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Added 19 mins ago
EI
Brand Protection Advisor I
Ecolab Inc.
Saskatoon, SK
- Full-time
Ecolab is seeking a Brand Protection Advisor (Hospitality and Hotels) to join its EcoSure division, an industry leader in brand protection programs, to drive operational excellence and help…
Added 1 hour ago
Member Advisor
Affinity Credit Union
Davidson, SK
…helping others, we want you to join our team! Working as a Member Advisor at our Davidson Advice Centre, you’ll be a trusted financial partner for our members, delivering exceptional…
Added 3 hours ago
RD
Technical Customer Success Manager
Redpanda Data
Canada
- Full-time
…Revenue Retention). You are the customer's trusted technical advisor: you understand their architecture, anticipate issues before they escalate, and coordinate the right Redpanda resources…
Added 3 hours ago
S
Beauty Advisor - Part Time
sephora.com
St. John's, NL
- $18 to $22.5 CAD / hour
Your role at Sephora Canada: As a Beauty Advisor, you'll be the face of Sephora Canada’s welcoming every client with warmth, confidence, and a passion for all things beauty. Through…
Added 3 hours ago
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Beauty Advisor - Full Time
sephora.com
Edmonton, AB
- $17 to $20 CAD / hour
- Full-time
Your role at Sephora Canada: As a Beauty Advisor, you'll be the face of Sephora Canada’s welcoming every client with warmth, confidence, and a passion for all things beauty. Through…
Added 4 hours ago
EJ
CA Financial Advisor
Edward Jones
Ottawa, ON
- $38,500 to $100,000 CAD / year
- Full-time
We know that building a business takes time, so we’ve built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business…
Added 5 hours ago
C
Financial Advisor CIRO-ID
CIBC
Toronto, ON
- Full-time
…services support, and exceptional client service. As a Financial Advisor, you’ll deliver on CIBC’s Imperial Service approach, acting as a single point of contact for your clients and…
Added 6 hours ago
RB
Banking Advisor
Royal Bank of Canada
Fort Frances, ON
- Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 6 hours ago
A
Everyday Banking Advisor - Pincher Creek
ATB
Pincher Creek, AB
- Full-time
Ready to Make a Real Difference? Join ATB as an Everyday Banking Advisor!
Added 6 hours ago
SL
SUN LIFE FINANCIAL ADVISOR - Alberta
Sun Life
Calgary, AB · AB · Grande Prairie, AB · Lethbridge, AB · Red Deer, AB · Canada Mid-Western Region Career Sales Force Location
- Full-time
People from various professional and educational backgrounds have found success in the advisor career at Sun Life. That’s because being a successful advisor is not just about what’s on your…
Added 6 hours ago
SL
SUN LIFE FINANCIAL ADVISOR - Manitoba
Sun Life
Winnipeg, MB · ON · Canada Ontario West & Manitoba Region Career Sales Force Location
- Full-time
People from various professional and educational backgrounds have found success in the advisor career at Sun Life. That’s because being a successful advisor is not just about what’s on your…
Added 6 hours ago
SL
SUN LIFE FINANCIAL ADVISOR - Saskatchewan
Sun Life
Regina, SK · Saskatoon, SK · Canada Western Region Career Sales Force Location
- Full-time
People from various professional and educational backgrounds have found success in the advisor career at Sun Life. That’s because being a successful advisor is not just about what’s on your…
Added 6 hours ago
SL
SUN LIFE FINANCIAL ADVISOR - Northwest Territories, Yukon & Nunavut
Sun Life
Yellowknife, NT · Iqaluit, NU · ON · Whitehorse, YT · Canada Ontario Central Region Career Sales Force Location
- Full-time
People from various professional and educational backgrounds have found success in the advisor career at Sun Life. That’s because being a successful advisor is not just about what’s on your…
Added 7 hours ago
AG
Sr. Analyst, Growth & Innovation Operations
Altus Group
Toronto, ON
- Full-time
…from analysis through execution and adoption. Working across Sales, Finance, Product, Engineering, Enablement, and VAS business teams, you will connect information, challenge assumptions,…
Added 8 hours ago
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Insurance Advisor Level 1
