National Portfolio Manager - Discretionary Investing (HNW)

Scotiabank; Toronto; Hybrid; CAD 90,000 - 120,000; Full time

Job summary

A leading North American bank is seeking a Portfolio Manager for its National Team. You will provide discretionary portfolio management services to high net worth clients and collaborate closely with Financial Consultants. The ideal candidate will have at least 5 years of relevant experience, a university degree, and be a CFA charter holder or possess a CIM designation. This role will involve ongoing client engagement, compliance adherence, and fostering strong client relationships. The position is based in Toronto, Ontario, with opportunities available nationally.

Qualifications

• Minimum of 5 years experience in investment management for high net worth clients.
• Ability to become registered as a Portfolio Manager with provincial securities commission.
• Broad business acumen in wealth management.

Responsibilities

• Provide discretionary portfolio management services to high net worth MD clients.
• Develop Investment Policy Statements and ensure investment compliance.
• Conduct ongoing client reviews and analyze portfolio performance.

Skills

Discretionary investment management

Client relationship management

Portfolio analysis

Financial consulting

Market analysis

Education

University degree

CFA charter holder or CIM designation

Job description

A leading North American bank is seeking a Portfolio Manager for its National Team. You will provide discretionary portfolio management services to high net worth clients and collaborate closely with Financial Consultants. The ideal candidate will have at least 5 years of relevant experience, a university degree, and be a CFA charter holder or possess a CIM designation. This role will involve ongoing client engagement, compliance adherence, and fostering strong client relationships. The position is based in Toronto, Ontario, with opportunities available nationally.