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Added 3 mins ago
S
Senior Process Engineer
Sacré-Davey
North Vancouver, BC
- Full-time
Lead and mentor junior and intermediate engineers, fostering a culture of continuous improvement and technical excellence.Monitoring and control engineering deliverables to stay on budget…
Added 3 mins ago
AM
Civil Design Engineer (Municipal)
Aplin Martin
Vancouver, BC
- Full-time
Provide some direction and mentoring to junior members of the design team.
Added 3 mins ago
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Civil Project Engineer (Municipal)
Aplin Martin
Vancouver, BC
- Full-time
Provides mentorship and evaluation of junior staff.
Added 34 mins ago
MR
Senior Project Manager (Water / Wastewater Construction)
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Mississauga, ON
- $145,000 to $180,000 CAD / year
- Full-time
Sharing your knowledge by mentoring junior Project Managers and Coordinators, guiding them to progress in their careers
Added 34 mins ago
GC
Senior Desktop Engineer
GEI Consultants, Inc.
Vancouver, BC
- Full-time
Advanced Troubleshooting: Resolving complex hardware, software, and network issues escalated from junior technicians. System Administration: Manage accounts and groups in EntraID and…
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Senior Desktop Engineer
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Senior Desktop Engineer
GEI Consultants, Inc.
Guelph, ON
- Full-time
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Added 34 mins ago
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Sr Embedded Software Developer
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- Full-time
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Added 49 mins ago
Senior Financial Analyst
First Majestic Silver
Vancouver, BC
Provide support and guidance to more junior team members;
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Assurance Senior
Distinct | North America
Niagara Falls, ON
- $80,000 to $100,000 CAD / year
- Full-time
Experience reviewing or supporting junior staff would be beneficial
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Steam Plant Operator I (Temporary)
TransAlta
Hanna, AB
- Temporary
Providing support and assistance to new/junior operators
Added 1 hour ago
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Senior Accountant, Assurance (Audit)
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Supervising, coaching and providing timely feedback to junior engagement team members on diverse engagements
Added 1 hour ago
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Engineer, Mechanical
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North Bay, ON
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Added 1 hour ago
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Oliver Wyman -Commercial Effectiveness and Private Capital Senior Consultant / Associate
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Toronto, ON
- Full-time
…coaching, mentoring, and formal career development support for junior team…
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Senior Campaign Manager, Social
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- Full-time
…performance and execution, as well as mentoring and training junior employees. Their goal is to provide best in class expertise and recommendations that drive…
Added 1 hour ago
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Junior Civil Drafter
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Penticton, BC
- Full-time
…Columbia, Alberta, Ontario, and Nova Scotia. We are seeking a Junior Civil Drafter to join our Penticton, BC office, supporting the civil engineering team on land development, subdivision,…
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Junior Embedded Software Architect
Aurora Wireless Networks
Calgary, AB
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…optimize existing algorithms, we are looking for a motivated developer to join our…
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D|
Assurance Manager
Distinct | North America
Niagara Falls, ON
- $110,000 to $135,000 CAD / year
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Mentor and develop junior and senior accountants
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Project Manager - Structural
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Calgary, AB
- $95,000 to $125,000 CAD / year
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Provide technical guidance and mentorship to junior engineers, supporting their professional development and knowledge sharing.
Added 1 hour ago
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Junior Civil Drafter
PRI Engineering
Penticton, BC
- Full-time
…Columbia, Alberta, Ontario, and Nova Scotia. We are seeking a Junior Civil Drafter to join our Penticton, BC office, supporting the civil engineering team on land development, subdivision,…
Added 1 hour ago
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Private Tax Manager
PwC Canada
Ottawa, ON
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Coach, develop, retain, and mentor junior tax professionals; be the mentor people trust
Added 1 hour ago
Software Engineer
DarkVision
North Vancouver, BC
…challenges. We welcome a wide spectrum of experience and expertise (junior, intermediate, and senior) as we will match each role to the candidate’s capabilities, interests, and…
Added 1 hour ago
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Senior Tax Manager - Customer Tax Operations and Reporting (FATCA/CRS) - Toronto
EY
Toronto, ON
- Full-time
Reviewing the work of junior staff for accuracy and completeness.
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Senior Tax Accountant
Distinct | North America
Fonthill, ON
- $80,000 to $100,000 CAD / year
- Full-time
Review junior staff work and support Managers and Partners on more complex engagements
Added 1 hour ago
FI
Project Coordinator
Fleetway Inc.
Dartmouth, NS
- Full-time
Fleetway is seeking a Junior Project Coordinator to support the successful delivery of work within the River Class Destroyer (RCD) program. Working closely with Project Managers and…

Scotiabank

Scotia Jarislowsky Fraser Associate Portfolio Manager - Toronto

Toronto, ON, M5H 1H1, Canada

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Job details

Apply by: Nov 17, 2026
Experience: Minimum 5 years of experience in discretionary investment management and portfolio management
Posting language: English
Posted: Nov 9, 2026

Original job description

Requisition ID: 278981

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Purpose

This position is a trusted advisor of private wealth services that meet high net worth client’s short- and longterm holistic wealth management and investment growth goals, through a firm wide investment strategy and a disciplined and defined wealth management process.

