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Last updated: 4 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

Sales Manager

Randstad CanadaOakville, Ontario, CA
Permanent
Quick Apply

Are you a high-energy sales professional with a "hunter" mentality and a passion for technical solution design? We are currently seeking a dynamic Territory Manager – GTA West to join a premier Nor... Show more

Assistant Manager

Tim HortonsOakville, ON
Full-time

Opportunity, flexibility and new challenges every day are just a few of the reasons you’ll be happy you came on board.When you work at Tim Hortons, you’ll feel right at home.It’s a fun, flexible en... Show more

Restaurant Manager

Ce Soir BrasserieOakville, ON
Full-time

Ce Soir Brasserie is hiring a Restaurant Manager!.As our Manager, you’ll never be bored.You’ll be responsible for making sure our restaurant runs smoothly.You'll be expected to manage the bar, ensu... Show more

General Manager

MoxiesMississauga, ON, CA
Full-time

We are looking for an incredible General Manager to be the leader of our team.Our people are the heart and soul of our business, and we are on the hunt for an amazing person like you to personify t... Show more

Reliability Manager

CRHMississauga, ON, CA
Full-time

Ash Grove family of companies is one of North America’s leading cement manufacturers, with a legacy of innovation and excellence dating back to 1882.The company operates 12 world-class cement plant... Show more

Category Manager

Fish RecruitEtobicoke, Ontario, Canada
Full-time

The Category Manager directly supports these pillars by serving as the dedicated category advisor to one of Canada’s largest grocery retailers.By leveraging data-driven insights, the role enables b... Show more

Plant Manager

AriseTalent HubMississauga, Canada
Full-time +1

This is a great opportunity to lead end-to-end plant operations, drive continuous improvement, and foster a culture of safety, productivity, and team collaboration.This leadership role requires a s... Show more

Logistics Manager

TaycoEtobicoke, ON, CA
Full-time
Quick Apply

Tayco is seeking an enthusiastic and passionate leader to oversee our extraordinary Logistics team at our Production Facility in Etobicoke.This role will foster a culture that embodies our core val... 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

Category Manager

John Brooks CompanyMississauga, ON, CA
Full-time
Quick Apply

Location/ Territory:  Mississauga.This role is for an existing vacancy.We create solutions for the people who keep our world flowing.For over 80 years, John Brooks Company has been solving flu... Show more

Project Manager

EBC Inc.Mississauga, ON, ca
Full-time
Quick Apply

For more than 50 years, the building team has been giving life to countless construction projects, distinguishing itself by the high quality of its work, respecting the highest industry standards a... 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

Branch Manager

WestburneMississauga, ON, CA
Full-time

We are Canada’s market leader in energy solutions, renewables, lighting, wire & cable, automation and connected network solutions.We have access to the best partners in the indust... Show more

Project Manager

Colliers Mississauga, ON, CA
Full-time

At Colliers Project Leaders, we deliver capital project solutions to fulfill our clients’ needs across the built environment.The work we do makes a difference in communities and for the people who ... Show more

Account manager

Right Advice and Investments Ltd.Mississauga, ON, Canada
Full-time +1

Identify clients' financial goals and objectives.Develop financial plans for clients.Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate ... 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

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

ChandosMississauga, Ontario, Canada
Full-time

Step into a pivotal leadership role where you’ll guide mid-to-large commercial projects from initial concept and proposal development right through to final close-out.You’ll lead pre-construction u... 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.