Drive investment success as a Senior Portfolio Manager with Scotia Jarislowsky Fraser in Toronto, Ontario. This opportunity requires a solid foundation in investment management and client advisory skills.
In this vital role, you will manage client portfolios, ensuring alignment with individual financial goals and effective risk management strategies. Engaging with Wealth Managers, you will mentor team members while delivering tailored asset recommendations. Your expertise in client relationships will enhance the overall client experience.
Key Responsibilities:
• Implement KYC and IPQ to assess client needs
• Advise on strategic asset allocation and investment mixes
• Monitor and manage client investment performance regularly
• Facilitate client financial plan reviews and updates
• Foster strong team collaboration to address client needs
Requirements:
• University Degree in Business or Finance
• CFA or CIM designation essential
• At least 5 years in disc...