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Manager, Managed Portfolio Program

Company

Scotiabank

Location

Toronto, Ontario

Posted

March 23, 2026

Position Overview

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,...
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