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Last updated: 4 days ago

Portfolio Manager | Associate Portfolio Manager | Wealth Manager - SJF - Markham

ScotiabankMarkham, 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

Assistant Manager

Foot LockerMarkham, Ontario, Canada
CA$23.10 hourly
Full-time

At Foot Locker, we're rooted in sport, powered by style, and driven by the communities that move both.From Foot Locker and Kids Foot Locker to Champs Sports, WSS, and atmos, our brands sit at the i... Show more

Business Manager (Financial Services Manager)

Serpa Automotive GroupScarborough, Ontario, Canada
Full-time
Quick Apply

Automotive Business Manager (Financial Services Manager).Serpa Chrysler Dodge Jeep RAM SRT is looking to hire a Business Manager to join our expanding division.Chrysler Dodge Jeep RAM SRT experienc... Show more

Communications Manager

GraingerTHORNHILL, ON, CA
CA$95,200.00 yearly
Full-time

As a leading industrial distributor with operations primarily in North America, Japan and the United Kingdom, We Keep The World Working® by serving more than 4.We’re dedicated to providing value fo... Show more

Facilities Manager

Amphenol HSIOMarkham, ON, CA
CA$70,000.00 yearly
Full-time

Amphenol Communications Solutions (ACS), a division of Amphenol Corporation, is a world leader in interconnect solutions for communications, mobile, RF, optics, and commercial electronics markets.A... Show more

Lead, Planning/OMP Capabilities for Manufacturing and Deployment

The Kraft Heinz CompanyNorth York, ON
CA$141,500.00 yearly
Full-time

Lead capability-building initiatives across internal and external manufacturing partners, factory teams, and deployment planning to improve execution, compliance, and operational performance.Drive ... Show more

Restaurant Manager

Harvey’s & Swiss ChaletVaughan, ON
Full-time

We are a family-run collection of restaurants operating under Recipe Unlimited, seeking motivated future Managers to help lead our day-to-day operations.Our brands include Swiss Chalet, Harvey’s, a... Show more

Warehouse manager

DL CustomMarkham, ON, Canada
Full-time +1

Heures de travail: 40 hours per week.Secondary (high) school graduation certificate.Industrial facility or establishment.Direct and control the operations of commercial facilities.Prepare reports a... Show more

Payroll Manager

The Mason Group Incnorth york, ontario
Full-time

Our high profile manufacturing client with operations across the globe is currently recruiting for a Payroll Manager at their corporate office.They are looking for an experienced Payroll profession... Show more

 • Promoted

Store Manager

Genuine Canadian CorporationNorth York, ON
Full-time

If you are a CURRENT Carter’s employee, do not apply via this external application.Search "Browse Jobs" in Workday to apply internally.Carter’s CareersAs a Store Manager, you and the team you lead ... Show more

Communications Manager

Grainger BusinessesTHORNHILL, ON, CA
Full-time

As a leading industrial distributor with operations primarily in North America, Japan and the United Kingdom, We Keep The World Working® by serving more than 4.We’re dedicated to providing value fo... Show more

Manager / Assistant Manager

A&W Food Services of CanadaVaughan, 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 ma... Show more

Manager / Assistant Manager

A&W Food Services of CanadaRichmond Hill, 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 ma... Show more

Production Manager

AmrizeDon Valley Village, Ontario, Canada
Full-time

Join Amrize as a Production Manager and help construct what's next.If you're ready to put your skills to work on projects that matter - and build a career with a company that's building North Ameri... Show more

Tax Manager

Randstad CanadaNorth York, Ontario, CA
CA$140,000.00 yearly
Permanent
Quick Apply

Are you a Big Four tax professional ready for your next major career move—without the grueling burnout?.Do you have 4+ years of public accounting experience, your CPA, and a desire to transition fr... Show more

Administration Manager

Toronto Jobs JournalMarkham, ON
CA$50,000.00 yearly
Full-time +1

Our company is a privately owned global supplier for the color cosmetic, health and beauty, and fragrance industries.We have been supplying quality packaging since 1991.We are deeply committed to c... Show more

Program Manager

Advanced Micro Devices, IncMARKHAM, Ontario, Canada
Full-time

WHAT YOU DO AT AMD CHANGES EVERYTHING.At AMD, our mission is to build great products that accelerate next-generation computing experiences—from AI and data centers, to PCs, gaming and embedded syst... Show more

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Portfolio Manager | Associate Portfolio Manager | Wealth Manager - SJF - Markham

Portfolio Manager | Associate Portfolio Manager | Wealth Manager - SJF - Markham

ScotiabankMarkham, ON, CA
6 days ago
Job type
  • Full-time
Job description

Requisition ID: 256439

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.

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

Preference for candidates based in or mobile across the Markham–Barrie–Aurora corridor.

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 : Markham || Canada : Ontario : Barrie || Canada : Ontario : Oshawa || Canada : Ontario : Vaughan || Canada : Ontario : Whitby

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.