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Added 17 mins ago
Communications Specialist
Georgian College
ON
…support student enrolment targets, student success, resource development and overall relationship and reputation…
Added 17 mins ago
WO
Orthopaedic Technologist - Emergency
William Osler Health System
Brampton, ON
- Part-time
A hospital system built for and by the community, we continue to expand our services to meet the needs of a growing population, creating opportunities for increased hands-on skills…
Added 17 mins ago
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Orthopaedic Technologist - Emergency
William Osler Health System
Brampton, ON
- Part-time
A hospital system built for and by the community, we continue to expand our services to meet the needs of a growing population, creating opportunities for increased hands-on skills…
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Senior Supervisor, Facility Operations
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Added 17 mins ago
Scotia Jarislowsky Fraser Portfolio Manager - Calgary
Scotiabank
Vancouver, BC · Calgary, BC
The 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…
Added 17 mins ago
Senior or Manager, Valuations (Montreal or Quebec City)
EY
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Orthopaedic Technologist - Emergency
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- Part-time
A hospital system built for and by the community, we continue to expand our services to meet the needs of a growing population, creating opportunities for increased hands-on skills…
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Registered Nurse - Progressive and Geriatric Rehabilitation Unit
University Health Network
Toronto, ON
- Part-time
…transition to the next stage of your rehabilitation in the…
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Personal Support Worker
University Health Network
Toronto, ON
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Education: Successful completion of a PSW program from an accredited community college;
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Registered Practical Nurse - Progressive and Geriatric Rehabilitation Unit
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Registered Nurse - Progressive and Geriatric Rehabilitation Unit
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Toronto, ON
- Contract
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Trillium Health Partners
ON · ON, Canada
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Scotiabank

Scotia Jarislowsky Fraser Portfolio Manager - Calgary

Vancouver, BC, Canada
Calgary, BC, V6B 4N7, Canada

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Job details

Apply by: Nov 12, 2026
Posting language: English
Posted: Nov 4, 2026

Original job description

Requisition ID: 277271
Employee Referral Program – Potential Reward: $2,000.00

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

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 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 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 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

Consistently delivering exceptional client experience and the wealth advisory value proposition during all interactions
Developing a professional, mutually beneficial, and profitable relationship between the client and Scotia Jarislowsky Fraser
Consistently executing on SWM and SJF service standards regarding proactive contact, central client point of contact, recording and maintaining the Client Contact database
Conducting/Documenting ongoing wealth conversations with clients, developing, and sustaining an intimate and ongoing understanding of client life goals, circumstances, and wealth needs
Based on an intimate understanding of their clients’ situation, identifying, and capitalizing on new business opportunities throughout the lifecycle of client relationships
Using strong knowledge of the Bank’s, Scotia Wealth Management and Scotia Jarislowsky Fraser diverse products and services, to ensure the clients needs are well understood, documented, and satisfied.
Collaborate with team of experts and total wealth partners to provide life-based wealth advice and solutions focused on enabling client goals and life plans
Partnering with financial planning experts to engage clients in a robust discovery and planning process, the output of which will be a detailed financial overview and plan
Coordinating the continual review and monitoring of a client’s financial plan and wealth strategies stemming from the plan
Actively listening and seeking client feedback on products, services, and the delivery of client experience
Responding to client and Senior Management inquiries, resolving problem situations autonomously when they arise
Proactively identifying and implementing strategies to address client needs.
Frequent review of book/client accounts to ensure optimal profitability is maintained in each relationship (Compliance, Fees, Investment Structure within parameters outlined in Clients Investment Policy Statement etc.)

