Portfolio Manager | Associate Portfolio Manager | Wealth Manager - Sjf - Waterloo

The Bank of Nova Scotia

Waterloo, Ontario, Canada
Base salary + incentive-based compensation; not sp...
On-site
Client acquisition strategies
Holistic wealth advice
Client relationship ownership
Join a purpose-driven winning team committed to results in an inclusive and high-performing culture

Job Summary

  • Join a purpose-driven winning team committed to results in an inclusive and high-performing culture.
  • Deliver holistic wealth advice that integrates investments, planning, tax, insurance, and banking solutions.
  • Access to industry leading training, mentorship, and development, with meaningful career pathways.

Matching Summary

Join a purpose-driven winning team committed to results in an inclusive and high-performing culture.

Salary

Base salary and incentive-based compensation; Not specified; Not specified

Skills & Requirements

Must-have

  • Client acquisition strategies
  • Holistic wealth advice
  • Client relationship ownership
  • Regulatory compliance adherence
  • Team collaboration and support

Nice-to-have

  • Growth oriented team culture
  • Client first decision making
  • Professionalism and credibility
  • Proactive prospecting and networking

Key Requirements

  • Portfolio Manager: CFA or CIM, 5+ years discretionary experience
  • Associate Portfolio Manager: CIM or CFA Level 1, AAR registered
  • Wealth Manager: CSC required, CIM preferred within 24 months
  • Post-secondary degree in Finance, Business, Economics or related field
  • Experience with HNW clients or wealth concepts is an asset

Work Rights

Not specified

Tailored Resume

Cover Letter