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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

General Manager

Canlan SportsNorth York
Full-time

The employer is committed to creating an inclusive and diverse work environment and is proud to be an equal opportunity employer.All qualified applicants will receive consideration for employment w...Show more

Vendor Manager

Rogers CommunicationsNorth York, ON, CA
Full-time +1

Our Technology team wakes up every day with one goal in mind - connecting Canadians to the people and things that matter most.Together, we are proud to support 30 million Canadians each month throu...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

Branch Manager

NedcoMarkham, ON, CA
Full-time

With branches across Canada, Nedco is pleased to offer one-stop shopping for a wide range of quality products such as communications, wire and cable, distribution, lighting, data, home integration ...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

Tax Manager

Vaco by HighspringNewtonbrook, 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

Branch Manager

WestburneScarborough, ON, CA
Full-time

Rexel is a world leader in the electrical distribution market, operating in 18 Countries and leveraging a network of 1950 branches and 27000 employees.We provide innovative electrical solutions and...Show more

Store Manager

Chatters Limited PartnershipsNorth York, ON, CA
Permanent
Quick Apply

Do you have a passion for business AND an artistic flare ?.Are you a driven, inspirational mentor that strives for success?.That is what Chatters is all about, and we just happen to have an excitin...Show more

Manager Maintenance

VoilàVaughan, ON, CA
Full-time

Distribution Centre Management.Embark on a rewarding career with Sobeys Inc.Canada’s Top 100 employers, where your talents contribute to our commitment to excellence and community impact.Voilà is a...Show more

General Manager

OZZ Electric IncVaughan, ON, CA
Full-time

Full Time SalaryManagementVaughan, ON, CA30+ days agoRequisition ID:.University Plumbing and Heating-operating under Ozz Electric is looking for a.Reporting to the Executive Vice President, the Gen...Show more

Assistant Manager

Access StorageL234 - North York
Full-time +1

No Management Experience Required.Pay: $18/hr (up to $35,360/year) + Bonus Ability + Benefits.Our passion is people! Our culture of continuous improvement paves the way to support you in your succe...Show more

Senior Web Specialist

Randstad CanadaNorth York, Ontario, CA
Temporary
Quick Apply

We are seeking a Senior Web Specialist to lead the development, analysis, and architectural design of complex, user-centric web initiatives.This role requires a hybrid expert who can bridge the gap...Show more

Co-op Researcher - Web & AI

Huawei Technologies Canada Co., Ltd.Markham, Ontario, CA
Internship

Huawei Canada has an immediate co-op opening for a Researcher.The Web Technology Lab explores innovative architectures to enhance the rendering of ArkUI and web content.The research includes custom...Show more

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

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

Territory Manager

UltramarRichmond Hill, ON, CA
Full-time

As of November 1, 2025, Sunoco LP has successfully completed its acquisition of Parkland Corporation.For more information, please visit.Salary Range: $95,000-125,000/annum.Reporting to the Regional...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.

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.