PIC Portfolio Manager

Scotiabank; Toronto; On-site; CAD 90,000 - 120,000; Full time

Job summary

A leading financial institution in Toronto seeks a Portfolio Manager to provide integrated investment counseling and wealth advice to high net worth clients. This role emphasizes building deep client relationships and ensuring compliance with regulatory standards while driving business development and team collaboration.

Qualifications

• Minimum 5 years in discretionary investment management.
• Certifications such as CSC & CIM, CFA, CFP, or LLQP considered assets.

Responsibilities

• Develop profitable relationships and conduct ongoing wealth conversations.
• Recommend appropriate asset allocations and monitor portfolios.
• Develop business plans and attract new clients.

Skills

Relationship Management

Business Development

Communication

Interpersonal Skills

Education

Post-secondary education in Business

Post-secondary education in Economics

Post-secondary education in Accounting

Post-secondary education in Finance

Job description

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Requisition ID: 225327

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

Purpose

This position serves as a trusted advisor for private wealth services, supporting high net worth clients in achieving their holistic wealth management and investment growth goals through a disciplined, firm-wide investment strategy and wealth management process.

The Portfolio Manager develops deep client relationships to understand their life goals, circumstances, and needs, providing integrated investment counseling and life-based wealth advice. They coordinate with Bank and Scotia Wealth Management partners to deliver on wealth strategies and lead a team of experts to fulfill our wealth promise and enhance client experience.

The role focuses on acquiring new clients, managing and deepening relationships with existing high-value clients, and identifying prospects in specific markets through strategic development and maintaining a sales pipeline for sustainable growth.

The Portfolio Manager ensures effective operations aligned with Scotiabank’s values, code of conduct, and global sales principles, maintaining robust controls to meet operational, compliance, AML/ATF, and conduct risk obligations.

Accountabilities

• Client Relationship Management: Deliver exceptional service, develop profitable relationships, ensure proactive contact, conduct ongoing wealth conversations, identify new business opportunities, and collaborate across teams to meet client needs.
• Investment Management: Use KYC and IPQ to understand client needs, recommend appropriate asset allocations, and monitor portfolios regularly.
• Business Development: Develop business plans, attract and retain clients, analyze market opportunities, execute marketing strategies, and build a network of prospects and referrals.
• Risk Management/Compliance: Ensure adherence to all regulatory and internal policies, maintain client portfolios within strategy, and escalate suspicious activities.
• Team Membership: Contribute to team effectiveness, foster a positive environment, share knowledge, mentor colleagues, and promote a respectful, inclusive workplace.

Education / Experience

• Post-secondary education in Business, Economics, Accounting, or Finance.
• Minimum 5 years in discretionary investment management, with expertise in financial analysis and portfolio management.
• Certifications such as CSC & CIM (maintained in good standing), with CFA, CFP, or LLQP considered assets.
• Regulatory registration with securities commissions.
• Strong relationship management, business development, communication, and interpersonal skills.
• Results-oriented, self-motivated, with integrity and disciplined execution.

Location: Toronto, Ontario, Canada

Scotiabank is committed to diversity and inclusion. Accommodation requests during recruitment are welcome. Only shortlisted candidates will be contacted.