VP, Advisor Investment Solutions Architect

Scotiabank; Montreal (administrative region); On-site; CAD 120,000 - 160,000; Full time

Job summary

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

Qualifications

• Over 10 years of relevant experience in financial services.
• Experience in guiding financial advisors in investment management.
• Expertise in portfolio construction and customized frameworks.

Responsibilities

• Guide financial advisors in investment management.
• Focus on portfolio construction and customized frameworks.
• Travel across Canada up to 25%.

Skills

Strong communication

Consultation skills

Proficiency in portfolio analytics tools

Education

CFA, CIM, or CAIA designation

Job description

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