Requisition ID: 277271

Employee Referral Program – Potential Reward: $2,000.00

We are committed to investing in our employees and helping you continue your career at Scotiabank.

Purpose This position is a trusted advisor of private wealth services that meet high net worth client’s short- and longterm holistic wealth management and investment growth goals, through a firm wide investment strategy and a disciplined and defined wealth management process.

The Portfolio Manager develops client relationships to gain an intimate understanding of client’s life goals, circumstance and needs in order to provide investment counselling integrated into life-based wealth advice and solutions. Through this understanding, he/she will be responsible for engaging Bank and Scotia Wealth Management partners as needed to deliver on wealth strategies and directing our “team of experts” to deliver on our wealth promise and client experience.

The Portfolio Manager focuses on acquiring new clients and managing/retaining/deepening relationships with a book of existing high value clients. He/she will also be responsible for identifying high net worth/ultra-high net worth prospects in specific markets by developing acquisition strategies and maintaining a prospect sales pipeline with the intention of generating sustainable and profitable growth.

The Portfolio Manager actively pursues effective and efficient operations of his/her respective areas in accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day- to-day business controls to meet obligations with respect to operational, compliance, AML/ATF sanctions and conduct risk





Accountabilities Client Relationship Management

Consistently delivering exceptional client experience and the wealth advisory valueproposition during all interactions

Developing a professional, mutually beneficial, and profitable relationship between the clientand Scotia Jarislowsky Fraser

Consistently executing on SWM and SJF service standards regarding proactive contact,central client point of contact, recording and maintaining the Client Contact database

Conducting/Documenting ongoing wealth conversations with clients, developing, andsustaining an intimate and ongoing understanding of client life goals, circumstances, andwealth needs

Based on an intimate understanding of their clients’ situation, identifying, and capitalizing onnew business opportunities throughout the lifecycle of client relationships

Using solid knowledge of the Bank’s, Scotia Wealth Management and Scotia Jarislowsky Fraser diverse products and services, to ensure the clients needs are well understood,documented, and satisfied.

Collaborate with team of experts and total wealth partners to provide life-based wealth adviceand solutions focused on enabling client goals and life plans

Partnering with financial planning experts to engage clients in a robust discovery and planningprocess, the output of which will be a detailed financial overview and plan





Coordinating the continual review and monitoring of a client’s financial plan and wealthstrategies stemming from the plan

Actively listening and seeking client feedback on products, services, and the delivery of clientexperience

Responding to client and Senior Management inquiries, resolving problem situationsautonomously when they arise

Proactively identifying and implementing strategies to address client needs.

Frequent review of book/client accounts to ensure optimal profitability is maintained in eachrelationship (Compliance, Fees, Investment Structure within parameters outlined in ClientsInvestment Policy Statement etc.)

Investment Management

Utilizing the KYC process and Investment Profile Questionnaire (IPQ) to develop an in-depth understanding of client’s needs and determining the appropriate asset allocation model based on needs, risk tolerance and short/medium- and long-term objectives

Recommending an appropriate investment asset mix aligned with life goals, income needs, return expectations and risk tolerance that fulfills client objectives

Collaborating with the Centralized Investment Management team and using defined investment management processes to communicate advice to clients on their strategic asset allocation, models and underlying investment portfolio

Regularly monitoring client investment portfolio

Business Development

Developing and managing business plans including sales targets and marketing strategies forprospective and existing clients

Using a SJF defined business development and sales planning process to find and attract newclients, as well as consolidate assets from existing clients to increase share of wallet

Workin

📌 Scotia Jarislowsky Fraser Portfolio Manager (Winnipeg)
🏢 Scotiabank
📍 Winnipeg