Director, Alternative Asset Allocation
Job in
Montreal, Montréal, Province de Québec, Canada
Listing for:
Scotiabank
Full Time
position
Listed on 2026-01-01
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management
Job Description & How to Apply Below
Location: MontrealIs this role right for you?
In this role you will:
Advisor & Distribution Partnership
Partner closely with the retail and institutional distribution teams to position alternative investments and multi-asset solutions with advisors, consultants, and portfolio managers.Deliver portfolio insights, analytics, and customized asset allocation recommendations to demonstrate the role of alternatives within broader investment solutions.Support advisor and client education through presentations, workshops, and written materials that simplify complex investment concepts.Act as a trusted investment partner to the sales organization, providing pre- and post-sales portfolio consultation and thought leadership support.Portfolio Design & Asset Allocation
Design strategic and tactical asset allocation frameworks incorporating private and alternative asset classes across multiple investor risk profiles.Develop model portfolio illustrations showing the impact of alternatives on portfolio diversification, income generation, and downside protection.Collaborate with investment management teams to align portfolio views, market assumptions, and long-term return expectations.Leverage analytics and scenario analysis tools to support advisor portfolio construction discussions.Product & Platform Collaboration
Work with Product Strategy and Investment teams to identify opportunities to expand and enhance the firm’s suite of alternative investment offerings.Provide input on product design, packaging, and positioning to ensure alignment with advisor and client needs.Contribute to the creation of marketing and educational content that articulates the value of alternatives within client portfolios.Ensure consistency and clarity in the firm’s alternative investment narrative across all channels.Thought Leadership & Representation
Represent the firm as a subject-matter expert in alternative investing and portfolio construction at conferences, client events, and industry forums.Produce thought leadership insights, white papers, and presentations that reinforce the firm’s market perspective and investment expertise.Provide training and enablement to internal distribution and product teams to strengthen understanding of alternative strategies and their application in client portfolios.
Enterprise Accountabilities
Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.Actively pursues effective and efficient operations of their 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.Champions a high performance environment and contributes to an inclusive work environment.Education and Professional
Experience:
10+ years of experience in asset management, investment consulting, or product strategy, with a focus on alternative investments and multi-asset portfolio constructionCFA and/or CAIA designation strongly preferredMBA or master’s degree in finance, economics, or related field an asset.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 knowledge of private markets (private equity, private credit, infrastructure, and real assets) and liquid alternatives.Proven ability to work collaboratively across investment, product, and distribution functions.Exceptional communication and presentation skills, with experience engaging both institutional and retail advisory audiences.Advanced proficiency in portfolio analytics, capital market assumptions, and risk modeling.Client-Centric Thinking:
Deep understanding of advisor and investor needs, with the ability to translate investment complexity into clear, actionable guidance.Strategic
Collaboration:
Skilled in aligning cross-functional teams to deliver integrated…
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