Financial Portfolio Manager

2 weeks ago


Toronto, Ontario, Canada Scotiabank Full time

About the Role

Scotiabank is seeking an experienced Financial Portfolio Manager to join its team. As a key member of the organization, you will play a critical role in overseeing and managing all financial aspects of the IB portfolio.

Key Responsibilities

  • Develop and implement financial strategies to optimize the IB portfolio's performance within the Bank's targets and drive to meet KPIs.
  • Monitor and report on financial performance, identifying trends and areas for improvement.
  • Support management on planning, invoicing, and forecasting financials for the entire IB Portfolio.
  • Manage and review monthly accruals and actuals, ensuring they are entered accurately in the appropriate tools.
  • Provide financial insights and recommendations to Project Management and IB PMO management for strategic decision-making.
  • Ensure all financial warnings are addressed appropriately, including managing overruns and missing forecasts.
  • Develop a framework to anticipate and mitigate potential financial risks.
  • Mentor and develop project stakeholders to build a high-performing team by conducting training sessions for project managers to enhance their financial management skills.
  • Drive continuous improvement in financial processes and systems.
  • Build and maintain strong relationships with stakeholders to ensure alignment and support for financial initiatives.

Requirements

  • 5-7 years of strong financial management experience with program/project budgets.
  • Project coordination/management experience.
  • Strong communication, relationship-building, and analytical skills.
  • Advanced experience with MS Excel and MS PowerPoint and enjoys creating presentations for executive management.
  • Strong knowledge of project management tools and techniques.
  • Bachelor's degree in finance, Accounting, Business, or a related discipline.
  • Nice to have: PMP certification.
  • Bilingual (English and Spanish) required.


  • Toronto, Ontario, Canada Mackenzie Financial Corporation Full time

    Job Title: Investment Product ManagerAt Mackenzie Financial Corporation, we are seeking a highly skilled Investment Product Manager to join our team. As a key member of our MI Products division, you will be responsible for managing a portfolio of investment products that meet the needs of our clients.Key Responsibilities:Develop and implement investment...


  • Toronto, Ontario, Canada CI Financial Full time

    At CI Financial, we're looking for a skilled Portfolio Trading Associate to join our team. This role is responsible for providing daily trading operations support to our Portfolio Management groups, ensuring timely order generation processing and settlement of various asset classes.Key ResponsibilitiesProvide daily trading operations support to Portfolio...


  • Old Toronto, Ontario, Canada Sun Life Financial Full time

    Job SummaryWe are seeking a highly skilled Cloud Portfolio Manager to join our team at Sun Life Financial. As a key member of our Cloud Centre of Excellence, you will be responsible for managing the centralized intake of requests related to our cloud portfolios, ensuring efficient and effective delivery of services to our clients.Main ResponsibilitiesManage...


  • Toronto, Ontario, Canada CI Financial Full time

    At CI Financial, we are committed to providing a safe and inclusive work environment where employees can thrive. As a Portfolio Trading Associate, you will play a critical role in supporting our Portfolio Management teams in generating orders, rebalancing portfolios, and ensuring timely settlement of various asset classes.Key Responsibilities:Provide daily...


  • Toronto, Ontario, Canada goeasy Ltd. Full time

    Job Summary: We are seeking a highly motivated and results-driven Financial Portfolio Manager to lead our team and drive sales, manage overdue accounts, and maximize portfolio growth through direct engagement with customers. As a key member of our team, you will be responsible for building superior customer sales experiences, demonstrating compassion...


  • Toronto, Ontario, Canada Infrastructure Ontario Full time

    Company Overview:Infrastructure Ontario is a leader in public infrastructure development and management.We strive to create a culture that encourages diversity, equity, and inclusion, fostering a sense of belonging among our colleagues and the communities we serve.About the Role:The Financial Portfolio Manager will play a key role in supporting the General...


  • Toronto, Ontario, Canada Scotiabank Full time

    Job DescriptionAt Scotiabank, we are seeking a highly skilled Financial Portfolio Strategist to join our team. As a key member of our pricing team, you will play a critical role in driving business growth and profitability.About the RoleThis is a senior-level position that requires a deep understanding of financial markets, products, and services. You will...


  • Toronto, Ontario, Canada CI Financial Full time

    At CI Financial, we're looking for a skilled Portfolio Trading Associate to join our team. As a key member of our trading operations team, you'll be responsible for providing daily trading operations support to our Portfolio Management groups. This will involve close communication with Portfolio Managers, Traders, and Compliance teams to ensure timely order...


