Found Description
Portfolio Analyst, Managed Portfolio Program, Global Investment Solutions - Toronto
Requisition ID: 267584
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
**BRIEF INTRODUCTION**
Contributes to the overall success of the Managed Portfolio Program / Global Portfolio Solutions / Scotia Wealth Management in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures.
**IS THIS ROLE RIGHT FOR YOU**
**In the role you will:**
+ Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
+ Contribute to the day-to-day operations by reviewing Investment Policy Statements (IPS) ensuring KYC and program suitability.
+ M...
Requisition ID: 267584
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
**BRIEF INTRODUCTION**
Contributes to the overall success of the Managed Portfolio Program / Global Portfolio Solutions / Scotia Wealth Management in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures.
**IS THIS ROLE RIGHT FOR YOU**
**In the role you will:**
+ Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
+ Contribute to the day-to-day operations by reviewing Investment Policy Statements (IPS) ensuring KYC and program suitability.
+ M...
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