Scotia Jarislowsky Fraser Portfolio Manager, CRIA - Toronto

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 Managers on their career development journey towards registration and help them develop their relevant investment management experience.

Major Accountabilities

• Utilizing the KYC process and...