Scotiabank

Fee Based Trader, Centralized Investment Management - Global Investment Solutions - Toronto

Scotiabank$80K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Fully licensed as an Investment Representative by CIRO
  • 2 years Industry experience
  • University degree or college diploma or equivalent experience
  • Strong investment management knowledge related to economic and capital markets
  • CIM, CIF, CFA accredited or in progress
  • Advanced knowledge of Access, Excel, Portfolio Accounting systems, Bloomberg or Reuters

Responsibilities

  • Champion a customer-focused culture to deepen client relationships
  • Create and execute various types of orders by using multiple systems
  • Assist in development and execution of portfolio management activities
  • Provide timely communication and support to the program Portfolio Manager
  • Monitor portfolios and make changes as directed
  • Incorporate risk appetite and culture into daily activities
  • Promote a high-performance and inclusive work environment

Benefits

  • Focus on a customer-centric culture
  • Opportunity to work with a variety of investment products
  • Potential for professional growth through portfolio management activities
  • Engagement with a high-performance team atmosphere
  • Contributions to compliance with internal and external regulations
Full Job Description
Requisition ID: 268961

Purpose of Job

Contributes to the overall success of the Centralized Investment Management / Scotia Wealth Management in Canada by 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.

Is this role right for you? In this role you will:
  • Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
  • Create and execute equity, mutual fund, option and fixed income orders in a timely manner by using the various systems (AOM, MPower, Dataphile). All orders and trades should be assessed in accordance with the portfolios mandates, models and trading policy and regulatory requirements.
  • Assist with the development and execution of the portfolio management activities will include onboarding, rebalancing requests, cash management and handling special situations, while conducting a strong due diligence before and after entering the orders.
  • Provide timely communication and support to the program Portfolio Manager, regularly monitoring of portfolios, and making changes as deemed appropriate by the supervising program Portfolio Manager or Senior fee Based Trader.
  • Understand how the Bank's risk appetite and risk culture should be considered in day-to-day activities and decisions.
  • Actively pursue effective and efficient operations of their respective areas in accordance with Scotiabank's Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.
  • Champion a high-performance environment and contribute to an inclusive work environment.


Do you have the skills that will enable you to succeed in this role? We would love to work with you if you have:
  • Fully licensed as an Investment Representative by CIRO
  • 2 years Industry experience
  • University degree or college diploma or equivalent experience
  • Strong investment management knowledge and experience as it relates to understanding economic and capital markets
  • CIM, or its predecessor CIF, CFA or in process of attaining one of these accreditations
  • Advanced knowledge of Access, Excel, Portfolio Accounting systems and Bloomberg or Reuters


Location(s): Canada : Ontario : Toronto

About Scotiabank

Scotiabankers are committed to helping individuals, companies, and communities to thrive in a changing world. From personal and business banking, brokerage, and insurance, to private wealth, and the most sophisticated commercial, corporate and institutional services, they serve the diverse needs of some 21 million customers in more than 55 countries. Founded in 1832 in Halifax, Nova Scotia, their growth has always been fuelled by the success of their customers and their longevity secured by an unshakable commitment to carefully and expertly managing risk and capital. That focus on doing what's right for customers—short- andlong-term—has made us a global financial services leader. Headquartered in Canada, they are over 86, 000 Scotiabankers strong. Each of us are committed to being the best at understanding their customers' needs and all of us working together to deliver practical advice and relevant solutions that help their customers become financially better off.

Scotiabank Careers

Join Scotiabank, a premier financial institution, and become part of a diverse and inclusive team that’s leading the way in global banking. At Scotiabank, we offer more than just job opportunities; we provide a platform for professional growth and innovation in the financial services industry.

Work You’ll Do

At Scotiabank, we’re not just filling positions; we’re cultivating leaders. Dive into a workplace where diversity training and leadership development shape the path to your future. Our commitment to professional growth is evident in our robust training programs and continuous learning opportunities that foster innovation and strategic thinking.

Explore a World of Opportunities

Whether you’re looking for a full-time position, an internship, or a leadership role, Scotiabank has a spectrum of opportunities to fit your career ambitions. Our team is composed of individuals who bring a wealth of skills and perspectives to our company, driving us forward with their creativity and strategic insights.

Innovative Work Environment

Scotiabank’s culture is one of collaboration and respect, where each team member’s contribution is valued. Engage in meaningful work that challenges you to leverage your skills and push the boundaries of what’s possible in the banking sector. Our innovative projects not only support the growth of the company but also ensure our position as a leader in the industry.

Benefits and Growth

Choosing a career at Scotiabank means opting for a life of growth and opportunity. Our employees enjoy competitive benefits, including comprehensive health coverage, retirement plans, and flexible working conditions, all designed to support your career and personal life. We believe in nurturing our team’s potential by providing them with the tools they need to succeed both professionally and personally.

Join Our Team

Ready to take the next step in your career? Explore the job opportunities at Scotiabank by searching our open positions that match your skills and interests. We are continuously hiring and looking for passionate, curious, and solution-driven team players.

Networking and Professional Development

Stay connected and advance your career through Scotiabank’s extensive networking opportunities. Participate in events that connect you with other professionals and leaders within the industry. Our career resources will help you prepare your resume, ace your interviews, and land the job that best suits your career goals.

Stay Ahead

Keep up to date with the latest in career tips, industry insights, and company news—all from the people who work here at Scotiabank. Personalize your experience by subscribing to job alert emails tailored to your preferences and be the first to know about new openings and exciting developments. Join Scotiabank and be part of a team that values integrity, respect, and accountability. Discover how your career can flourish in an environment committed to your professional development and personal growth.
Learn more about Scotiabank
Size
90,619 employees
Market Cap
$57.5 billion
Industry
5 Year Trend
+7%
NASDAQ

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