Portfolio Manager | Associate Portfolio Manager | WealthManager - SJF - Oakville

Requisition ID : 256441

Join a

purpose driven winning team, committed to results, in an inclusive

and high-performing culture.

Scotia

Jarislowsky Fraser (SJF) is expanding and hiring across multiple

roles supporting our Total Wealth and discretionary investment

management offering. Whether you are a licensed Portfolio Manager,

an emerging Associate Portfolio Manager, or a relationship focused

Wealth Manager committed towards becoming registered as an APM then

PM, we welcome exceptional candidates who are passionate about

serving high-net-worth (HNW) and ultra-high-net-worth (UHNW)

clients.

The scope of discretionary authority

and portfolio management responsibility varies by licensing level

and registration with provincial securities regulators, but

ownership of client relationships and business development

expectations apply across all roles.

Mandarin

language skills are preferred to support communication with

Mandarin‑speaking clients and

stakeholders.

Candidates will be assessed for

the role that best aligns with their experience, licensing, and

career trajectory.

Core Responsibilities

Shared Across All Roles Business Development &

Growth

Acquire new HNW and UHNW clients

through proactive prospecting, referrals, networking, and centres

of influence.

Develop and execute

client‑acquisition strategies aligned with market opportunities and

business objectives.

Maintain a disciplined

and well‑documented prospect pipeline to support sustainable,

profitable growth.

Identify opportunities to

consolidate assets, deepen client relationships, and increase share

of wallet across the client lifecycle.

Client

Relationship Management & Advice

Develop

deep, long-term client relationships through ongoing life based

discovery.

Gain an intimate understanding of

clients’ goals, circumstances, values, and evolving wealth

needs.

Deliver holistic wealth advice that

integrates investments, planning, tax, insurance, and banking

solutions.

Proactively identify gaps, risks,

and opportunities to enhance client outcomes and

experience.

Act as the central relationship

owner and trusted advisor for

clients.

Represent SJF internally and

externally with professionalism, credibility, and a strong growth

mindset.

Risk, Compliance & Professional

Standards

Ensure complete, accurate, and up to

date KYC / IPQ documentation.

Maintain ongoing

suitability of strategies and recommendations as client

circumstances evolve.

Operate with strict

adherence with regulatory requirements, internal policies, and

conduct standards.

Uphold SJF’s values of

integrity, professionalism, and client first decision

making.

Team &

Culture

Collaborate closely with the CRIA team

who supports APM and PM development and other Total Wealth partners

to deliver integrated solutions.

Contribute to

a high-performance, inclusive, and growth oriented team

culture.

Share knowledge, support team

initiatives, and participate actively in meetings and development

activities.

Portfolio Manager – SJF (AR

Registered, Full Discretion)

Who This Role Is

For Experienced discretionary investment professionals who are

fully AR licensed with the provincial securities regulator to

manage portfolios and deliver sophisticated investment

counseling.

What You

Bring

CFA charter holder or CIM designation

required.

Must meet all regulatory

requirements for Portfolio Manager registration (AR with the

Ontario Securities Commission for

example).

Minimum 5+ years of discretionary

portfolio management

experience.

Post‑secondary degree in Finance,

Business, Economics, or related

field.

Associate Portfolio Manager – SJF (AAR

Registered, Development Toward Full PM

Licensing)

Who This Role Is For Professionals

who are AAR licensed with the provincial securities regulator and

on the pathway to Portfolio Manager registration possessing strong

investment knowledge and want to grow within SJF’s Total Wealth

environment.

What You

Bring

CIM or CFA Level 1 required per

regulatory requirements.

Must meet all

regulatory requirements for Associate Portfolio Manager

registration (AAR with the Ontario Securities Commission for

example).

Interest in pursuing CFA, CFP,

and / or LLQP is an asset.

Strong investment

literacy and ability to explain concepts

clearly.

Desire to develop into a full

discretionary Portfolio Manager role.

Strong

client relationship and communication

skills.

Post‑secondary degree in Finance,

Business, Economics, or related field.

Wealth

Manager – SJF (Non-Registrant Relationship

Lead)

Who This Role Is For Professionals who

lead client relationships by collaborating closely with SJF’s Total

Wealth and CRIA teams, without holding discretionary registration.

We provide the training and support and opportunity to gain the

experience required to become AAR registered and become an

Associate Portfolio Manager title.

What You

Bring

CSC required; CIM preferred (must