🌴 JobsLeisure.com

Where Work Meets Adventure

← Back to Leisure Jobs

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

Hospitality Full Benefits Career Growth
Company

Scotiabank

Location

Montreal, Canada

Posted

March 17, 2026

Start Your Adventure

Join our team and work where others vacation

Apply Now

About This Opportunity

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...