Scotia Jarislowsky Fraser Senior Manager

Elevate your career as a Senior Portfolio Manager with Scotia Jarislowsky Fraser in Toronto. Utilize your investment expertise and client advisory skills to drive exceptional client outcomes.

In this senior role, you will manage client portfolios, aligning them with their financial objectives while ensuring effective risk management. Collaborate with Wealth Managers and mentor your team, delivering personalized asset recommendations that enhance the client experience and foster long-term relationships.

Key Responsibilities:

• Implement KYC and IPQ to assess client needs

• Advise on strategic asset allocation and investment mixes

• Monitor and manage client investment performance regularly

• Facilitate client financial plan reviews and updates

• Foster strong team collaboration to address client needs

Requirements:

• University Degree in Business or Finance

• CFA or CIM designation essential

• At least 5 years in discretionary investment management

• Excellent communication and relationship skills

• Proficiency in MS Office and Salesforce

Drive impactful investment strategies and empower client goals as a Senior Portfolio Manager at Scotia in Toronto.
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