Private wealth portfolio management in Vancouver or Calgary centers on investment counselling, client relationships, and holistic wealth advice. Guide high net worth clients through disciplined investment strategies.

As Portfolio Manager with Scotia Jarislowsky Fraser, you will advise high net worth and ultra-high net worth clients. You will understand life goals, circumstances, and wealth needs while coordinating Scotia Wealth Management partners. The mandate combines investment management, relationship deepening, and sustainable business growth.

Key Responsibilities

Develop trusted relationships with high value private wealth clients

Assess needs, risk tolerance, objectives, and investment profiles

Recommend asset mixes aligned with client life goals





Monitor portfolios and review financial plans regularly

Coordinate specialists delivering integrated wealth advice and solutions

Requirements

Experience providing investment counselling and wealth advice

Knowledge of wealth management products and services

Ability to develop acquisition strategies and prospect pipelines

Understanding of compliance, AML, and conduct risk requirements

Ability to maintain suitable portfolios within firm strategy

Bring investment management, relationship development, and wealth planning expertise to Scotia Jarislowsky Fraser’s private wealth clients.

📌 Private Wealth Portfolio Manager (Winnipeg)
🏢 Scotiabank
📍 Winnipeg