Associate Portfolio Manager, Md Financial
7 days ago
Requisition ID: 195546 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Associate Portfolio Manager to join our team. As an Associate Portfolio Manager, you will provide client relationship management for discretionary portfolio management services to MD clients. **Is this role right for you? In this role you will**: - Foster, maintain and strengthen client relationships through regular, comprehensive contact - Ensure all portfolios are compliant with the clients’ Investment Policy Statements - Network internally to foster relationships and ensure the value proposition relating to Private Investment Counsel services is promoted and well understood - Keep current on all financial matters that would affect client investment activities - Team with other specialists including Insurance Consultants, Estate & Trust Advisors, Practice Solutions advisors, and Financial Consultants to provide a complete financial, practice and life program for clients - Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions - Actively pursue effective and efficient operations of his/her respective areas in accordance with Scotiabank’s Values, its Code of Conduct, and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk. - 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 **The Must Haves**: - A minimum of 3 years of qualifying experience, specific to becoming registered as an Associate Advising Representative - College or University degree **Do you have the skills that will enable you to succeed in this role? - We’d love to work with you if you have**: - Excellent verbal and written communication skills - An ability to remain calm under pressure - Strong organization skills, are goal driven and action oriented - The ability to build relationships and are a team player - Demonstrated ethics and values, with a high integrity and are trustworthy - Strong computer skills with an above average understanding of MS Word, MS Excel, and portfolio management softwareLocation(s): Canada : Quebec : Levis || Canada : Quebec : Montreal || Canada : Quebec : Quebec || Canada : Quebec : Sherbrooke || Canada : Quebec : Trois-Rivières Scotiabank 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, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
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Associate Portfolio Manager
2 weeks ago
Quebec City, Canada MD Financial Management Full timeRequisition ID: 195546 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Associate Portfolio Manager to join our team. As an Associate Portfolio Manager, you will...
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Chicoutimi, Quebec, Canada MD Financial Management | Gestion financière MD Full timeRequisition ID: 244912Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.The Financial Consultant, Regional Services contributes to the overall success of the MD Financial Management ensuring specific individual goals, plans, initiatives are delivered in support of the team's business strategies and...
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Quebec City, Canada MD Financial Management Full timeRequisition ID: 218159 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Regional Administrative Specialist, you will be responsible for providing administrative and operational support to Financial Consultants and Portfolio Managers. **Is this role right for you? In this role you will**: - Process...
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Québec City, Canada MD Financial Management Full timeIs this role right for you? In this role you will: Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge. Build and execute on a monthly contact plan focused on engaging clients in financial planning and advice Complete financial planning in the areas of risk management, estate...
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Senior Financial Planner, MD Signature
5 days ago
Québec City, Canada MD Financial Management Full timeIs this role right for you? In this role you will: Expert Level Client Discovery MDS Discovery meetings are a key component of our client value proposition. In this meeting SFPs will go beyond the surface level and help our clients uncover what is most important today and in the future. This often involves the cocreation of goals and objectives with our...
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Quebec City, Canada MD Financial Management Full timeRequisition ID: 206811 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Contributes to the overall success of the Client Administrative Services Regional team, ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives....
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Quebec, Canada Scotiabank Full timeJoin a purpose driven winning team, committed to results, in an inclusive and high‑performing culture. The Financial Consultant, Regional Services contributes to the overall success of the MD Financial Management ensuring specific individual goals, plans and initiatives are delivered in support of the team’s business strategies and objectives. All...
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Quebec, Canada Scotiabank Full timeJoin a purpose driven winning team, committed to results, in an inclusive and high‑performing culture. The Financial Consultant, Regional Services contributes to the overall success of the MD Financial Management ensuring specific individual goals, plans and initiatives are delivered in support of the team’s business strategies and objectives. All...
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Quebec, Canada Scotiabank Full timeJoin a purpose driven winning team, committed to results, in an inclusive and high‑performing culture. The Financial Consultant, Regional Services contributes to the overall success of the MD Financial Management ensuring specific individual goals, plans and initiatives are delivered in support of the team’s business strategies and objectives. All...
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(s): Canada : Quebec : Quebec Scotiabank Global Site Full timeRequisition ID: 244912Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.The Financial Consultant, Regional Services contributes to the overall success of the MD Financial Management ensuring specific individual goals, plans, initiatives are delivered in support of the team's business strategies and...
