Senior Portfolio Manager
4 days ago
Scotiabank: A Leading Financial Institution
We are seeking an experienced Senior Portfolio Manager to join our team at Scotiabank. As a key member of our Private Investment Counsel group, you will be responsible for overseeing and leading a team of investment professionals in Eastern Canada.
About the Role
The Senior Portfolio Manager will be accountable for ensuring that the team members execute upon the client relationship management strategy and deliver an exceptional client experience. This includes developing professional, mutually beneficial, and profitable relationships between clients and our firm.
The ideal candidate will have strong business development skills, including networking, negotiation, sales, and closing abilities. They will also possess excellent communication and influencing skills, as well as strong interpersonal, communication, and people management skills.
Key Responsibilities
The Senior Portfolio Manager will be responsible for:
- Developing and managing business plans, including sales targets and marketing strategies for prospective and existing clients within the context of nationally defined business plans;
- Networking and maintaining a strong market profile with client segment and with both internal and external contacts/stakeholders;
- Participating in local professional and community events and associations to develop and expand network of contacts;
- Meeting with key industry and business leaders to identify prospects and referrals from internal and external networks/Centres of Influence (COI);
- Using a PIC-defined business development and sales planning process to find and identify new business opportunities, attract new clients, as well as consolidate assets from existing clients in order to increase share of wallet, assets, and revenue.
Requirements
To be successful in this role, you will need:
- A University Degree (Business, Economics, Accounting, Finance);
- Required: CSC & CIM or CFA Level 1;
- Asset: CFA;
- Must be eligible for registration under the provincial regulator as an Advising Representative;
- Strong consideration given to candidates with a minimum of 5 years direct experience in discretionary investment management, covering both financial analysis and managing portfolios (individuals, estates, trusts, pension plans, foundations, registered accounts), with an expert understanding of investment returns, potential risks and the associated tax implications.
Salary Range
The estimated salary range for this role is $120,000 - $180,000 per year, depending on experience and qualifications.
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