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Added 1 min ago
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Associate Manager, Marketing Innovation (Bangkok-based, relocation provided)
Agoda
Vancouver, BC
- Full-time
…scientists in the world. The marketing leadership at Agoda have deep experience in data science, product, strategy, and other marketing fields and have built an organization that thrives on…
Added 1 min ago
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Associate Manager/ Manager - Flights Marketing (Bangkok-based, relocation provided)
Agoda
Vancouver, BC
- Full-time
…scientists in the world. The marketing leadership at Agoda have deep experience in data science, product, strategy, and other marketing fields and have built an organization that thrives on…
Added 1 min ago
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Associate Manager, Customer Marketing (Bangkok Based, Relocation Provided)
Agoda
Vancouver, BC
- Full-time
…scientists in the world. The marketing leadership at Agoda has deep experience in data science, product, strategy, and other marketing fields and has built an organization that thrives on…
Added 1 min ago
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Associate Manager, Marketing Strategy (Bangkok Based, relocation provided)
Agoda
Vancouver, BC
- Full-time
…scientists in the world. The marketing leadership at Agoda have deep experience in data science, product, strategy, and other marketing fields and have built an organization that thrives on…
Added 32 mins ago
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Business Development Associate – Entry Level | Full Sales Training Provided
Business Show Media Ltd
Toronto, ON
- Full-time
Business Development Associate → Business Development Executive → Business Development Manager → Senior Sales → Event Director.
Added 1 hour ago
WC
(CAN) Front End Checkout Team Associate FT
Walmart Canada
Drumheller, AB
- Full-time
Position Summary...To support and process transactions, providing exceptional customer service to ensure a positive shopping experience and drive customer loyalty.
Added 1 hour ago
WC
(CAN) Front End Checkout Team Associate
Walmart Canada
Montreal, QC
- Full-time
Position Summary...To support and process transactions, providing exceptional customer service to ensure a positive shopping experience and drive customer loyalty.
Added 1 hour ago
WC
(CAN) Self Checkout Attendant
Walmart Canada
Fort Frances, ON
- Full-time
…Canada offers a great opportunity to build valuable skills in customer service and retail operations. The Self‑Checkout Attendant supports a positive shopping experience by providing…
Added 1 hour ago
WC
(CAN) Optician, Single Licensed
Walmart Canada
Bathurst, NB
- Full-time
Position Summary...This associate reporting to the Vision Centre Manager provides the Store with expertise on the ordering and dispensing of quality eyewear while maximizing sales and…
Added 1 hour ago
WC
Full Time Pharmacy Assistant - Courtenay
Walmart Canada
Courtenay, BC
- Full-time
…team player. They are a key member in the delivery of superior customer…
Added 1 hour ago
WC
(CAN) Overnight Assistant Manager
Walmart Canada
Alma, QC
- Full-time
Serves Customers as an ambassador for their store by greeting customers, seeking their feedback and ensuring customer needs, complaints, and issues are resolved within Company guidelines to…
Added 1 hour ago
WC
(CAN) Gérant du service à la clientèle
Walmart Canada
Sainte-Agathe-des-Monts, QC
- Full-time
Position Summary...Working as a Customer Service Manager at Walmart Canada is a great opportunity to build strong leadership and operational skills in a fast paced retail environment. In…
Added 1 hour ago
WC
(CAN) Leader de nuit
Walmart Canada
Sainte-Agathe-des-Monts, QC
- Full-time
Position Summary...Working as an Overnight Lead Department Manager at Walmart Canada is a great opportunity to build leadership experience in a fast‑paced retail environment. In this role,…
Added 1 hour ago
WC
(CAN) Asset Protection Associate Fulltime
Walmart Canada
London, ON
- Full-time
Position Summary...The Asset Protection Associate plays a key role in creating and maintaining a safe, secure, and professional store environment for customers, associates, visitors, and…
Added 1 hour ago
WC
(CAN) Asset Protection Associate
Walmart Canada
London, ON
- Full-time
Position Summary...The Asset Protection Associate plays a key role in creating and maintaining a safe, secure, and professional store environment for customers, associates, visitors, and…
Added 1 hour ago
WC
(CAN) Gérant du service à la clientèle
Walmart Canada
Drummondville, QC
- Contract
Position Summary...Working as a Customer Service Manager at Walmart Canada is a great opportunity to build strong leadership and operational skills in a fast paced retail environment. In…
Added 1 hour ago
WC
Day Remodel Associate
Walmart Canada
Lethbridge, AB
- Full-time
Position Summary...A day remodel associate works with the Remodel Lead and Day Remodel Manager to establish standards in newly renovated departments. They complete modulars, assist…
Added 1 hour ago
WC
(CAN) Front End Checkout Team Associate
Walmart Canada
Alliston, ON
- Contract
Position Summary...To support and process transactions, providing exceptional customer service to ensure a positive shopping experience and drive customer loyalty.
Added 1 hour ago
WC
Associé, équipe de l’aire des caisses
Walmart Canada
Granby, QC
- Full-time
Position Summary...To support and process transactions, providing exceptional customer service to ensure a positive shopping experience and drive customer loyalty.
Added 1 hour ago
WC
(CAN) Associé à la protection des biens
Walmart Canada
Levis, QC
- Full-time
Position Summary...The Asset Protection Associate plays a key role in creating and maintaining a safe, secure, and professional store environment for customers, associates, visitors, and…
Added 1 hour ago
WC
(CAN) Gérant du service à la clientèle
Walmart Canada
Sherbrooke, QC
- Full-time
Position Summary...Working as a Customer Service Manager at Walmart Canada is a great opportunity to build strong leadership and operational skills in a fast paced retail environment. In…
Added 1 hour ago
WC
(CAN) Front End Checkout Team Associate
Walmart Canada
Dieppe, NB
- Full-time
Position Summary...To support and process transactions, providing exceptional customer service to ensure a positive shopping experience and drive customer loyalty.
Added 1 hour ago
WC
Senior Product Manager
Walmart Canada
Mississauga, ON
- Full-time
…execution, and leads cross-technology projects while balancing customer focus with pragmatic…
Added 1 hour ago
WC
(CAN) Directs Store Delivery Associate pt
Walmart Canada
Airdrie, AB
- Full-time
Position Summary...Working as a Directs Store Delivery Associate at Walmart Canada is a great opportunity to build valuable skills in a fast paced retail environment. In this role, you…
Added 1 hour ago
WC
Senior Manager, Pricing
Walmart Canada
Mississauga, ON
- Full-time
…belonging so associates thrive and perform; drives a positive associate and customer experience for all; identifies, attracts, and retains the best team…

