Found Description
Elevate your finance career with Scotiabank as a Bilingual National Portfolio Manager. Deliver discretionary portfolio management in a hybrid environment while strengthening high-net-worth client relationships.
In this senior role, you will manage investment portfolios nationwide, working closely with MD Financial Consultants. Your key responsibilities include developing Investment Policy Statements, ensuring compliance, and providing clients with personalized investment solutions. You will leverage your language skills to communicate effectively with both English and French-speaking clients.
Key Responsibilities:
• Manage discretionary investment portfolios for high-net-worth clients
• Develop and execute Investment Policy Statements (IPS)
• Conduct formal investment reviews with clients and consultants
• Assess client objectives and calibrate investment strategies
• Analyze securities, including credit quality and asset allocati...
In this senior role, you will manage investment portfolios nationwide, working closely with MD Financial Consultants. Your key responsibilities include developing Investment Policy Statements, ensuring compliance, and providing clients with personalized investment solutions. You will leverage your language skills to communicate effectively with both English and French-speaking clients.
Key Responsibilities:
• Manage discretionary investment portfolios for high-net-worth clients
• Develop and execute Investment Policy Statements (IPS)
• Conduct formal investment reviews with clients and consultants
• Assess client objectives and calibrate investment strategies
• Analyze securities, including credit quality and asset allocati...
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