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Title:  Senior Manager, Product Management (Portfolio Solutions), Scotia Asset Management, Toronto ON




Requisition ID: 88952


Join the Global Community of Scotiabankers to help customers become better off.



Executes a comprehensive strategy to build, enhance and sustain product and communication support for 1832 Asset Management’s $40 billion portfolio solutions/managed asset program line up, across assigned proprietary brands that may include ScotiaFunds, Dynamic Funds and Dynamic Private Pools.



Key Responsibilities

  • Product Commentary & Insights: Formulate contextual, accurate and timely product commentary and portfolio manager insights for a range of portfolio solutions/managed asset programs, working in close partnership with Portfolio Managers, Distribution teams, Marketing and Compliance teams. This will extend across a variety of brands, deliverables and mediums, including scheduled updates and regulatory communication, portfolio manager round tables, conference calls and presentation material.
  • Wholesaler/Advisor Engagement: Working closely with wholesalers, develop new support ideas for key programs that will resonate with target advisor audiences and foster AUM growth.  Respond to field inquiries and actively solicit input and feedback from partners on ways to improve support.
  • Advisor Education: Contribute to the development of a comprehensive content strategy that builds, enhances and sustains retail advisors' knowledge and understanding of proprietary portfolio solutions. Interact with various functional groups, including Training, Product Development, Customer Experience, Marketing and Compliance.
  • Market intelligence.  Prepare regular competitive insights and analysis on assigned products for a variety of audiences.
  • Client communication.  Act as a content resource for various Marketing teams in the production of client-facing publications and campaigns, ensuring competitive positioning and compositional accuracy of programs.
  • Working closely with Portfolio Managers, Product Development, Marketing and Scotia Global Asset Management Distribution partners, formulate product and communication support for assigned managed asset programs for a variety of audiences.
  • Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
  • Actively pursues effective and efficient operations of his/her respective areas, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct.
  • Champions a high performance environment and contributes to an inclusive work environment



This is a complex and technical role involving product structures that impact a wide range of Scotiabank’s investment clients.  As such, the incumbent will illustrate a high level of technical expertise and effective due diligence when dealing with contacts across the organization including:


Broad engagement across Global Asset Management and Wealth Management Executive.

Contacts across affiliated distribution channels include:

  1. 1832 Asset Management
  2. Scotia Securities Inc.
  3. ScotiaMcLeod
  4. Sales Management


Key contacts across Scotiabank support groups including:

  1. Compliance
  2. Legal
  3. Marketing




  • Minimum 5 years’ experience within asset management industry, preferably in a product management or investment communications role.
  • Enrollment in the CFA or CIM programs is considered a strong asset.
  • Extensive and thorough knowledge of the global investment funds business and the unique positioning of portfolio solutions
  • Undergraduate degree
  • Persuasive verbal and written communication skills, including the ability to build credibility and trust with colleagues and clients and communicate ideas effectively
  • Strong strategic thinking and results-focused competencies
  • Strong relationship management skills, both internally and externally
  • Strong presentation and marketing skills
  • Strong knowledge of investment products and experience working with Portfolio Managers and Sales teams.
  • Working knowledge of modern portfolio theory and portfolio construction techniques.
  • An understanding of financial markets and the key factors driving domestic and foreign market performance across major asset classes. 
  • Analytical background with experience sourcing and distilling fund data from multiple sources to deliver timely insights.
  • Excellent writing skills with demonstrated experience producing a range of content, from technical commentary to investor-friendly material.
  • Knowledge of the regulatory requirements for sales communications.
  • Self-starter with proven ability to work independently with minimal supervision.
  • Technical writing skills and the ability to work under tight time lines.
  • Proficiency in MS Office and experienced using Morningstar Direct.


Location(s):  Canada : Ontario : Toronto 

As Canada's International Bank, we are a diverse and global team. We speak more than 100 languages with backgrounds from more than 120 countries. Our employees are committed to a superior customer experience and use the Bank’s six guiding sales practice principles to ensure they act with honesty and integrity.


At Scotiabank, 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. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

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