Found Description
Join Scotia Jarislowsky Fraser as an Investment Portfolio Manager in Toronto, Ontario. Utilize your wealth management skills to meet diverse client investment needs effectively.
This position requires in-depth understanding of client objectives through the KYC process and ensuring suitable investment strategies are deployed. You will collaborate intensively with Wealth Managers while guiding Wealth Associates on their development journey. Your role is crucial for optimizing client portfolio performance and satisfaction.
Key Responsibilities: • Use KYC to customize asset allocation according to needs • Recommend investment strategies aligned with client life goals • Regularly assess and update client investment portfolios • Engage in comprehensive wealth conversations with clients • Contribute to team goals through effective collaboration
Requirements: • Degree in Economics, Business, or Finance • CFA or CIM designation required • Minimum 5 years of direct por...
This position requires in-depth understanding of client objectives through the KYC process and ensuring suitable investment strategies are deployed. You will collaborate intensively with Wealth Managers while guiding Wealth Associates on their development journey. Your role is crucial for optimizing client portfolio performance and satisfaction.
Key Responsibilities: • Use KYC to customize asset allocation according to needs • Recommend investment strategies aligned with client life goals • Regularly assess and update client investment portfolios • Engage in comprehensive wealth conversations with clients • Contribute to team goals through effective collaboration
Requirements: • Degree in Economics, Business, or Finance • CFA or CIM designation required • Minimum 5 years of direct por...
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