Portfolio Analyst, Centralized Investment Advisory - Toronto

Requisition ID:

Purpose of Job

Contributes to the overall success of the Central Registrant and Investment Advisory (CRIA) Team ensuring specific individual goals, plans and initiatives are executed / delivered in support of the team’s objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures.

Role Overview

We are looking for a Portfolio Analyst to provide overall support to the CRIA team which includes the Director and Portfolio Managers. This individual will be relied upon for project management and support to the team and business stakeholders.

Key Responsibilities

Support Portfolio Managers

• Using strong knowledge of the Bank’s, Scotia Wealth and Scotia Jarislowsky Fraser (SJF) products and services to ensure the Portfolio Managers’ needs are well understood, documented and satisfied.
• Preparing c...