Director of Investment Advisory at Scotiabank
Scotiabank
Lead the Central Registrant and Investment Advisory team at Scotiabank in Toronto. This role centers on strategic investments, registrant support, and client relationship management.
As the Director, you will oversee a dedicated team of Portfolio Managers in delivering advisory services for local Wealth Managers. Your responsibilities will include enhancing the Wealth Associates Advancement Program and the Registrant Advancement Program, driving sales support, and ensuring compliance with regulatory standards. This position is pivotal for both new and existing client relationships.
Key Responsibilities: • Oversee the CRIA team's registrable activities • Support the Wealth Associates Advancement Program • Provide investment consulting for SJF's Investment Platform • Ensure compliance with KYC, KYP, and suitability • Lead client onboarding and annual reviews
Requirements: • Minimum 10 years in discretionary investment management • University degree in Business or Finance • Registration as an Advising Representative • Strong interpersonal and analytical skills • In-depth knowledge of the regulatory environment
Elevate your career with strategic leadership and investment management expertise at Scotiabank in Toronto. #J-18808-Ljbffr
As the Director, you will oversee a dedicated team of Portfolio Managers in delivering advisory services for local Wealth Managers. Your responsibilities will include enhancing the Wealth Associates Advancement Program and the Registrant Advancement Program, driving sales support, and ensuring compliance with regulatory standards. This position is pivotal for both new and existing client relationships.
Key Responsibilities: • Oversee the CRIA team's registrable activities • Support the Wealth Associates Advancement Program • Provide investment consulting for SJF's Investment Platform • Ensure compliance with KYC, KYP, and suitability • Lead client onboarding and annual reviews
Requirements: • Minimum 10 years in discretionary investment management • University degree in Business or Finance • Registration as an Advising Representative • Strong interpersonal and analytical skills • In-depth knowledge of the regulatory environment
Elevate your career with strategic leadership and investment management expertise at Scotiabank in Toronto. #J-18808-Ljbffr
Reference: WJ-3875_13286130