VP, Systemized Investment Solutions for Advisors

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 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%.