Talent.com
Associate Portfolio Manager, MD Financial Management - Quebec city, QC

Associate Portfolio Manager, MD Financial Management - Quebec city, QC

MD Financial ManagementQuebec, QC, CA
30+ days ago
Salary
CAD100000–CAD200000 yearly
Job description

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 :

  • Level 1 CFA or hold the Chartered Investment Manager (CIM) designation (including 24 months of relevant investment management experience subject to regulatory approval)
  • A minimum of 3 years of qualifying experience, specific to becoming registered as an Associate Advising Representative
  • 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
  • An 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