Senior Portfolio Manager at Scotia

Elevate your investment management career with Scotia as a Senior Portfolio Manager. Lead client relationships, manage asset allocation, and drive results in this key advisory role.

This position requires a strong commitment to managing private wealth services while achieving clients’ income and investment growth goals. You will utilize extensive industry knowledge to assess client needs, set investment objectives, and implement tailored portfolio strategies. Collaborate with top Wealth Managers and Associates to provide mentorship and drive the team's success in investment management and client servicing.

Key Responsibilities:

• Develop client's investment strategies using KYC processes

• Recommend asset mixes aligned with client objectives

• Monitor and manage investment portfolios regularly

• Conduct annual Financial Plan reviews with clients

• Collaborate with Centralized Portfolio Management on strategies

Requirements:

• University Degree in Finance, Economics, or related field

• CFA or CIM designation required; CAIA is an asset

• Minimum 5 years in discretionary investment management

• Proficiency in Mandarin or French is a strong asset

• Currently registered as an Advising Representative

Leverage your expertise in asset management and client engagement as a Senior Portfolio Manager with Scotia in Toronto.
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