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Added 1 min ago
R
Senior Manager – Disclosure Transformation & Controls
RBC
Toronto, ON
- Full-time
…growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our…
Added 1 min ago
PV
Sales Associate
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Kamloops, BC
- Part-time
As a Sales Associate you will use your knowledge and experience to help Pet Parents find the right nutrition and other solutions for their pets. You will be part of a team of passionate Pet…
Added 1 min ago
Manufacturing Technician
DarkVision
Burnaby, BC · North Vancouver, BC
…be joining a great team of Manufacturing Technicians who can help guide and train you as you learn the skills needed to excel in this…
Added 1 min ago
TS
Assistant Manager, Community Residential Facility
The Salvation Army Canada and Bermuda Territory
Victoria, BC
- Full-time
…on our roots as a world-wide Christian church, each year we help more than 2 million people, providing necessities such as food, clothing and shelter. In addition, we support people…
Added 1 min ago
CSSR3
UFA Co-operative Ltd.
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Assist with inventory management, merchandising, shipping, receiving, and general operational activities.
Added 1 min ago
Part - Time Financial Service Representative
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…creating a workplace where employees can grow, make an impact, and help customers navigate everyday financial needs. If you’re passionate about customer service, relationship building, and…
Added 16 mins ago
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Junior Accountant
Raise
Toronto, ON
- $60,000 to $65,000 CAD / year
- Full-time
Prepares, analyzes, and monitors journal entries, reconciliations, and reports for General Ledger.
Added 16 mins ago
CG
Kitchen General Help, Full Time
Compass Group Canada
Pinehouse, SK
- Full-time
As Kitchen General Help you will be responsible for supporting our daily operations with a wide range of tasks such as cleaning, food preparation, serving meals, and dishwashing.
Added 17 mins ago
C
Bakery Clerk I - Part Time with benefits (Days, evenings and weekends)
Co-op
Carman, MB
- Part-time
…meeting established productivity standards. Responsible for the general merchandising of the department and the care and safe use of any tools or equipment required. This includes…
Added 17 mins ago
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Mississauga, ON
Your technical leadership will help set the direction for next-generation SerDes architectures as data rates continue to scale beyond 448G
Added 17 mins ago
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Member Services Specialist
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- Full-time
…across multiple channels, helping Members with everything from general inquiries and account support to rentals, billing, and claims-related…
Added 17 mins ago
J
SVP, Multi-Family - Property & Asset Management
JLL
Toronto, ON · CAN-CORP Toronto-Toronto, Canada
- Full-time
…relevant experience to a new industry, join our team as we help shape a brighter way…
Added 17 mins ago
J
Manager, Continuous Improvement
JLL
Toronto, ON · CAN-CORP Toronto-Toronto, Canada
- Full-time
…relevant experience to a new industry, join our team as we help shape a brighter way…
Added 17 mins ago
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Associate, Brokerage
JLL
Montreal, QC · CAN-CORP Montreal-Montreal
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Director, Human Resources - CAN
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Calgary, AB
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Advise senior leaders and general managers on organizational structure, workforce planning, leadership effectiveness and people decisions.
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CG
General Help, Full Time, Seasonal
Compass Group Canada
Summerland, BC
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Maintain warehouse organization merchandise/fixtures/hardware/general cleanliness
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Job ID #32251: Senior ERP Project Manager - Finance and Supply Chain Management
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- Full-time
…collective ownership and being engaged empowered employees. Help us achieve our vision of being the best place to raise a child and age successfully.…
Added 17 mins ago
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Greenhouse Summer Associate
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Saskatoon, SK
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…protection products, digital tools and sustainability approaches, to help deliver the best possible outcomes for farmers, growers and our other stakeholders along the value chain. With…
Added 17 mins ago
OR
Bookkeeping, Administration & Social Media Coordinator
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- $22 to $28 CAD / hour
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Added 17 mins ago
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McCain is seeking an S/4HANA Senior Functional Engineer, General Finance, to support our global Finance technology transformation. Based in Toronto, this role will help deliver strategic…
Added 17 mins ago
CG
General Help, Part Time
Compass Group Canada
Ottawa, ON
- Part-time
As a General Help Associate, you will play an essential role in creating a positive experience for our consumers. You will be a versatile member of the Food Services team and may be…
Added 17 mins ago
TC
Project Manager | Construction
Turner Construction | Canada
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- Full-time
Turner Construction, founded in 1902, is North America's largest general builder, shaping skylines globally with over 13,500 professionals and $17 billion in annual volume. We handle 1,500…
Added 32 mins ago
FB
Janitor
Farm Boy Inc.
Kingston, ON
- Up to $18 CAD / hour
- Full-time
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Added 32 mins ago
Nurse Practitioner/Physician Assistant, Perioperative (Per Diem)
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Scotiabank

Portfolio Analyst - 18 Month Contract

Toronto, ON, M5H 4A9, Canada

Apply About employer

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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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