Portfolio Manager - Scotiabank, Markham

The Opportunity

Scotia Jarislowsky Fraser (SJF) is actively expanding its team, offering exciting Scotiabank careers across multiple roles that support our comprehensive Total Wealth and discretionary investment management services. We welcome exceptional candidates passionate about serving high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, whether you are a licensed Portfolio Manager, an emerging Associate Portfolio Manager, or a relationship-focused Wealth Manager committed to becoming registered.

While the scope of discretionary authority and portfolio management responsibility varies by licensing level and provincial securities regulator registration, all roles share a strong expectation for client relationship ownership and proactive business development. Candidates will be assessed for the position that best aligns with their experience, licensing, and career trajectory within SJF.

Responsibilities

Across all Portfolio Manager, Associate Portfolio Manager, and Wealth Manager roles, core responsibilities are shared, focusing on growth, client satisfaction, and adherence to professional standards:

• 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.
• 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.
• 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.
• 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.

Qualifications

SJF is seeking dedicated professionals who demonstrate integrity, trustworthiness, and sound judgment, delivering best-in-class client experiences while thriving in a collaborative, team-based wealth environment. Clear and credible communication with sophisticated clients is essential, as is a motivation to learn, grow, and contribute to SJF’s Total Wealth mission.

Specific qualifications vary by role:

1. Portfolio Manager – SJF (AR Registered, Full Discretion) – L8

• CFA charter holder or CIM designation required.
• Must meet all regulatory requirements for Portfolio Manager registration (e.g., AR with the Ontario Securities Commission).
• Minimum 5+ years of discretionary portfolio management experience.
• Post-secondary degree in Finance, Business, Economics, or a related field.

2. Associate Portfolio Manager – SJF (AAR Registered, Development Toward Full PM Licensing) – L7

• CIM or CFA Level 1 required per regulatory requirements.
• Must meet all regulatory requirements for Associate Portfolio Manager registration (e.g., AAR with the Ontario Securities Commission).
• 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 a related field.

3. Wealth Manager – SJF (Non-Registrant Relationship Lead) – L8

• 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 (e.g., 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.

Who You'll Work With

As part of the SJF team, you will collaborate closely with the CRIA team, which supports Associate Portfolio Manager and Portfolio Manager development, as well as other Total Wealth partners to deliver integrated solutions. You will contribute to a high-performance, inclusive, and growth-oriented team culture, sharing knowledge, supporting team initiatives, and actively participating in meetings and development activities.

Joining Scotiabank offers significant advantages, including:

• 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.