About the role
Purpose
This position is a trusted advisor of private wealth services that meet high net worth client’s short- and long-term holistic wealth management and investment growth goals, through a firm wide investment strategy and a disciplined and defined wealth management process.
The Portfolio Manager develops client relationships to gain an intimate understanding of client’s life goals, circumstance and needs in order to provide investment counselling integrated into life-based wealth advice and solutions. Through this understanding, he/she will be responsible for engaging, etc.
Accountabilities
Client Relationship Management
- Consistently delivering exceptional client experience and the wealth advisory value proposition during all interactions
- Developing a professional, mutually beneficial, and profitable relationship between the client and Private Investment Counsel
- Consistently executing on SWM and PIC service standards regarding proactive contact, central client point of contact, recording and maintaining the Client Contact database
- Conducting/Documenting ongoing wealth conversations with clients, developing, and sustaining an intimate and ongoing understanding of client life goals, circumstances, and wealth needs
- ... (full list as in posting)
Investment Management
- Utilizing the KYC process and Investment Profile Questionnaire (IPQ) to develop an in‑depth understanding of client’s needs and determining the appropriate asset allocation model based on needs, risk tolerance and short/medium- and long‑term objectives
- Recommending an appropriate investment asset mix aligned with life goals, income needs, return expectations and risk tolerance that fulfills client objectives
- ...
Business Development
- Developing and managing business plans including sales targets and marketing strategies for prospective and existing clients
- Using a PIC defined business development and sales planning process to find and attract new clients, as well as in posting
- ...
Risk Management/Compliance
- Maintaining awareness and ensuring compliance/adherence to all procedures, regulatory activities and guidelines including Privacy, Anti‑Money Laundering, Anti‑Terrorist Financing, FCAC, Know your Client, Occupational Health & Safety and Guidelines for Business Conduct
- ...
Team Membership
- Contributing to the effective and positive functioning of the Private Investment Counsel team and partners
- ...
Education / Experience
- Post Secondary (Business, Economics, Accounting, Finance)
- Minimum 5 years direct experience in discretionary investment management, covering both financial analysis and managing portfolios (individuals, estates, trusts, pension plans, foundations, registered accounts), with an expert understanding of investment returns, potential risks and the associated tax implications
- CSC & CIM (maintaining your CIM in good standing)
- Enrollment in or completion of CFA program is an asset
- Strong knowledge, Enrollment in or Completion of Financial Planning (CFP) is an asset
- Strong knowledge, Enrollment in or Completion of Insurance (LLQP) is an asset
- Must meet the regulatory requirements to be registered with the appropriate securities commission
- ... (remaining bullet points as in posting)
Location(s): Canada : Ontario : Brampton
Scotiabank is a leading bank in the Americas… (rest of posting)
About Scotiabank
Welcome to Scotiabank. We serve thousands of customers, families, and communities across the globe, helping them achieve success through advice, products, and services. Follow for news, insights, thought leadership and more.
Our disclaimer: bit.ly/socialdisclaim
About the role
Purpose
This position is a trusted advisor of private wealth services that meet high net worth client’s short- and long-term holistic wealth management and investment growth goals, through a firm wide investment strategy and a disciplined and defined wealth management process.
The Portfolio Manager develops client relationships to gain an intimate understanding of client’s life goals, circumstance and needs in order to provide investment counselling integrated into life-based wealth advice and solutions. Through this understanding, he/she will be responsible for engaging, etc.
Accountabilities
Client Relationship Management
- Consistently delivering exceptional client experience and the wealth advisory value proposition during all interactions
- Developing a professional, mutually beneficial, and profitable relationship between the client and Private Investment Counsel
- Consistently executing on SWM and PIC service standards regarding proactive contact, central client point of contact, recording and maintaining the Client Contact database
- Conducting/Documenting ongoing wealth conversations with clients, developing, and sustaining an intimate and ongoing understanding of client life goals, circumstances, and wealth needs
- ... (full list as in posting)
Investment Management
- Utilizing the KYC process and Investment Profile Questionnaire (IPQ) to develop an in‑depth understanding of client’s needs and determining the appropriate asset allocation model based on needs, risk tolerance and short/medium- and long‑term objectives
- Recommending an appropriate investment asset mix aligned with life goals, income needs, return expectations and risk tolerance that fulfills client objectives
- ...
Business Development
- Developing and managing business plans including sales targets and marketing strategies for prospective and existing clients
- Using a PIC defined business development and sales planning process to find and attract new clients, as well as in posting
- ...
Risk Management/Compliance
- Maintaining awareness and ensuring compliance/adherence to all procedures, regulatory activities and guidelines including Privacy, Anti‑Money Laundering, Anti‑Terrorist Financing, FCAC, Know your Client, Occupational Health & Safety and Guidelines for Business Conduct
- ...
Team Membership
- Contributing to the effective and positive functioning of the Private Investment Counsel team and partners
- ...
Education / Experience
- Post Secondary (Business, Economics, Accounting, Finance)
- Minimum 5 years direct experience in discretionary investment management, covering both financial analysis and managing portfolios (individuals, estates, trusts, pension plans, foundations, registered accounts), with an expert understanding of investment returns, potential risks and the associated tax implications
- CSC & CIM (maintaining your CIM in good standing)
- Enrollment in or completion of CFA program is an asset
- Strong knowledge, Enrollment in or Completion of Financial Planning (CFP) is an asset
- Strong knowledge, Enrollment in or Completion of Insurance (LLQP) is an asset
- Must meet the regulatory requirements to be registered with the appropriate securities commission
- ... (remaining bullet points as in posting)
Location(s): Canada : Ontario : Brampton
Scotiabank is a leading bank in the Americas… (rest of posting)
About Scotiabank
Welcome to Scotiabank. We serve thousands of customers, families, and communities across the globe, helping them achieve success through advice, products, and services. Follow for news, insights, thought leadership and more.
Our disclaimer: bit.ly/socialdisclaim