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Last updated: 23 hours ago

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

Audit Manager

Vaco by HighspringMississauga, ON, CA
Permanent

Our client is a leading global financial institution.They are looking for an Audit Manager to join their team!.Opportunity to join a high-performing team and work with one of the fastest growing fi...Show more

 • Promoted

Division Manager

BrandtMississauga, CA
Full-time

Brandt is currently seeking a Division Manager for the South Central Ontario Area, based out of Mississauga.Reporting to the VP of Operations, the successful candidate will be a highly motivated in...Show more

Project Manager

PeopleToGoMississauga, ON, Canada
Permanent +1
Quick Apply

Type: 3 month Contract to Permanent.Interviews start: August 15, 2012.Our client is seeking a talented.PM background along with software experience to join their team.Ensure projects are completed ...Show more

Project Manager

EBC Inc.Mississauga, ON, ca
Full-time

For more than 50 years, the building team has been giving life to countless construction projects, distinguishing itself by the high quality of its work, respecting the highest industry standards a...Show more

ERP Implementation Manager (Contract)

Stoakley-Stewart ConsultantsMississauga, ON
Full-time

ERP Implementation Manager (Contract).Our client is a growing producer of top quality food and beverage products, growing rapidly and implementing the tools for success.They are looking for a drive...Show more

BIM/CAD Systems Implementation Specialist

HatchMississauga, ON, CA
Full-time

Join a company that is passionately committed to the pursuit of a better world through positive change.With more than 65 years of business and technical expertise in .With practical solutions that ...Show more

Project Manager Implementation

ADPBloor Street West, Etobicoke, ON, CA M8X 2X
Full-time +1

Project Manager, Implementation.Are you looking to grow your career in a stable, dynamic environment with plenty of opportunities to progress?.Are you a continuous learner who embraces ongoing trai...Show more

Senior Manager, AI Implementation & Innovation

Pelmorex CorpOakville, Canada
Full-time

ARE YOU INTERESTED IN A WORKPLACE THAT HAS.Retirement Savings Matching Plan (RRSP).Plan for your future with us! .Up to $500 to spend on anything related to physical, mental or financial well-being...Show more

Café manager

Sweet GalleryEtobicoke, ON, Canada
Permanent

Secondary (high) school graduation certificate.Analyze budget to boost and maintain the restaurant's profits.Modify food preparation methods and menu prices according to the restaurant budget.Monit...Show more

Implementation Manager

FiservMississauga, Ontario
Permanent

You deserve to do what you love, and love what you do – a career that works as hard for you as you do.At Fiserv, we are more than 40,000 #FiservProud innovators delivering superior value for our cl...Show more

Marketing Manager

BMO Financial GroupEtobicoke, 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

Category Manager

ChattersMississauga, ON, Canada
Full-time +1

Love beauty? Love the business behind it? Let’s talk.We are the leading beauty hair retailer and salon in Canada.With over 115 locations and a catalog of 6,000+ products, we are on a mission to mak...Show more

Implementation Specialist, Group Insurance

Royal Bank of Canada>MISSISSAUGA, Canada
Full-time

As an Implementation specialist for our Group Sales & Services, you will be responsible for the successful on-boarding experience for large cases large cases that have full package and lives throug...Show more

Markets Risk & Controls - Preventative Booking Controls Implementation Specialist

00416 Citibank CanadaMississauga Ontario Canada
Full-time

Are you looking for a career move that will put you at the heart of a global financial institution? Then bring your skills in analysis, problem solving and communication to Citi’s Preventative Cont...Show more

Oracle Financials Accounting & General Ledger Implementation Lead – Senior Vice President

08763 Citi Canada Technology Services ULCMississauga Ontario Canada
Full-time

The ORACLE SAAS Accounting & Ledger Implementation Lead is a senior-level, hands-on technical position who will drive ERP Event based Accounting implementations for the organization.The position re...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

Implementation Specialist, Group Insurance

0000050824 RBC Life Insurance CompanyMISSISSAUGA, Ontario, Canada
Full-time

As an Implementation specialist for our Group Sales & Services, you will be responsible for the successful on-boarding experience for large cases large cases that have full package and lives throug...Show more

Program Manager

FCTCAN, Ontario, Oakville
Full-time

Venez travailler pour une entreprise qui est engagée dans la réussite de chacun de ses employés.C’est un milieu de travail où les innovateurs et les collaborateurs se rencontrent et tirent parti de...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.