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Added 6 mins ago
RB
Associate
Royal Bank of Canada
Toronto, ON
- Full-time
…individual to join our leading wealth management firm as an…
Added 6 mins ago
RB
Associate
Royal Bank of Canada
Toronto, ON
- Full-time
RBC Dominion Securities Branch located in downtown Toronto, is looking for a PIM Trading Associate to join a top investment advisory team. You will be supporting the business of an…
Added 20 mins ago
T
Personal Banking Associate
TD
Kelowna, BC
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial queries…
Added 20 mins ago
NR
Lawyer - Business Law (3-6 years)
Norton Rose Fulbright
Montreal, QC
- Full-time
Norton Rose Fulbright is seeking an associate for the Corporate, M&A and Securities team of the Montréal office.
Added 20 mins ago
C
Associate Financial Advisor
CIBC
Lethbridge, AB
- Full-time
…you’ll make a meaningful difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you…
Added 20 mins ago
C
Financial Services Associate, Imperial Service
CIBC
Hamilton, ON
- Full-time
…value clients secure their futures. As a Financial Services Associate in the Imperial Service Team, you’ll support the team with client outreach, sales and administrative activities to…
Added 35 mins ago
B
Client Delivery Associate
BMO
Pickering, ON · Toronto, ON · FCP
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Added 35 mins ago
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CAA Club Group
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Added 50 mins ago
Analyst or Associate, Investment Banking, Corporate Finance Advisory - Toronto, ON
Scotiabank
Toronto, ON
Added 50 mins ago
AC
Account Specialist (Surety)
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- Full-time
Support Account Executives and Associate Account Executives in managing assigned accounts.
Added 51 mins ago
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Personal Banking Associate (Full time)- Cap- Rouge
TD
Quebec, QC · Cap-Rouge, QC
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial queries…
Added 1 hour ago
SD
Front Store Manager, Salaried Full Time Day Greenlight Requisition
Shoppers Drug Mart
Brampton, ON
- Full-time
Acting as consultants, supporting internal customers and the Associate-Owners, you will get experience unique to the retail industry while working for an award-winning national brand.…
Added 1 hour ago
SD
Store Administrator, Hourly Part Time Day
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Hamilton, ON
- Part-time
Administer the accounting related functions within the store supporting sales, inventory, payroll, and benefits reporting and other financial requirements in order to achieve the financial…
Added 1 hour ago
W
(CAN) Associé, équipe des activités de protection des biens
Walmart
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- Full-time
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Financial Service Representative
Money Mart
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Added 1 hour ago
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TD Agriculture Networking Event - October 29 2026
TD
Barrie, ON · Brantford, ON · Guelph, ON · Ottawa, ON · Stratford, ON · Strathroy, ON
- Full-time
Agriculture Services is seeking individuals interested in developing a career as an Associate within the agricultural business. In this unique position, you will partner with an experienced…
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Georgetown, ON
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Personal Banking Associate
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AB
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Associate Vice President, Wealth Advice, Analytics, Insights & Artificial Intelligence
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Toronto, ON
- Full-time
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Client Associate (IR licensed) Wood Gundy
CIBC
Oshawa, ON
- Full-time
As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios. You will directly engage with high-net-worth clients to offer…
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C
Client Engagement Associate - Part-time (15 hours/week)
CIBC
St. Stephen, NB
- Part-time
…clients with their everyday banking needs. As a Client Engagement Associate, you'll be the first line of support - answering questions, assisting with transactions, guiding clients through…
Added 1 hour ago
C
Associate Financial Advisor
CIBC
Abbotsford, BC · Chilliwack, BC
- Full-time
…you’ll make a meaningful difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you…
Added 1 hour ago
C
Associate Financial Advisor
CIBC
Lethbridge, AB
- Full-time
…you’ll make a meaningful difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you…
Added 1 hour ago
DI
Agent des services douanes | Customs Services Agent
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- Full-time
Reporting to the Customs Manager, the Customs Associate is responsible for gathering information needed to complete rating and clearances of shipments and communicate this information…
Added 1 hour ago
MH
Experienced Associate, Audit
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Toronto, ON
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You are an ambitious accounting professional pursuing a CPA designation and ready to grow their career in public practice. Curious, collaborative, and eager to learn, you bring a strong…

Scotiabank

Senior Manager, Managed Asset Program (12 month contract)

Toronto, ON, M5H 1H1, Canada

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Job details

Apply by: Nov 7, 2026
Experience: 5 years relevant experience in mutual fund, investment management or brokerage industry.
Posting language: English
Posted: Sep 29, 2026

Original job description

Requisition ID: 274709

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

Purpose:

Contributes to the overall success of the Managed Portfolio Program Global Portfolio Solutions / Scotia Wealth Management in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures.

