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Vice President, Systemized Solutions
Location:
Montreal
Description:
Requisition ID: 182811 Dynamic Funds is a wholly owned subsidiary of Scotiabank, headquartered in Toronto. Dynamic Funds was established as a small investment club in Montreal in 1957, where it was a pioneer in providing professional investment advice to retail investors. Since then, we have evolved to become one of Canada's most recognized wealth management firms. We offer a comprehensive range of products and services, spanning every major sector, geographic region and investment discipline. Our financial solutions include open and closed-end investment funds, fee-based, tax-advantaged and customized high-net-worth programs “Pursuant to a language needs backssment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English in addition to French because: they will be required to work closely with other groups from head office who operate primarily in English, they will report to a manager from head office who is an English speaker, and/or they will serve and English-speaking clientele. ” Purpose Contributes to the overall success of the Systemized Team within Dynamic Mutual Funds in Montreal, 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 • Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge. • The Role of the VP, Systemized Solutions (VPSS) is to facilitate the Investment Management Workshop. • The Investment Management Workshop (IMW) is a series 6 meetings designed to achieve 3 objectives. Analyze the advisor’s current Business Structure and Investment Management Process (IMP); Design a customized Investment Management Matrix (IMM) Create a comprehensive Transition Strategy (TS) • Within. Visit ListedBuy for more information.
Company:
Scotiabank
Posted:
April 23 on ListedBuy
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More About this Listing: Vice President, Systemized Solutions
Vice President, Systemized Solutions is a Executive VP Job at Scotiabank located in United States. Find other listings like Vice President, Systemized Solutions by searching Oodle for Executive VP Jobs.
Vice President, Systemized Solutions is a Executive VP Job at Scotiabank located in United States. Find other listings like Vice President, Systemized Solutions by searching Oodle for Executive VP Jobs.