Found Description
Drive investment success as an Experienced Portfolio Manager at Scotia in Toronto. Utilize your skills in discretionary investment management to create tailored strategies for high-net-worth clients.
Scotia is seeking a Portfolio Manager to oversee investment portfolios and provide expert guidance. You will work closely with Wealth Managers, leveraging your relationship management abilities to satisfy and exceed client expectations. Your role will involve utilizing KYC processes to develop customized investment strategies.
Key Responsibilities:
• Utilize KYC and IPQ for insightful client assessments
• Recommend strategic asset allocations based on client goals
• Actively manage financial plans and conduct investment reviews
• Monitor client 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
• Minimu...
Scotia is seeking a Portfolio Manager to oversee investment portfolios and provide expert guidance. You will work closely with Wealth Managers, leveraging your relationship management abilities to satisfy and exceed client expectations. Your role will involve utilizing KYC processes to develop customized investment strategies.
Key Responsibilities:
• Utilize KYC and IPQ for insightful client assessments
• Recommend strategic asset allocations based on client goals
• Actively manage financial plans and conduct investment reviews
• Monitor client 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
• Minimu...
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