Portfolio Analyst, Investment Solutions

Scotiabank; Toronto; On-site; CAD 70,000 - 110,000; Full time

Job summary

Scotiabank is seeking a role within the Managed Portfolio Program (MPP) in Canada. The position focuses on supporting Investment & Advisory Solutions and Scotia Wealth Management by ensuring IPS compliance, KYC, and program suitability while coordinating administrative requests.

The role emphasizes risk-aware decision making, adherence to regulatory policies, and contributing to an inclusive, high-performance culture within the team.

Qualifications

• Bachelor’s degree or equivalent required.
• CFA Level II preferred.
• Experience collaborating effectively with Advisors.
• Proficient in Microsoft Office suite; Excel VBA preferred.

Responsibilities

• Deepen client relationships and leverage broader Bank relationships and knowledge.
• Review Investment Policy Statements (IPS) to ensure KYC and program suitability.
• Monitor and manage IPS violations until closure.
• Serve as main contact for all MPP administrative requests and policy inquiries.
• Conduct inquiries and escalate risk, ensuring timely corrective actions.

Skills

Experience with Advisors

Microsoft Office

Data entry

Education

Post-secondary degree

CFA Level II (preferred)

Tools

Excel VBA

Job description

Requisition ID: 273122

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Purpose

Contributes to the overall success of the Managed Portfolio Program / Investment & Advisory 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 this role, you will:

• Champions 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.
• Manage compliance to program policies by organizing the communication and tracking of all IPS violations until closure.
• Act as main point of contact for all administrative requests for MPP, including policy clarification, general program information and rejected account information.
• Conduct appropriate inquiries and investigations and ensures that appropriate corrective actions and/or risk mitigation actions are implemented in a timely manner or escalated.
• Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
• Actively pursues effective and efficient operations of their respective areas in accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.
• Champions a high-performance environment and contributes to an inclusive work environment.

Skills

Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you have:

• Post-secondary degree.
• CFA level 2 is preferred.
• Experience working effectively with Advisors.
• Strong skills in Microsoft Office suite of products.
• Excel VBA (Visual Basic for Applications) preferred.

Interested?

At Scotiabank, every employee is empowered to reach their fullest potential, respected for who they are and, embraced for their differences. That is why we work to grow and diversify talent and engage employees in a performance-oriented culture.

What's in it for you?

Scotiabank wants you to be able to bring your best self to work – and life, every day. With a focus on holistic well-being, our many flexible benefit programs are designed to help support your unique family, financial, physical, mental, and social health needs.

Location(s): Canada : Ontario : Toronto

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know.