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Last updated: 6 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

Chop Steakhouse & BarVaughan, ON, CA
Full-time

Our people are the heart and soul of our business, and we are on the hunt for talented, driven, and caring individuals to become a part of our Leadership Team.You will have the opportunity to lead ... Show more

Manager

International Financial GroupVaughan, Ontario
Full-time +1

Our client, a well-established and successful Public Practice firm located in Vaughan, which provides a wide range of accounting services, is looking to add a Manager to their team! .Due to continu... Show more

Tax Manager

Vaco by HighspringThornhill, Ontario, Canada
CA$130,000.00 yearly
Permanent +1

Our client is a global financial institution.They are looking for a Tax Manager to join their team!.Strong mentorship and learning opportunities.Position has a lot of visibility across company.Fant... Show more

 • Promoted

Manager / Senior Manager, Trust Administration

Randstad CanadaNorth York, Ontario, CA
Permanent
Quick Apply

On behalf of our client, we are seeking a highly sophisticated and experienced Manager / Senior Manager, Trust Administration.In this pivotal role, you will support the comprehensive oversight of c... Show more

Procurement Manager

Acara SolutionsCONCORD, ON
CA$100,000.00 yearly
Permanent

The Procurement Manager is responsible for the overall management and performance of a specific set of commodities and vendors to support Noble in their network operations.How you Contribute to Nob... Show more

Procurement Manager

Huawei Technologies Canada Co., Ltd.Markham, Ontario, CA
Full-time +1

Huawei Canada has an immediate permanent opening for a Procurement Manager.From Procurement to Finance to IT services and much more, the Quality & Operation Department provides critical support for... Show more

Manager

International Financial GroupMarkham, Ontario
Full-time +1

Our client, a well-established and successful public practice firm located in Markham, which provides a wide range of accounting services, is looking to add a Manager to their team! .Due to continu... Show more

PI Technician

Acara SolutionsNorth York, ON, CA
CA$28.00 hourly
Full-time

Job Description: Purpose of the job : Troubleshooting of Alstom products at customer site in order to ensure their availability.Provide technical expertise to subcontractors, warranty support ... Show more

Store Manager

ChattersNorth York, ON, Canada
CA$65,000.00 yearly
Full-time

Do you have a passion for business AND an artistic flare ? Are you a driven, inspirational mentor that strives for success? Come join our growing team!.Store Manager at our Fairview Mall retail sal... Show more

Talent Manager

Mier Human Capital MoreoverVaughan, ON
Permanent

This posting is for an existing vacancy.We are looking for a Talent Manager to join our team!.Identifying talent through recruitment sources, screening potential candidates, conducting interviews, ... Show more

Environmental Health & Safety Manager

Recruiting In MotionConcord, ON
Full-time +1

This manufacturing company located in the GTA is looking for a full time permanent.Environmental Health & Safety Manager.Comprehend and be up to date with all applicable Ontario Legislation, OH... Show more

Branch Manager

easyfinancialVaughan, Ontario, Canada
CA$48,204.00 yearly
Full-time

Join easyfinancial, the consumer lending driver behind goeasy’s rapid growth.We’ve earned prestigious accolades including being named one of .Canada’s Top Growing Companies... Show more

Store Manager

Movado GroupVaughan, ON
CA$67,000.00 yearly
Full-time

We are currently seeking an inspiring, confident, and ambitious individual to join the Movado Company Store team as the Store Manager at Vaughan Mills located in Ontario, Canada.Achieve financial o... Show more

Project Manager

Spark PowerVaughan, Ontario, Canada
Full-time

Spark Power, a trusted partner in energy in North America, is looking for a .The Project Manager is responsible for managing electrical projects, scheduling resources, ensuring that budgets an... 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

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

Account Manager

McFarlane Insurance Agency IncMarkham, Ontario, Canada
Full-time

Account Manager – Sales & Business Development .McFarlane Insurance | Desjardins Agency – Whitby, ON.McFarlane Insurance is a growing, community-focused Desjardins Agency committed to building... 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
19 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.