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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

Property Manager

Gottardo Group of CompaniesConcord, Ontario, Canada
Full-time
Quick Apply

Sheriff Corporation is the Landlord for office, commercial & industrial properties in the GTA area.Our Head office is located in Vaughan.We are seeking a professional and responsible individual to ...Show more

Manager / Assistant Manager

A&W Food Services of CanadaAurora, 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

Restaurant Manager / Assistant Manager

A&WVaughan, ON
Full-time

Working with A&W is more than just sharing a love of great burgers.By joining our team you’ll be on the front lines, helping us change the fast food landscape.From eliminating plastic straws, to ro...Show more

Tax Manager

Vaco by HighspringWismer Commons, Ontario, Canada
Permanent

Tax Manager to join their team!.Work closely with tax advisors on complicated Canadian returns and US tax returns.Maintain a detailed schedule of tax reporting requirements ensuring that all entiti...Show more

 • Promoted

Transactions Manager

Black & VeatchMarkham, ON, CA
Full-time +1

At Black & Veatch, our employee-owners go beyond the project.For over a century, we have been breaking down social, economic and geographic barriers by making life's critical resources accessible t...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

Retail Store Manager

PetSmartAurora, Ontario, Canada
Full-time

PetSmart does Anything for Pets – JOIN OUR TEAM!.At PetSmart, Anything for Pets begins with our people.Every associate plays a vital role in creating meaningful experiences for pets and their famil...Show more

 • Promoted

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

Branch Manager

easyfinancialVaughan, Ontario, Canada
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.TIME Magazine’s 2025 lis...Show more

Manager, finance

OTT Pay Inc.North York, ON, Canada
Permanent

Identifying and investigating compliance issues.Plan and organize daily operations.Review budgets and financial reports for specific projects.Establish and implement policies and procedures.Design ...Show more

Project Manager

Randstad CanadaNorth York, Ontario, CA
Temporary
Quick Apply

We are looking for a highly experienced Project Manager to lead a large-scale, multi-year security and network modernization initiative.This role focuses on implementing a robust, multi-layered sec...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 may be...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 may be...Show more

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 may be...Show more

Project Manager

BMO Financial GroupScarborough, 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

Technology Sales Support Associate Director - Strategic Solution Architect

Wolters KluwerNorth York, CAN
Full-time

We are looking for a Strategic Solution Architect (SSA) to support growth across Enablon’s Operational Risk Management (ORM), Environment Health & Safety (EHS), and Process Safety Management (PSM) ...Show more

Environmental Manager

AECOMMarkham, CAN
Full-time

At AECOM, we're delivering a better world.Whether improving your commute, keeping the lights on, providing access to clean water, or transforming skylines, our work helps people and communities thr...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
25 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.

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.