Senior Manager, Investment Distribution Management - JFL Equity Research

Scotiabank; Montreal; On-site; CAD 120,000 - 180,000; Full time

Job summary

Scotiabank is seeking a Senior Manager, Investment Distribution Management to connect the JF Equity Research team with Scotia Global Asset Management’s institutional and retail channels in Canada. The role spans coordinating marketing, client materials and thought leadership to ensure clear, compelling equity mandate messaging across multiple channels.

You will lead development of sales materials, position mandates, and provide product support across Scotia JF Private Investment Counsel,

Qualifications

• 10+ years of experience in asset management.
• Undergraduate degree in finance, business, economics or equivalent.
• MBA and/or CFA designation is an asset.
• Understanding/experience in financial markets, equities, and investment strategy.
• Strong communication skills in French and English (written and verbal).
• Ability to work efficiently in a fast-paced environment with shifting priorities.
• Strong organizational skills, attention to detail, and ability to manage multiple tasks.
• Collaborative and team-oriented, with a proactive and resourceful mindset.
• Proficiency in Excel, PowerPoint, Power BI, Morningstar Direct, and Bloomberg is an asset.

Responsibilities

• Lead development of persuasive, accurate and timely sales materials for the JF Equity Research team across Scotia brands and channels.
• Develop selling points and marketing messages for mandates based on value proposition and investment philosophy.
• Create product-specific materials and client presentations translating insights into distribution narratives.
• Serve as a senior resource for marketing and product development partners on equity mandate updates.
• Represent Investment Distribution Management in strategic initiatives and cross-functional projects.
• Partner with portfolio managers and distribution teams to shape product positioning for client audiences.
• Develop a comprehensive support strategy to enhance knowledge of equity strategies.
• Respond to inquiries and gather feedback to improve support.
• Collaborate with Investment Management, Marketing, Operations, Legal and Compliance.

Skills

Asset management experience

Bilingual French & English

Strategic partnerships

Communication & presentation

Analytical thinking

Education

Undergraduate degree in finance or related field

MBA and CFA designation

Tools

Excel

PowerPoint

Power BI

Morningstar Direct

Bloomberg

Job description

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Senior Manager, Investment Distribution Management - JFL Equity Research

Requisition ID: 259639
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

The Senior Manager, Investment Distribution Management, is responsible for designing and executing strategies that support the distribution of equity mandates managed by Jarislowsky Fraser’s (JF) Equity Research team across SGAM channels. This role serves as a key connector between the JF Equity Research investment team and JF’s institutional distribution team, while also supporting other retail distribution channels, including Scotia JF Private Investment Counsel and Dynamic’s wholesale channel. The Senior Manager ensures that JF equity offerings are effectively supported, clearly positioned, and aligned with the needs of each distribution channel.

Is this role right for you? In this role you will:

Product Support & Insights:

• Lead the development of persuasive, accurate and timely sales materials and communications for the JF Equity Research team across multiple Scotia Global Asset Management brands, deliverables, and channels.
• Overall responsibility for the positioning of the JF Equity Research team, including the development of clear, concise selling points and marketing messages for all mandates based on their underlying value proposition; responsible for the development of thought leadership aligned to the team’s investment philosophy.
• Lead the development of product-specific materials and business development support, including briefing notes, product positioning summaries, and client presentation materials that translate investment insights into clear, compelling distribution narratives.
• Serve as a senior subject matter resource for marketing and product development partners, guiding the development of equity mandate updates and client-facing publications to ensure accuracy, consistency, and strong commercial relevance
• Represent Investment Distribution Management in strategic initiatives and cross-functional projects supporting the JF Equity Research portfolio management team and broader distribution priorities.
• Partner with portfolio managers and the JF Institutional Distribution team as the primary distribution channel, while also engaging Scotia JF Private Investment Counsel, Dynamic, and other retail channels, to shape product positioning that resonates with target client audiences and supports AUM growth.
• Responsible for the development of a comprehensive support strategy that builds, enhances and sustains knowledge and understanding of equity strategies (both listed/private) across the field.
• Respond to distribution inquiries and actively solicit input and feedback from partners on ways to improve support.
• Collaborate across Investment Management, Distribution, Marketing, Operations, Legal, Compliance, Product Development & Innovation and other stakeholders in both leadership and key contributor capacities.
• Liaise with relationship managers with respect to the ongoing maintenance of existing investment dealers, including the organization of presentations to investment committees and boards as required.
• Lead market intelligence and competitive analysis efforts to identify trends, positioning opportunities, and risks across key equity mandate segments.

Performance & Reporting

• Track JF Equity team’s distribution performance metrics, including sales volumes, client engagement, communication and channel effectiveness.
• Ensure compliance with all relevant regulations and internal policies.

Education, Professional Experience, Certifications and Skills required:

• 10+ years of experience working in the asset management industry;
• Undergraduate degree in finance, business, economics or equivalent work experience;
• MBA and/or CFA Designation is an asset;
• Understanding/experience in financial markets, equities, and investment strategy;
• Detailed knowledge of financial markets and investment process / strategy and positioning;
• Strong understanding of institutional investment solutions/structures (Listed/Private) including separate accounts, collective vehicles, LPs, mutual funds, ETFs, and offering memorandum structure;
• Strong communication skills in French and English (written and verbal);
• Ability to work efficiently in a fast-paced environment with shifting priorities;
• Strong organizational skills, attention to detail, and ability to manage multiple tasks;
• Collaborative and team-oriented, with a proactive and resourceful mindset;
• Proficiency in Excel, PowerPoint, Power BI, Morningstar Direct, and Bloomberg is an asset.

Working Conditions:

• Work in a standard office-based environment; non-standard hours may be required. Limited travel domestically.

In addition to French, the successful candidate must also have sufficient knowledge of English, as the work involves interacting and collaborating regularly with groups and individuals based in Toronto, as well as constantly interacting with other people, including clients, who speak English, locally and elsewhere.

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Location(s): Canada : Quebec : Montreal || 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. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.