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PIC Portfolio Administrator - Winnipeg, MB (Contract, 15 Months)

Reference ID: 360879417

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Requisition ID: 50420
 
Join the Global Community of Scotiabankers to help customers become better off.
Job Purpose
To work closely with the Portfolio Managers, Associate Portfolio Managers and Wealth Managers in the management of the overall book of business by providing effective and efficient client service. The role is a dedicated client servicing support role, designed to create capacity and answer client queries. The incumbent understands how the Bank's risk appetite and risk culture should be considered in day-to-day activities and decisions, ensuring that all activities conducted are in compliance with governing regulations, internal policies and procedures.
 
Key Accountabilities
  • Client Service
    • Responding to client inquiries in a timely, responsive and approachable manner, including executing on client cash management requests
    • Providing clients with timely updates and information
    • Preparing routine client correspondence and ad-hoc, customized client reporting
    • Coordinating and managing the client onboarding processes
    • Maintaining accurate client information and files
    • Following up with clients on missing documentation
    • Reviewing processes and providing recommendations to improve the client experience, add more value and enhance efficiencies
    • Staying abreast of any changes in client lifestyle / needs or capital market conditions that may affect clients' financial objectives
    • Consistently delivering the desired client experience during all client interactions
    • Using strong knowledge of the Bank's, Scotia Wealth Management and Private Investment Counsel's diverse products and services, to ensure the client's needs are well understood and documented
    • Ensuring a comprehensive understanding of each client's financial needs, risk tolerance, and long-term objectives by maintaining ongoing dialogue
    • Consistently executing on Scotia Wealth and PIC service standards regarding proactive contact, central client point of contact, recording and maintaining the Client Contact database
 
  • Support Portfolio Manager/Associate Portfolio Manager
    • Preparing and customization of client portfolio reports
    • Preparing material for PM/APM/WM for client annual reviews
    • Resolving client issues expeditiously and accurately and/or escalating problem situations to PM/APM/WM when appropriate
    • Responding to PM/APM/WM and Senior Management inquiries on a timely basis
    • Partnering with all internal product/service business partners to ensure client needs are met
    • Actively supporting the implementation of client wealth strategies
 
  • Risk Management/Compliance
    • Minimizing the Bank's exposure to risk by maintaining awareness and ensuring compliance/adherence to all procedures, regulatory activities and guidelines including Privacy, Anti-Money Laundering, Anti-Terrorist Financing, FCAC, Know your Client, Occupational Health & Safety and Guidelines for Business Conduct
    • Supporting the Portfolio Managers, Associate Portfolio Managers and Wealth Managers in maintaining client portfolios in accordance with established firm strategy which includes utilizing the Central Portfolio Models and pools, focusing on client segmentation and client's risk appetite
    • Adhering to bank and firm standards, policies and business practices to ensure that Private Investment Counsel is meeting the appropriate regulatory and compliance requirements as they relate to both new and existing accounts
    • Escalating, documenting and reporting any unusual occurrences, suspicious or fraudulent activities, as per established procedures
 
  • Team Membership
    • Contributing to the effective functioning of the Private Investment Counsel team • Fostering and developing a strong, positive team environment, driving employee empowerment, innovation and a high degree of engagement
    • Building effective working relationships across the team and with various business line, internal and external stakeholders
    • Maintaining a high level of client service
    • Facilitating a culture of open and honest communication
    • Actively participating and contributing to coaching sessions, touchbases and team meetings
    • Encouraging the generation of new ideas and approaches
    • Actively sharing knowledge and experience to enhance the development of all team members
    • Developing and executing a meaningful employee development plan.
 
Functional Competencies
  • Investment management knowledge
  • Strong relationship management skills
  • Proficient in providing support to investment management and/or business development activities
  • Strong interpersonal, communication & listening skills
  • Results/Goal achievement oriented
  • Self- motivated and disciplined
  • Executes with Integrity
  • Working knowledge of the products and services offered by Scotiabank partners in order to identify and refer clients as appropriate.
 
