Private Wealth Portfolio Manager
Scotiabank
Private wealth portfolio management in Vancouver or Calgary centers on investment counselling, client relationships, and holistic wealth advice. Guide high net worth clients through disciplined investment strategies.As Portfolio Manager with Scotia Jarislowsky Fraser, you will advise high net worth and ultra-high net worth clients. You will understand life goals, circumstances, and wealth needs while coordinating Scotia Wealth Management partners. The mandate combines investment management, relationship deepening, and sustainable business growth.Key Responsibilities:
Develop trusted relationships with high value private wealth clientsAssess needs, risk tolerance, objectives, and investment profilesRecommend asset mixes aligned with client life goalsMonitor portfolios and review financial plans regularlyCoordinate specialists delivering integrated wealth advice and solutionsRequirements:
Experience providing investment counselling and wealth adviceKnowledge of wealth management products and servicesAbility to develop acquisition strategies and prospect pipelinesUnderstanding of compliance, AML, and conduct risk requirementsAbility to maintain suitable portfolios within firm strategyBring investment management, relationship development, and wealth planning expertise to Scotia Jarislowsky Fraser’s private wealth clients.
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Develop trusted relationships with high value private wealth clientsAssess needs, risk tolerance, objectives, and investment profilesRecommend asset mixes aligned with client life goalsMonitor portfolios and review financial plans regularlyCoordinate specialists delivering integrated wealth advice and solutionsRequirements:
Experience providing investment counselling and wealth adviceKnowledge of wealth management products and servicesAbility to develop acquisition strategies and prospect pipelinesUnderstanding of compliance, AML, and conduct risk requirementsAbility to maintain suitable portfolios within firm strategyBring investment management, relationship development, and wealth planning expertise to Scotia Jarislowsky Fraser’s private wealth clients.
#J-18808-Ljbffr
Vacancy posted 2 hours ago
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