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Last updated: 2 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

Facilities Specialist

Adecco CanadaScarborough, Ontario, Canada
Full-time +1
Quick Apply

Adecco is currently hiring a full-time.In this role you will provides essential administrative and operational support to the Facilities department, ensuring efficient coordination of maintenance a...Show more

Research Manager

King International Advisory Group Inc.Richmond Hill, ON, CA
Full-time
Quick Apply

King International Advisory Group, a globally recognized leader in private investigations based in Toronto, Canada, is seeking a dynamic and experienced Research Manager to lead our intelligence te...Show more

Regional Manager

MotionMarkham, ON, CA
Full-time

Consider joining us as a Regional Manager if:.You have experience fostering a culture where people feel welcomed and enjoy themselves.You’re looking for a leadership role where you can oversee peop...Show more

Accounting Manager

StafflinkScarborough, ON
Temporary

Our client has been a leader in creating high-quality exercise equipment for over 30 years, serving fitness and healthcare professionals worldwide.They are currently looking for an Accounting Manag...Show more

Facilities Operations Administrative Assistant

University of TorontoScarborough, ON, CA
Full-time

University of Toronto Scarborough (UTSC).The University of Toronto Scarborough is a place of energy, enthusiasm and passion.Our commitment to inclusive excellence attracts the brightest learners, s...Show more

Tax Manager

Vaco by HighspringRichmond Hill, 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

Store Manager

La SenzaVaughan, ON
Full-time

The role of the Store Manager is to lead the operational execution of the store to ensure exceptional customer experiences and drive profitable top-line sales growth.They drive personal sales and o...Show more

NPI Manager

Winters Technical StaffingNorth York, ON
Permanent

Our client located in Toronto, Ontario is currently seeking a NPI Manager.NPI (New Product Introduction) Manager oversees the process of bringing a new product (or existing product with obsolete pr...Show more

Project Manager

PeopleToGoNorth York, Ontario, Canada
Full-time
Quick Apply

Job Title: Technical Project Manager (PMP).Our client is seeking a talented technical IT.Global IT implementation and demise of messaging (email) systems that also includes application migration an...Show more

Facilities Services Customer Center Operator

Randstad CanadaNorth York, Ontario, CA
Temporary
Quick Apply

The Facilities Services Customer Center Operator provides customer service and front-line support to the client site with respect to the maintenance and operations of their building(s).Specific res...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

Environmental Manager

AeconNorth York, ON, CA
Full-time

Aecon Civil is a recognized leader in the market, backed by strong self‑perform capabilities and deep local expertise.We play a key role in building and enhancing infrastructure across Canada, the ...Show more

Payroll Manager

StafflinkMarkham, ON
Full-time

Payroll Manager (Full-time/Perm) – Hybrid ( 4 Days in Office) | $90K – $110K.Join a Leading Healthcare Institution & Make an Impact!Are you a payroll powerhouse with a passion for precision, compli...Show more

Store Manager

PET VALUVaughan, Ontario, Canada
Full-time

The Pet Valu family of stores includes Pet Valu, Paulmac's Pet Food, Bosley's, Tisol and Total Pet and together we are one of the largest retail operations in North America dedicated to providing f...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

Scrum Manager

General MotorsMarkham, Ontario, Canada
Full-time

This posting is for an existing vacancy within the organization and is open to new applications.As part of the application process, Artificial Intelligence will be used in the hiring process for th...Show more

Assistant Manager

CineplexRichmond Hill, Canada
Part-time

Cineplex’s Part-Time Assistant Managers are an integral part of the team who provide an exceptional experience to each and every guest.Our PT Assistant Managers are passionate about movies and look...Show more

Office Manager

Farber Debt SolutionsNorth York, Ontario, Canada
Full-time +1

North York Office 4 days week .Farber is one of Canada’s oldest, largest and most respected debt solution providers.We help Canadians get out of debt and start rebuilding their lives again.Establis...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
28 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.