Investment Portfolio Manager

Position: Investment Portfolio Manager Role
Take charge of investment portfolios at Scotia in Toronto as an experienced Portfolio Manager. Deliver tailored financial solutions and expert guidance to high-net-worth clients.

In this impactful role, you will act as a trusted advisor, utilizing your skills in discretionary investment management to meet client financial goals. Your strong relationship management capabilities will allow you to collaborate effectively with Wealth Managers, ensuring optimal client satisfaction and achievement of investment objectives. Utilize the KYC process to create customized strategies that address each client’s unique needs in wealth management.

Key Responsibilities:

• Utilize KYC and IPQ for insightful client assessments

• Recommend strategic asset allocations for clients

• Actively manage client financial plans and investment reviews

• Monitor client portfolios to ensure alignment with objectives

• Provide mentorship to Wealth Associate team members

Requirements:

• University Degree in Business or Finance

• CFA or CIM designation required; CAIA preferred

• At least 5 years of experience in investment management

• Strong communication and relationship skills

• Proficiency in Salesforce and MS Office

Lead impactful investment strategies that align with client goals and needs at Scotia.
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