Job Description

Requisition ID: 243978



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 / Investment & Advisory 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.

Accountabilities 

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

  • Contribute to the day-to-day operations by reviewing Investment Policy Statements (IPS) ensuring KYC and program suitability.

  • Manage compliance to program policies by organizing the communication and tracking of all IPS violatio...

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