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PIC Portfolio Manager, CRIA - 12-Month Contract
Location:
Toronto
Description:
Requisition ID: 196643 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose Of Job This position is a trusted advisor of private wealth services and acts as registrant in the management of investment portfolios by ensuring asset mix and total return meet client’s short- and long-term income and investment growth goals, using approved securities and following corporate investment strategies. Work closely with PIC Wealth Managers and Wealth Associates to manage client relationships. Fulfill the role as the investment expert in relationship, backssing clients’ investment needs, setting appropriate investment objectives and ensuring accurate implementation and monitoring of portfolios (KYC / KYP and determining suitability). Provide mentorship and guidance to Wealth Associates and Wealth Managers on their career development journey towards registration and help them develop their relevant investment management experience. Major Accountabilities 1. Portfolio 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 objectives Recommending an appropriate investment asset mix aligned with life goals, income needs, return expectations and risk tolerance that fulfills client objectives Collaborating with the Centralized Portfolio Management group and using defined investment management processes to communicate advice to clients on their strategic asset allocation, models and underlying investment portfolio Regularly monitoring client investment portfolios Actively managing the client’s Financial Plan and wealth strategy and participating in the client’s annual Financial Plan review process Developing and executing upon strategies to address unique situations including but not limited to: Transition of new accounts to central models Accounts. Visit ListedBuy for more information.
Company:
Scotiabank
Posted:
April 12 on ListedBuy
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More About this Listing: PIC Portfolio Manager, CRIA - 12-Month Contract
PIC Portfolio Manager, CRIA - 12-Month Contract is a Executive Manager Job at Scotiabank located in United States. Find other listings like PIC Portfolio Manager, CRIA - 12-Month Contract by searching Oodle for Executive Manager Jobs.
PIC Portfolio Manager, CRIA - 12-Month Contract is a Executive Manager Job at Scotiabank located in United States. Find other listings like PIC Portfolio Manager, CRIA - 12-Month Contract by searching Oodle for Executive Manager Jobs.