About the Role
Requisition ID: 241754
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
Purpose
This position is a trusted advisor of private wealth services that meet high net worth client’s short- and long-term holistic wealth management and investment growth goals, through a firm wide investment strategy and a disciplined and defined wealth management process.
The Portfolio Manager develops client relationships to gain an intimate understanding of client’s life goals, circumstance and needs in order to provide investment counselling integrated into life-based wealth advice and solutions. Through this understanding, he/she will be responsible for engaging Bank and Scotia Wealth Management partners as needed to deliver on wealth strategies and directing our “team of experts” to deliver on our wealth promise and client experience.
The Portfolio Manager focuses on acquiring new clients a...
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