to join our successful, innovative, and growing firm. If you are passionate about helping people reach their goals, enjoy a team environment and are looking...
-
Associate Advisor
8 months ago
London, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full time**ASSOCIATE ADVISOR**: **Desjardins Financial Security Independent Network**: Desjardins Financial Security Independent Network (DFSIN) is currently recruiting a permanent, full-time Associate Advisor to join our successful, innovative, and growing firm. If you are passionate about helping people reach their goals, enjoy a team environment and are looking...
-
Senior Portfolio Coordinator
2 weeks ago
London, Ontario, Canada Bank of Montreal Full timeAbout the RoleWe are seeking a skilled Senior Portfolio Coordinator to join our team at the Bank of Montreal. In this role, you will be responsible for providing exceptional client service and support to our Investment Advisors and clients.Key Responsibilities:Coordinate marketing activities on behalf of the advisory team, including website, social media...
-
Portfolio Strategist
2 weeks ago
London, Ontario, Canada Banque Nationale du Canada Full timeA career as an Investment Analyst at Banque Nationale du Canada – Wealth Management presents a unique opportunity to leverage your analytical skills and passion for finance in a dynamic team environment.Job OverviewThis position involves strategically managing investment portfolios, analyzing market trends, and staying up-to-date on the latest economic...
-
Executive Portfolio Manager
4 weeks ago
London, Ontario, Canada Homestead Land Holdings Limited Full timeAbout the RoleWe are seeking an experienced Executive Portfolio Manager to lead our residential operations in London, ON. The successful candidate will be responsible for driving NOI growth at our properties through revenue management and cost controls.Key ResponsibilitiesLead and develop a team of property managers to ensure day-to-day operations are on...
-
Associate Manager Communications
6 months ago
London, Canada Canada Life Assurance Company Full timeAssociate Manager Communications **Description: - Permanent Full Time- As Associate Manager of Communications, your primary role will be to support the development and execution of strategic internal communications for divisional and/or national audiences. You’ll also contribute to the development of external messaging and initiatives that support our...