Associate Private Wealth, Jarislowsky Fraser

4 days ago

MontrealQuebec, Canada Scotiabank Full time

Requisition ID: 219897

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

Founded in 1955, Jarislowsky, Fraser Limited is an investment management firm with almost 70 years of experience conducting fundamental research and managing assets for pension funds, foundations and endowments, corporations, and individuals in Canada and internationally — representing more than CA$58 billion in assets under management. Our history and culture are rooted in investment stewardship that is expressed through an adherence to quality investing consistent with our long- standing investment philosophy and the advancement of good governance and sustainable investing. Acting in the best interests of our clients is the cornerstone of everything we do. Headquartered in Montreal, we have offices in Toronto, Calgary, and Vancouver.



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

This is a unique opportunity for someone interested in the client service side of investment management at an established and growing global investment manager. The role is to support the functional areas of Private Client Services and contribute to the overall success of the Portfolio Management team.

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

  • Champions a customer focused culture to deepen client relationships and leverage broader firm’s relationships, systems and knowledge.
  • Prepare and coordinate account opening and client profile update documents.
  • Model, rebalance and generate transactions for portfolio managers to review.
  • Verify the impact of Portfolio transactions before they are executed.
  • Liaise with internal equity and fixed income traders.
  • Review client investment policies.
  • Provide analytical support for sales and marketing activities.
  • Prepare presentations to clients and prospects as requested by portfolio managers.
  • Prepare and verify compliance reports.
  • Analyze the performance of investments.
  • Customize monthly and quarterly reports for clients.
  • Possibility in the medium term to assume additional responsibilities in a more direct relationship with customers.
  • 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 the 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.
  • Champions a high performance environment and contributes to an inclusive work environment.

Education and Experience

  • Bachelor in Finance or Business or another related field.
  • Willingness to enroll in the CFA program and/or the CIM designation and/or the AAR
  • 1 to 3 years of work experience in a similar role.

Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you have:

  • Strong knowledge of Excel and experience with the Microsoft Office suite
  • A high level of attention to detail and precision.
  • Strong numeracy skills.
  • Willingness to learn and adapt to change.
  • Reliable and with good judgment.
  • Advanced written and verbal communication skills.
  • Bilingual, French and English. Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English to French because they will be required to work closely with other groups from head office who operate primarily in English, and they will serve English-speaking clientele frequently

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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 advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. Jarislowsky, Fraser Limited (“JFL”) is a wholly-owned subsidiary of The Bank of Nova Scotia (“Scotiabank”) and operates as a distinct business division. JFL manages the portfolios of pension funds, foundations and endowments, corporations and high-net-worth individuals in Canada and internationally.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

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