Jobs in Canada

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Added 6 mins ago
SM
RQ00838 – Solution Architect – CRM – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
Hours: 7.25 hours per day, 5 days per week
Added 6 mins ago
FG
Service Account Manager
Flynn Group of Companies
Kelowna, BC
- $75,000 to $85,000 CAD / year
- Full-time
Flynn Group of Companies is seeking a Service Account Manager to join our Kelowna team. This is a relationship-driven, client-facing role ideal for someone who thrives in sales, enjoys…
Added 6 mins ago
1S
ERP Project Manager
180 Systems
Toronto, ON
- Full-time
180 Systems is seeking an ERP Project Manager (Senior Consultant) to lead enterprise software implementation projects for clients across a wide range of industries. This role is responsible…
Added 36 mins ago
ET
Senior Business Development Manager
Enabled Talent
ON · Peel, ON
- Full-time
We are hiring on behalf of our client, an organization that runs an AI adoption program helping established small and medium sized businesses identify practical opportunities to adopt AI…
Added 36 mins ago
A
Customer Success Manager, Amazon
Accrue
Toronto, ON
- Full-time
Accrue is looking for a sharp, data-driven, client-obsessed Account Manager to own full-service Amazon accounts across Sponsored Ads, DSP, and retail. You'll manage and grow a portfolio of…
Added 36 mins ago
D
Business Development Manager • GTA
Digicast
Toronto, ON
- Full-time
The Business Development Manager – Toronto Market is responsible for driving new business, developing and nurture strategic relationships in the GTA, and positioning Digicast as the premier…
Added 1 hour ago
JR
FEED MILL PRODUCTION SUPERVISOR
Jump Recruitment Specialists
St. John's, NL
- Full-time
We believe that our success depends upon having the right people in the right jobs with the ability to work well together. We are currently accepting applications for a Feed Mill Supervisor…
Added 1 hour ago
GT
Territory Manager (Markham, Newmarket, Scarborough)
Groupe Touchette
Concord, ON
- Full-time
Under the supervision of the Regional Sales Director, the Territory Manager is responsible for developing and maintaining the relationship with both Regional and Local independent accounts…
Added 1 hour ago
MO
Manager, Community Housing & Tenant Services
Municipality of Chatham-Kent
Chatham-Kent, ON · Chatham, ON
- Full-time
The Municipality of Chatham-Kent has an opening for a permanent full-time Manager, Community Housing & Tenant Services in the Housing Services division.
Added 2 hours ago
S
Marketing Manager
Stagevision
Mississauga, ON
- $100,000 to $115,000 CAD / year
- Full-time
We are looking for an experienced Marketing Manager to take ownership of our marketing efforts and help shape the next stage of Stagevision’s growth.
Added 3 hours ago
AA
Account Manager
Apt Agency
Toronto, ON
- Full-time
…energy and organization to everything you do. From supporting client conversations and managing timelines to coordinating creative deliverables and spotting opportunities to add value,…
Added 4 hours ago
LH
OCCT-Occupational Therapist
Lifemark Health Group
Saskatoon, SK
- Full-time
…team-based approach based on the individuals needs of each…
Added 4 hours ago
NB
Manager, Financing Solutions
National Bank of Canada
Calgary, AB
- Full-time
…continue to expand our presence, we are looking for several Manager, Financing Solutions professionals to support our growing client base and strengthen our market…
Added 4 hours ago
OT
Lead Product Manager (Bilingual/ Fax/ Telco)
Open Text Corporation
Ottawa, ON · Richmond Hill, ON
- Other
…next generation of a Digital Fax application. The Lead Product Manager is responsible for definition and execution of the product strategy, delivery of new application releases, and…
Added 4 hours ago
AH
Social Worker II
Alberta Health Services
Grande Prairie, AB
- Temporary
…of person and family centered care and recognize that each client and family member have unique values, personal history and an equal right to dignity, respect, and to participate fully in…
Added 4 hours ago
AR
Business Development Manager
ALS Recruiting Ltd
Montreal, QC
- $85,000 to $130,000 CAD / year
- Full-time
Freight Business Development Manager (freight)
Added 7 hours ago
JI
Senior Project Manager – ERP Implementations | Gestionnaire de projets senior – Implantations ERP
Jesta I.S.
Montreal, QC
- Full-time
Hybrid work: two days per week in our Montreal office
Added 8 hours ago
H
Client Success Manager
Haystack
Canada
- $90,000 to $120,000 CAD / year
- Full-time
This employer is a marketing technology company seeking a Senior Client Success Manager for its programmatic advertising business. You will make sure a book of clients meets its campaign…
Added 8 hours ago
CW
Account Representative / Account Manager / Project Manager
City Wide Facility Solutions
Burnaby, BC
- $55,000 to $80,000 CAD / year
- Full-time
Must have a proactive approach, be innovative, and strive for continuous process improvement
Added 8 hours ago
KC
Kitchener-Waterloo Office - Opportunities in Audit - Co-op/Intern Summer 2027 - Wilfrid Laurier University
KPMG Canada
Waterloo, ON
- Internship
All considered applicants must have or will obtain legal authorization to work in Canada by the start date of employment
Added 9 hours ago
P&
Responsable CORE et Amélioration continue / CORE and Continuous Improvement Manager
Pratt & Whitney
Longueuil, QC
- Full-time
…en efficacité opérationnelle, en qualité et en satisfaction client. Vos efforts garantiront un fort engagement local envers l'amélioration continue et une application efficace du système…
Added 9 hours ago
E
US Corporate Tax - Calgary - Manager
EY
Edmonton, AB
- Full-time
cross-border tax issues and drafting technical memos related to specific client matters
Added 9 hours ago
HN
Banquet - Events Manager
Hospitality Newfoundland and Labrador
St. John's, NL
- Full-time
As an Event Manager you will have the opportunity to develop and mentor your own team, uphold standards for your department and have a direct impact on the success of the location. You will…
Added 9 hours ago
WI
Regional Leader, Hydro and Dams (Ontario & Atlantic)
WSP in Canada
Toronto, ON
- Full-time
…will play a pivotal role in shaping strategy, strengthening client partnerships, and delivering impactful projects that support resilient, sustainable energy systems across North-Western…
Added 10 hours ago
CW
Facility Solutions Manager, full time
City Wide Facility Solutions
Vancouver, BC
- $55,000 to $80,000 CAD / year
- Full-time
Must have a proactive approach, be innovative, and strive for continuous process improvement

