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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

Plant Manager

De Lacy Executive Recruitment North AmericaMarkham
Full-time

Our client, a leading childcare catering company, is dedicated to providing healthy, delicious, child-friendly meals and snacks to childcare centers and schools.Their mission is to nourish lives th...Show more

Purchasing Coordinator

TorontoJobsNorth York, ON
Full-time

This position reports directly to the.The Purchasing Coordinator will be responsible for maintaining accurate and timely purchase order processing, monitoring stock levels, and reordering merchandi...Show more

Purchasing Account Manager

Warehousing & DistributionMarkham, ON, CA
Full-time
Quick Apply

Are you ready for the next step in your career with limitless potential, working alongside highly driven individuals and in a rapid growth environment?.The Purchasing/Merchandising Account Manager ...Show more

Senior Purchasing and Contract Specialist

Randstad CanadaNorth York, Ontario, CA
Permanent +1
Quick Apply

Are you a Senior Purchasing and Contract Specialist looking for a new opportunity?.Are you looking for a new contract opportunity?.We are pleased to offer you a new contract opportunity for you to ...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

Change 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

Project Manager

Alert DrivingNorth York, Ontario, Canada
Full-time +1
Quick Apply

We are looking for a Project Coordinator to join our team.You should have a background in business skills, management, and analysis.You should be an excellent communicator and comfortable managing ...Show more

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

Purchasing Administrator - Amico Accessories - Mandarin language proficiency required

AmicoRichmond Hill, Ontario, Canada
Full-time

The Purchasing Administrator is responsible for providing administrative and operational support to the Purchasing team to ensure efficient procurement processes.This role coordinates closely with ...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

Manager, finance

OTT Pay Inc.North York, ON, Canada
Full-time +1

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

Tax Manager

Vaco by HighspringNorth York, 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

Program Manager

ReenaThornhill, Ontario, CA
Full-time
Quick Apply

The Program Manager is responsible for delivering individualized supports and services within an assigned caseload, which may include residential, day, outreach, respite, crisis, and urgent needs p...Show more

Branch Manager

goeasy Ltd.Vaughan, Ontario, CA
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

Maintenance Manager

Great ConnectionsScarborough, ON
Permanent

The Maintenance Manager is a member of the Plant Management Team and has full accountability for maintenance activities.This position supervises a local team of mechanics, line technicians and clea...Show more

General 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!A&W takes pride in offering our employees a working environment that is based on respect and listening.Everyone's efforts and...Show more

Program Manager

Advanced Micro Devices, IncMARKHAM, Ontario, Canada
Full-time

WHAT YOU DO AT AMD CHANGES EVERYTHING.At AMD, our mission is to build great products that accelerate next-generation computing experiences—from AI and data centers, to PCs, gaming and embedded syst...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
20 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)

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)

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)

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

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.