The Associate Portfolio Manager develops client relationships to gain an intimate understanding of client’s life goals, circumstance and needs in order to provide investment counselling integrated into life-based wealth advice and solutions. Through this understanding, he/she will be responsible for engaging Bank and Scotia Wealth Management partners as needed to deliver on wealth strategies and directing our “team of experts” to deliver on our wealth promise and client experience.

The Associate Portfolio Manager focuses on acquiring new clients and managing/retaining/deepening relationships with a book of existing high value clients. He/she will also be responsible for identifying high net worth/ultra-high net worth prospects in specific markets by developing acquisition strategies and maintaining a prospect sales pipeline with the intention of generating sustainable and profitable growth.

The Associate Portfolio Manager actively pursues effective and efficient operations of his/her respective areas in accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day- to-day business controls to meet obligations with respect to operational, compliance, AML/ATF sanctions and conduct risk.

Accountabilities

Client Relationship Management

Deliver an exceptional client experience and wealth advisory value proposition
Build, retain, and deepen profitable client relationships
Maintain a thorough understanding of clients’ goals, circumstances, and wealth needs
Identify opportunities to grow assets and expand relationships
Leverage Scotia Wealth Management products, services, and specialists to deliver integrated wealth solutions
Partner with financial planning experts to develop and implement comprehensive wealth plans
Conduct ongoing reviews of client plans, portfolios, and account profitability
Respond to client inquiries and proactively address evolving needs
Maintain accurate client records and service standards

Investment Management

Conduct KYC reviews and assess client objectives, risk tolerance, and suitability requirements
Recommend appropriate asset allocation and investment strategies aligned to client goals
Collaborate with the Centralized Investment Management team to communicate portfolio recommendations
Monitor portfolios and recommend adjustments as required

Business Development

Execute business development, sales, and marketing strategies for prospective and existing clients
Acquire new clients and increase share of wallet within existing relationships
Build and maintain a strong prospect pipeline and referral network
Partner with Regional Directors, Wealth Management Consultants, and key stakeholders to identify growth opportunities
Promote Scotia Jarislowsky Fraser through networking, presentations, and community involvement
Maintain awareness of market, economic, and industry trends
Generate referrals across Scotia Wealth Management and key business partners

Risk Management/Compliance

Adhere to all regulatory, compliance, AML/ATF, privacy, and conduct requirements
Support compliance monitoring and remediation activities as required
Ensure investment recommendations align with client objectives, risk tolerance, and suitability requirements
Manage portfolios within approved investment strategies and risk parameters
Identify, escalate, and report unusual or suspicious activities in accordance with policy
Minimize risk through effective client and portfolio management

Team Membership

Contribute to a collaborative, inclusive, and high-performing team environment
Build strong relationships with colleagues, partners, and stakeholders
Maintain high standards of client service and resolve or escalate issues as needed
Participate in coaching sessions, touchpoints, and team meetings
Share knowledge, mentor junior team members, and support team development
Promote a workplace culture of respect, inclusion, professionalism, and open communication

Education and Experience

Post-secondary education in Business, Economics, Accounting, Finance, or a related field
Minimum 5 years of experience in discretionary investment management and portfolio management
Experience managing portfolios for individuals, trusts, estates, pension plans, foundations, and registered accounts
Strong understanding of investment management, portfolio construction, risk, returns, and tax implications
CSC and CIM required; CIM must be maintained in good standing
CFA, CFP, and/or LLQP designation or enrollment considered an asset
Must meet applicable securities registration requirements
Strong knowledge of financial markets, economic trends, and wealth management strategies
Exceptional relationship management, business development, networking, sales, negotiation, and closing skills
Excellent communication, influencing, and interpersonal skills
Results-oriented, self-motivated, disciplined, and committed to acting with integrity

Location(s): Canada : Ontario : Toronto

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.

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More about this job

Responsibilities

The Associate Portfolio Manager is responsible for managing high-net-worth client relationships and delivering integrated wealth management solutions. They must also drive business development by identifying new prospects and maintaining a robust sales pipeline to achieve profitable growth.

Requirements

Candidates must have at least 5 years of experience in discretionary investment management and hold relevant certifications such as CSC and CIM. A post-secondary degree in a finance-related field is required, along with strong expertise in financial markets and portfolio construction.

Skills

Portfolio management
Wealth management
Investment strategy
Business development
Asset allocation
Risk management
Financial planning
Sales
Networking
KYC compliance
Regulatory compliance
Communication
Negotiation
Closing skills
Analytical skills

Visa sponsorship

Not detected in the job text

Keywords

Portfolio Management
Wealth Management
Investment Strategy
High Net Worth
Ultra-High Net Worth
Business Development
Asset Allocation
KYC
AML
ATF
Compliance
Risk Management
Financial Planning
CSC
CIM
CFA
CFP
LLQP
Sales Pipeline
Client Relationship
Discretionary Investment
Financial Markets
Economic Trends
Networking
Wealth Advisory
Investment Counselling
Stakeholder Management
Portfolio Construction
Tax Implications
Account Profitability

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