Scotiabank
Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
Conduct daily review of trades to ensure they adhere to program policy regarding commissions.
Conduct daily review of option trades to ensure they are within program policy.
Complete regular supervision tasks including,...
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Manager, Managed Portfolio Program
Description
Requisition ID: 254080
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
Purpose
Contributes to the overall success of the Managed Portfolio Program / Investment & Advisory Solutions / Scotia Wealth Management in Canada 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.
Accountabilities