Vice President, Systemized Solutions

Scotiabank; Montreal (administrative region); On-site; CAD 100,000 - 125,000; Full time

Job summary

A leading financial institution in Montreal is seeking a Vice President for Systemized Solutions. This role involves guiding financial advisors in investment management, focusing on portfolio construction and customized frameworks. Candidates should have over 10 years of relevant experience in financial services, along with a CFA, CIM, or CAIA designation. Strong communication, consultation skills, and proficiency in portfolio analytics tools are essential. The position requires travel across Canada up to 25%.

Qualifications

• 10+ years in portfolio construction, investment consulting, or advisor-facing roles within financial services.
• Strong understanding of asset allocation, risk management, and investment strategies.
• Proven ability to lead structured consultations and influence advisor decision-making.

Responsibilities

• Lead a structured Portfolio Consulting Program with advisors.
• Diagnose existing business structure and identify gaps.
• Design customized Investment Management Frameworks.
• Conduct meetings to promote and deliver the program.
• Deliver actionable insights through analytical reports.

Skills

Asset allocation

Risk management

Investment strategies

Consultation skills

Communication

Presentation skills

MS Office proficiency

Education

CFA, CIM or CAIA designation

Degree in Finance, Economics, Mathematics

Tools

Portfolio analytics tools

Job description

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

The Vice President, Systemized Solutions is a trusted partner to financial advisors, helping them design and implement effective investment management process through a structured, consultative process. This role blends portfolio construction expertise, advisor engagement, and sales enablement to deliver scalable, systemized solutions that enhance advisor practices and client outcomes.

You will lead a series of collaborative meetings with advisors to evaluate their current investment management process, design customized portfolio frameworks, and guide implementation strategies. Success in this role requires deep technical knowledge, strong communication skills, and the ability to translate complex concepts into actionable solutions.

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

Advisor Engagement & Facilitation

• Lead a structured Portfolio Consulting Program consisting of multiple meetings
• Diagnose advisors’ existing business structure and investment process; identify gaps and opportunities for improvement.
• Design customized Investment Management Frameworks aligned with advisor client bases and investment preferences.
• Develop and guide transition strategies to implement recommended portfolio solutions.
• Conduct one-on-one, group, and branch meetings to promote and deliver the program.
• Provide thought leadership on portfolio construction, risk management, and investment trends.
• Perform detailed portfolio analysis, including allocation, structure, and risk diagnostics.
• Deliver clear, actionable insights through analytical reports and presentations.
• Collaborate with internal teams (Product, Quant, Sales, Marketing) to enhance program capabilities.
• Build and maintain consulting-based relationships with advisors and key stakeholders.
• Partner with wholesalers and regional leaders to drive program adoption and enrollment targets.
• Represent the firm at industry events and conferences to elevate brand presence.

Education and Professional Experience:

• 10+ years in portfolio construction, investment consulting, or advisor-facing roles within financial services.
• CFA, CIM or CAIA designation preferred
• Degree in Finance, Economics, Mathematics, or related field

Do you possess the skills that will enable you to succeed in this role? We would be happy to work with you if you meet the following requirements:

• Strong understanding of asset allocation, risk management, and investment strategies (including alternatives).
• Proven ability to lead structured consultations and influence advisor decision-making.
• Exceptional communication and presentation skills; ability to simplify complex concepts.
• Proficiency in MS Office and portfolio analytics tools.
• Willingness to travel up to 25% across Canada.

Location(s): Canada : Quebec : Montreal

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. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. 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.