Scotiabank
Scotia Jarislowsky Fraser Portfolio Manager, CRIA - Toronto
Job Description
Scotia Jarislowsky Fraser Portfolio Manager, CRIA - Toronto
Requisition ID: 264724
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
**Purpose Of Job**
This position is a trusted advisor of private wealth services and acts as registrant in the management of investment portfolios by ensuring asset mix and total return meet client’s short- and long-term income and investment growth goals, using approved securities and following corporate investment strategies.
Work closely with Scotia Jarislowsky Fraser (SJF)Wealth Managers and Wealth Associates to manage client relationships. Fulfill the role as the investment expert in relationship, assessing clients’ investment needs, setting appropriate investment objectives and ensuring accurate implementation and monitoring of portfolios (KYC / KYP and determining suitability).
Provide mentorship and guidance to Wealth Associates and Wealth M...
Requisition ID: 264724
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
**Purpose Of Job**
This position is a trusted advisor of private wealth services and acts as registrant in the management of investment portfolios by ensuring asset mix and total return meet client’s short- and long-term income and investment growth goals, using approved securities and following corporate investment strategies.
Work closely with Scotia Jarislowsky Fraser (SJF)Wealth Managers and Wealth Associates to manage client relationships. Fulfill the role as the investment expert in relationship, assessing clients’ investment needs, setting appropriate investment objectives and ensuring accurate implementation and monitoring of portfolios (KYC / KYP and determining suitability).
Provide mentorship and guidance to Wealth Associates and Wealth M...