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Vice President, Portfolio Consulting, Dynamic Funds - Montreal, QC

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Scotiabank
📍 Montreal, Canada
📍
Location Montreal
📅
Posted March 17, 2026
🚗
Commute Local Area
🎯
Local Opportunity Near You!

This job is in your area. Enjoy a short commute and work close to home.

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Job Description

Is this role right for you?

In this role you will:

Advisor Engagement & Facilitation

  • Lead a structured Portfolio Consulting Program consisting of multiple meetings

  • Diagnose advisors’ existing business structure and investment process; identify gaps and opportunities for improvement.

  • Design customized Investment Management Frameworks aligned with advisor client bases and investment preferences.

  • Develop and guide transition strategies to implement recommended portfolio solutions.

  • Conduct one-on-one, group, and branch meetings to promote and deliver the program.

    • Portfolio Construction Expertise

  • Provide thought leadership on portfolio construction, risk management, and investment trends.

  • Perform detailed portfolio analysis, including allocation, structure, and risk diagnostics.

  • Deliver clear, actionable insights through analytical reports and presentations.

  • Collaborate w...

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    📍 Location Details

    🌆
    City
    Montreal
    🗺️
    Country
    Canada
    🚗
    Commute
    Local Area

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