  • Toronto, Ontario, Canada Northbridge Financial Corporation Full time

    Underwriting Portfolio Lead Role at Northbridge Financial CorporationAbout the Position:The Underwriting Portfolio Lead at Northbridge Financial Corporation plays a crucial role in managing and overseeing the enhancement and expansion of automation in Commercial Underwriting for Small Business across all Northbridge Financial brands.This position requires...


  • Toronto, Ontario, Canada CI Financial Full time

    At CI Financial, we're seeking a skilled Portfolio Trading Associate to join our team. This role is responsible for providing daily trading operations support to our Portfolio Management groups, ensuring timely order generation processing and settlement of various asset classes.Key Responsibilities:Manage and maintain portfolios in accordance with portfolio...


  • Toronto, Ontario, Canada CB Canada Full time

    Job Title: Financial Accountant - Portfolio ManagementJob Summary: We are seeking an experienced Financial Accountant to manage a portfolio of properties in Canada and the US. The ideal candidate will have a strong background in property accounting and be able to work independently with minimal supervision.Responsibilities:Prepare and process journal...


  • Toronto, Ontario, Canada Alliance REIT Management Corp. Full time

    Job Title: Financial Portfolio AnalystDescription:We are seeking a skilled Financial Portfolio Analyst to join our team at Alliance REIT Management Corp. as an Investment Analyst.Key Responsibilities:Collect and analyze financial and investment data to provide valuable insights to our clients.Examine and interpret financial reports, stock prices, and...


  • Toronto, Ontario, Canada CI Financial Full time

    Company OverviewCi Financial is a leading global wealth management and asset management advisory services company, driven by a commitment to provide individuals and institutions with the highest-quality investments and advice.SalaryThe estimated salary for this position is $90,000 - $120,000 per year, depending on experience and qualifications. This figure...


  • Toronto, Ontario, Canada Alliance REIT Management Corp. Full time

    About the RoleWe are seeking a highly skilled Financial Portfolio Strategist to join our team at Alliance REIT Management Corp.Job DescriptionKey Responsibilities:Analyze financial data and investment information to identify trends and opportunitiesDevelop and implement investment strategies to maximize returnsProvide expert advice and recommendations to...


  • Toronto, Ontario, Canada CI Financial Full time

    Job OverviewAt CI Financial, we're dedicated to providing exceptional wealth management and asset management advisory services. As a Trading Portfolio Operations Specialist, you'll play a crucial role in ensuring seamless trading operations support for all Portfolio Management groups within the organization.Key Responsibilities:Provide daily trading...


  • Toronto, Ontario, Canada CPP Investments Full time

    At CPP Investments, we're a global investment organization dedicated to ensuring the long-term sustainability of the Canada Pension Plan. Our dynamic team invests in all major asset classes, including public equity, private equity, real estate, infrastructure, and fixed-income instruments.We're seeking a skilled Financial Strategist to join our Credit...


  • Toronto, Ontario, Canada Fidelity Investments Full time

    Company OverviewFidelity Investments has been a trusted name in the Canadian financial industry for over 35 years, helping individuals and institutions achieve their long-term wealth goals. Our privately owned company fosters innovation and growth, embracing cutting-edge technologies to deliver exceptional investment solutions.As a valued member of our team,...


  • Toronto, Ontario, Canada CI Financial Full time

    Company Overview:CI Financial is a leading global wealth management and asset management advisory services company. With over 50 years of experience, we have consistently anticipated and responded to the changing needs of investors.About This Role:We are seeking an experienced Senior Portfolio Trading Associate to join our team in this key position. As a...


  • Toronto, Ontario, Canada CI Financial Full time

    At CI Financial, we believe that our success is driven by the passion and expertise of our people. As a company, we are committed to providing individuals and institutions with high-quality investments and advice.About the RoleWe are seeking a skilled Quantitative Analyst - Portfolio Risk to join our team. This role will be responsible for providing accurate...


  • Toronto, Ontario, Canada La Salle University Full time

    Job SummaryWe are seeking a highly skilled Portfolio Management Analyst to join our team at LaSalle Investment Management. The successful candidate will be responsible for analyzing and managing investment portfolios, developing financial models, and providing strategic recommendations to our clients.Key ResponsibilitiesDevelop and maintain financial models...