03 Aug
|
Scotiabank
|
Toronto
03 Aug
Scotiabank
Toronto
Elevate your career with Scotiabank as a Fee Based Trader in Toronto. Utilize your investment management expertise to enhance client relationships and execute trades effectively. In this critical role within Centralized Investment Management, you will ensure compliance with regulations while executing orders for equity, mutual funds, and fixed income investments.
Collaborate closely with Portfolio Managers to monitor and adjust portfolios, ensuring they align with the bank's strategies and risk appetite.
Your role will significantly impact team objectives and client satisfaction. Key Responsibilities:
Execute and assess equity and fund orders in a timely manner
Assist in onboarding and rebalancing portfolio activities
Monitor portfolios and communicate changes to managers
Ensure compliance with regulatory and internal policies
Promote a culture of high performance and inclusion Requirements:
Fully licensed as an Investment Representative by CIRO
2 years of industry experience in investment management
University degree or equivalent experience required
Advanced knowledge of Excel, Access, and portfolio systems
CIM, CIF, CFA or in process of accreditation Utilize your investment expertise to deepen client relationships and support Scotiabank's goals in Toronto.
📌 Investment Trader At Scotiabank Toronto
🏢 Scotiabank
📍 Toronto