Private Banking Portfolio Manager Toronto

Private Banking Portfolio Manager Toronto

06 Nov
|
Scotiabank
|
Toronto

06 Nov

Scotiabank

Toronto

Lead high-value Wealth Management relationships in Toronto through private banking, credit structuring, and strategic business development with Scotiabank. As a Private Banker, you will generate recent relationships and deepen existing connections with high net worth clients. You will identify lending, deposit, and transactional needs while building a sustainable sales pipeline. The position combines portfolio management, customized credit solutions, referrals, and financial planning discussions.

Key Responsibilities
- Grow portfolios using Scotia Wealth Management products and services
- Structure and negotiate customized credit solutions
- Develop strategies attracting and retaining high net worth clients
- Make referrals across Wealth and Scotiabank partners




- Maintain effective controls, documentation, and client account operations

Requirements:
- Minimum five years of Commercial Banking or Private Banking lending experience
- Established high net worth client and referral network
- Exceptional interpersonal, leadership, networking, and business development skills
- University degree such as BCom, MBA, or CFA
- Industry courses including CSC, PFP, or CFP Apply private banking, credit structuring, and relationship development expertise to grow Scotiabank’s Toronto client portfolio.

📌 Private Banking Portfolio Manager Toronto
🏢 Scotiabank
📍 Toronto

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