Portfolio Manager - Associate Portfolio Manager - Wealth Manager - SJF - Waterloo

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.

• Acquire new HNW and UHNW clients through proactive prospecting, referrals, networking, and centres of influence.
• Develop and execute client‑acquisition strategies aligned with market opportunities and business objectives.
• Maintain a disciplined and well‑documented prospect pipeline to support sustainable, profitable growth.
• Identify opportunities to consolidate assets, deepen client relationships, and increase share of wallet across the client lifecycle.

• Develop deep, long‑term client relationships through ongoing life based discovery.
• Gain an intimate understanding of clients’ goals, circumstances, values, and evolving wealth needs.
• Deliver holistic wealth advice that integrates investments, planning, tax, insurance, and banking solutions.
• Proactively identify gaps, risks, and opportunities to enhance client outcomes and experience.
• Act as the central relationship owner and trusted advisor for clients.
• Represent SJF internally and externally with professionalism, credibility, and a strong growth mindset.

• Ensure complete, accurate, and up to date KYC/IPQ documentation.
• Maintain ongoing suitability of strategies and recommendations as client circumstances evolve.
• Operate with strict adherence with regulatory requirements, internal policies, and conduct standards.
• Uphold SJF’s values of integrity, professionalism, and client first decision making.

• Collaborate closely with the CRIA team who supports APM and PM development and other Total Wealth partners to deliver integrated solutions.
• Contribute to a high‑performance, inclusive, and growth oriented team culture.
• Share knowledge, support team initiatives, and participate actively in meetings and development activities.

Experienced discretionary investment professionals who are fully AR licensed with the provincial securities regulator to manage portfolios and deliver sophisticated investment counselling.

• CFA charter holder or CIM designation required.
• Must meet all regulatory requirements for Portfolio Manager registration (AR with the Ontario Securities Commission for example)
• Minimum 5+ years of discretionary portfolio management experience.
• Post‑secondary degree in Finance, Business, Economics, or related field.

Professionals who are AAR licensed with the provincial securities regulator and on the pathway to Portfolio Manager registration possessing strong investment knowledge and want to grow within SJF’s Total Wealth environment.

• CIM or CFA Level 1 required per regulatory requirements.
• Must meet all regulatory requirements for Associate Portfolio Manager registration (AAR with the Ontario Securities Commission for example)
• Interest in pursuing CFA, CFP, and/or LLQP is an asset.
• Strong investment literacy and ability to explain concepts clearly.
• Strong client relationship and communication skills.
• Post‑secondary degree in Finance, Business, Economics, or related field.

Professionals who lead client relationships by collaborating closely with SJF’s Total Wealth and CRIA teams, without holding discretionary registration. We provide the training and support and opportunity to gain the experience required to become AAR registered and become an Associate Portfolio Manager title.

• CSC required; CIM preferred (must be completed within 24 months).
• Interest in pursuing CFA, CFP, and/or…