Portfolio Manager

2 weeks ago


Victoria, Canada Scotiabank Full time

Requisition ID: 146444

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

**Job Purpose**

This position is a trusted advisor of private wealth services that meet high net worth client’s short and long term holistic wealth management and investment growth goals, through a firm wide investment strategy and a disciplined and defined wealth management process.

A Portfolio Manager develops client relationships to gain an intimate understanding of client’s life goals, circumstance and needs in order to provide investment counselling integrated into life based wealth advice and solutions. Through this understanding, he/she will be responsible for engaging Bank and Scotia Wealth Management partners as needed to deliver on wealth strategies and directing our “team of experts” to deliver on our wealth promise and client experience.

The Portfolio Manager focuses on acquiring new clients and managing/retaining/deepening relationships with a book of existing high value clients. He/she will also be responsible for identifying high net worth/ultra-high net worth prospects in specific markets by developing acquisition strategies and maintaining a prospect sales pipeline in order to generate sustainable and profitable growth.

The incumbent understands how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions, ensuring that all activities conducted are in compliance with governing regulations, internal policies and procedures.

**Key Accountabilities**

**Client Relationship Management**
- Delivering exceptional client experience and the wealth advisory value proposition
- Developing a professional, mutually beneficial and profitable relationship between the client and Private Investment Counsel
- Conducting ongoing wealth conversations with clients, developing and sustaining an intimate and ongoing understanding of client life goals, circumstances and wealth needs
- Providing life-based wealth advice and solutions, focusing on enabling client goals
- Based on an intimate understanding of their clients’ situation, identifying and capitalizing on new business opportunities throughout the lifecycle of client relationships
- Consistently delivering the desired client experience during all client interactions
- Using strong knowledge of the Bank’s, Scotia Wealth Management and Private Investment Counsel diverse products and services, to ensure the client’s needs are well understood, documented and satisfied
- As the primary relationship manager, acting as the central point of contact for all client needs
- Directing and utilizing the team of experts to deliver on wealth strategies and wealth value promise
- Partnering with all internal product/service business partners, as required ensuring client needs are met
- Actively listening and seeking client feedback on products, services and the delivery of client experience
- Consistently executing on SWM and PIC service standards regarding proactive contact, central client point of contact, recording and maintaining the Client Contact database
- Responding to client and Senior Management inquiries, resolving problem situations autonomously when they arise
- Proactively identifying and implementing strategies to address client needs
- Monitoring of client accounts to ensure optimal profitability is maintained in each relationship

**Investment Management**
- Utilizing the KYC process and Investment Profile Questionnaire (IPQ) to develop an in-depth understanding of client’s needs and determining the appropriate asset allocation model based on needs, risk tolerance and short/medium and long term objectives
- Recommending an appropriate investment asset mix aligned with life goals, income needs, return expectations and risk tolerance that fulfills client objectives
- Collaborating with the Centralized Investment Management team and using defined investment management processes to communicate advice to clients on their strategic asset allocation, models and underlying investment portfolio
- Regularly monitoring client investment portfolios
- Actively managing the client’s Financial Plan and wealth strategy and participating in the client’s annual Financial Plan review process

**Business Development**
- Developing and managing business plans including sales targets and marketing strategies for prospective and existing clients
- Using a PIC defined business development and sales planning process to find and attract new clients, as well as consolidate assets from existing clients in order to increase share of wallet
- Partnering with the Financial Consultants in the business acquisition process
- Actively promoting and marketing the development of Private Investment Counsel’s book of business
- Identifying new business opportunities to gather additional assets and/or increase revenue
- Executing on marketing strategies to attract and retain valuable clients by p



  • Victoria, British Columbia, Canada Associa Full time

    Company Overview:At Associa British Columbia, our mission is to provide exceptional service to our clients. We strive for excellence in all aspects of our business and live by a code of conduct that emphasizes professionalism and integrity.We are passionate about building long-lasting relationships with our clients and stakeholders. Our commitment to...


  • Victoria, British Columbia, Canada TD Bank Full time

    About the RoleWe are seeking an experienced Commercial Portfolio Manager to join our team at TD Bank. As a key member of our Commercial Banking group, you will be responsible for managing a portfolio of commercial clients, providing exceptional service, and driving revenue growth through strategic sales and marketing initiatives.Main Responsibilities:Manage...


  • Victoria, Canada Burkett Asset Management Full time

    **Location** Burkett Asset Management Limited Suite 222, 3561 Shelbourne Street Victoria, BC, V8P 4G8 Canada Burkett Asset Management is a fast-growing independent investment management firm based in Victoria, British Columbia managing more than 200 million dollars on behalf of institutions, other advisors, and high net-worth clients across a number of...


  • Victoria, Canada Burkett Asset Management Full time

    **Location** Burkett Asset Management Limited Suite 222, 3561 Shelbourne Street Victoria, BC, V8P 4G8 Canada Burkett Asset Management is a fast-growing independent investment management firm based in Victoria, British Columbia managing more than 200 million dollars on behalf of institutions, other advisors, and high net-worth clients across a number of...

  • Portfolio Manager

    1 week ago


    Victoria, Canada Westerkirk Full time

    Westerkirk Capital Inc. is an equal opportunity employer and encourages women, Aboriginal people, persons with disabilities, and members of visible minorities to apply. Westerkirk Capital Inc. will accommodate the needs of applicants with disabilities throughout all stages of the selection process. If you need accommodation during the recruitment process,...


