National Portfolio Manager
3 weeks ago
A leading North American bank is seeking a Portfolio Manager for its National Team. You will provide discretionary portfolio management services to high net worth clients and collaborate closely with Financial Consultants. The ideal candidate will have at least 5 years of relevant experience, a university degree, and be a CFA charter holder or possess a CIM designation. This role will involve ongoing client engagement, compliance adherence, and fostering strong client relationships. The position is based in Toronto, Ontario, with opportunities available nationally.#J-18808-Ljbffr
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National Portfolio Manager
2 weeks ago
Toronto, Canada Scotiabank Full timeRequisition ID: 239371 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Portfolio Manager, National Team, you will provide discretionary portfolio management services to high net worth MD clients and report to the Director, MDPIC Practice Leadership & Advice. This position partners closely...
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National Portfolio Manager
3 weeks ago
Toronto, Canada Scotiabank Full timeJoin a purpose driven winning team, committed to results, in an inclusive and high‑performing culture. As a Portfolio Manager, National Team, you will provide discretionary portfolio management services to high net worth MD clients and report to the Director, MDPIC Practice Leadership & Advice. This position partners closely with MD Financial Consultants...
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National Portfolio Manager
3 weeks ago
Toronto, Canada Scotiabank Full timeJoin a purpose driven winning team, committed to results, in an inclusive and high‑performing culture. As a Portfolio Manager, National Team, you will provide discretionary portfolio management services to high net worth MD clients and report to the Director, MDPIC Practice Leadership & Advice. This position partners closely with MD Financial Consultants...
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National Portfolio Manager
3 weeks ago
Toronto, Canada Scotiabank Full timeJoin a purpose driven winning team, committed to results, in an inclusive and high‑performing culture. As a Portfolio Manager, National Team, you will provide discretionary portfolio management services to high net worth MD clients and report to the Director, MDPIC Practice Leadership & Advice. This position partners closely with MD Financial Consultants...
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National Portfolio Manager
2 weeks ago
Toronto, Canada Scotiabank Full timeSelect how often (in days) to receive an alert: Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Portfolio Manager, National Team, you will provide discretionary portfolio management services to high net worth MD clients and report to the Director, MDPIC Practice Leadership & Advice . This position...
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National Portfolio Manager
2 weeks ago
Toronto, Canada MD Financial Management Full timeIs this role right for you? In this role you will : Be accountable for client discovery, development of the Investment Policy Statements (IPS), portfolio modelling and investment compliance with the client’s IPS Contact is initiated by the client, Financial Consultant or the PM and can be facilitated through voice and web channels by the PM. Depending on...
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National Portfolio Manager
9 hours ago
Toronto, Canada MD Financial Management Full timeIs this role right for you? In this role you will: Be accountable for client discovery, development of the Investment Policy Statements (IPS), portfolio modelling and investment compliance with the client’s IPS Contact is initiated by the client, Financial Consultant or the PM and can be facilitated through voice and web channels by the PM. Depending on...
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National Portfolio Manager
2 weeks ago
Toronto, Canada MD Financial Management Full timeIs this role right for you?In this role you will :Be accountable for client discovery, development of the Investment Policy Statements (IPS), portfolio modelling and investment compliance with the client’s IPSContact is initiated by the client, Financial Consultant or the PM and can be facilitated through voice and web channels by the PM. Depending on the...
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National Portfolio Manager
2 weeks ago
Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Surrey, Victoria, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Scotiabank Full timeSelect how often (in days) to receive an alert:Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.As a Portfolio Manager, National Team, you will provide discretionary portfolio management services to high net worth MD clients and report to the Director, MDPIC Practice Leadership & Advice . This position...
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Director Portfolio Management
4 weeks ago
Toronto, Canada National Bank of Canada Full timeJoin to apply for the Director Portfolio Management role at National Bank of Canada. Joining the National Clients Group team as a Director Portfolio Management means working closely with other directors, acting as an expert resource, and proposing financial strategies to large and mid‑sized private companies—primarily in the healthcare industry—with...