Job Description
Advance your career as an Associate Portfolio Manager with Scotia Jarislowsky Fraser in Sudbury, focusing on high-net-worth client relationships. This role emphasizes growing your investment knowledge and obtaining full portfolio manager registration.
Ideal candidates possess AAR licensing and a strong foundation in discretionary investment management, alongside excellent client relationship skills. You'll receive guidance to progress towards Portfolio Manager status while actively engaging clients and conducting wealth advisory services. This position allows you to thrive in a growth-oriented team environment.
Key Responsibilities:
• Foster relationships with HNW clients through personalized service
• Develop strategies for client acquisition and retention
• Assist clients in identifying wealth planning opportunities
• Maintain up-to-date regulatory documentation
• Collaborate with wealth management teams for integrated client solutions
Requirements:
• CIM o...
Ideal candidates possess AAR licensing and a strong foundation in discretionary investment management, alongside excellent client relationship skills. You'll receive guidance to progress towards Portfolio Manager status while actively engaging clients and conducting wealth advisory services. This position allows you to thrive in a growth-oriented team environment.
Key Responsibilities:
• Foster relationships with HNW clients through personalized service
• Develop strategies for client acquisition and retention
• Assist clients in identifying wealth planning opportunities
• Maintain up-to-date regulatory documentation
• Collaborate with wealth management teams for integrated client solutions
Requirements:
• CIM o...