Scotiabank

Scotia Jarislowsky Fraser Portfolio Administrator

Ottawa, ON, K1R 1A4, Canada

Apply on jobs.scotiabank.com About employer

Applications open in a new tab.

Job details

Posting language: English
Posted: Oct 6, 2026

Original job description

Requisition ID: 275503
Employee Referral Program – Potential Reward: $1,000.00

We are committed to investing in our employees and helping you continue your career at Scotiabank.

BRIEF INTRODUCTION

To work closely with the Relationship Managers in the management of the overall book of business by providing effective and efficient client service and in the execution of business development related activities. The role is a dedicated client servicing support role, designed to create capacity and support the Relationship Managers to focus on value-added client activities.

Additionally, the Portfolio Administrator will support and deliver upon the market and regional goals of operational excellence through ongoing review and enhancement of processes, practices and execution methods.

The Portfolio Administrator understands how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions, ensuring that all activities conducted are in compliance with governing regulations, internal policies and procedures.

IS THIS ROLE RIGHT FOR YOU?

In the role you will:

Client Service

Strong understanding of SJF value proposition for Consistent delivery of the desired client experience during all client interactions
Key point of contact for clients on behalf of assigned Relationship Manager
Responding to client inquiries in a timely, responsive and professional manner, including executing on client cash management requests
Escalating issues to the Relationship Managers and or Governance & Operations Manager as appropriate
Preparing routine client correspondence and ad-hoc, customized client reporting
Actively supporting the implementation of client wealth strategies through detailed and accurate management of portfolio administration tasks and activities
Quality, timely and effective management of account opening process
Coordinating and managing the end to end client onboarding processes with respect to operational and administrative processes
Preparing for client annual reviews
Maintaining accurate client information and files in electronic or paper format as may be required
Reviewing processes and providing recommendations to improve the client experience, add value and enhance efficiencies through implementation of best practices and ongoing process reengineering
Following up with clients on missing or incomplete documentation
Using strong knowledge of the Bank’s, Scotia Wealth and SJF diverse products and services, to ensure the client’s needs are well understood, documented and satisfied
Partnering with all internal product/service business partners, as required ensuring client needs are met
Actively listening and seeking client feedback on products, services and the delivery of client experience for purposes of client service and opportunity identification
Consistently executing on Scotia Wealth and SJF service standards through proactive contact, central client point of contact, recording and maintaining the Client Contact database
Responding to client and Senior Management inquiries
Resolving client issues expeditiously and accurately and/or escalating problem situations when appropriate
Proactively identifying and implementing strategies to address client needs

