Vice President, Portfolio Consulting Montreal, QC
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Job Location:
Monthly Salary:
Posted on:
17 hours ago
Vacancies:
1 Vacancy
Job Summary
Requisition ID: 252984
Dynamic Funds is a wholly owned subsidiary of Scotiabank headquartered in Toronto. Dynamic Funds was established as a small investment club in Montreal in 1957 where it was a pioneer in providing professional investment advice to retail investors. Since then we have evolved to become one of Canadas most recognized wealth management firms. We offer a comprehensive range of products and services spanning every major sector geographic region and investment discipline. Our financial solutions include open and closed-end investment funds fee-based tax-advantaged and customized high-net-worth programs
The Vice President Portfolio Consulting 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
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. Candidates selected for an interview will be contacted directly. If you require accommodation during the recruitment and selection process please let us know. We will work with you to provide as seamless a recruitment experience as possible.
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.
