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 (Vancouver)
🏢 Scotiabank
📍 Vancouver