Step into a rewarding role as an Associate Portfolio Manager, focusing on high-net-worth relationships and growing your investment acumen. This position supports a vibrant and inclusive investment management culture.

Ideal candidates are those on the pathway to portfolio management, bringing robust investment knowledge and relationship management skills. Collaborate with senior team members to develop effective investment strategies and support client goals.

Your drive for excellence will contribute to a seamlessly integrated wealth management practice.

Key Responsibilities:
Assist in acquiring and managing high-net-worth clients
Develop strategies that align with business objectives
Record and maintain comprehensive client documentation




Engage in ongoing client communications and advice
Collaborate with internal teams for comprehensive support

Requirements:
AAR licensed with relevant regulatory knowledge
Interest in pursuing CFA or other designations
Solid investment understanding and communication skills
Experience working with HNW clients is a plus
Post-secondary education in a relevant field

Embrace the chance to elevate your career in wealth management by providing exceptional service and strategic investment advice to high-net-worth clients.
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📌 Dynamic Opportunity For Associate Portfolio Managers In Wealth Advisory Markham
🏢 Scotiabank
📍 Markham