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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

Finance Manager

Elby Professional Recruitment IncMississauga, ON, CA
Permanent
Quick Apply

Our client, a rapidly growing family-owned business with diverse interests in retail, distribution, and commercial properties, is seeking a driven and innovative.This is an exciting opportunity for...Show more

Assistant Manager

Access StorageL001- Etobicoke
Full-time +1

No Management Experience Required.Pay: $18/hr + Bonus Ability + Benefits.Our passion is people! Our culture of continuous improvement paves the way to support you in your success & career growth.We...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

Operations Manager

Republic Packaging CorpMississauga, Ontario, CA
Full-time

Located in Mississauga, ON, Republic Packaging of Canada is one of Chicago-based Republic Packaging Corp.North American operating locations.As a 60 year-old provider of cushion packaging we are kno...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

Assistant 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

General Manager

WestburneMississauga, Ontario, Canada
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

Project Manager

Artech LLC~MISSISSAUGA, ON
Full-time

Location: Mississauga , Ontario .Job Description: Role Descriptions: Role Focus Self-Checkout (SCO) Refresh.Lead end-to-end delivery of Self-Checkout (SCO) refresh across stores Coordinate replacem...Show more

General Manager

Tim HortonsOakville, ON, CA
Full-time

As a General Manager, you are an enthusiastic role model who motivates Team Members to deliver exceptional service for every guest, every time.You build positive relationships with your team member...Show more

Project Manager

SurvalentMississauga, ON, CA
Full-time +1

Themis Intelligence builds the Utility Knowledge Base (UKB) and Human-Guided Intelligence (HGI) platforms, redefining how utilities operate.Our systems transform complex operational data into clear...Show more

Assistant Manager

Wendy'sOakville, ON, CA
Full-time

In this role, you will support the General Manager by providing coaching to the team and creating and supporting a fun, inviting work environment where the team feels respected and valued.You will ...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

Accounting Manager

Randstad CanadaEtobicoke, Ontario, CA
Temporary
Quick Apply

We are seeking a hands-on, execution-focused Accounting Manager for a critical contract term ending in December 2027.This is a "Working Manager" role, meaning you will balance high-level team leade...Show more

Operations Manager

Allegis Global SolutionsMississauga, ON, CA
Full-time +1

Working at Allegis Global Solutions (AGS) is more than just a job.It’s a community of people who invest in your development and empower you to blaze your own trail.Each of us is here to create real...Show more

General Manager

Gecko HospitalityEtobicoke ON
Full-time

Elevate Your Career as a Restaurant General Manager.Are you a Restaurant General Manager with a flair for hospitality and a passion for creating unforgettable experiences? Our establishment is on t...Show more

AZ Driver - Central Dispatch

Canada CartageMississauga,Ontario
Full-time

Monday to Friday (start between 2am-5am daily).We are looking for talented dedicated drivers with exceptional customer service to join our delivery fleet.We provide an excellent training program, d...Show more

Service Advisor - COMMERCIAL TIRE DISPATCH

Scotia TirecraftMississauga, ON, CA
Full-time
Quick Apply

Scotia Tire is looking for an enthusiastic self-starter to fill the role of Front Desk Service Advisor.The ideal candidate has knowledge of tires and mounted wheel packages for both passenger and c...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.