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Title: Scotia Jarislowsky Fraser Market Lead

Requisition ID: 270021

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Purpose

The Market Lead is responsible for driving sustainable and profitable growth in the assigned market by enabling Portfolio Managers, Associate Portfolio Managers, Wealth Managers, Wealth Associates, and administrative teams to deliver exceptional client service with greater consistency, efficiency, and capacity. This role combines market leadership, relationship management, operational discipline, compliance oversight, and people leadership to ensure the business is well positioned to retain, deepen, and grow high net worth and ultra-high net worth client relationships.

The incumbent acts as a trusted business partner to Portfolio Managers and regional leadership by strengthening day-to-day operating routines, reinforcing risk and compliance expectations, supporting human resources and workforce planning activities, and removing operational friction that may limit client-facing capacity. By building a disciplined, well-controlled, and highly engaged market workplace, the Market Lead helps Portfolio Managers focus more time on value-added client conversations, business development, referrals, and holistic wealth advice—thereby improving the client experience and accelerating market growth.

Major Accountabilities

1.



Enables exceptional client service and relationship growth by strengthening the support model around Portfolio Managers and client-facing teams by:

- Supporting the development of professional, mutually beneficial, and profitable client relationships by ensuring Portfolio Managers and client service teams have the operating support, resources, and routines required to deliver consistently;
- Ensuring client relationships receive timely and proactive attention by helping coordinate service delivery, clarify ownership, and remove operational barriers that may impact the client experience;
- Consistently delivering the desired client experience during all client interactions;
- Using strong knowledge of the Bank’s, Canadian Wealth Management and Scotia Jarislowsky Fraser offerings;
- Partnering with all internal product/service business partners, as required ensuring client needs are met;
- Actively listening and seeking client feedback on products, services and the delivery of the client experience;
- Consistently executing on service standards regarding proactive contact, central client point of contact, recording and maintaining the Client Contact database;
- Responding to client, resolving problem situations autonomously when they arise;
- Proactively identifying and implementing strategies to address client needs;
- Monitoring of client accounts to ensure optimal profitability is maintained in each relationship.

2. Supports disciplined investment management and advisory execution by ensuring Portfolio Managers have the structure, information flow, and service support required to deliver advice

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📌 Scotia Jarislowsky Fraser Market Lead (Montreal)
🏢 Scotiabank
📍 Montreal