Scotia Jarislowsky Fraser Associate Portfolio Manager - Toronto

Select how often (in days) to receive an alert:Requisition ID: 278981Join a purpose driven winning team, committed to results, in an inclusive and high‑performing culture.Purpose
This position is a trusted advisor of private wealth services that meet high net worth client’s short‑and longterm holistic wealth management and investment growth goals, through a firm wide investment strategy and a disciplined and defined wealth management process.The Associate Portfolio Manager develops client relationships to gain an intimate understanding of client’s life goals, circumstance and needs in order to provide investment counselling integrated into life‑based wealth advice and solutions. Through this understanding, he/she will be responsible for engaging Bank and Scotia Wealth Management partners as needed to deliver on wealth strategies and directing our "team of experts" to deliver on our wealth promise and client experience.The Associate Portfolio Manager focuses on acquiring new clients and managing/retaining/deepening relationships with a book of existing high value clients. He/she will also be responsible for identifying high net worth/ultra‑high net worth prospects in specific markets by developing acquisition strategies and maintaining a prospect sales pipeline with the intention of generating sustainable and profitable growth.The Associate Portfolio Manager actively pursues effective and efficient operations of his/her respective areas in accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day- to‑day business controls to meet obligations with respect to operational, compliance, AML/ATF sanctions and conduct risk.Accountabilities
Client Relationship Management
Deliver an exceptional client experience and wealth advisory value propositionBuild, retain, and deepen profitable client relationshipsMaintain a thorough understanding of clients’ goals, circumstances, and wealth needsIdentify opportunities to grow assets and expand relationshipsLeverage Scotia Wealth Management products, services, and specialists to deliver integrated wealth solutionsPartner with financial planning experts to develop and implement comprehensive wealth plansConduct ongoing reviews of client plans, portfolios, and account profitabilityRespond to client inquiries and proactively address evolving needsMaintain accurate client records and service standardsInvestment Management
Conduct KYC reviews and assess client objectives, risk tolerance, and suitability requirementsRecommend appropriate asset allocation and investment strategies aligned to client goalsCollaborate with the Centralized Investment Management team to communicate portfolio recommendationsMonitor portfolios and recommend adjustments as requiredBusiness Development
Execute business development, sales, and marketing strategies for prospective and existing clientsAcquire new clients and increase share of wallet within existing relationshipsBuild and maintain a strong prospect pipeline and referral networkPartner with Regional Directors, Wealth Management Consultants, and key stakeholders to identify growth opportunitiesPromote Scotia Jarislowsky Fraser through networking, presentations, and community involvementMaintain awareness of market, economic, and industry trendsGenerate referrals across Scotia Wealth Management and key business partnersAdhere to all regulatory, compliance, AML/ATF, privacy, and conduct requirementsSupport compliance monitoring and remediation activities as requiredEnsure investment recommendations align with client objectives, risk tolerance, and suitability requirementsManage portfolios within approved investment strategies and risk parametersIdentify, escalated, and report unusual or suspicious activities in accordance with policyMinimize risk through effective client and portfolio managementTeam Membership
Contribute to a collaborative, inclusive, and high‑performing team environmentBuild strong relationships with colleagues, partners, and stakeholdersMaintain high standards of client service and resolve or elevate issues as neededParticipate in coaching sessions, touchpoints, and team meetingsShare knowledge, mentor junior team members, and support team developmentPromote a workplace culture of respect, inclusion, professionalism, and open communicationEducation and Experience
Post-secondary education in Business, Economics, Accounting, Finance, or a related fieldMinimum 5 years of experience in discretionary investment management and portfolio managementExperience managing portfolios for individuals, trusts, estates, pension plans, foundations, and registered accountsStrong understanding of investment management, portfolio construction, risk, returns, and tax implicationsCSC and CIM required;
CIM must be maintained in good standingCFA, CFP, and/or LLQP designation or enrollment considered an assetMust meet applicable securities registration requirementsStrong knowledge of financial markets, economic trends, and wealth management strategiesExceptional relationship management, business development, networking, sales, negotiation, and closing skillsExcellent communication, influencing, and interpersonal skillsResults-oriented, self-motivated, disciplined, and committed to acting with integrityLocation(s): Canada : Ontario : TorontoScotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.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.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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