Opportunity Description
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, Fi...
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, Fi...
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