Scotia Wealth Management
Portfolio Manager for High-Net-Worth Clients
Job Description
Elevate your wealth management career with Scotia Jarislowsky Fraser as a Portfolio Manager in Sudbury, Ontario. This role focuses on managing portfolios for HNW and UHNW clients while fostering deep client relationships.
Scotia Jarislowsky Fraser is seeking an experienced Portfolio Manager or licensed APM willing to develop their career in discretionary investment management. This position involves client acquisition, delivery of holistic wealth advice, and a commitment to compliance and professional standards. Candidates will thrive by building a pipeline of prospects and managing existing relationships for sustainable growth.
Key Responsibilities:
• Acquire new clients through proactive networking and referrals
• Develop client-acquisition strategies aligned with business objectives
• Maintain a well-documented prospect pipeline
• Identify opportunities to consolidate client assets
• Deliver integrated investment and wealth advice
Requirements:
• CFA chart...
Scotia Jarislowsky Fraser is seeking an experienced Portfolio Manager or licensed APM willing to develop their career in discretionary investment management. This position involves client acquisition, delivery of holistic wealth advice, and a commitment to compliance and professional standards. Candidates will thrive by building a pipeline of prospects and managing existing relationships for sustainable growth.
Key Responsibilities:
• Acquire new clients through proactive networking and referrals
• Develop client-acquisition strategies aligned with business objectives
• Maintain a well-documented prospect pipeline
• Identify opportunities to consolidate client assets
• Deliver integrated investment and wealth advice
Requirements:
• CFA chart...