Portfolio Analyst, Managed Portfolio Program, Global Investment Solutions - Toronto

The Bank of Nova Scotia

Toronto, Ontario, Canada
On-site
Reviewing investment policy statements
Managing program policy compliance
Conducting investigations and risk mitigation
Contributes to the overall success of the Managed Portfolio Program / Global Portfolio Solutions / Scotia Wealth Management in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives

Job Summary

  • Contributes to the overall success of the Managed Portfolio Program / Global Portfolio Solutions / Scotia Wealth Management in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives.
  • Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
  • Actively pursue effective and efficient operations of their respective areas in accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.

Matching Summary

Contributes to the overall success of the Managed Portfolio Program / Global Portfolio Solutions / Scotia Wealth Management in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives.

Skills & Requirements

Must-have

  • Reviewing Investment Policy Statements
  • Managing program policy compliance
  • Conducting investigations and risk mitigation
  • Microsoft Office suite of products

Nice-to-have

  • Championing a customer focused culture
  • High-performance environment
  • Inclusive work environment

Key Requirements

  • Post-secondary degree
  • CFA level 2 preferred or CIM
  • Experience working effectively with Advisors
  • Excel VBA preferred

Work Rights

Not specified

Tailored Resume

Cover Letter