Associate Portfolio Manager

3 days 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.

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 softwareLocation(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.

  • Associate Portfolio Manager

    2 days ago

    Quebec City, Canada Scotiabank Full time

    Requisition ID: 195546 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...

  • Associate Portfolio Manager

    1 day ago

    Quebec, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Requisition ID: 195546 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...

  • Associate Portfolio Manager

    2 days ago

    Quebec, 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. 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,...

  • Portfolio Associate

    4 weeks ago

    Montreal, Quebec, Québec, Canada Valnet Full time

    Who we are:Valnet Inc., the world’s premier media investment company, owns and operates over 25 highly authoritative brands across various verticals, including entertainment, sports, technology, automotive, gaming, and travel. Specializing in acquiring, operating, and growing properties that are mission-critical in their respective environments, Valnet is...

  • Portfolio Associate

    1 month ago

    Montreal, Quebec, Québec, Canada Valnet Full time

    Who we are:Valnet Inc., the world’s premier media investment company, owns and operates over 25 highly authoritative brands across various verticals, including entertainment, sports, technology, automotive, gaming, and travel. Specializing in acquiring, operating, and growing properties that are mission-critical in their respective environments, Valnet is...

  • Portfolio Manager

    3 weeks ago

    Quebec City, Canada Harris Computer Systems Full time

    Portfolio Managers focused on operations 80% and acquisitions 20% - i.e., mínimal, if any capital deployment. In some instances, the individual could still be operating one BU (in the role of EVP) but also be responsible for one or more other BUs - we have referred to this as a player-coach in the past.

  • Associate Portfolio Manager

    2 weeks ago

    Québec City, Canada Scotiabank Full time

        Requisition ID: 195546 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...

  • Associate Portfolio Manager

    1 day ago

    Québec City, Canada Scotiabank Full time

        Requisition ID: 195546 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...

  • Product Portfolio Manager

    4 weeks ago

    Quebec City, Canada Medavie Blue Cross Full time

    For over 75 years, Medavie Blue Cross has been a leading health and wellness partner for individuals, employers and governments across Canada. As a not-for-profit organization, we proudly invest in communities to help address some of Canada’s most pressing health care challenges. We are one of Canada's Most Admired Corporate Cultures, one of Canada’s Top...

  • Portfolio Associate

    4 weeks ago

    Quebec City, Canada BMO Financial Group Full time

    2828 boul Laurier Quebec Quebec,G1V 0B9 Provides administrative and operational support to the delivery of financial and investment planning and advice to deliver an exceptional customer experience. Works collaboratively within the assigned team / branch and with business partners. - Assists in preparing new business proposals or presentations to...

  • Portfolio Associate

    2 weeks ago

    Quebec City, Canada BMO Financial Group Full time

    2828 boul Laurier Quebec Quebec,G1V 0B9 Provides administrative and operational support to the delivery of financial and investment planning and advice to deliver an exceptional customer experience. Works collaboratively within the assigned team / branch and with business partners. - Assists in preparing new business proposals or presentations to...

  • Portfolio Manager

    2 weeks ago

    Quebec, Canada KEROSENE Full time

    A renowned financial institution offering a growing and constantly evolving work environment. Join an organization that has the interests of its employees at heart and offers great visibility, rewarding work and continuous improvement, innovative software tools and a highly stimulating work environment for learning and professional development.Salary based...

  • Portfolio Manager

    2 weeks ago

    Quebec, Canada KEROSENE Full time

    A renowned financial institution offering a growing and constantly evolving work environment. Join an organization that has the interests of its employees at heart and offers great visibility, rewarding work and continuous improvement, innovative software tools and a highly stimulating work environment for learning and professional development.Salary based...

  • Manager, Portfolio

    4 weeks ago

    Montréal, Quebec, H3B 2M9, Montréal, Canada Canadian National Railway Full time

    At CN, everyday brings new and exciting challenges. You can expect an interesting environment where you're part of making sure our business is running optimally and safely helping keep the economy on track. We provide the kind of paid training and opportunities that long-term careers are built on and we recognize hard workers who strive to make a...

  • Wealth Management Associate

    2 months ago

    Quebec City, Canada National Bank of Canada Full time

    A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients, more precisely within Khalil Consulting Group **Your...

  • Wealth Management Associate

    3 weeks ago

    Quebec City, Canada National Bank of Canada Full time

    A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients, more precisely within Lachance Group. **Your job**: -...

  • Wealth Management Associate

    24 hours ago

    Quebec City, Canada National Bank of Canada Full time

    A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients, more precisely within Khalil Consulting Group **Your...

  • Clinical Associate Program Manager

    3 weeks ago

    Quebec City, Canada Bayshore HealthCare Full time

    **ABOUT THE ROLE**: Reporting to the Program Manager, the Associate Program Manager is responsible for undertaking the management, planning, and implementation of specific programs/portfolio within a Patient Support Program. Additional responsibilities include education and training of new team members, process development and improvement across Canada, and...

  • Wealth Management Associate

    4 weeks ago

    Quebec City, Canada National Bank of Canada Full time

    A career as a Wealth Management Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients, more specifically, within the Boulanger Brunet...

  • Portfolio Management Analyst

    4 weeks ago

    Montreal, Quebec, G4F, CA National Bank Full time

    A career as a portfolio management analyst at National Bank Financial (NBF) is mainly about supporting portfolio managers and serving NBF's investment advisors and their clients. This National Bank sector offers its clients wealth management services and advice. Your role:Execute programs to buy and sell securities in order to align portfolios with their...