Contract Position: Maternity Leave.

Is this role right for you? In this role you will:

Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.

Lead the oversight of ScotiaMcLeod’s Managed Portfolio Program (MPP) by:

Identifying and developing new initiatives to support Portfolio Managers in the growing their MPP business.
Leading the implementation and rollout of program initiatives.
Participating in the Managed Accounts Operating Committee.

Investigate and implement changes to MPP by:

Leading the effective implementation of technology upgrades, new policies and procedures, improved administrative flows, new program features and portfolio management enhancements.

Provide ongoing training to the business line on all issues surrounding portfolio management by:

Developing, implementing, and presenting educational and training programs for new and experienced WAs and PMs including research, portfolio construction, implementation, and maintenance.

Provide support to business line investment professionals by:

Proactively coaching highly experienced, demanding investment professionals on program best practices.
Acting as mentor for more junior investment team members requiring ongoing coaching regarding portfolio management.

Provide guidance and supervision to the Managed Portfolio Program team by:

Ensuring the oversight of the investment activities of more than 400 Associate Portfolio Managers (APM) and Portfolio Managers (PM).
Ensuring that PMs manage accounts within the parameters of the program, Investment Policy Statement and IIROC regulations.
Ensuring that all accounts are reviewed on a quarterly basis for suitability of investments, appropriate investment strategy, security selection, diversification parameters, performance against Investment Policy Statement and markets.
Ensure the group has a complete policies and procedures manual that is maintained and properly reflects CIRO Regulations.
Ensuring the development of reports and tools necessary to monitor accounts.
Ensuring the maintenance of proper records of reviews, escalations, and discipline process

Provide strong team leadership to motivate and develop individual and team performance by:

Fostering and developing a strong, positive team environment to drive a high degree of engagement.
Regularly scheduling one-on-one coaching with direct reports.
Identifying and supporting training and developmental needs of team members.
Managing staffing requirements and departmental workloads.

Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.

Actively pursues effective and efficient operations of their respective areas in accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.

Champions a high-performance environment and contributes to an inclusive work environment.

Do you have the skills that will enable you to succeed in this role? We would love to work with you if you have:

University degree in a relevant discipline or equivalent experience.
CFA designation or equivalent education would be an asset.
Currently registered as a Supervising Portfolio Manager, Supervision of Managed Accounts.
Detailed knowledge and understanding of capital markets, portfolio management, provincial and national securities regulations, mutual funds and the mutual fund industry.
5 years relevant experience in mutual fund, investment management or brokerage industry.
Highly developed PC skills and comfort with relevant industry software (MPower, Bloomberg, Mellon, Zephyr, Morningstar Direct, MS Excel, etc.)
Significant comfort with and expertise in research methods and statistical analysis.
Self-motivated and able to work in a dynamic, fast paced, demanding environment.
Able to work both independently and as part of a team.
Strong ability to build and maintain key internal and external relationships

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.

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More about this job

Responsibilities

The Senior Manager oversees the Managed Portfolio Program, ensuring compliance with regulations and providing strategic support to Portfolio Managers. They are responsible for team leadership, coaching investment professionals, and implementing program enhancements and technology upgrades.

Requirements

Candidates must have a university degree and at least 5 years of experience in the investment management or brokerage industry. Registration as a Supervising Portfolio Manager and deep knowledge of capital markets and securities regulations are required.

Skills

Portfolio management
Capital markets
Investment policy
Regulatory compliance
Team leadership
Coaching
Statistical analysis
Research methods
Financial reporting
Risk management
Relationship management
IIROC regulations
CIRO regulations
Investment strategy
Performance monitoring

Visa sponsorship

Not detected in the job text

Keywords

Managed Portfolio Program
Scotia Wealth Management
Portfolio Management
Capital Markets
IIROC
CIRO
Investment Policy Statement
MPower
Bloomberg
Mellon
Zephyr
Morningstar Direct
Statistical Analysis
Compliance
Risk Appetite
Mutual Funds
Brokerage
Investment Professionals
Performance Monitoring
Asset Management

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