Education/ Experience 
  • University Degree (Business, Economics, Accounting, Finance), College Diploma or equivalent
  • CSC would be an asset
  • Two years industry experience
Location(s):  Canada : Manitoba : Alexander || Canada : Manitoba : Alonsa || Canada : Manitoba : Altamont || Canada : Manitoba : Altona || Canada : Manitoba : Amaranth || Canada : Manitoba : Angusville || Canada : Manitoba : Anola || Canada : Manitoba : Arborg || Canada : Manitoba : Arden || Canada : Manitoba : Argyle || Canada : Manitoba : Arnaud || Canada : Manitoba : Arnes || Canada : Manitoba : Arrow River || Canada : Manitoba : Ashern || Canada : Manitoba : Ashville || Canada : Manitoba : Aubigny || Canada : Manitoba : Austin || Canada : Manitoba : Bagot || Canada : Manitoba : Baldur || Canada : Manitoba : Balmoral || Canada : Manitoba : Barrows || Canada : Manitoba : Beaconia || Canada : Manitoba : Beausejour || Canada : Manitoba : Belair || Canada : Manitoba : Belleview || Canada : Manitoba : Belmont || Canada : Manitoba : Benito || Canada : Manitoba : Berens River || Canada : Manitoba : Bethany || Canada : Manitoba : Beulah || Canada : Manitoba : Binscarth || Canada : Manitoba : Birch River || Canada : Manitoba : Birnie || Canada : Manitoba : Birtle || Canada : Manitoba : Bissett || Canada : Manitoba : Bloodvein || Canada : Manitoba : Blumenort || Canada : Manitoba : Boggy Creek || Canada : Manitoba : Boissevain || Canada : Manitoba : Bowsman || Canada : Manitoba : Bradwardine || Canada : Manitoba : Brandon || Canada : Manitoba : Broad Valley || Canada : Manitoba : Brochet || Canada : Manitoba : Brookdale || Canada : Manitoba : Brunkild || Canada : Manitoba : Bruxelles || Canada : Manitoba : Buffalo Point || Canada : Manitoba : Caliento || Canada : Manitoba : Camp Morton || Canada : Manitoba : Camperville || Canada : Manitoba : Carberry || Canada : Manitoba : Cardale || Canada : Manitoba : Carlowrie || Canada : Manitoba : Carman || Canada : Manitoba : Carroll || Canada : Manitoba : Cartier || Canada : Manitoba : Cartwright || Canada : Manitoba : Cayer || Canada : Manitoba : Channing || Canada : Manitoba : Chatfield || Canada : Manitoba : Churchill || Canada : Manitoba : Clandeboye || Canada : Manitoba : Clanwilliam || Canada : Manitoba : Clearwater || Canada : Manitoba : Cormorant || Canada : Manitoba : Coulter || Canada : Manitoba : Cowan || Canada : Manitoba : Cranberry Portage || Canada : Manitoba : Crandall || Canada : Manitoba : Crane River || Canada : Manitoba : Cromer || Canada : Manitoba : Cross Lake || Canada : Manitoba : Crystal City || Canada : Manitoba : Cypress River || Canada : Manitoba : Dacotah || Canada : Manitoba : Dakota Tipi || Canada : Manitoba : Dallas || Canada : Manitoba : Darlingford || Canada : Manitoba : Dauphin || Canada : Manitoba : Decker || Canada : Manitoba : Deleau || Canada : Manitoba : Deloraine || Canada : Manitoba : Domain || Canada : Manitoba : Dominion City || Canada : Manitoba : Douglas || Canada : Manitoba : Dropmore || Canada : Manitoba : Duck Bay || Canada : Manitoba : Dufresne || Canada : Manitoba : Dufrost || Canada : Manitoba : Dugald || Canada : Manitoba : Dunrea || Canada : Manitoba : Durban || Canada : Manitoba : East Braintree || Canada : Manitoba : East Selkirk || Canada : Manitoba : East St Paul || Canada : Manitoba : Easterville || Canada : Manitoba : Ebb And Flow || Canada : Manitoba : Eddystone || Canada : Manitoba : Eden || Canada : Manitoba : Edwin || Canada : Manitoba : Elgin || Canada : Manitoba : Elie || Canada : Manitoba : Elkhorn || Canada : Manitoba : Elm Creek || Canada : Manitoba : Elma || Canada : Manitoba : Elphinstone || Canada : Manitoba : Emerson || Canada : Manitoba : Erickson || Canada : Manitoba : Eriksdale || Canada : Manitoba : Ethelbert || Canada : Manitoba : Fairfax || Canada : Manitoba : Fairford || Canada : Manitoba : Falcon Beach || Canada : Manitoba : Fannystelle || Canada : Manitoba : Faulkner || Canada : Manitoba : Fisher Branch || Canada : Manitoba : Flin Flon || Canada : Manitoba : Fork River || Canada : Manitoba : Forrest Station || Canada : Manitoba : Fort Alexander || Canada : Manitoba : Foxwarren || Canada : Manitoba : Franklin || 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Canada : Manitoba : Oak River || Canada : Manitoba : Oakbank || Canada : Manitoba : Oakburn || Canada : Manitoba : Oakview || Canada : Manitoba : Oakville || Canada : Manitoba : Ochre River || Canada : Manitoba : Olha || Canada : Manitoba : Onanole || Canada : Manitoba : Opaskwayak || Canada : Manitoba : Otterburne || Canada : Manitoba : Overstoneville || Canada : Manitoba : Oxford House || Canada : Manitoba : Pansy || Canada : Manitoba : Pauingassi || Canada : Manitoba : Peguis || Canada : Manitoba : Pelican Rapids || Canada : Manitoba : Petersfield || Canada : Manitoba : Pierson || Canada : Manitoba : Pikwitonei || Canada : Manitoba : Pilot Mound || Canada : Manitoba : Pinawa || Canada : Manitoba : Pine Falls || Canada : Manitoba : Pine River || Canada : Manitoba : Piney || Canada : Manitoba : Pipestone || Canada : Manitoba : Plum Coulee || Canada : Manitoba : Plumas || Canada : Manitoba : Pointe Du Bois || Canada : Manitoba : Polonia || Canada : Manitoba : Poplar Point || Canada : Manitoba : Poplarfield || Canada : Manitoba : Portage La Prairie || Canada : Manitoba : Powerview || Canada : Manitoba : Pratt || Canada : Manitoba : Princess Harbour || Canada : Manitoba : Pukatawagan || Canada : Manitoba : Randolph || Canada : Manitoba : Rapid City || Canada : Manitoba : Rathwell || Canada : Manitoba : Red Sucker Lake || Canada : Manitoba : Reinfeld || Canada : Manitoba : Rennie || Canada : Manitoba : Renwer || Canada : Manitoba : Reston || Canada : Manitoba : Richer || Canada : Manitoba : Ridgeville || Canada : Manitoba : Riding Mountain || Canada : Manitoba : River Hills || Canada : Manitoba : Rivers || Canada : Manitoba : Riverton || Canada : Manitoba : Roblin || Canada : Manitoba : Rock Ridge || Canada : Manitoba : Roland || Canada : Manitoba : Rorketon || Canada : Manitoba : Rosa || Canada : Manitoba : Roseau River || Canada : Manitoba : Roseisle || Canada : Manitoba : Rosenfeld || Canada : Manitoba : Rosenort || Canada : Manitoba : Rossburn || Canada : Manitoba : Rossendale || Canada : Manitoba : Rosser || Canada : Manitoba : Russell || Canada : Manitoba : San Clara || Canada : Manitoba : Sandilands || Canada : Manitoba : Sandy Hook || Canada : Manitoba : Sandy Lake || Canada : Manitoba : Sanford || Canada : Manitoba : Sarto || Canada : Manitoba : Scanterbury || Canada : Manitoba : Schanzenfeld || Canada : Manitoba : Seddons Corner || Canada : Manitoba : Selkirk || Canada : Manitoba : Seven Sisters Falls || Canada : Manitoba : Shamattawa || Canada : Manitoba : Shellmouth || Canada : Manitoba : Sherridon || Canada : Manitoba : Shilo || Canada : Manitoba : Shoal Lake || Canada : Manitoba : Shortdale || Canada : Manitoba : Sidney || Canada : Manitoba : Sifton || Canada : Manitoba : Silver || Canada : Manitoba : Silver Ridge || Canada : Manitoba : Sinclair || Canada : Manitoba : Skownan || Canada : Manitoba : Snow Lake || Canada : Manitoba : Snowflake || Canada : Manitoba : Solsgirth || Canada : Manitoba : Somerset || Canada : Manitoba : Souris || Canada : Manitoba : South Indian Lake || Canada : Manitoba : South Junction || Canada : Manitoba : Southport || Canada : Manitoba : Sperling || Canada : Manitoba : Split Lake || Canada : Manitoba : Sprague || Canada : Manitoba : Springfield || Canada : Manitoba : Springstein || Canada : Manitoba : St Adolphe || Canada : Manitoba : St Alphonse || Canada : Manitoba : St Ambroise || Canada : Manitoba : St Andrews || Canada : Manitoba : St Claude || Canada : Manitoba : St Clements || Canada : Manitoba : St Eustache || Canada : Manitoba : St Francois Xavier || Canada : Manitoba : St George || Canada : Manitoba : St Germain || Canada : Manitoba : St Germain South || Canada : Manitoba : St Jean Baptiste || Canada : Manitoba : St Joseph || Canada : Manitoba : St Laurent || Canada : Manitoba : St Lazare || Canada : Manitoba : St Leon || Canada : Manitoba : St Malo || Canada : Manitoba : St Marks || Canada : Manitoba : St Martin || Canada : Manitoba : St Pierre Jolys || Canada : Manitoba : St Theresa Point || Canada : Manitoba : St. Georges || Canada : Manitoba : Starbuck || Canada : Manitoba : Ste Agathe || Canada : Manitoba : Ste Anne || Canada : Manitoba : Ste Rose Du Lac || Canada : Manitoba : Stead || Canada : Manitoba : Steep Rock || Canada : Manitoba : Steinbach || Canada : Manitoba : Stephenfield || Canada : Manitoba : Stevenson Island || Canada : Manitoba : Stockton || Canada : Manitoba : Stonewall || Canada : Manitoba : Stony Mountain || Canada : Manitoba : Strathclair || Canada : Manitoba : Stuartburn || Canada : Manitoba : Sundown || Canada : Manitoba : Swan Lake || Canada : Manitoba : Swan River || Canada : Manitoba : Tadoule Lake || Canada : Manitoba : Teulon || Canada : Manitoba : The Pas || Canada : Manitoba : Thicket Portage || Canada : Manitoba : Thompson || Canada : Manitoba : Thornhill || Canada : Manitoba : Tilston || Canada : Manitoba : Tolstoi || Canada : Manitoba : Tourond || Canada : Manitoba : Toutes Aides || Canada : Manitoba : Traverse Bay || Canada : Manitoba : Treherne || Canada : Manitoba : Tyndall || Canada : Manitoba : Valley River || Canada : Manitoba : Vassar || Canada : Manitoba : Vermette || Canada : Manitoba : Victoria Beach || Canada : Manitoba : Virden || Canada : Manitoba : Vista || Canada : Manitoba : Vita || Canada : Manitoba : Voga || Canada : Manitoba : Waasagomach || Canada : Manitoba : Wabowden || Canada : Manitoba : Waldersee || Canada : Manitoba : Wanipigow || Canada : Manitoba : Wanless || Canada : Manitoba : Warren || Canada : Manitoba : Wasagamack || Canada : Manitoba : Wasagaming || Canada : Manitoba : Waskada || Canada : Manitoba : Waterhen || Canada : Manitoba : Wawanesa || Canada : Manitoba : Waywayseecappo || Canada : Manitoba : Wellwood || Canada : Manitoba : West St Paul || Canada : Manitoba : Westbourne || Canada : Manitoba : Whitemouth || Canada : Manitoba : Whiteshell || Canada : Manitoba : Winkler || Canada : Manitoba : Winnipeg || Canada : Manitoba : Winnipeg Beach || Canada : Manitoba : Winnipegosis || Canada : Manitoba : Woodlands || Canada : Manitoba : Woodmore || Canada : Manitoba : Woodridge || Canada : Manitoba : Woodside || Canada : Manitoba : York Landing || Canada : Manitoba : Zhoda
As Canada's International Bank, we are a leader when it comes to inclusion. We are a diverse and global team, speaking more than 100 languages with backgrounds from more than 120 countries. We value the unique skills and experiences each individual brings to the bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. Candidates selected for an interview will be contacted directly.  If you require accommodation during the recruitment and selection process, please let us know. We will work with you to provide as seamless a recruitment experience as possible.

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Posted: February 20, 2019
Closes: April 21, 2019
Email Address:
Company Info
Size:
10,000+ employees
Industry:
Banking & Finance

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About Scotiabank

Scotiabank is Canada's international bank and a leading financial services provider in the Americas. We are dedicated to helping our more than 25 million customers become better off through a b...