Portfolio Manager - Scotiabank, Toronto

About the role

Scotiabank is seeking a Director & Portfolio Manager to oversee the On Strategy Portfolio Management team in Toronto. This position plays a critical role in safeguarding client portfolios while driving operational excellence across a significant volume of accounts and billions of dollars in assets.

Your impact

In this Scotiabank job, you will oversee business strategies and lead portfolio rebalancing, model maintenance, order generation, and cash management across the business while ensuring compliance with regulations and internal policies.

• Lead an effective, professional team to provide centralized portfolio execution services and ensure high internal and external client satisfaction.
• Ensure timely and accurate execution of portfolio rebalancing and order generation to meet cash management needs.
• Develop and maintain internal relationships across Scotiabank to leverage expertise and enhance global wealth management services.
• Review processes and ensure effective controls are in place to minimize errors and maintain trading compliance.
• Deliver effective process oversight and risk management by managing variance limits and leading technology initiatives.
• Serve as a centre of investment expertise for wealth managers, consulting regularly with research teams and monitoring capital markets.
• Develop, execute, and maintain operational and technology strategies to support current priorities and future business growth.
• Provide strong team leadership to motivate, coach, and develop professional performance.
• Apply Scotiabank values, code of conduct, and global sales principles to daily risk management and operational controls.

Who we're looking for

The ideal candidate brings strong leadership experience, industry designations, and specialized system knowledge to support Scotiabank careers.

• University Degree in Business, Economics, Accounting, or Finance.
• 5+ years managing a team of professionals with direct expertise in discretionary investment management.
• Demonstrated leadership experience in managing operational and technology changes for portfolio management, especially investment book of record and performance management.
• Investment and operational risk management experience.
• CIM or CFA designation.
• Detailed knowledge of portfolio management and accounting platforms, especially Charles River, Broadridge, and others.

About the employer

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