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Portfolio Manager Associate

2 months ago

Québec, Quebec, Canada MD Financial Management Full time

**Job Summary**

MD Financial Management is seeking a highly skilled and experienced Portfolio Manager Associate to join our team. As a key member of our portfolio management team, you will be responsible for fostering and maintaining strong client relationships, ensuring portfolio compliance, and promoting the value proposition of our Private Investment Counsel services.

**Key Responsibilities**

  • Foster and maintain strong client relationships through regular, comprehensive contact and ensure all portfolios are compliant with clients' Investment Policy Statements.
  • Network internally to promote and understand the value proposition of our Private Investment Counsel services.
  • Stay current on all financial matters that would affect client investment activities.
  • Collaborate with other specialists to provide a complete financial, practice, and life program for clients.
  • Understand and apply Scotiabank's risk appetite and risk culture in day-to-day activities and decisions.
  • Ensure effective and efficient operations in accordance with Scotiabank's Values, Code of Conduct, and Global Sales Principles.
  • 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.

**Requirements**

  • Level 1 CFA or hold the Chartered Investment Manager (CIM) designation (including 24 months of relevant investment management experience subject to regulatory approval).
  • A minimum of 3 years of qualifying experience, specific to becoming registered as an Associate Advising Representative.
  • College or University degree.

**Desirable Skills**

  • Excellent verbal and written communication skills.
  • Ability to remain calm under pressure.
  • Strong organization skills, goal-driven, and action-oriented.
  • Ability to build relationships and be a team player.
  • Demonstrated ethics and values, high integrity, and trustworthy.
  • Strong computer skills with an above-average understanding of MS Word, MS Excel, and portfolio management software.