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Last updated: 5 days ago

Portfolio Manager | Associate Portfolio Manager | Wealth Manager - SJF - Oakville

ScotiabankOakville, ON, CA
Full-time

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Scotia Jarislowsky Fraser (SJF) is expanding and hiring across multiple roles supporting our To... Show more

Proposals Manager

LycopodiumMississauga, ON, Canada
Full-time

With offices in Australia, Canada, USA, Southern Africa, Ghana, Philippines, Argentina and Peru, Lycopodium proudly delivers high quality professional engineering and project delivery services glob... Show more

Commercial Manager

AECOMMississauga, Ontario, Canada
Full-time

Mississauga, Burnaby, or Calgary offices.The Commercial Manager is a new critical leadership role, providing commercial oversight and support on large, complex projects—particularly those delivered... Show more

Production Manager

AriseTalent HubMississauga, ON, Canada
Full-time +1

The Production Manager position is responsible for overseeing daily operations on the production floor, ensuring that manufacturing targets, safety standards, and quality expectations are consisten... Show more

Audit Manager

Vaco by HighspringOakville, ON, CA
Permanent

Our client is a leading global financial institution.They are looking for an Audit Manager to join their team!.Opportunity to join a high-performing team and work with one of the fastest growing fi... Show more

 • Promoted

Commercial Manager

HatchMississauga, ON, CA
Full-time

Join a company that is passionately committed to the pursuit of a better world through positive change.With more than 70 years of business and technical expertise in.With practical solutions that a... Show more

Restaurant manager

Tandoori FlameMississauga, ON, Canada
Permanent

College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years.Develop budget to determine cost of food, ingredients, alcohol, kitchen and cleaning supplies.Plan ... Show more

Project Manager

Artech LLCMississauga, ON
Full-time

Location :  Mississauga , Ontario.Job Description: Role Descriptions: Project Delivery Financial ManagementPlan and manage projects by defining goals| success criteria| budgets| timelines... Show more

Database Administrator

AcostaMississauga, ON
Full-time

The SQL Server DBA plays an important role that is responsible for managing, maintaining, monitoring and troubleshooting our database infrastructure both On-Premises and in the Cloud.The primary re... Show more

Restaurant manager

Gurulukshami RestaurantMississauga, ON, Canada
Permanent

Analyze budget to boost and maintain the restaurant's profits.Develop budget to determine cost of food, ingredients, alcohol, kitchen and cleaning supplies.Modify food preparation methods and menu ... Show more

Senior Database Administrator

BMO Financial GroupEtobicoke, ON
Temporary

BMO is an organization driven by a shared Purpose: Boldly Grow the Good in business and life.It calls on members of its team, to create lasting, positive change for its customers, its communities, ... Show more

Manager, Purchasing

HelloFreshMississauga, Ontario, Canada
Full-time

The Manager, Purchasing leads a team of Distribution Center (DC) based buyers to ensure seamless week-to-week procurement operations for their site.They are responsible for the on time, in full, an... Show more

Database Engineering - Master-Level Internship

VosynEtobicoke, Ontario, Canada
Internship

Database Engineering - Master-Level Internship.Hours (approximately 3 months) .Remote (with hybrid options in Toronto).The Vosyn internship is unique.Remuneration is equivalent to $32.CAD per ... Show more

Salon Manager

First Choice HaircuttersMISSISSAUGA, ON, CA
Full-time

If you’re looking for an opportunity to #UnleashYourPotential as a leader and Salon Manager, you’ve come to the right place.Leading with style, kindness, compassion, and care puts you a cut above t... Show more

Operations Manager

Allegis Global SolutionsMississauga, Ontario, Canada
Full-time

The Operations Manager supports the delivery and operational execution of customer programs within the Program Office.This role partners closely with the Program Executive to ensure alignment with ... Show more

Senior Database Administrator - Express Scripts Canada

CA2 ESI CanadaMississauga, ON
Full-time

Adjudication Platform & Databases Department.Please note that this is a general posting range and offer range will be varied based on relevant experience, qualifications, skills required and locati... Show more

Project Manager

TalentSphereOakville, ON, Canada
Full-time

This role is ideal for a driven, detail-oriented professional who thrives in complex build environments and enjoys leading high-performing teams.Our projects demand precision, technical coordinatio... Show more

Study Manager

LycopodiumMississauga, ON, Canada
Full-time

With offices in Australia, Canada, USA, Southern Africa, Ghana, Philippines, Argentina and Peru, Lycopodium proudly delivers high quality professional engineering and project delivery services glob... Show more

Finance Manager

GEOXMississauga, ON, CA
Temporary
Quick Apply

Position Overview                    The Finance Manager is a hands-on leadership role, acting as a trusted business ... Show more

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Portfolio Manager | Associate Portfolio Manager | Wealth Manager - SJF - Oakville

Portfolio Manager | Associate Portfolio Manager | Wealth Manager - SJF - Oakville

ScotiabankOakville, ON, CA
30+ days ago
Job type
  • Full-time
Job description

Requisition ID: 256441

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Scotia Jarislowsky Fraser (SJF) is expanding and hiring across multiple roles supporting our Total Wealth and discretionary investment management offering. Whether you are a licensed Portfolio Manager, an emerging Associate Portfolio Manager, or a relationship focused Wealth Manager committed towards becoming registered as an APM then PM, we welcome exceptional candidates who are passionate about serving high-net- worth (HNW) and ultra-high-net-worth (UHNW) clients.

