Job Description
Drive investment success at Scotia as a seasoned Portfolio Manager in Toronto, focusing on high-net-worth clients. Provide expert financial solutions and tailored advice to meet diverse client needs.
Scotia is looking for an experienced Portfolio Manager to lead investment portfolios. Your role will involve discretionary management to align client financial goals, collaborating closely with Wealth Managers. Utilize KYC processes to customize wealth management strategies based on each client's unique profile.
Key Responsibilities:
• Utilize KYC and IPQ for insightful client assessments
• Recommend strategic asset allocations tailored to clients
• Actively manage client financial plans and regular reviews
• Monitor 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’ experience in in...
Scotia is looking for an experienced Portfolio Manager to lead investment portfolios. Your role will involve discretionary management to align client financial goals, collaborating closely with Wealth Managers. Utilize KYC processes to customize wealth management strategies based on each client's unique profile.
Key Responsibilities:
• Utilize KYC and IPQ for insightful client assessments
• Recommend strategic asset allocations tailored to clients
• Actively manage client financial plans and regular reviews
• Monitor 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’ experience in in...
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