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Added 3 mins ago
MN
Project Manager
Modern Niagara
Leduc, AB
- Full-time
The project manager oversees multiple mechanical construction projects within the major projects team and will be managing budgets, schedules, and resources to ensure successful delivery.…
Added 3 mins ago
MN
Project Manager
Modern Niagara
Burnaby, BC
- Full-time
The Project Manager oversees multiple mechanical construction projects in the Vancouver region, managing budgets, schedules, and resources to ensure successful delivery. This role works…
Added 3 mins ago
SC
Financial Advisor/ Senior Financial Advisor - Oakridge Branch
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AB · Calgary, AB
- Full-time
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Added 3 mins ago
Senior Full Stack Developer - UGH - FT Support
Humber College
Toronto, ON
Program/Department: Finance, IT and Administration
Added 3 mins ago
IB
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Toronto, ON
- $85,000 to $95,000 CAD / year
- Full-time
The Manager, Events leads the day-to-day execution of Indigo’s events program, translating strategic vision into disciplined operational plans, overseeing events support staff, and…
Added 4 mins ago
OP
Manager, Engineering and System Planning
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Oshawa, ON
- Full-time
Reporting to the Vice President, Engineering & Operations, the Manager, Engineering & System Planning will provide strategic and technical leadership in the planning, design,…
Added 4 mins ago
FM
Project Geologist
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- Full-time
…Formation is drilling N2 under a fully funded 75,000-metre program, with a maiden mineral resource estimate targeted for…
Added 18 mins ago
TG
Project Manager (12 Months Contract)
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Toronto, ON
- $100 to $120 CAD / hour
- Full-time
The Project Manager (PM) is responsible for planning, delivery and execution of projects for the entire delivery life cycle, applying established TMX standards and best practices. The PM…
Added 18 mins ago
T
Personal Banking Associate Trainee
TD
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- Full-time
…within the Assigned District. Upon completion of the training program, we intend to assign you to a position which will be compatible with your training. The timing of this posting will be…
Added 18 mins ago
T
Assistant Branch Manager Trainee
TD
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- Full-time
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Added 18 mins ago
Managed Accounts Analyst
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Toronto, ON
Reporting to the Manager of Managed Accounts, the incumbent will be responsible for account data management and trading operations within the Managed Accounts group. The ideal candidate…
Added 18 mins ago
Manager of Youth Hub Programs
360°kids
Richmond Hill, ON
The Manager of Youth Hub Programs oversees the daily operations and implementation of strategic direction at the Richmond Hill Youth Hub including Connections emergency housing, and Home…
Added 18 mins ago
SD
Cashier Manager, Hourly Part Time Day Greenlight Requisition
Shoppers Drug Mart
Toronto, ON
- Part-time
The Cash Manager manages the resources (human, physical, financial) of the Cash Department. The Cash Manager interfaces with other store departments to ensure achievement of store…
Added 18 mins ago
SD
Store Administrator, Hourly Part Time Day
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…From prescriptions to walk-in clinics, and a beloved loyalty program, we’re caring and supporting our customers in new ways every…
Added 18 mins ago
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Toronto, ON
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Partner with Treasury, Market Risk, Front Office, Finance, and Technology stakeholders to translate business and regulatory requirements into technology solutions.
Added 18 mins ago
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Risk Operations Manager
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Montreal, QC
- $65 to $70 CAD / hour
- Contract
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Added 33 mins ago
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Toronto, ON
Document and present data analysis and data mining results to the manager
Added 33 mins ago
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Relationship Manager, Commercial Banking (Rural Sask & Agriculture)
CIBC
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- Full-time
…financial solutions to help build a comprehensive approach to finance growth, manage cash flow, increase efficiency and mitigate risk. As a Relationship Manager you will manage and grow a…
Added 33 mins ago
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Administrateur de bureau
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Dorval, QC · Canada-Dorval
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Added 33 mins ago
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Manager, Learning & Development
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- Full-time
We’re looking for a Manager, Learning & Development to lead and strengthen how our people learn, grow and develop. This is an opportunity to shape learning across the organization, build…
Added 33 mins ago
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Provides advice and guidance on control effectiveness, program compliance and issue descriptions.
Added 33 mins ago
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Senior Analyst, Credit Risk Analytics, Stress Testing (12 Month Contract)
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…reporting on the status of the stress testing and scenario analysis program to various internal & external stakeholder…
Added 33 mins ago
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- Full-time
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Added 33 mins ago
Executive Account Manager - BC/Alberta
Sterling Brokers
Canada
The Sterling Executive Account Manager (EAM) is assigned a portfolio of Sterling clients and serves as the primary relationship contact for those accounts. In this role, you are required to…
Added 33 mins ago
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Full Stack Engineer
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Scotiabank

Portfolio Analyst

Toronto, ON, M5H 4A9, Canada

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Applications open in a new tab.

Job details

Apply by: Nov 18, 2026
Experience: Minimum 2 years direct industry experience
Posting language: English
Posted: Nov 3, 2026

Original job description

Requisition ID: 278280
Employee Referral Program – Potential Reward: $1,000.00

We are committed to investing in our employees and helping you continue your career at Scotiabank.

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 manages large-scale investment portfolios for high-net-worth clients by ensuring asset mixes align with corporate strategies and client goals. They also provide centralized support through portfolio monitoring, rebalancing, cash management, and the preparation of detailed client reports.

Requirements

Candidates must possess a university degree or college diploma and at least two years of direct industry experience in investment management. Proficiency in Excel and portfolio accounting systems is required, with additional preference for Python skills and professional designations like the CFA or CIM.

Skills

Portfolio Management
Investment Management
Asset Mix Strategy
Financial Analysis
Risk Identification
Excel
Portfolio Accounting Systems
Python
Client Reporting
Cash Management
Regulatory Compliance
Data Analysis
Communication
Interpersonal Skills
AI Technologies

Benefits

Employee Referral Program

Visa sponsorship

Not detected in the job text

Keywords

Portfolio Analyst
Investment Management
Asset Mix
Capital Markets
Portfolio Accounting
Excel
Python
CFA
CIM
CIF
AI Technologies
Risk Management
Financial Reporting
Client Service
Wealth Management
Rebalancing
Cash Management
Compliance
Data Analysis
Economic Analysis

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