Investment Management

Utilizing the KYC process and Investment Profile Questionnaire (IPQ) to develop an in-depth understanding of client’s needs and determining the appropriate asset allocation model based on needs, risk tolerance and short/medium- and long-term objectives
Recommending an appropriate investment asset mix aligned with life goals, income needs, return expectations and risk tolerance that fulfills client objectives
Collaborating with the Centralized Investment Management team and using defined investment management processes to communicate advice to clients on their strategic asset allocation, models and underlying investment portfolio
Regularly monitoring client investment portfolio

Business Development

Developing and managing business plans including sales targets and marketing strategies for prospective and existing clients
Using a SJF defined business development and sales planning process to find and attract new clients, as well as consolidate assets from existing clients to increase share of wallet
Working closely with Regional Director/Market Lead to analyze market opportunities and develop appropriate business development, referral and partner inclusive strategies
Partnering with the Wealth Management Consultants in the business acquisition process
Actively promoting and marketing the development of Scotia Jarislowsky Fraser’s book of business
Identifying new business opportunities to gather additional assets and/or increase revenue
Executing on marketing strategies to attract and retain valuable clients by providing internal/external professional presentations and reports for growing relationships and conducting prospect meetings
Developing acquisition strategies, managing and maintaining a prospect sales opportunity pipeline to generate sustainable and profitable growth. This includes effective follow-up with prospects/referrals for any unsuccessful opportunities
Building and maintaining an awareness of local market and general economic conditions
Liaising with Bank & Wealth specialists to stay abreast of new enhancements, products and services, as necessary
Participating in local professional and community events and associations to develop and expand network of contacts by actively promoting and marketing Scotia Jarislowsky Fraser internally and externally
Meeting with key industry and business leaders to identify prospects and referrals from internal and external networks / Centres of Influence (COI)
Identifying referral opportunities for Scotia Wealth Management partners, Scotia McLeod, Commercial Banking, Retail and other key partners (Roynat, GTB, International, GBM, etc.)

Risk Management/Compliance

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
Participating in all aspects of compliance and the identification of actions or changes in policy and/or procedures to remediate non-compliance in the business.
Minimizing the Bank’s overall exposure to risk
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
Ensuring the suitability of wealth strategy and investment recommendations and alignment with clients’ financial goals, objectives and risk levels
Adhering to bank and firm standards, policies and business practices to ensure that Scotia Jarislowsky Fraser 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 and positive functioning of the Scotia Jarislowsky Fraser team and partners
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 and effectively resolving / escalating client issues as required
Facilitating a culture of open and honest communication
Actively participating and contributing to coaching sessions, touch bases and team meetings
Encouraging the generation of new ideas and approaches
Actively sharing knowledge and experience to enhance the development of all team members
Acting as a mentor to junior colleagues and taking a leadership role on the team
Scotiabank is committed to providing a healthy work environment that is free from discrimination, harassment and violence. This means that we are all responsible for working towards the creation of an environment that is caring and welcoming, professional and supportive, and safe and secure for all, including employees and clients
We rely on and value the talents, ideas, diversity and commitment of thousands of employees, business partners and other stakeholders around the world to deliver outstanding service to our clients. Central to our relationship is the principle of mutual respect which should be present in everything we do.

Location(s): Canada : British Columbia : Vancouver || Canada : Alberta : Calgary

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.

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More about this job

Responsibilities

The Portfolio Manager is responsible for managing high net worth client relationships, providing holistic wealth management advice, and executing investment strategies. They also focus on business development by identifying new prospects and maintaining a sales pipeline to drive profitable growth.

Requirements

The role requires a professional with strong expertise in wealth management, investment advisory, and client relationship building. Candidates must demonstrate a commitment to regulatory compliance, risk management, and the ability to collaborate effectively within a team of experts.

Skills

Wealth management
Investment management
Business development
Sales pipeline management
Financial planning
Asset allocation
Risk management
Compliance
Portfolio management
Client acquisition
Strategic planning
Relationship retention
Investment counseling
Market analysis

Benefits

Employee referral program

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Portfolio Manager
High Net Worth
Investment Strategy
Client Relationship
Business Development
Sales Pipeline
Asset Allocation
Risk Management
Compliance
Financial Planning
KYC
AML
ATF
Investment Policy Statement
Market Analysis
Client Retention
Wealth Advisory
Investment Portfolio
Strategic Planning

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