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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

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

Relationship Manager

Eric Gruscyk - Desjardins Insurance AgentOakville, Ontario, Canada
Full-time

Relationship Manager - Desjardins Agent Team Member.A successful Desjardins Agent is seeking a qualified professional to join their winning team for the role of Relationship Manager - Desjardins Ag...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

Branch Manager

Convoy SupplyMississauga, ON
Full-time

Minimum 5+ years of experience in a leadership role, preferably within the building supply, construction, or distribution industry.Proven leadership skills with the ability to manage, coach, and in...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

Area Manager

A&W Food Services of CanadaMississauga, ON, CA
Full-time

Be part of a mature, fun leadership team and excel your career with A&W!Disclaimer: this is not an active position, this is a job posting to collect our data base of possible candidates ,you may be...Show more

Global SQL Database Administrator

Tundra Talent CommunityMississauga, ON, Canada (On-site)
Full-time

Role: Global SQL Database Administrator .Our client is a market leader in the manufacturing of roofing and building materials.They are a Canadian owned and operated business with production facilit...Show more

Territory Manager

Stanley Black & DeckerMississauga, Ontario, Canada
Remote
Full-time

Make A Difference For Those Who Make The World™.It takes great people to achieve greatness.People with a sense of purpose and integrity.People with a relentless pursuit of excellence.People who car...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

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 fluid han...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 industry and we go above...Show more

Business 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 65 years of business and technical expertise in .With practical solutions that ...Show more

Manager, Grocery

SobeysMississauga, ON, CA
Full-time

Hurontario & Dundas FreshCo .Embark on a rewarding career with Sobeys Inc.Canada’s top 100 employers, where your talents contribute to our commitment to excellence and community impact.Looking for ...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

Plant Manager

TalentSphereMississauga, ON, Canada
Full-time

Competitive salary $135,000 – $175,000 based on experience, with bonus, benefits.Our client, an established and growing food manufacturer, is seeking a seasoned Plant Manager to lead operations wit...Show more

Design Manager

ActalentMississauga, Ontario, Canada
Full-time +1

This role is hands‑on and leadership‑driven, responsible for.DfM, and cross‑functional coordination.SolidWorks modeling and design reviews.Leadership & Project Management.Assign, monitor, and balan...Show more

Product Manager

Lock Search GroupMississauga, Ontario
Full-time

Mississauga, ONLock Search Group, a leading recruitment agency, is working on behalf of a dynamic client in the industrial sector to fill the position of.Our client, a Canadian-founded and owned co...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.