Manager, Product Services Group, Global Portfolio Solutions - Toronto

Scotiabank•Toronto, ON

1d•Onsite

About The Position

Contributes to the overall success of the Product Services Group, Global Portfolio Solutions, Global Investment Solutions, ensuring specific individual goals, plans, and initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted comply with governing regulations, internal policies and procedures. Assist in ensuring consistency, regulatory alignment and client-focused outcomes at scale.

Requirements

Minimum 5 years of finance-related experience
Post-secondary degree required (Commerce or Business Administration degree preferred)
Experience with Morningstar Direct, Bloomberg, MS Office and VBA programming language
Strong skills in analytics; written and verbal communication; relationship building; self-management; and attention to detail
Professional integrity

Responsibilities

Champion a client-driven culture and collaborates across business partners to strengthen client outcomes and deepen relationships.
Be accountable for the oversight and integrity of security risk ratings within PortfolioAid (PA360), ensuring alignment with prescribed methodologies, governance frameworks, and regulatory standards.
Conduct independent research and assessment of new securities to determine appropriate risk ratings, categorization, and classification in line with internal frameworks and regulatory expectations.
Monitor risk rating consistency and data quality, supporting identification of issues and contributing to enhancements in methodology and governance practices.
Act as a key point of contact for advisors and Compliance on risk rating inquiries, providing guidance aligned with firm policies and regulatory requirements.
Maintain and govern the product database, ensuring accurate representation of approved products for distribution, including continuous offerings, non-syndicated offerings, and accredited investor products.
Support product shelf oversight by reviewing and classifying securities, responding to risk classification inquiries, and ensuring alignment with internal product governance standards.
Support key Product Services Group functions including structured product review, portfolio and stakeholder reporting.
Ensure accuracy, validation, and control effectiveness of reports and processes, maintaining adherence to Audit and Compliance standards.
Partner cross-functionally to ensure timely and accurate communication of product updates and changes.
Keep abreast of industry developments and regulatory requirements, incorporating relevant changes into processes and controls.
Support ongoing product monitoring and regulatory compliance across the product shelf.
Maintain and enhance documentation, including policies and procedures, to support governance and operational effectiveness.
Foster an effective control environment aligned with operational risk, regulatory compliance, AML/ATF, and conduct risk frameworks.