Scotia Wealth Portfolio Manager

Join Scotia's exceptional Wealth Management team in Toronto as a Portfolio Manager, guiding clients towards their investment and income goals. Use your expertise to deliver strategic asset management.

This role places you at the forefront of asset management, collaborating with Scotia Jarislowsky Fraser Wealth Managers to elevate client investment experiences. As a Portfolio Manager, you will ensure suitable investment recommendations tailored to client circumstances while providing mentorship to junior staff. Your advisory skills will enable effective communication and alignment with client objectives through ongoing relationship management.

Key Responsibilities:

• Analyze clients' needs through KYC and IPQ processes

• Develop and recommend investment strategies

• Oversee and monitor client portfolios continuously

• Engage in annual Financial Plan review processes

• Nurture collaborative relationships with team members

Requirements:

• Degree in Economics, Finance, or related fields

• CFA or CIM designation essential; CAIA advantageous

• 5+ years in discretionary investment management

• Proficiency in Mandarin or French is beneficial

• Registered as an Advising Representative

Bring your expertise in investment management to Scotia's team and help clients achieve their financial goals.
#J-18808-Ljbffr