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Added 7 mins ago
PS
Financial Planning and Analysis Manager
Professional Staffing
Mississauga, ON
- $130,000 to $150,000 CAD / year
- Full-time
Reporting directly to our client's President and Chief Executive Officer, the Manager, FP&A will serve as the strategic financial co-pilot to the executive leadership team while providing…
Added 1 hour ago
BH
Sales Representative - Edmonton/Northern AB
Bausch Health Companies Inc.
AB · Edmonton, AB
- Internship
Organizes own work routine but guidance is provided by the Regional Sales Manager and the Marketing department.
Added 2 hours ago
HB
Operations Analyst - Entry to Mid Level
Hi-Tech Business Hub
Canada
- Full-time
Proficiency in Microsoft Excel, including data analysis, pivot tables, and reporting functions.
Added 2 hours ago
BC
Junior Data Analys
BIOAGRINEC CONSULTING & RECRUTEMENT
Canada
- Full-time
Basic knowledge of data analysis, statistics, and reporting concepts.
Added 2 hours ago
C
Project Manager / EV infrastructure Specialist
Chargnex
Montreal, QC
- Full-time
Proficiency with project management tools and basic data analysis or reporting in common office software.
Added 3 hours ago
HT
Financial Manager - PLM (Product Line Mgmt)
Husky Technologies
Bolton, ON
- Full-time
Ensure data consistency and integrity across systems and reporting
Added 3 hours ago
HT
Senior Financial Analyst - Corporate Accounting
Husky Technologies
Bolton, ON
- Full-time
Reporting to the Finance Manager, Corporate Consolidations and working with our global Husky Finance teams, the Senior Financial Analyst plays a critical role in the timely and accurate…
Added 3 hours ago
R|
Clinical Research Manager
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Under the supervision of the Study Principal Investigator and following established governmental guidelines and regulations, the Clinical Trial Project Manager is responsible for the…
Added 3 hours ago
R|
Project Manager
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Contract
The Centre for Precision Psychiatry – Quebec (CPPQ) is seeking a project manager for our large-scale longitudinal mental health research project across three clinical research sites,…
Added 6 hours ago
C
Senior Demand Planner
Confidential
London, ON
- Full-time
We have an immedate opening for a Senior Demand Planner near London, Ontario. Reporting to the Sales and Operations Planning Manager the SDP will develop and maintain a strategic demand…
Added 6 hours ago
AS
Manager, Financial Services (Temporary)
Abbotsford School District
Abbotsford, BC
- Full-time
Reporting to the Manager, Payroll, the Manager, Financial Services (Temporary) supports the implementation and deployment of Sparkrock HRP system. The role assists with implementation…
Added 8 hours ago
TE
Junior Hydrogeologist
True Environmental
Whitehorse, YT
- Full-time
Technical communications of groundwater data, including data analysis and report writing.
Added 9 hours ago
RM
Manager - Diagnostic Imaging
Ross Memorial Hospital
Kawartha Lakes, ON · Lindsay, ON
- Full-time
Utilize data analytics and reporting tools to support operational decision-making and performance improvement.
Added 9 hours ago
HT
Senior Financial Analyst - Corporate Accounting
Husky Technologies
Bolton, ON
- Full-time
Reporting to the Finance Manager, Corporate Consolidations and working with our global Husky Finance teams, the Senior Financial Analyst plays a critical role in the timely and accurate…
Added 9 hours ago
HT
Financial Manager - PLM (Product Line Mgmt)
Husky Technologies
Bolton, ON
- Full-time
Ensure data consistency and integrity across systems and reporting
Added 9 hours ago
TH
Project Manager
The Hospital for Sick Children
Toronto, ON
- Full-time
The Project Manager will work closely with operational and medical/scientific leadership within the Department of Paediatric Laboratory Medicine (DPLM) and Translational Genomics (TG)…
Added 10 hours ago
BT
Audit and Accounting Manager
Baker Tilly Canada
Toronto, ON
- Full-time
We are looking for an Audit & Accounting Manager to join our team - a role where your expertise will drive meaningful outcomes and your ambition will help shape what comes next. Here,…
Added 10 hours ago
BT
Audit & Accounting Manager
Baker Tilly Canada
Vancouver, BC
- Full-time
We are looking for an Audit & Accounting Manager to join our team - a role where your expertise will drive meaningful outcomes and your ambition will help shape what comes next. Here,…
Added 10 hours ago
AH
Administrative Support IV
Alberta Health Services
Grande Prairie, AB
- Part-time
Reporting to the Team Coordinator, Parking Services North Zone, the incumbent coordinates the administration of parking privileges to PCA, AHS, RA, HSS, APL, ACA, CAP staff, patients and…
Added 10 hours ago
AH
Cardiology Technologist I
Alberta Health Services
Calgary, AB · Greater Calgary Metropolitan Area
- Temporary
…medical, neonatal intensive care, mental health, seniors, women’s and emergency health services. The facility is home to two units dedicated to the Acute Geriatric Units (AGU) for the…
Added 12 hours ago
Mine Planning Manager
Amrize
Mississauga, ON
The Resource and Mine Planning Manager will be responsible for accurately assessing and estimating Central Canada’s reserves and resources, ensuring annual reporting and filings meet SEC…
Added 13 hours ago
Product Development Specialist / Spécialiste, développement de produits
Earth Rated
Montreal, QC
Reporting to the VP Product Commercialisation & Innovation, you will embed strong project governance while maintaining the speed and agility needed to deliver multiple initiatives…
Added 14 hours ago
Advisor, Strategic Procurement
Regional Municipality of Wood Buffalo
Fort McMurray, AB
Strong research, analysis, and reporting skills.
Added 14 hours ago
Coordinator, Compensation
Regional Municipality of Wood Buffalo
Fort McMurray, AB
Departmental Coordination: Develops and revises job descriptions in collaboration with departmental management to align with organization requirements. Coordinates processes for job…
Added 14 hours ago
A
Quality Assurance Technician
Arrow
Stratford, ON
- Full-time
Position Summary: Reporting to the Quality Manager, the incumbent is responsible for performing a range of quality assurance duties within this ISO registered company. This position is…

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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