Support Relationship Managers

Preparing, creating and customizing of client reports
Working with Trust Officers to ensure that all investment strategies and principals are applied appropriately
Supporting Relationship Managers to execute upon business planning activities and events
Providing Portfolio Administration support functions as required for Estate & Trust portfolios and/or direction to Portfolio Administrators.
Ensuring a comprehensive understanding of each client’s financial needs, risk tolerance, and long-term objectives by maintaining ongoing dialogue staying abreast of any changes in client lifestyle / needs or capital market conditions that may affect clients’ financial objectives
Accurate management of client information and data through use and knowledge of applicable systems
Demonstrate strong organizational skills and attention to detail in order to successfully support the team and relationship managers

Business Development

Coordinating prospecting and business development activities on behalf of the Relationship Managers
Supporting the execution of marketing strategies to attract and retain valuable clients i.e. coordinating internal/external professional presentations and reports
Coordinating interactions between clients / prospects and the Relationship Managers and Team of Experts or other Scotiabank Partners
Liaising with internal referral sources to ensure timely communication, response and resolution to inquiries and relationship management needs
Preparing materials for business development meetings
Following up on action items from business development meetings
Identifying referral opportunities to Scotia Wealth partners, ScotiaMcLeod, Commercial Banking, Retail and other key partners

Risk Management/Compliance

Minimizing the Bank’s exposure to risk by maintaining awareness and ensuring compliance/adherence to all procedures, regulatory activities and guidelines including Privacy, Anti-Money Laundering, Anti-Terrorist Financing, FCAC, Know your Client, Occupational Health & Safety and Guidelines for Business Conduct
Supporting the Relationship Managers in maintaining client portfolios in accordance with established firm strategy which includes, utilizing the Central Portfolio Models and pools, focusing on client segmentation and client’s risk appetite
Participating in all aspects of compliance and the identification of actions or changes in policy and/or procedures in order to remediate non-compliance in the business.
Adhering to bank and firm standards, policies and business practices to ensure that Private Investment Counsel is meeting the appropriate regulatory and compliance requirements as they relate to both new and existing accounts
Escalating, documenting and reporting any unusual occurrences, suspicious or fraudulent activities, as per established procedures

Team Membership

Contributing to the effective functioning of the SJF team
Fostering and developing a strong, positive team environment, driving employee empowerment, innovation and a high degree of engagement
Building effective working relationships across the team and with various business line, internal and external stakeholders
Maintaining a high level of client service
Facilitating a culture of open and honest communication
Actively participating and contributing to coaching sessions, touchbases and team meetings
Encouraging the generation of new ideas and approaches
Actively sharing knowledge and experience to enhance the development of all team members
Developing and executing a meaningful employee development plan.

DO YOU HAVE THE SKILLS?

We would love to work with you if you have:

University Degree (Business, Economics, Accounting, Finance), College Diploma or equivalent
CSC, industry experience and/or Investment management knowledge is an asset
Two years industry experience
Strong relationship management skills
Proficient in providing support to sales and business development activities
Strong interpersonal, communication & listening skills
Results/Goal achievement oriented
Self- motivated and disciplined
Executes with Integrity
Proficient in the completion of a Financial Plan
Thorough knowledge of each Scotia Wealth & SJF Business Line’s value proposition and product and service offering in order to identify opportunities across the Scotia Wealth partners
Working knowledge of the products and services offered by Scotiabank partners in order to identify and refer clients as appropriate.

Location(s): Canada : Ontario : Ottawa

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.

Note: All postings in me@Scotiabank will remain live for a minimum of 5 days.

Apply on jobs.scotiabank.com About employer

More about this job

Responsibilities

The Portfolio Administrator provides dedicated client servicing support to Relationship Managers to ensure efficient business operations and client satisfaction. They are responsible for managing client onboarding, preparing reports, and executing business development activities while ensuring compliance with bank policies.

Requirements

Candidates must have a university degree or college diploma in a business-related field and at least two years of industry experience. Strong relationship management, communication, and organizational skills are essential for success in this role.

Skills

Client service
Relationship management
Portfolio administration
Financial planning
Business development
Risk management
Compliance
Communication skills
Interpersonal skills
Organizational skills
Attention to detail
Investment management
Account onboarding
Reporting
Data management

Benefits

Employee referral program

Visa sponsorship

Not detected in the job text

Keywords

Portfolio Administrator
Scotiabank
Wealth Management
Client Onboarding
Financial Planning
Relationship Management
Compliance
Risk Management
Business Development
Investment Management
CSC
Anti-Money Laundering
Know Your Client
Reporting
Account Management
Client Service
Financial Services
Private Investment Counsel
Estate & Trust
Data Management

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Work requirements

Jobs in Canada