investment manager - banking, credit and investment

Scotiabank; Toronto; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading financial institution in Toronto seeks a Senior Manager, Investment Strategy to support their investment strategy team. Responsibilities range from macroeconomic analysis to creating portfolio proposals for clients. The ideal candidate has 10 years of experience in investment management, a related degree, and strong communication skills. This role offers a competitive hourly wage.

Qualifications

• 10 years of relevant investment management or capital markets experience.
• Ability to work independently and manage a high volume of work.
• Experience within a cross-functional team.

Responsibilities

• Provide tactical asset allocation recommendations based on research.
• Conduct portfolio reviews for existing clients.
• Educate advisors about GIS product offerings.

Skills

Investment management knowledge

Communication skills

Relationship-building

Project management

Problem-solving

Attention to detail

Education

University degree in a related field

CFA program (chartered CFA is an asset)

Tools

Microsoft Office (Excel)

Bloomberg market data platforms

Job description

Senior Manager, Investment Strategy

Job posting on CareerBeacon – posted November 14, 2025. Employer: Scotiabank.

Job Details

Requisition ID: 237159

Senior Manager, Investment Strategy is responsible for supporting GIS' investment strategy team, specifically in respect of macroeconomic analysis and asset allocation decision making. The role requires writing and reviewing GIS commentary, conducting independent research, assisting with proposals and presentations, and liaising with GIS equity, fixed‑income, and pooled investment vehicle (PIV) teams. Required skills include strong knowledge of global capital markets, excellent communication and interpersonal skills, and the ability to work independently and as part of a team.

Responsibilities

• Champion a high‑performance, client‑focused culture.
• Work closely with the GIS Investment Strategy team to provide timely and conclusive tactical asset allocation recommendations based on quantitative and qualitative macroeconomic research.
• Support the management of GIS equity, fixed income, and PIV guided portfolios by monitoring existing positions and ensuring consistency with the group's tactical asset allocation and macroeconomic outlook.
• Provide regular support to Global Wealth Management investment advisors by conducting portfolio reviews for existing clients and creating portfolio proposals to attract new business.
• Respond to ad hoc advisor requests with qualified and value‑added ideas and opinions.
• Educate advisors about GIS product/service offering through branch visits, conference calls, and client presentations.
• Work closely with Global Wealth Management partners (Global Economics, Global Banking & Markets, Global Asset Management, etc.) to establish GIS as Scotiabank's thought leadership authority for the benefit of GWM clients.
• Proactively share best practices and learning with peers and partners.
• Build effective working relationships across the team and with various business line and corporate function contacts.
• Maintain a high level of customer service.
• Facilitate a culture of open and honest communication and encourage the generation of new ideas and approaches.
• Understand the bank's risk appetite and risk culture, and consider both in carrying out day‑to‑day activities and decisions.
• Contribute to the effective and efficient operation of GIS while ensuring adherence to operational risk, regulatory compliance risk, and anti‑money laundering/anti‑terrorist financing (AML/ATF) risk and conduct risk.

Qualifications

• 10 years of relevant investment management or capital markets experience.
• University degree in a related field; completion of the CFA program (chartered CFA is an asset).
• Excellent written and oral communication skills.
• Excellent presentation skills combined with effective relationship‑building abilities.
• Ability to work independently, manage a high volume of work, and meet tight deadlines.
• Experience working within a cross‑functional team comprising individuals with varying skills and competencies.
• Strong project management skills and willingness to take initiative.
• Strong conceptual abilities and perseverance to solve problems and adapt solutions for a wide range of advisors and clients.
• Strong judgment, decision‑making skills, and attention to detail.
• Proficiency in Microsoft Office suite (particularly Excel) and market data platforms (Bloomberg).

Location and Compensation

• Location: Toronto, ON (On‑site)
• Salary: $35.90 to $86.54 per hour (hourly)
• Term: Permanent, full‑time
• Start date: As soon as possible