  • Victoria, British Columbia, Canada TD Bank Full time

    Associate Portfolio ManagerBuild and manage a small book of high net worth clients, providing discretionary investment advice.Key Accountabilities:Client Growth and Development:Determine portfolio structure for optimal asset allocation, diversification, and risk management.Deliver exceptional client experiences through wealth planning and introductions to...


  • Victoria, British Columbia, Canada TD Bank Full time

    Gestionnaire adj. de portefeuille, Gestion de portefeuilleWork Location: Victoria, Colombie-Britannique, CanadaHours: 37.5Line of Business: Gestion de patrimoine TDDétails de la rémunération: 65,600.00 - 98,400.00 CADJob Description:This role is responsible for building and managing a small book of high net worth clients - relationships that are managed...

  • Portfolio Leader

    3 weeks ago


    Victoria, Canada Island Health Full time

    **Job Description**: In accordance with the Vision, Purpose, and Values, and strategic direction of the Vancouver Island Health Authority (Island Health) patient and staff safety is a priority and a responsibility shared by everyone; as such, the requirement to continuously improve quality and safety is inherent in all aspects of this position. Reporting to...


  • Victoria, British Columbia, Canada Arthur J. Gallagher & Co. (AJG) Full time

    Are you passionate about delivering exceptional customer service? Do you have a background in personal lines insurance and a desire to grow and develop as a professional? If so, we encourage you to apply for the Client Solutions Manager role at Arthur J. Gallagher & Co. (AJG).Job SummaryDeliver world-class customer service to clients.Build strong...


  • Victoria, Canada Island Health Full time

    **Job Description**: In accordance with the Vision, Purpose, and Values, and strategic direction of the Vancouver Island Health Authority (Island Health), patient and staff safety is a priority and a responsibility shared by everyone; as such, the requirement to continuously improve quality and safety is inherent in all aspects of this position. Reporting...


  • Victoria, Canada British Columbia Investment Management Corporation (BCI) Full time

    Closing Date: March 10, 2025 - WHO YOU WILL WORK WITH - The Public Markets group manages a portfolio of fixed income, equity and absolute return investments representing approximately $147 billion utilizing both index and active management strategies. The group invests in Canada, the U.S. and internationally in both the developed and emerging markets. Assets...


  • Victoria, British Columbia, Canada BC Housing Full time

    Press Control+M to start dragging objectTo be considered for this role, applications MUST be submitted online, by clicking on 'Apply' below.- Join one of BC's Top Employers- Be part of an exceptional company culture with great employee benefits and a healthy work/life balanceBC Housing thanks all applicants for their interest; only those selected for an...


  • Victoria, British Columbia, Canada BC Housing Full time

    Property Portfolio ManagerThe Property Portfolio Manager (PPM) is responsible for the management and control of property management and tenant support services for all directly managed social housing, and in some cases, group homes and market-housing properties within an assigned area. The tenant population is diverse and includes seniors, people with mental...


  • Victoria, British Columbia, Canada BC Housing Full time

    As a Property Portfolio Manager with BC Housing, you will be responsible for the management and control of property management and tenant support services for all directly managed social housing, and in some cases, group homes and market-housing properties within an assigned area.Responsibilities:To lead multi-functional teams in delivering a range of...

  • Strata Manager

    3 weeks ago


    Victoria, British Columbia, Canada Associa Full time

    At Associa British Columbia, serving others is our calling. We are passionate about our services, and we live for our customers. We have high expectations and a career at Associa means challenging yourself to always be better.As a licensed Strata Manager (Community Manager), you will be responsible for the relationship management with our strata council...

  • Strata Manager

    3 weeks ago


    Victoria, British Columbia, Canada Bray, Larouche et Associés Full time

    At Associa British Columbia, serving others is our calling. We are passionate about our services, and we live for our customers. We have high expectations, and a career at Associa means challenging yourself to always be better.ResponsibilitiesAs a licensed Strata Manager (Community Manager), you will be responsible for the relationship management with our...

  • Strata Manager

    3 weeks ago


    Victoria, Canada Bray, Larouche et Associés Full time

    At Associa British Columbia, serving others is our calling. We are passionate about our services, and we live for our customers. We have high expectations, and a career at Associa means challenging yourself to always be better.ResponsibilitiesAs a licensed Strata Manager (Community Manager), you will be responsible for the relationship management with our...

  • Property Manager

    3 weeks ago


    Victoria, Canada Devon Properties Ltd. Full time

    **Devon Properties Ltd**. is growing, and we are searching for a **Property Manager **to join **Devon Properties Ltd.,** an established and growing company with a well-earned reputation as a premier property management and real estate services firm. The Property Manager will support and execute Devon’s strategies related to property management operations...


  • Victoria, Canada Associa Full time

    At Associa British Columbia, serving others is our calling. We are passionate about our services, and we live for our customers. We have high expectations and a career at Associa means challenging yourself to always be better. As a licensed Strata Manager (Community Manager), you will be responsible for the relationship management with our strata council...

  • Property Manager

    7 days ago


    Victoria, Canada M'akola Housing Society Full time

    **EMPLOYMENT OPPORTUNITY** **Property Manager** - Full Time - Victoria, BC** M’akola Housing Society We honour our Indigenous roots as an Indigenous organization and strive to hire and train interested Indigenous people to work in all areas of our organization. We understand that there have been historical events that have affected the identity of...