Manager, Managed Portfolio Program

Job description

Requisition ID: 254080 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. - Conduct daily review of trades to ensure they adhere to program policy regarding commissions. - Conduct daily review of option trades to ensure they are within program policy. - Complete regular supervision tasks including, monthly suitability review of Investment Policy Statements for Trust accounts, checks for US resident accounts, reviewing simple discretionary accounts and 10% early warning report. - Ensuring continues the team operates efficiently by modifying or creating news tools and processes, including...