Senior Wealth & Portfolio Manager – Client Growth Lead

Scotiabank; Markham; On-site; CAD 80,000 - 120,000; Full time

Benefits offered by this job

Access to industry leading training

Meaningful career pathways

Base salary and incentive-based compensation

Job summary

A leading financial institution in Canada is seeking experienced investment professionals for various wealth management roles focused on HNW and UHNW clients. Candidates must possess a CFA charter or CIM designation, along with a minimum of 5 years in discretionary portfolio management. Key responsibilities include developing client acquisition strategies, delivering comprehensive wealth advice, and maintaining deep client relationships. This role offers competitive compensation and opportunities for professional growth in a collaborative culture.

Qualifications

• CFA charter holder or CIM designation required.
• Minimum 5+ years of discretionary portfolio management experience.
• Must meet all regulatory requirements for Portfolio Manager registration.

Responsibilities

• Acquire new HNW and UHNW clients through proactive prospecting.
• Develop and execute client‑acquisition strategies.
• Deliver holistic wealth advice integrating various financial solutions.

Skills

Client relationship management

Business development

Investment knowledge

Communication skills

Education

Post-secondary degree in Finance, Business, Economics, or related field

Job description

A leading financial institution in Canada is seeking experienced investment professionals for various wealth management roles focused on HNW and UHNW clients. Candidates must possess a CFA charter or CIM designation, along with a minimum of 5 years in discretionary portfolio management. Key responsibilities include developing client acquisition strategies, delivering comprehensive wealth advice, and maintaining deep client relationships. This role offers competitive compensation and opportunities for professional growth in a collaborative culture.