Associate Portfolio Manager - Victoria
Associate Portfolio Manager - Victoria
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Job Description
Requisition ID: 232541
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 Banks 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 Scotiabanks 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 Wed 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
#L1-CB1
#SWM
Location(s): Canada : British Columbia : Victoria
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.
At Scotiabank we value the unique skills and experiences each individual brings to the Bank and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including but not limited to an accessible interview site alternate format documents ASL Interpreter or Assistive Technology) during the recruitment and selection process please let our Recruitment team know. If you require technical assistance please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however only those candidates who are selected for an interview will be contacted.
Required Experience:
Manager
Employment Type
Full Time
