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

Hospitality Full Benefits Career Growth
Company

Scotiabank

Location

Montreal, Canada

Posted

March 17, 2026

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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...