Vice President, Systemized Solutions Montreal, QC
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Job Location:
Monthly Salary:
Posted on:
5 days ago
Vacancies:
1 Vacancy
Job Summary
Requisition ID: 245949
Join a purpose driven winning team committed to results in an inclusive and high-performing culture.
The Vice President Systemized Solutions is a trusted partner to financial advisors helping them design and implement effective investment management process through a structured consultative process. This role blends portfolio construction expertise advisor engagement and sales enablement to deliver scalable systemized solutions that enhance advisor practices and client outcomes.
You will lead a series of collaborative meetings with advisors to evaluate their current investment management process design customized portfolio frameworks and guide implementation strategies. Success in this role requires deep technical knowledge strong communication skills and the ability to translate complex concepts into actionable solutions.
Is this role right for you In this role you will:
Advisor Engagement & Facilitation
- Lead a structured Portfolio Consulting Program consisting of multiple meetings
- Diagnose advisors existing business structure and investment process; identify gaps and opportunities for improvement.
- Design customized Investment Management Frameworks aligned with advisor client bases and investment preferences.
- Develop and guide transition strategies to implement recommended portfolio solutions.
- Conduct one-on-one group and branch meetings to promote and deliver the program.
Portfolio Construction Expertise
- Provide thought leadership on portfolio construction risk management and investment trends.
- Perform detailed portfolio analysis including allocation structure and risk diagnostics.
- Deliver clear actionable insights through analytical reports and presentations.
- Collaborate with internal teams (Product Quant Sales Marketing) to enhance program capabilities.
Sales Enablement & Growth
- Build and maintain consulting-based relationships with advisors and key stakeholders.
- Partner with wholesalers and regional leaders to drive program adoption and enrollment targets.
- Represent the firm at industry events and conferences to elevate brand presence.
Education and Professional Experience:
- 10 years in portfolio construction investment consulting or advisor-facing roles within financial services.
- CFA CIM or CAIA designation preferred
- Degree in Finance Economics Mathematics or related field
Do you possess the skills that will enable you to succeed in this role We would be happy to work with you if you meet the following requirements:
- Strong understanding of asset allocation risk management and investment strategies (including alternatives).
- Proven ability to lead structured consultations and influence advisor decision-making.
- Exceptional communication and presentation skills; ability to simplify complex concepts.
- Proficiency in MS Office and portfolio analytics tools.
- Willingness to travel up to 25% across Canada.
In addition to French the successful candidate must also have sufficient knowledge of English as the work involves interacting and collaborating regularly with groups and individuals based in Toronto as well as constantly interacting with other people including clients who speak English locally and elsewhere.
Location(s): Canada : Quebec : Montreal
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:
Exec
Key Skills
- Change Management
- Financial Services
- Growing Experience
- Managed Care
- Management Experience
- Analysis Skills
- Senior Leadership
- Performance Management
- Process Management
- Leadership Experience
- negotiation
- Analytics
About Company
Scotiabank is one of the leading foreign banks serving large national and multinational corporations in the U.S. through its Global Banking and Markets, Global Transaction Banking and Wealth Management business lines.
