Director, Pooled Investment Vehicles

3 months ago

Toronto, Canada Scotiabank Full time

Requisition ID: 205694

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

**Director, Pooled Investment Vehicles**

**Location: Global**

**Purpose**

Responsible for providing timely investment advice and value-added pooled investment vehicles (e.g. mutual funds, ETFs, alternative investments, etc) recommendations to relationships managers across key Global Wealth Management distribution channels.

Contributes to the overall success of the Product Services Group, which manages global risk ratings and the product shelf, to ensure key initiatives are executed in support of the team’s business strategies and objectives. Ensures all activities conducted to comply with governing regulations, internal policies, and procedures.

**Accountabilities**
- Champions a customer-focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
- Lead the design and implementation of a Global Wealth Management framework for pooled investment vehicles. Partner with internal distribution and asset management teams to align asset allocation, portfolio strategy, and product fulfillment options with a pan-wealth perspective.
- Responsible for the effective functioning of the Investment Funds team through due diligence on pooled investment vehicles, including:

- Conduct primary research (quantitative and qualitative) and due diligence of alternative funds, offshore funds, and ETFs.
- Support management of mutual funds, offshore funds, and ETF recommended lists and guided portfolios to ensure positions continue to meet GPAG’s selection criteria
- Provide advisory support by providing recommendations, conducting client portfolio reviews for existing clients, and portfolio proposals to attract new business.
- Understand how Scotiabank’s risk appetite and risk culture are implemented in day-to-day activities and monitor investment options with a focus on product risk to anticipate any areas of concern.
- Review third-party research pertaining to regulatory developments and assess the implications for Global Wealth and investment advisors
- Communicate changes to advisor channel, Sales Management, Compliance, and other business lines
- Perform due diligence on New/Complex/Exempt Products
- Perform due diligence and analysis on exempt products (hedge funds, private assets, other Offering Memorandum products)
- Review new product categories and due diligence on new issuers of approved product categories
- Prepare internal due diligence reports and seek approval for new exempt products to the appropriate committees within Global Wealth Management
- Monitor exempt offerings to ensure products and managers continue to meet qualification standards.
- Maintain an internal database of approved Exempt Products and alternative Mutual Funds
- Support the management of the alternative asset recommended list by monitoring the universe of alternative products approved by Scotia Wealth, and preparing written rationales for updates/changes to alternatives lists
- Provide support to investment advisors through assessments of alternative products from an operational due diligence and product/investment strategy perspective.
- Perform quarterly operational due diligence for exempt offerings on the PIC platform and prepare and present oversight results to the appropriate committee within Scotia Wealth

**Dimensions**
- All wealth distribution channels within GWM (Canada, Mexico, Chile, Peru, Columbia, Jamaica, CCA)
- Knowledge of pooled investment vehicles in key markets
- Supports >1,000 relationship managers and >$200B in assets across GWM with PIV research

**Education / Experience / Other Information**
- Minimum 10 years of finance-related experience
- An understanding of Investment Funds/Alternative Assets/ETFs with five years of fund research/manager research experience
- Post-secondary degree required (Commerce or Business Administration degree preferred)
- Strong skills in: analytics; written and verbal communication; relationship building; self-management; and attention to detail
- Professional integrity

**Working Conditions**
- Work takes place in an open concept office environment
- Customer demands are constant and unpredictable. Non-standard working hours are a common occurrence
- Deadlines to produce deliverables that reflect a high standard of personal and departmental professionalism may be unpredictable and conflicting
- Exceptional time-management is a prerequisite skill for this position

Location(s): Canada : Ontario : Toronto || Canada : British Columbia : Vancouver || Canada : Quebec : Montreal || Canada : Quebec : Quebec || Mexico : Ciudad de México : Mexico

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, wea

  • Director, Pooled Investment Vehicles

    4 months ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 205694 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Director, Pooled Investment Vehicles** **Location: Global** **Purpose** Responsible for providing timely investment advice and value-added pooled investment vehicles (e.g. mutual funds, ETFs, alternative investments, etc)...

