About this role
Portfolio Manager | Associate Portfolio Manager | Wealth Manager
Requisition ID: 256446
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
Scotia Jarislowsky Fraser (SJF) is expanding and hiring across multiple roles supporting our Total Wealth and discretionary investment management offering. Whether you are a licensed Portfolio Manager, an emerging Associate Portfolio Manager, or a relationship focused Wealth Manager committed towards becoming registered as an APM then PM, we welcome exceptional candidates who are passionate about serving high-net- worth (HNW) and ultra-high-net-worth (UHNW) clients.
The scope of discretionary authority and portfolio management responsibility varies by licensing level and registration with provincial securities regulators, but ownership of client relationships and business development expectations apply across all roles.
Candidates will be assessed for the role that best aligns with their experience, licensing, and career trajectory.
Core
Responsibilities
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Shared Across All Roles
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Business Development & Growth
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Acquire new HNW and UHNW clients through proactive prospecting, referrals, networking, and centres of influence.
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Develop and execute client‑acquisition strategies aligned with market opportunities and business objectives.
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Maintain a disciplined and well‑documented prospect pipeline to support sustainable, profitable growth.
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Identify opportunities to consolidate assets, deepen client relationships, and increase share of wallet across the client lifecycle.
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Client Relationship Management & Advice
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Develop deep, long-term client relationships through ongoing life based discovery.
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Gain an intimate understanding of clients’ goals, circumstances, values, and evolving wealth needs.
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Deliver holistic wealth advice that integrates investments, planning, tax, insurance, and banking solutions.
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Proactively identify gaps, risks, and opportunities to enhance client outcomes and experience.
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Act as the central relationship owner and trusted advisor for clients.
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Represent SJF internally and externally