Scotiabank

Portfolio Analyst - 18 Month Contract

Toronto, ON, M5H 4A9, Canada

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Job details

Apply by: Nov 13, 2026
Experience: Minimum 2 years direct industry experience
Posting language: English
Posted: Nov 5, 2026

Original job description

Requisition ID: 278508

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

Purpose

A non-client facing role that is accountable for the management of large number of investment portfolios for high-net-worth clients on a centralized basis. Working with client facing registrants to ensure that the asset mix and total return meet clients’ short- and long-term income and investment growth goals using central models containing approved securities and the firm’s corporate investment asset mix strategy.

Liaising with Scotia Jarislowski Fraser Portfolio Management teams in the field as necessary to deliver a seamless and efficient client experience by managing cash requirements and ongoing portfolio management for portfolios adhering to the centralized models. while being sensitive to capital gains tax impacts and client driven constraints.

Major Accountabilities

Provide centralized portfolio management services by:

Regularly monitoring portfolios to ensure they are in-line with the security and asset mix targets and rebalancing where appropriate
Assisting with the development and execution of the various modeling strategies including but not limited to:
- Model changes
- Onboarding and realigning new accounts to the central models
- Handling some special situations, i.e. illiquid positions or non-discretionary components of their portfolios.
- Cash management activities
Maintaining the central models on the portfolio accounting system and completing the various field communications and reporting.
Maintaining our supplemental client/portfolio database

Provide timely support for the Portfolio Manager or Associate Portfolio Manager by:

Preparing and customization of client portfolio reports and various management reporting
Identifying areas of risk and opportunities for process improvement.

Ensure a high level of client satisfaction, internally and externally by:

Proactively identifying and implementing strategies to address client needs
Preparing communications and various reports in support of investment decisions.
Ensure compliance with all regulatory requirements, firm policies and accuracy of trading activities

Contribute to the effective functioning of the Centralized Portfolio Management team by:

Assisting with various initiatives including technology projects and operational efficiency changes
Acting as resource for general inquiries from the other departments
Providing a high level of customer service
Maintaining a culture of open and honest communication
Participating and contributing to touch bases and team meetings
Encouraging the generation of new ideas and approaches
Actively share knowledge and experience to enhance the development of all team members

Education/Work Experience/Designations

A University Degree or College Diploma or equivalent
Strong investment management knowledge and experience as it relates to understanding economic and capital markets
Minimum 2 years direct industry experience
Strong interpersonal, communication & listening skills
Advanced knowledge of Excel, Portfolio Accounting systems, and Python would be an asset
Enrollment in CFA program is an asset, or
CIM, or its predecessor CIF, or in process of attaining CIM accreditation
Demonstrated experience applying AI technologies to enhance efficiency, decision-making, or client outcomes in a financial services environment is an asset

Working Conditions

Standard office environment with regular exposure to computer usage.
Significant periods of concentration required to digest large volumes of data pertaining to portfolios, as well as economic and capital markets data

Location(s): Canada : Ontario : Toronto

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.

Note: All postings in me@Scotiabank will remain live for a minimum of 5 days.

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More about this job

Responsibilities

The Portfolio Analyst is responsible for managing investment portfolios for high-net-worth clients by monitoring asset mixes and executing modeling strategies. They also provide support to portfolio managers through reporting, risk identification, and ensuring compliance with regulatory requirements.

Requirements

Candidates must have a university degree or college diploma and at least 2 years of direct industry experience. Proficiency in Excel, portfolio accounting systems, and knowledge of capital markets are required, with additional assets including Python skills and CFA or CIM designations.

Skills

Portfolio management
Investment management
Asset mix strategy
Financial modeling
Cash management
Risk identification
Client reporting
Excel
Portfolio accounting systems
Python
CFA
CIM
AI technologies
Data analysis
Regulatory compliance

Visa sponsorship

Not detected in the job text

Keywords

Portfolio Analyst
Investment Management
Asset Mix
Capital Markets
Financial Modeling
Cash Management
Portfolio Accounting
Excel
Python
CFA
CIM
AI
Risk Management
Client Reporting
Compliance
Wealth Management
High-net-worth
Data Analysis
Economic Analysis
Investment Strategy

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