  • Director, Pooled Investment Vehicles

    4 months ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 205694 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Director, Pooled Investment Vehicles Location: Global  Purpose Responsible for providing timely investment advice and value-added pooled investment vehicles (e.g. mutual funds, ETFs, alternative investments, etc)...

  • Business Development Director

    3 weeks ago

    Toronto, Ontario, Canada Investment Management Corporation of Ontario (IMCO) Full time

    About IMCOEstablished in 2017, the Investment Management Corporation of Ontario (IMCO) is one of Canada's largest multi-client asset managers. With over $77 billion in assets under management, IMCO invests funds related to pension, insurance, and endowments. The company operates independently and at arm's length of the government, guided by a highly...

  • Investment Operations Analyst

    4 months ago

    Toronto, Canada Hillsdale Investment Management Inc Full time

    **INVESTMENT OPERATIONS ANALYST** **Hillsdale Investment Management Inc. **(Hillsdale) is an independent, employee-controlled, and client-aligned investment boutique managing investments on behalf of a select group of sophisticated institutional and private wealth investors. We engage in disciplined active investment management, specializing in equities,...

  • Research Administrative Director

    3 weeks ago

    Toronto, ON, Canada Investment Management Corporation of Ontario (IMCO) Full time

    THE COMPANY Launched in July 2017, and with more than $77 billion in assets under management, the Investment Management Corporation of Ontario (IMCO) is one of Canada’s largest multi-client asset managers, investing funds related to pension, insurance, and endowments. The company was created by the Government of Ontario but operates independently and at...

  • Research Director, Data Management

    3 weeks ago

    Toronto, ON, Canada Investment Management Corporation of Ontario (IMCO) Full time

    THE COMPANY Launched in July 2017, and with more than $77 billion in assets under management, the Investment Management Corporation of Ontario (IMCO) is one of Canada’s largest multi-client asset managers, investing funds related to pension, insurance, and endowments. The company was created by the Government of Ontario but operates independently and at...

  • Director, Business Management

    1 month ago

    Toronto, Canada Investment Management Corporation of Ontario (IMCO) Full time

    THE COMPANY Launched in July 2017, and with more than $77 billion in assets under management, the Investment Management Corporation of Ontario (IMCO) is one of Canada’s largest multi-client asset managers, investing funds related to pension, insurance, and endowments. The company was created by the Government of Ontario but operates independently and at...

  • Service Technician

    7 months ago

    Greater Toronto Area, Canada BETZ POOLS LTD. Full time

    _Pool and Spa Service Technician_ **Competitive wages. Full-time work. Benefits package. Fun work environment!** **Join the team now!!** **Company History** Betz Pools Ltd. is a leader in the design, installation, renovation and service of custom pools and spas across Canada. Operating for over 85 years Betz Pools works to make our customers’ unique...

  • Director, Business Management

    3 weeks ago

    Toronto, ON, Canada Investment Management Corporation of Ontario (IMCO) Full time

    THE COMPANY Launched in July 2017, and with more than $77 billion in assets under management, the Investment Management Corporation of Ontario (IMCO) is one of Canada’s largest multi-client asset managers, investing funds related to pension, insurance, and endowments. The company was created by the Government of Ontario but operates independently and at...

  • Director, Business Management

    3 weeks ago

    Toronto, ON, Canada Investment Management Corporation of Ontario (IMCO) Full time

    THE COMPANY Launched in July 2017, and with more than $77 billion in assets under management, the Investment Management Corporation of Ontario (IMCO) is one of Canada’s largest multi-client asset managers, investing funds related to pension, insurance, and endowments. The company was created by the Government of Ontario but operates independently and at...

