Job Description
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, Eco...
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, Eco...
Apply for This Position
Ready to take the next step? Click the button below to submit your application.
Submit Application