Associate Portfolio Manager

5 months ago

London, Canada MD Financial Management Full time

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:


• Level 1 CFA or hold the Chartered Investment Manager (CIM) designation (including 24 months of relevant investment management experience subject to regulatory approval)
• 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 software

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