Job Description
Elevate client success as a Wealth Portfolio Manager with Scotia Jarislowsky Fraser in Toronto, Ontario. This role demands strong investment management skills and client relationship expertise.
As a trusted advisor, you will manage investment portfolios, conducting a KYC process to tailor asset allocation to meet client objectives. Collaborating with Wealth Managers, you’ll ensure clients’ long-term financial goals align with recommended strategies. In this senior-level role, mentorship of Wealth Associates is key to their career growth.
Key Responsibilities:
• Develop detailed understanding of client needs through KYC processes
• Recommend optimal investment asset mixes for client objectives
• Regularly monitor and manage investment portfolios
• Collaborate with team to facilitate client financial strategies
• Conduct annual Financial Plan reviews to ensure alignment
Requirements:
• University Degree in relevant field
• CFA or CIM designation required
...
As a trusted advisor, you will manage investment portfolios, conducting a KYC process to tailor asset allocation to meet client objectives. Collaborating with Wealth Managers, you’ll ensure clients’ long-term financial goals align with recommended strategies. In this senior-level role, mentorship of Wealth Associates is key to their career growth.
Key Responsibilities:
• Develop detailed understanding of client needs through KYC processes
• Recommend optimal investment asset mixes for client objectives
• Regularly monitor and manage investment portfolios
• Collaborate with team to facilitate client financial strategies
• Conduct annual Financial Plan reviews to ensure alignment
Requirements:
• University Degree in relevant field
• CFA or CIM designation required
...