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Added 1 min ago
LS
Regional Territory Manager – Building Materials
Lock Search Group
Vancouver, BC · Greater Vancouver, BC
- Full-time
Our client is a well-established Canadian manufacturer with a long-standing reputation for quality, innovation, and exceptional customer service within the building products industry. They…
Added 1 min ago
CH
Personal Support Worker- Apsley
CBI Home Health
Apsley, ON
- Part-time
…perform light exercises. You will act at all times with the client and their family at the heart of all you do, observing, documenting, and reporting any changes in their condition to your…
Added 1 min ago
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Gestionnaire de Projets Municipal / Project Manager Municipal
Veolia | North America
Montreal, QC
- Full-time
Reporting to the Project Portfolio Manager, you will plan, organize, supervise, and control project execution activities, including installation work oversight and client follow-up. You…
Added 1 min ago
CH
Administrateur de bureau
Cardinal Health Canada
Dorval, QC
- Full-time
Reporting to the Director of Operations, the ideal candidate will work closely with other team members to support them in various ongoing projects and daily activities, including schedule…
Added 1 min ago
CH
Personal Support Worker- Havelock/ Norwood/ Douro
CBI Home Health
Havelock, ON
- Part-time
…perform light exercises. You will act at all times with the client and their family at the heart of all you do, observing, documenting, and reporting any changes in their condition to your…
Added 1 min ago
CH
Personal Support Worker- Selwyn Township
CBI Home Health
Smith-Ennismore-Lakefield, ON · Selwyn, ON
- Part-time
…perform light exercises. You will act at all times with the client and their family at the heart of all you do, observing, documenting, and reporting any changes in their condition to your…
Added 1 min ago
NN
Prevailing Wage & Apprenticeship Compliance Manager (m/f/d)
Nordex North America
Montreal, QC
- Full-time
…renewable energy a reality for the world. The Project Compliance Manager for Prevailing Wage and Apprenticeship will lead Nordex’s compliance efforts related to prevailing wage and…
Added 1 min ago
HP
Bus Driver/Shuttle Bus Operator
Heritage Park Historical Village
Calgary, AB
- Full-time
Under the overall direction of the Transportation Manager operates Heritage Park's Shuttle Bus and Trolley Bus to transport staff, designated guests and articles within the Park as well as…
Added 1 min ago
MG
Western Canada Compliance Manager
MISTRAS Group
Calgary, AB
- Full-time
…alignment with provincial OHS legislation, federal laws, and client-specific…
Added 1 min ago
EC
Program Coordinator (Contract)
ECO Canada
Calgary, AB
- Contract
…participants further their career goals in the environmental industry. Reporting to the Senior Manager, Employment Programs, the successful candidate will have a passion for the…
Added 1 min ago
A
Gestionnaire de Comptes / Chargé de clientèle senior / Souscripteur
Atradius
Montreal, QC
- Full-time
The ideal candidate will have a Bachelor’s degree and 5+ years in business and financial analysis with a focus on client relations, preferably with experience in a trade credit insurance…
Added 1 min ago
DG
Directeur.rice des ventes de véhicules d'occasion l Pre-Owned Vehicles Sales Manager
Dilawri Group of Companies
Beloeil, QC
- Full-time
…procédures, tout en gérant l’équipe de vente pour garantir un accueil client optimal et un haut niveau de…
Added 1 min ago
BC
Director, Capital Markets - Capital Allocation & Management
BMO Capital Markets
Toronto, ON
- Full-time
…support disciplined, risk-adjusted returns fully aligned with our client-centric priorities. The team oversees capital planning, investment governance, booking strategy, transaction and…
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Manager of Marketing
Pretium
Burlington, ON
- Full-time
Support the CEO, Service Area Leaders, and designated business developers with target-client campaigns, market intelligence, pursuit materials, and client-development activity.
Added 1 min ago
R
Junior Specialist, Real Estate Transactions (T & I) (Telework/Hybrid)
Radio-Canada
Montreal, QC
- Full-time
…This role directly assists the Senior Co-ordinator and Senior Manager in ensuring data integrity and operational excellence across the corporate real estate…
Added 2 mins ago
CB
Supply Chain Project Manager - M&E
Clark Builders
Edmonton, AB
- Full-time
The SC Project Manager (M&E) manages the daily operations of one or more supply chain projects and coordinates product selection, deliveries, and subcontractor installations with internal…
Added 2 mins ago
CB
Supply Chain Project Manager - MV/Cable
Clark Builders
Edmonton, AB
- Full-time
The SC Project Manager (MV/Cable) manages the daily operations of one or more supply chain projects and coordinates product selection, deliveries, and subcontractor installations with…
Added 2 mins ago
B
Senior Manager, Strategic Learning
BMO
Toronto, ON · FCP
- Full-time
…capabilities and experiences across Capital Markets. As a Senior Manager of Strategic Learning, you will partner closely with business leaders, HR, Communications and other key stakeholders…
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B
Mortgage Specialist
BMO
Granby, QC
- Full-time
Provides customers with friendly, courteous, and professional service in response to queries and requests to identify client needs for banking products (e.g. everyday banking, lending, and…
Added 2 mins ago
B
Mortgage Specialist
BMO
Boucherville, QC
- Full-time
Provides customers with friendly, courteous, and professional service in response to queries and requests to identify client needs for banking products (e.g. everyday banking, lending, and…
Added 2 mins ago
B
Mortgage Specialist
BMO
Saint-Jean-sur-Richelieu, QC
- Full-time
Provides customers with friendly, courteous, and professional service in response to queries and requests to identify client needs for banking products (e.g. everyday banking, lending, and…
Added 2 mins ago
B
Mortgage Specialist
BMO
Brossard, QC
- Full-time
Provides customers with friendly, courteous, and professional service in response to queries and requests to identify client needs for banking products (e.g. everyday banking, lending, and…
Added 2 mins ago
B
Mortgage Specialist
BMO
Longueuil, QC
- Full-time
Provides customers with friendly, courteous, and professional service in response to queries and requests to identify client needs for banking products (e.g. everyday banking, lending, and…
Added 2 mins ago
B
Senior Associate/Principal, Private Markets Risk
BCI
Victoria, BC · CA Victoria
- Full-time
…the successful candidate’s experience and qualifications), reporting to the Senior Director, Private Markets…
Added 2 mins ago
B
Manager, DevSecOps
BCI
Victoria, BC · CA Victoria
- Full-time
Reporting to the Director, Application Delivery, the Manager, DevSecOps (Development, Security, Operations) is responsible for developing, implementing, and continuously improving a…

Scotiabank

Portfolio Analyst

Toronto, ON, M5H 4A9, Canada

Apply About employer

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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