Associate Portfolio Manager at Scotiabank

Elevate client relationships as an Associate Portfolio Manager with MD Financial Management under Scotiabank. Provide personalized investment management to high-net-worth clients in Canada while fostering a culture focused on results.

In this role, you will be integral to the team, responsible for maintaining client relationships and overseeing discretionary portfolio management services. Your experience will help guide developing comprehensive financial plans aligned with clients' goals. Collaborate with specialist advisors while ensuring compliance with investment policies, and leverage your financial insights to foster client education.

Key Responsibilities: • Manage day-to-day client relationships and portfolio compliance • Develop and implement personalized investment strategies • Conduct periodic reviews of client objectives and performance • Foster client education on investment products and services • Network within Scotiabank to enhance service delivery
<...