Associate Portfolio Manager

Elevate your investment career with Scotia Jarislowsky Fraser as an Associate Portfolio Manager in Sudbury, Ontario. Focus on acquiring high-net-worth clients and personalized service while progressing toward a licensed manager role.

At Scotia Jarislowsky Fraser, you will play a vital role within the Total Wealth team as an Associate Portfolio Manager. This position is designed for those eager to build strong client relationships through effective prospecting and maintain a robust client pipeline. Here’s your chance to contribute to a high-performance culture while enhancing your investment management skill set.

Key Responsibilities:

• Acquire high-net-worth and ultra-high-net-worth clients

• Develop personalized client-acquisition strategies

• Maintain and manage a comprehensive prospect pipeline

• Conduct life-based discovery sessions with clients

• Support team initiatives promoting excellence

Requirements:

• AAR registration or similar regulatory qualifications

• Strong investment literacy and communication abilities

• Degree in Finance or related field

• Interest in pursuing CFA or CFP certification

• Previous business development experience in finance

Become a trusted investment advisor with Scotia Jarislowsky Fraser today.
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