Portfolio Manager | Associate Portfolio Manager | Wealth Manager - Sjf - Oakville

The Bank of Nova Scotia

Oakville, Ontario, Canada
Base: not specified; bonus/equity: not specified; ...
On-site
Acquire new hnw and uhnw clients
Develop deep, long-term client relationships
Deliver holistic wealth advice
Whether you are a licensed Portfolio Manager, an emerging Associate Portfolio Manager, or a relationship focused Wealth Manager committed towards becoming registered as an APM then PM, we welcome exceptional candidates who are passionate about serving high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients

Job Summary

  • Whether you are a licensed Portfolio Manager, an emerging Associate Portfolio Manager, or a relationship focused Wealth Manager committed towards becoming registered as an APM then PM, we welcome exceptional candidates who are passionate about serving high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.
  • The scope of discretionary authority and portfolio management responsibility varies by licensing level and registration with provincial securities regulators, but ownership of client relationships and business development expectations apply across all roles.
  • Access to industry leading training, mentorship, and development.

Matching Summary

Whether you are a licensed Portfolio Manager, an emerging Associate Portfolio Manager, or a relationship focused Wealth Manager committed towards becoming registered as an APM then PM, we welcome exceptional candidates who are passionate about serving high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.

Salary

Base: Not specified; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Acquire new HNW and UHNW clients
  • Develop deep, long-term client relationships
  • Deliver holistic wealth advice
  • Mandarin language skills preferred

Nice-to-have

  • Purpose driven winning team
  • Inclusive and high-performing culture
  • Growth oriented team culture
  • Client first decision making

Key Requirements

  • CFA charter holder or CIM designation required (for PM)
  • CIM or CFA Level 1 required (for APM)
  • CSC required; CIM preferred (for WM)
  • Minimum 5+ years of discretionary portfolio management experience (for PM)
  • Post-secondary degree in Finance, Business, Economics, or related field

Work Rights

Not specified

Tailored Resume

Cover Letter