Private Wealth Portfolio Manager, Jfl, Montreal - Canada - Jarislowsky Fraser

Jarislowsky Fraser
Jarislowsky Fraser
Verified Company
Canada

1 month ago

Sophia Lee

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Sophia Lee

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Description

Requisition ID: 197784

Join a dynamic and successful team with a strong commitment to achieving goals in an environment that values diversity and excellence.

Contribute to the success of the Private Wealth department by effectively executing individual goals and initiatives that align with the team's business strategies and objectives, ensuring compliance with regulations and internal policies.

Focus on growing the Private Wealth clientele in the Montreal and Quebec regions, demonstrating a deep understanding of JFL's Investment philosophy and a track record in developing private clientele.

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Location: Montreal

Is this role right for you? In this role you will:

  • Champion a customer-focused culture to strengthen client relationships and leverage firm-wide resources.
  • Understand and address each client's financial needs and long-term objectives, recommending suitable investment strategies and monitoring portfolios regularly.
  • Manage client portfolios based on firm guidelines, ensuring client satisfaction, and driving asset growth.
  • Actively contribute to business growth by acquiring and retaining clients, while adhering to risk management practices.

Do you have what it takes to succeed in this role? Join us if you have:

  • Bachelor's degree in Finance or equivalent experience.
  • CFA or CIM designation and registration with the appropriate financial authorities.
  • Minimum 5 years of experience in investment management, strong sales skills, and knowledge of financial markets.
  • Excellent communication, organizational, and interpersonal skills.
  • Strong attention to detail and proficiency in Microsoft Office.

What's in it for you?

  • Competitive compensation and benefits
  • Opportunity to manage a portfolio of clients and make a meaningful impact
  • An inclusive workplace that values employee contributions
  • Commitment to community involvement and making a difference

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Working Conditions

  • Hybrid mode: office-based for at least three days per week
  • Fast-paced environment with occasional nonstandard hours and travel requirements

Guided by our purpose "for every future," Scotiabank is dedicated to helping customers and communities achieve success.

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