  • Associate, Investments

    6 months ago

    Toronto, Canada Oxford Properties Full time

    Why join us? Are you looking to join an innovative, global real estate company who builds communities and connects people to exceptional places? If so, we would love to tell you our story. At Oxford, our culture is truly one of a kind. Across business lines and around the world, we embrace the complex and tackle opportunities with speed and agility. We are...

  • Skilled Swimming Pool Technician

    4 months ago

    Toronto, Canada Gib-San Pools Ltd Full time

    _Swimming Pool Maintenance Person_ **Company Profile**: For almost 50 years Gib-San Pools has built a family of over 150 dedicated employees who pride themselves in providing the best products and services in the industry. We are looking for eager pool technicians who want to learn and grow within our organization. Previous pool experience is a must....

  • Director of Marketing, Investment Content and

    6 months ago

    Toronto, Canada Centurion Asset Management Full time

    **Who We Are** Centurion Asset Management Inc. is a recognized leader in the Investment and Property Management industries. Providing quality investments and housing for all its clients, our experienced team comprised of more than 280 Employees is a core component of Centurion’s success since 2003. Centurion Apartment Real Estate Investment Trust...

  • Director of Marketing, Investment Content and

    7 months ago

    Toronto, Canada Centurion Asset Management Full time

    **Who We Are** Centurion Asset Management Inc. is a recognized leader in the Investment and Property Management industries. Providing quality investments and housing for all its clients, our experienced team comprised of more than 280 Employees is a core component of Centurion’s success since 2003. Centurion Apartment Real Estate Investment Trust...

  • Pool Technician

    6 months ago

    Greater Toronto Area, Canada International Pool and Spa Centers Full time

    International Pool and Spa Centers is the leading distributor, retail, and service provider of hot tubs, swimming pools, and recreational products in southern Ontario. We have 8 retail locations across Ontario, a fast-growing online business, and the largest fiberglass pool construction division in Ontario. We are a family-run and owned business that has...

  • Pool Service Technician

    6 months ago

    Toronto, Canada PPL Aquatics, Fitness & Spa Group Inc. Full time

    **Job Description**: PPL Aquatics & Spa Group, a trusted leader in commercial pool, spa, and water feature design, service and construction, is seeking a dedicated and skilled Commercial Pool Service Technician to join our team. With over 53 years of industry experience, we offer a stable and rewarding work environment. Position: Commercial Pool Service...

  • pool servicer

    6 months ago

    Toronto, Canada Poolmaster Canada Inc Full time

    Education: No degree, certificate or diplomaExperience: 1 to less than 7 monthsWork site environmentOutdoorsWork settingRelocation costs covered by employerSwimming pool maintenance service companyTasksDetermine layout and installation proceduresClean and prepare surfacesInstall equipmentArea of specializationSwimming pools/equipmentTransportation/travel...

  • pool servicer

    5 months ago

    Toronto, Canada Poolmaster Canada Inc Full time

    Education: Expérience: EducationNo degree, certificate or diplomaWork site environmentOutdoorsWork settingRelocation costs covered by employerSwimming pool maintenance service companyTasksDetermine layout and installation proceduresClean and prepare surfacesInstall equipmentArea of specializationSwimming pools/equipmentTransportation/travel...

  • Senior Investment Director

    3 weeks ago

    Old Toronto, Canada Canada Pension Plan Investment Board Full time

    **About CPP Investments**We are a professional investment management organization that globally invests the funds of the Canada Pension Plan (CPP) to help ensure its financial sustainability for generations of working and retired Canadians.With more than $600 billion in assets under management, we hold assets in public equity, private equity, real estate,...

  • Director, Investment Management

    2 months ago

    Old Toronto, Canada Aviva Full time

    h3>Investment Director, Canadian Fixed Income, Public MarketsInvestment Director - Canadian Fixed Income, Public MarketsAre you a Fixed Income expert ready to elevate a CAD 10 billion franchise? Join our team and partner with our Toronto-based Distribution and Investment teams to take our business to the next level.About the Job:As an Investment Director,...