We are committed to investing in our employees and helping you continue your career at Scotiabank. PurposeThis 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 Consistently executing on SWM and SJF service standards regarding proactive contact,central client point of contact, recording and maintaining the Client Contact database Using robust 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. 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 Responding to client and Senior Management inquiries,



resolving problem situationsautonomously when they arise 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 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 Partnering with the Wealth Management Consultants in the business acquisition process Identifying new business opportunities to gather additional assets and/or increase revenue Developing acquisition strategies, managing and maintaining a prospect sales opportunity pipelineto generate sustainable and profitable growth. Building and maintaining an awareness of local market and general economic conditions Liaising with Bank & Wealth specialists to stay abreast of new enhancements, products and services,



as necessary Participating in local professional and community events and associations to develop and expand network of contacts by actively promoting and marketing Scotia Jarislowsky Fraser internally andexternally Meeting with key industry and business leaders to identify prospects and referrals from internal andexternal networks / Centres of Influence (COI) Identifying referral opportunities for Scotia Wealth Management partners, Scotia McLeod,Commercial Banking, Retail and other key partners (Roynat, GTB, International, GBM, etc.) Maintaining awareness and ensuring compliance/adherence to all procedures, regulatory activitiesand guidelines including Privacy, Anti-Money Laundering, Anti-Terrorist Financing, FCAC, Knowyour Client, Occupational Health & Safety and Guidelines for Business Conduct Minimizing the Bank’s overall exposure to risk Maintaining client portfolios in accordance with established firm strategy which includes, utilizingthe Central Portfolio Models and pools, focusing on client segmentation and client’s risk appetite Ensuring the suitability of wealth strategy and investment recommendations and alignment withclients’ financial goals, objectives and risk levels Adhering to bank and firm standards, policies and business practices to ensure that ScotiaJarislowsky Fraser is meeting the appropriate regulatory and compliance requirements as theyrelate to both new and existing accounts Building effective working relationships across the team and with various business line, internaland external stakeholders Actively participating and contributing to coaching sessions, touch bases and team meetings We rely on and value the talents, ideas, diversity and commitment of thousands of employees,business partners and other stakeholders around the world to deliver outstanding service to ourclients.

Scotiabank is a leading bank in the Americas.

Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. #

📌 Portfolio Manager (Temporary) (Winnipeg)
🏢 Scotiabank
📍 Winnipeg