The scope of discretionary authority and portfolio management responsibility varies by licensing level and registration with provincial securities regulators, but ownership of client relationships and business development expectations apply across all roles.

Mandarin language skills are preferred to support communication with Mandarin‑speaking clients and stakeholders.

Candidates will be assessed for the role that best aligns with their experience, licensing, and career trajectory.

Core Responsibilities Shared Across All Roles

Business Development & Growth

  • Acquire new HNW and UHNW clients through proactive prospecting, referrals, networking, and centres of influence.
  • Develop and execute client‑acquisition strategies aligned with market opportunities and business objectives.
  • Maintain a disciplined and well‑documented prospect pipeline to support sustainable, profitable growth.
  • Identify opportunities to consolidate assets, deepen client relationships, and increase share of wallet across the client lifecycle.

Client Relationship Management & Advice

  • Develop deep, long-term client relationships through ongoing life based discovery.
  • Gain an intimate understanding of clients’ goals, circumstances, values, and evolving wealth needs.
  • Deliver holistic wealth advice that integrates investments, planning, tax, insurance, and banking solutions.
  • Proactively identify gaps, risks, and opportunities to enhance client outcomes and experience.
  • Act as the central relationship owner and trusted advisor for clients.
  • Represent SJF internally and externally with professionalism, credibility, and a strong growth mindset.

Risk, Compliance & Professional Standards

  • Ensure complete, accurate, and up to date KYC/IPQ documentation.
  • Maintain ongoing suitability of strategies and recommendations as client circumstances evolve.
  • Operate with strict adherence with regulatory requirements, internal policies, and conduct standards.
  • Uphold SJF’s values of integrity, professionalism, and client first decision making.

Team & Culture

  • Collaborate closely with the CRIA team who supports APM and PM development and other Total Wealth partners to deliver integrated solutions.
  • Contribute to a high-performance, inclusive, and growth oriented team culture.
  • Share knowledge, support team initiatives, and participate actively in meetings and development activities.

1. Portfolio Manager – SJF (AR Registered, Full Discretion) – L8

Who This Role Is For

Experienced discretionary investment professionals who are fully AR licensed with the provincial securities regulator to manage portfolios and deliver sophisticated investment counselling.

What You Bring

  • CFA charter holder or CIM designation required.
  • Must meet all regulatory requirements for Portfolio Manager registration (AR with the Ontario Securities Commission for example)
  • Minimum 5+ years of discretionary portfolio management experience.
  • Post‑secondary degree in Finance, Business, Economics, or related field.

2. Associate Portfolio Manager – SJF (AAR Registered, Development Toward Full PM Licensing) – L7

Who This Role Is For

Professionals who are AAR licensed with the provincial securities regulator and on the pathway to Portfolio Manager registration possessing strong investment knowledge and want to grow within SJF’s Total Wealth environment.

What You Bring

  • CIM or CFA Level 1 required per regulatory requirements.
  • Must meet all regulatory requirements for Associate Portfolio Manager registration (AAR with the Ontario Securities Commission for example)
  • Interest in pursuing CFA, CFP, and/or LLQP is an asset.
  • Strong investment literacy and ability to explain concepts clearly.
  • Desire to develop into a full discretionary Portfolio Manager role.
  • Strong client relationship and communication skills.
  • Post‑secondary degree in Finance, Business, Economics, or related field.

3. Wealth Manager – SJF (Non-Registrant Relationship Lead) – L8

Who This Role Is For

Professionals who lead client relationships by collaborating closely with SJF’s Total Wealth and CRIA teams, without holding discretionary registration. We provide the training and support and opportunity to gain the experience required to become AAR registered and become an Associate Portfolio Manager title.

What You Bring

  • CSC required; CIM preferred (must be completed within 24 months).
  • Interest in pursuing CFA, CFP, and/or LLQP is an asset.
  • Effective communication, relationship management, and business development skills.
  • Business development and client relationship experience in an adjacent occupation (i.e., commercial banking, retail wealth management, mutual funds and insurance sales, accounting and tax planning for wealth management clients, trust or legal backgrounds, experience working with retail and wealth management clients and partners, etc.)
  • Experience with HNW clients or wealth concepts is an asset.
  • Post‑secondary education in Finance/Business or related fields.

WHAT ALL ROLES SHARE

SJF is looking for professionals who:

  • Demonstrate integrity, trustworthiness, and sound judgment.
  • Deliver best in class client experiences.
  • Thrive in a collaborative, team-based wealth environment.
  • Communicate clearly and credibly to sophisticated clients.
  • Are motivated to learn, grow, and contribute to SJF’s Total Wealth mission.


WHATS IN IT FOR YOU

  • Access to industry leading training, mentorship, and development.
  • A multi‑disciplinary expert ecosystem supporting your success.
  • Meaningful career pathways, including progression to registrant roles.
  • A culture built on respect, collaboration, and client excellence.
  • Base salary and incentive-based compensation.
  • Lower costs and overhead for you by providing marketing, business development, and office administration support.

#SWM #LI-Onsite

Location(s): Canada : Ontario : Oakville

Scotiabank 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. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. 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.