AMA - Alberta Motor Association
Lethbridge, AB
- Full-time
You’re already a sales superstar and customer service wiz, but you’re looking for a little more. Bring your skills to the world of insurance and know that every day you’ll be offering…
Added 8 hours ago
OB
Branch Manager, Kelowna
Odlum Brown Limited
Kelowna, BC
- Full-time
Partner with Practice Management and Sales Leadership on advisor onboarding, succession planning, and talent development
Added 8 hours ago
OA
Product Advisor - OpenRoad Toyota Richmond
OpenRoad Auto Group
Richmond, BC
- Full-time
Exclusive perks and benefits, including a Discounted Vehicle Purchasing Program, RRSP matching, and referral bonuses
Added 9 hours ago
J
Sales Strategy & Operations Manager
Jobber
AB · Edmonton, AB
- Full-time
Then Jobber might be the place for you! We’re looking for a Sales Operations Manager to be part of our Sales Enablement department.
Added 9 hours ago
C
Financial Advisor CIRO-ID (Urban)
CIBC
Mississauga, ON · Erin Mills Town Centre Banking
- Full-time
…services support, and exceptional client service. As a Financial Advisor, you’ll deliver on CIBC’s Imperial Service approach, acting as a single point of contact for your clients and…
Added 9 hours ago
M
Marketing Consultant, Sponsor/Advisor Marketing & Growth
Manulife
Halifax, NS · Toronto, ON · Waterloo, ON · Montreal, QC
- Full-time
…high-performing workforces. Reporting to the Director, Sponsor/Advisor Marketing & Growth, the Marketing Consultant, Sponsor/Advisor Marketing & Growth supports the development and…
Added 9 hours ago
RB
Commercial Banking Advisor
Royal Bank of Canada
Ottawa, ON
- Full-time
By joining RBC as a Commercial Banking Advisor, you open the door to an exciting career in commercial banking. This is your opportunity to become a critical member of a results-oriented…
Added 9 hours ago
RB
Client Advisor
Royal Bank of Canada
Truro, NS
- Part-time
…a great career with us as a future Account Manager/Banking…
Added 9 hours ago
RB
Client Advisor
Royal Bank of Canada
Crystal City, MB
- Part-time
…a great career with us as a future Account Manager/Banking…
Added 9 hours ago
C
Associate Financial Advisor
CIBC
Halifax, NS
- Full-time
…difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you recommend simple,…
Added 10 hours ago
CC
Sales Representative - Uniform
Cintas Canada
Cambridge, ON
- Full-time
That is why we are seeking a goal-oriented, motivated, and energetic Sales Representative to join our growing Outside Sales team. This role provides our customers with solutions to their…

Scotiabank

Scotia Jarislowsky Fraser Portfolio Manager - Vancouver

Vancouver, 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

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 acts as a trusted advisor to high net worth clients, developing personalized wealth management strategies and investment solutions. They are responsible for acquiring new clients, managing existing relationships, and collaborating with internal experts to deliver comprehensive financial advice.

Requirements

The role requires a professional capable of managing a book of business, identifying new prospects, and maintaining strict adherence to regulatory and compliance standards. Candidates must demonstrate strong relationship-building skills and the ability to integrate investment management with holistic life-based wealth planning.

Skills

Wealth management
Investment counselling
Business development
Sales pipeline management
Asset allocation
Financial planning
Risk management
Compliance
Portfolio management
Strategic planning
Networking
Communication
Mentoring

Benefits

Employee referral program

Visa sponsorship

Not detected in the job text

Keywords

Wealth management
Portfolio manager
High net worth
Investment strategy
Client acquisition
Financial planning
Asset allocation
KYC
Compliance
Risk management
Business development
Sales pipeline
Relationship management
Scotiabank
Jarislowsky Fraser
Wealth advisory
Investment policy statement
AML
ATF
Regulatory compliance
Financial overview
Market analysis
Networking
Mentorship
Client experience

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