Job Description

Requisition ID: 178148

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

MD Financial Management, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Associate Portfolio Manager to join our team.

As an Associate Portfolio Manager, you will provide client relationship management for discretionary portfolio management services to MD clients.

Is this role right for you? In this role you will:

• Foster, maintain and strengthen client relationships through regular, comprehensive contact
• Ensure all portfolios are compliant with the clients\' Investment Policy Statements
• Network internally to foster relationships and ensure the value proposition relating to Private Investment Counsel services is promoted and well understood
• Keep current on all financial matters that would affect client investment activities
• Team with other specialists including Insurance Consultants, Estate & Trust Advisors, Practice Solutions advisors, and Financial Consultants to provide a complete financial, practice and life program for clients
• Understand how the Bank\'s risk appetite and risk culture should be considered in day-to-day activities and decisions
• Actively pursue effective and efficient operations of his/her 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.
• Champion a high-performance environment and contribute to an inclusive work environment
• Be responsible for business development, networking, pipeline building, business planning and closing business
• Travel as required

The Must Haves:

• A minimum of 8 years of relevant experience
• Must be registered, or can become immediately registered, with the appropriate provincial securities commission as an Associate Advising Representative
• Level 1 CFA or hold the Chartered Investment Manager (CIM) designation (including 24 months of relevant investment management experience subject to regulatory approval)
• College or University degree

Do you have the skills that will enable you to succeed in this role? - We\'d love to work with you if you have:

• Excellent verbal and written communication skills
• Ab ability to remain calm under pressure
• Strong organization skills, are goal driven and action oriented
• The ability to build relationships and are a team player
• Demonstrated ethics and values, with a high integrity and are trustworthy
• Strong computer skills with an above average understanding of MS Word, MS Excel, and portfolio management software

What\'s in it for you?

• We are big proponents of life-work integration and provide the flexibility and tools to achieve such.
• We believe an inclusive and diverse work environment makes for happy and productive employees.
• We recognize the importance of well-being and offer programs and benefits to support and sustain the mental and physical health of our employees and their families.
• We know that financial security is important to you and we\'re here to help - competitive salaries and incentive programs, a defined contribution pension plan and an employee share option purchase program.
• We realize time away to recharge is a non-negotiable - we offer a generous paid time off program in which the benefits increase along with your tenure with MD. Our team environment ensures you\'re able to take time off without worrying about your clients.
• We understand that cost-effective banking solutions mean more money in your pocket - through our partnership with Scotia, we offer a variety of preferred banking, credit card, mortgage and home/auto insurance options and discounts.
• We love discounts. Through the WorkPerks program, as an employee of MD you\'ll have access to thousands of discounts with various vendors across Canada.

Location(s): Canada : Alberta : Calgary

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please . Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

Scotiabank