Private Wealth Portfolio Manager, Jfl

3 weeks ago

Montréal, Canada Jarislowsky Fraser Full time

**Requisition ID**: 211747

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

Contributes to the overall success of the Private Wealth department ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures.

Focus is on expanding our Private Wealth clientele in the greater Montreal and Quebec areas. A positive self-starter, comfortable and articulate with JFL’s Investment philosophy and execution principles; a proven track record in the development of Private clientele. Generate sustainable and profitable growth by acquiring and retaining both clients and assets.

**_
Location: _**Montreal

**Is this role right for you? In this role you will**:

- Champions a customer focused culture to deepen client relationships and leverage broader firm relationships, systems and knowledge.
- Ensure a comprehensive and solid understanding of each client’s financial needs, risk tolerance, and long-term objectives by maintaining ongoing dialogue (both verbal and written) with clients, to stay abreast of any changes in client needs or capital market conditions that may affect clients’ financial objectives.
- Recommend an appropriate asset mix model for a client’s circumstances, income needs, and return expectations, selecting securities in accordance with the firm’s views that fulfill clients’ objectives, regularly monitoring portfolios and making changes as appropriate.
- Manage client portfolios in accordance with the firm’s guidance, leveraging available pooled fund securities wherever feasible. Ensure asset mix is in accordance with client directive and research team philosophy and adjust when necessary.
- Ensure a high level of client satisfaction and retention. Establish a client contact schedule to ensure that clients are contacted based on an appropriate service standard both by telephone and in person.
- Grow assets under management by consolidating assets from existing clients, getting referrals for new clients, and other internal partners / external centres of influence. Support Managing Directors and Directors through completion and presentation to existing clients and new prospects.
- Understand how JFL’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
- Actively pursues effective and efficient operations of his/her respective areas in accordance with firm’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.

**Do you have the skills that will enable you to success in this role? We'd love to work with you if you have**:

- Bachelor’s degree or equivalent experience required, preferably in Finances.
- Registered investment professional designation such as the CFA charter and/or CIM.
- Registered with the OSC/’Autorité des marchés financiers’
- Minimum 5 years direct experience in discretionary investment management, covering both financial analysis and managing portfolios (individuals, estates, trusts, pension plans, foundations, registered accounts), with an expert understanding of investment returns, potential risks and the associated tax implications.
- Strong relationship management skills. Proficient in sales and business development.
- Strong knowledge of the financial markets.
- Driven, talented individual with exceptional presentation skills.
- Experience and contacts in the endowment fund, corporate pension, defined contribution, Indigenous Trusts and financial consulting business.
- Entrepreneurial spirit, driven, autonomous.
- Demonstrated PC literacy, proficiency in Microsoft office including PowerPoint.
- Must meet the regulatory requirements to be registered with the appropriate securities commission.
- High-level of attention to detail and accuracy.
- Strong communication, organizational and interpersonal skills with a service orientation.

**What’s in it for you?**
- A competitive compensation and benefits package
- Ability to make a lasting impact on an assigned book of customers
- An inclusive culture where we value and recognize our employees’ contributions
- An organization committed to making a difference in our communities - for you and your customers

**_
Working Conditions_**
- In hybrid mode: standard office-based environment, for a minimum of three (3) days a week.
- The business environment is fast-paced, complex and demanding; non-standard hours are a common occurrence
- Traveling is required from time to time.

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advic

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