Investment Director

1 month ago

Old Toronto, Ontario, Canada Scotiabank Full time
Job Title: Director, Pooled Investment Vehicles

Job Summary:

We are seeking a highly skilled Director, Pooled Investment Vehicles to join our team at Scotiabank. As a key member of our Global Wealth Management team, you will be responsible for providing timely investment advice and value-added pooled investment vehicles recommendations to relationships managers across key distribution channels.

Key Responsibilities:

  • Champion 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, partnering with internal distribution and asset management teams to align asset allocation, portfolio strategy, and product fulfillment options with a pan-wealth perspective.
  • Conduct primary research and due diligence on pooled investment vehicles, including alternative funds, offshore funds, and ETFs, to support the effective functioning of the Investment Funds team.
  • Provide advisory support by recommending investment options, conducting client portfolio reviews, and portfolio proposals to attract new business.
  • Monitor investment options with a focus on product risk to anticipate any areas of concern and communicate changes to advisor channel, Sales Management, Compliance, and other business lines.

Requirements:

  • 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).
  • CFA charter holder or candidate for the designation preferred.
  • Strong skills in analytics, written and verbal communication, relationship building, self-management, and attention to detail.

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.

About Scotiabank:

Scotiabank is a leading financial services provider in Canada and around the world. We are committed to delivering exceptional customer experiences and building long-term relationships with our clients.

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