Job Description
Portfolio Analyst, Investment Solutions - Toronto
Requisition ID: 267825
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
**Purpose of Job**
The incumbent is responsible for contributing to the successful day-to-day operations of the ScotiaMcLeod Managed Programs – Summit, SIP by creating and producing reports that will assist in supervision and oversight. The incumbent will also be required to assist in delivering new efficiencies, processes, and ideas to support the development and growth of the programs.
**Is this role right for you? In this role you will:**
1. **Work closely with the Senior Manager Portfolio Management to ensure the effective operations of the investment programs offered at ScotiaMcLeod (Summit, SIP, Pinnacle):**
• Program account approvals through Wealthone
• Ensure the managed accounts are appropriate and suitable for the clients
• ...
Requisition ID: 267825
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
**Purpose of Job**
The incumbent is responsible for contributing to the successful day-to-day operations of the ScotiaMcLeod Managed Programs – Summit, SIP by creating and producing reports that will assist in supervision and oversight. The incumbent will also be required to assist in delivering new efficiencies, processes, and ideas to support the development and growth of the programs.
**Is this role right for you? In this role you will:**
1. **Work closely with the Senior Manager Portfolio Management to ensure the effective operations of the investment programs offered at ScotiaMcLeod (Summit, SIP, Pinnacle):**
• Program account approvals through Wealthone
• Ensure the managed accounts are appropriate and suitable for the clients
• ...