Associate Portfolio Manager

7 months ago

Quebec City, Canada MD Financial Management Full time

Requisition ID: 195546

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

Gestion MD limitée, une division de Gestion de patrimoine Scotia, est à la recherche d’une personne talentueuse, enthousiaste et soucieuse de l’expérience client à titre de gestionnaire de portefeuille adjoint.

La ou le titulaire du poste sera responsable de la relation d’affaires pour les services de gestion de portefeuille discrétionnaire destinés aux clients de MD.

**Ce poste est-il pour vous? Dans le cadre de votre travail, vous devrez**:

- Favoriser, maintenir et renforcer les liens avec la clientèle par un contact régulier et approfondi.
- Assurer la conformité des portefeuilles aux politiques de placement des clients.
- Faire du réseautage dans l’entreprise pour entretenir les relations et s’assurer que la proposition de valeur de Conseils en placement privés est bien comprise et qu’on en fait la promotion.
- Se tenir au fait de toutes les questions financières susceptibles d’avoir une incidence sur les activités de placement des clients.
- Collaborer avec d’autres spécialistes, notamment des conseillers en assurance, des conseillers en successions et fiducies, des conseillers en solutions cliniques afin d’offrir aux clients un programme complet en matière de planification financière, de pratiques professionnelles et d’assurance vie.
- Tenir compte de la culture du risque et de l’appétence au risque de la Banque Scotia dans le cadre de ses activités et décisions quotidiennes.
- Travailler activement, avec efficacité et efficience dans son domaine conformément aux valeurs de la Banque Scotia, à son code d’éthique et à ses principes directeurs en matière de vente, tout en s’assurant de la convenance, du respect et de l’efficacité des contrôles d’activités quotidiennes afin que l’entreprise respecte ses obligations en matière de risque opérationnel et de risque lié à la conformité, à la lutte contre le blanchiment d’argent et le financement d’activités terroristes, et à la conduite.
- Promouvoir un environnement de travail productif et inclusif.
- Assumer la responsabilité du développement des affaires, du réseautage, de la création de réseaux de distribution, de la planification commerciale et de la conclusion de nouvelles affaires.
- Faire preuve de flexibilité en ce qui a trait aux déplacements.

**Profil recherché**:

- Premier niveau réussi du programme de CFA ou titre de gestionnaire de placements agréé (CIM), dont 24 mois d’expérience pertinente en gestion de placements dans le cadre d’activités assujetties à une autorité de réglementation.
- Au moins trois ans d’expérience pertinente en vue de l’agrément à titre de représentant-conseil adjoint.
- Diplôme d’études collégiales ou universitaires.
- Avez-vous ce qu’il faut pour connaître du succès dans ce poste? Nous aimerions vous embaucher si vous répondez aux exigences suivantes:

- Excellentes compétences en communication orale et écrite.
- Capacité à rester calme sous pression.
- Solides compétences organisationnelles, pragmatisme et motivation à atteindre les objectifs.
- Capacité d’établir des relations et bon esprit d’équipe.
- Sens de l’éthique et des valeurs, intégrité absolue et comportement digne de confiance.
- Excellentes aptitudes en informatique, y compris une bonne maîtrise des logiciels MS Word, MS Excel et d’autres logiciels du domaine de la gestion de portefeuilles.

**Pourquoi se joindre à notre équipe?**
- Nous encourageons fortement la conciliation travail-vie personnelle et nous vous donnons la flexibilité et les outils requis pour l’atteindre.
- Nous croyons qu’un environnement de travail diversifié et inclusif favorise le bonheur et la productivité du personnel.
- Nous offrons des programmes d’avantages sociaux visant à favoriser la santé mentale et physique des membres du personnel et de leur famille.
- Nous offrons des salaires concurrentiels, des primes au rendement, un régime de retraite à cotisations déterminées et un programme d’actionnariat.
- Nous offrons un généreux programme de vacances payées.
- Nous offrons un large éventail de services bancaires, de cartes de crédit, de solutions hypothécaires, d’assurance auto et habitation et de rabais.Location(s): Canada : Quebec : Quebec

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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