Requisition ID: 268961

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

Purpose of Job
Contributes to the overall success of the Centralized Investment Management / Scotia Wealth Management in Canada by ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures.

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

Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.

Create and execute equity, mutual fund, option and fixed income orders in a timely manner by using the various systems (AOM, MPower, Dataphile). All orders and trades should be assessed in accordance with the portfolios mandates, models and trading policy and regulatory requirements.

Assist with the development and execution of the portfolio management activities will include onboarding, rebalancing requests, cash management and handling special situations, while conducting a strong due diligence before and after entering the orders.

Provide timely communication and support to the program Portfolio Manager, regularly monitoring of portfolios, and making changes as deemed appropriate by the supervising program Portfolio Manager or Senior fee Based Trader.

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 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.

Champion a high-performance environment and contribute to an inclusive work environment.

Skills
Do you have the skills that will enable you to succeed in this role? We would love to work with you if you have:

Fully licensed as an Investment Representative by CIRO

2 years Industry experience

University degree or college diploma or equivalent experience

Solid investment management knowledge and experience as it relates to understanding economic and capital markets

CIM, or its predecessor CIF, CFA or in process of attaining one of these accreditations

Advanced knowledge of Access, Excel, Portfolio Accounting systems and Bloomberg or Reuters

Location(s): Canada : Ontario : Toronto

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.

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📌 Fee Based Trader, Centralized Investment Management - Global Investment Solutions - Toronto (Ontario)
🏢 Scotiabank
📍 Ontario