Private Wealth Portfolio Manager
Scotiabank
Shape private wealth strategies in Toronto as an Associate Portfolio Manager, using investment counselling and relationship management for high net worth clients.Scotiabank seeks an Associate Portfolio Manager to advise clients on holistic wealth management and investment growth goals. You will understand client circumstances, recommend suitable asset allocation, and coordinate Scotia Wealth Management specialists. The position also supports acquisition, retention, and relationship growth.Key Responsibilities:
Build, retain, and deepen profitable high value client relationshipsAssess objectives, risk tolerance, and suitability through KYC reviewsRecommend asset allocation and investment strategies aligned with goalsMonitor portfolios and recommend adjustments within approved parametersDirect specialists to deliver integrated wealth solutionsRequirements:
Post secondary education in finance or related fieldMinimum five years in discretionary investment and portfolio managementCSC and CIM maintained in good standingExperience managing individual, trust, estate, pension, foundation, and registered accountsStrong relationship management and business development skillsApply portfolio management, investment strategy, and client counselling expertise to Scotiabank’s private wealth clients in Toronto.
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Build, retain, and deepen profitable high value client relationshipsAssess objectives, risk tolerance, and suitability through KYC reviewsRecommend asset allocation and investment strategies aligned with goalsMonitor portfolios and recommend adjustments within approved parametersDirect specialists to deliver integrated wealth solutionsRequirements:
Post secondary education in finance or related fieldMinimum five years in discretionary investment and portfolio managementCSC and CIM maintained in good standingExperience managing individual, trust, estate, pension, foundation, and registered accountsStrong relationship management and business development skillsApply portfolio management, investment strategy, and client counselling expertise to Scotiabank’s private wealth clients in Toronto.
#J-18808-Ljbffr
Vacancy posted 1 hour ago
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