Montreal, Quebec, Canada · On-site
Requisition ID: 264287 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Contributes to the overall success of MD Financial Management and MD Private Investment Counse…
Skills: Client Relationship Management, Discretionary Portfolio Management, Financial Planning, Investment Strategy, Risk Tolerance Assessment
Montreal, Quebec, Canada · On-site
ID de la demande : 181100 Niveau du poste : Niveau intermédiaire District/Groupe d'origine : Ganotec District Département : Contrôles de projet Marché : Industrial Type d'emploi : [[Statut de l'emploi]] Aperçu de la posi…
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Montreal, Quebec, Canada · On-site
$60k–$75k/yr
Qui sommes-nous ? L’Association de la construction du Québec - région Métropolitaine est un organisme sans but lucratif dans le secteur de la construction. Notre mission est de soutenir les entrepreneurs de l’industrie d…
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Montreal, Quebec, Canada · On-site
$140k–$160k/yr
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Calgary, Alberta, Canada · On-site
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Montreal, Quebec, Canada · Hybrid
Bienvenue chez Mallette, le cabinet qui déconstruit les stéréotypes comptables par son approche innovante et collaborative. Notre équipe vaste en expertises changera ton quotidien, et ce, pour le mieux. Prêt(e) à relever…
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Montreal, Quebec, Canada · Hybrid
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Montreal, Quebec, Canada · On-site
Numéro de la demande: 264287 Joignez-vous à la communauté mondiale de BanquiersScotia pour aider les clients à améliorer leur situation. La personne titulaire du poste contribue au succès global de Gestion financière MD …
Skills: Discretionary Portfolio Management, Financial Planning, Client Relationship Management, Investment Strategy, Risk Assessment
Montreal, Quebec, Canada · On-site
Requisition ID: 264287 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Contributes to the overall success of MD Financial Management and MD Private Investment Counse…
Skills: Client Relationship Management, Discretionary Portfolio Management, Financial Planning, Investment Strategy, Risk Tolerance Assessment
Montreal, Quebec, Canada · On-site
$145k–$195k/yr
Come make your difference in communities across Canada, where authenticity, trust and making connections is valued – as we shape the future of Canadian retail, together. Our unique position as one of the country's larges…
Skills: Commercial Real Estate, Lease Negotiations, Financial Modeling, Retail Site Selection, Portfolio Strategy
Montreal, Quebec, Canada · On-site
Requisition ID: 264287 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Contributes to the overall success of MD Financial Management and MD Private Investment Counse…
Skills: Client Relationship Management, Discretionary Portfolio Management, Financial Planning, Investment Strategy, Risk Tolerance Assessment
Montreal, Quebec, Canada · On-site
Numéro de la demande: 264287 Joignez-vous à la communauté mondiale de BanquiersScotia pour aider les clients à améliorer leur situation. La personne titulaire du poste contribue au succès global de Gestion financière MD …
Skills: Discretionary Portfolio Management, Financial Planning, Client Relationship Management, Investment Strategy, Risk Tolerance Assessment
Montreal, Quebec, Canada · Hybrid
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Skills: Tax Planning, Corporate Reorganization, Canadian Taxation, Tax Research, Leadership
Montreal, Quebec, Canada · Hybrid
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Ottawa, Ontario, Canada · Hybrid
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About iQ Offices At iQ, we create inspiring workplaces that empower our Members to thrive. With flexible terms, stunning interiors, and top-tier service, we’ve grown from a single location in 2012 to become Canada&…
Skills: B2B Sales, Account Management, Business Development, Broker Relationship Management, Pipeline Management
Montreal, Quebec, Canada · Hybrid
Company Description Be part of the journey! Our mission is to be the preferred airline of our customers and our team. Open-mindedness, concern for others, intelligence at work and, above all, a healthy dose of fun enable…
Skills: Revenue Management, Pricing Strategy, Data Analysis, Financial Modeling, Market Trend Analysis
Montreal, Quebec, Canada · On-site
$83k–$110k/yr
Description du poste Avec qui allez-vous travailler ? L’équipe de gestion de projets contribue au succès des projets en travaillant avec les différentes parties prenantes et en apportant une vigilance de l'état de toutes…
Skills: Project Management, Program Management, Contract Administration, Budget Control, Risk Management
Montreal, Quebec, Canada · Hybrid
Description de l'entreprise Faites partie du voyage! Notre mission, c’est d’être la compagnie aérienne préférée de notre clientèle et de notre équipe. L’ouverture d’esprit, le souci des autres, l’intelligence au travail …
Skills: Revenue Management, Pricing Strategy, Data Analysis, Financial Modeling, Market Trend Analysis
Montreal, Quebec, Canada · On-site
Company Description Réimaginer l'Expérience de Travail avec Sodexo Affaires et Industries Chez Sodexo, nous allons au-delà des solutions de travail traditionnelles pour créer des environnements où les employés grandissen…
Skills: Facilities Management, Vendor Coordination, Administrative Support, Budget Tracking, Health and Safety Compliance
Montreal, Quebec, Canada · Hybrid
Description de l'entreprise Chez Gameloft nous créons des moments de joie pour nos joueurs autour du monde à travers des expériences de jeux excitantes. C'est notre mission, et cela l'a été depuis plus de 25 ans. Nous so…
Skills: Project Coordination, Agile, Scrum, Jira, Budget Tracking
Montreal, Quebec, Canada • On-site
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Provide discretionary portfolio management and relationship management for high-net-worth clients in accordance with service standards. Develop comprehensive financial plans and collaborate with specialist advisors to grow the client base and ensure retention.
Requires a university degree and either Level 1 of the CFA or a CIM designation, along with a CFP or PL Fin certification. Candidates must have at least 24 months of relevant investment management experience and proficiency in both French and English.
Requisition ID: 264287
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
Contributes to the overall success of MD Financial Management and MD Private Investment Counsel in Canada 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.
The Associate Portfolio Manager (APM) occupies a key role within MD Financial Management. The APM’s primary responsibility is to provide client relationship management for discretionary portfolio management services offered to higher net worth MD clients, in accordance with MD Private Investment Counsel’s (MD PIC) investment counselling process.
On an ongoing basis, the APM is responsible for the day-to-day relationship management of all clients based on MD PIC service standards, to ensure all portfolios are compliant with the clients’ Investment Policy Statements and to maintain an ongoing relationship with MD’s Financial Consultants.
You will also assist MD clients and their families in achieving their personal financial goals. Working as a partner with MD’s Specialist Advisors, you will leverage your years of experience and strong client focus to lead and/or contribute to comprehensive financial plans and specific investment strategies for clients. You will identify and develop new opportunities to prospect and grow the client base, while ensuring retention of clients through strong relationship building and the development of comprehensive financial plans.
In addition to French, the successful candidate must also have sufficient knowledge of English, as the work involves interacting and collaborating regularly with groups and individuals based in Toronto, as well as constantly interacting with other people, including clients, who speak English, locally and elsewhere.
Location(s): Canada : Quebec : Montreal
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. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.
Welcome to Scotiabank. We serve thousands of customers, families, and communities across the globe, helping them achieve success through advice, products, and services. Follow for news, insights, thought leadership and more. Our disclaimer: bit.ly/socialdisclaim
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