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Added 14 mins ago
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Personal Banking Associate Trainee
TD
Georgetown, ON
- Full-time
…and helping them 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…
Added 14 mins ago
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Personal Banking Associate
TD
AB
- Full-time
…and helping them 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…
Added 14 mins ago
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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…
Added 14 mins ago
C
Client Engagement Associate - Part-time (15 hours/week)
CIBC
St. Stephen, NB
- Part-time
As a member of the Personal and Business Banking Team, you'll work in a fast-paced Banking Centre, leveraging your knowledge of financial services products to support clients with their…
Added 14 mins ago
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Associate Financial Advisor
CIBC
Abbotsford, BC · Chilliwack, BC
- Full-time
As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients' lives. As an Associate Financial…
Added 14 mins ago
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Associate Financial Advisor
CIBC
Lethbridge, AB
- Full-time
As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients' lives. As an Associate Financial…
Added 44 mins ago
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Investment and Retirement Planning Associate
Royal Bank of Canada
Ottawa, ON
- Part-time
As an Investment and Retirement Planning (IRP) Associate, you provide direct client and sales support to the Financial Planners, Investment and Retirement Planning, to enable them to focus…
Added 44 mins ago
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Investment and Retirement Planning Associate
RBC
Ottawa, ON
- Part-time
As an Investment and Retirement Planning (IRP) Associate, you provide direct client and sales support to the Financial Planners, Investment and Retirement Planning, to enable them to focus…
Added 59 mins ago
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Personal Banking Associate
TD
Red Deer, AB
- Full-time
…and helping them 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…
Added 59 mins ago
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Personal Banking Associate
TD
Windsor, ON
- Full-time
…and helping them 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…
Added 1 hour ago
C
Associate Financial Advisor
CIBC
Montreal, QC
- Full-time
As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients' lives. As an Associate Financial…
Added 1 hour ago
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Client Engagement Associate
CIBC
Toronto, ON
- Part-time
As a member of the Personal and Business Banking Team, you'll work in a fast-paced Banking Centre, leveraging your knowledge of financial services products to support clients with their…
Added 1 hour ago
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Branch Manager - Office 1699
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- Full-time
Leadership and Influence: 1-2 years of leadership/management experience showcasing proven skills in influencing and leading others, with a focus on personal and organizational growth.
Added 1 hour ago
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Branch Manager - Office 1699
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Kitchener, ON
- Full-time
Leadership and Influence: 1-2 years of leadership/management experience showcasing proven skills in influencing and leading others, with a focus on personal and organizational growth.
Added 2 hours ago
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Personal Banking Associate (Full time)- Cap- Rouge
TD
Quebec, QC
- Full-time
…and helping them 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…
Added 2 hours ago
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Group Fitness Instructor - Pilates - London Sherwood Forest Mall
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- Part-time
Sources/downloads class music to personal devices for use when teaching.
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Associate Director-GCM Documentation Toronto
Scotiabank
Toronto, ON
…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…
Added 2 hours ago
Senior Manager, Managed Asset Program (12 month contract)
Scotiabank
Toronto, ON
…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…
Added 3 hours ago
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Personal Banking Associate Trainee
TD
Whitby, ON
- Full-time
…and helping them with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving…
Added 4 hours ago
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Customer Experience Associate - Greater Toronto Area
TD
Ajax, ON · Markham, ON · Pickering, ON · Richmond Hill, ON · Stouffville, ON · Toronto, ON
- Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 13 hours ago
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Equipment Finance Associate
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- Full-time
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Added 17 hours ago
Customer Experience Associate - Port Alberni BC (18.75hrs/week)
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Port Alberni, BC
…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…
Added 17 hours ago
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Associate Financial Advisor
CIBC
Fort St. John, BC · Fort Saint John
- Full-time
As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients' lives. As an Associate Financial…
Added 17 hours ago
C
Client Engagement Associate
CIBC
Trail, BC
- Part-time
As a member of the Personal and Business Banking Team, you'll work in a fast-paced Banking Centre, leveraging your knowledge of financial services products to support clients with their…
Added 18 hours ago
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Software Developer
Raise
Calgary, AB
- Full-time
Prior banking, FinTech, or highly regulated enterprise environment experience.

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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