VP, Systemized Investment Solutions for Advisors

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

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%.