Wealth Management Investment Advisor

Investment counselling and portfolio strategy define this wealth management opportunity with Scotia Jarislowsky Fraser in Vancouver or Calgary. Advise clients using disciplined processes.The Portfolio Manager serves as a trusted advisor to high net worth clients pursuing investment growth and holistic wealth goals. You will conduct wealth conversations, apply KYC and IPQ processes, and communicate strategic asset allocation. The position also requires collaboration with centralized investment management and financial planning experts.Key Responsibilities:
Conduct ongoing wealth conversations and document client needsDetermine asset allocation based on risk and objectivesCommunicate strategic allocation, models, and portfolio adviceReview client accounts for profitability and suitabilityRespond to inquiries and resolve client issues autonomouslyRequirements:
Knowledge of KYC and Investment Profile Questionnaire processesAbility to assess income needs and return expectationsExperience monitoring client investment portfoliosAbility to collaborate with financial planning specialistsCommitment to regulatory, privacy, and compliance standardsApply portfolio construction, client discovery, and investment communication skills supporting Scotia Jarislowsky Fraser wealth relationships.
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