Strategic Portfolio Manager
1 week ago
We are seeking a highly skilled Strategic Portfolio Manager to join our team at Scotiabank. This role is responsible for expanding our Private Wealth clientele in the greater Montreal and Quebec areas.
About UsScotiabank 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.
Key Responsibilities- Contribute to the overall success of the Private Wealth department, ensuring specific individual goals, plans, and initiatives are executed and delivered in support of the team's business strategies and objectives.
- Ensure all activities conducted are in compliance with governing regulations, internal policies, and procedures.
- Bachelor's degree or equivalent experience required, preferably in Finance.
- Registered investment professional designation such as the CFA charter and/or CIM.
- Minimum 5 years direct experience in discretionary investment management, covering both financial analysis and managing portfolios (individuals, estates, trusts, pension plans, foundations, registered accounts).
- Demonstrated PC literacy, proficiency in Microsoft Office including PowerPoint.
- Must meet the regulatory requirements to be registered with the appropriate securities commission.
- Bilingual in English and French is required.
- A competitive compensation package estimated around CAD $120,000 - $180,000 per year, depending on experience.
- An inclusive culture where we value and recognize our employees' contributions.
- An organization committed to making a difference in our communities.
This role will work in a hybrid mode, with a minimum of three days a week in a standard office-based environment.
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