Associate Portfolio Manager Jobs in Markham 2026: Scotia Jarislowsky Fraser (SJF), part of Scotiabank, is offering full-time opportunities for Portfolio Managers, Associate Portfolio Managers, and Wealth Managers in Markham, Ontario, and surrounding communities. These positions are designed for professionals who want to combine investment expertise with meaningful, long-term relationships with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.
This is more than an investment-focused position. You will help clients make important financial decisions, understand their changing goals, and receive coordinated wealth solutions across investments, financial planning, tax, insurance, and banking. Depending on your licensing, experience, and career direction, you may take on discretionary portfolio management responsibilities or develop toward a broader wealth-management role.
SJF provides an environment where experienced professionals can strengthen their investment knowledge, develop lasting client relationships, collaborate with multidisciplinary specialists, and build a long-term career within a leading Canadian financial institution.
Details of Associate Portfolio Manager Job:
- Title: Associate Portfolio Manager Jobs in Markham 2026 – Apply Now
- Company Name: Scotiabank
- Division: Scotia Jarislowsky Fraser (SJF)
- Location: Markham, Ontario, Canada
- Salary: Approximately $61 per hour
- Job Type: Full-time
- Start Date: As soon as possible
- Work Area: Markham, Barrie, Aurora, Oshawa, Vaughan, Whitby, and surrounding Ontario communities
About the Role:
The Portfolio Manager, Associate Portfolio Manager, and Wealth Manager positions at SJF combine professional investment knowledge with relationship-driven wealth management.
Successful candidates will work closely with HNW and UHNW clients, understand their financial objectives, provide comprehensive wealth guidance, and identify opportunities to deepen long-term relationships. The exact position offered may depend on your professional qualifications, licensing, previous experience, and career aspirations.
The role also involves close collaboration with Total Wealth and Client Relationship & Investment Advisory (CRIA) teams. This multidisciplinary approach allows clients to receive coordinated advice rather than isolated investment recommendations.
Responsibilities for Associate Portfolio Manager Jobs in Markham:
- Build and maintain trusted, long-term relationships with HNW and UHNW clients and professional referral partners.
- Identify new business opportunities through referrals, networking, prospecting, relationship events, and centres of influence.
- Develop a detailed understanding of each client’s financial objectives, circumstances, values, investment needs, and changing priorities.
- Provide comprehensive wealth-management guidance covering investments, financial planning, tax considerations, insurance, and banking solutions.
- Manage or support investment portfolios according to your licensing, registration, experience, and assigned responsibilities.
- Identify opportunities to consolidate client assets and strengthen relationships through appropriate wealth solutions.
- Act as a dependable primary relationship contact for assigned clients.
- Maintain accurate and up-to-date KYC and investment policy questionnaire documentation.
- Ensure investment recommendations remain suitable as clients’ circumstances, objectives, and risk profiles change.
- Follow applicable regulatory requirements, internal policies, professional standards, and ethical expectations.
- Partner with CRIA, Total Wealth, and other specialists to deliver integrated solutions.
- Contribute to business-development activities and sustainable growth.
- Support a high standard of client service throughout every stage of the relationship.
Position Requirements:
Portfolio Manager
- CFA charterholder or CIM designation.
- At least five years of discretionary portfolio-management experience.
- Eligibility for Portfolio Manager registration.
- Strong investment analysis and portfolio-management knowledge.
- Demonstrated ability to manage sophisticated client relationships.
Associate Portfolio Manager
- CIM designation or CFA Level I.
- Eligibility for Associate Portfolio Manager registration.
- Strong understanding of investments and portfolio-management principles.
- Experience supporting investment decisions or wealth-management relationships is an advantage.
- Demonstrated ambition to progress toward a Portfolio Manager position.
Wealth Manager
- Canadian Securities Course (CSC) certification required.
- CIM designation preferred, with an expectation of completing it within 24 months where applicable.
- Strong client relationship-management capabilities.
- Experience in business development, wealth management, financial services, or a related field.
Additional Qualifications
- Post-secondary education in Finance, Business, Economics, or a related discipline.
- Experience working with HNW clients or within wealth management is an advantage.
- Excellent communication and interpersonal skills.
- Strong analytical, problem-solving, and relationship-building abilities.
- Demonstrated business-development and networking capabilities.
- Interest in pursuing CFA, CFP, and/or LLQP qualifications is considered an asset.
- Strong professional judgment, integrity, maturity, and commitment to client service.
- Ability to collaborate effectively with investment and wealth-management specialists.
Benefits of Associate Portfolio Manager Job:
- Competitive Earnings and Professional Rewards: Associate Portfolio Manager Jobs in Markham offer approximately $61 per hour, providing attractive earning potential while allowing qualified professionals to build valuable experience in investment and wealth management.
- Strong Career Advancement Opportunities: Employees can develop their portfolio management expertise, strengthen client advisory skills, and work toward progressing into senior Portfolio Manager or broader Wealth Manager responsibilities over time.
- High-Value Client Relationship Experience: Professionals gain opportunities to work with high-net-worth and ultra-high-net-worth clients, developing trusted relationships while understanding complex financial goals, investment requirements, and long-term wealth strategies.
- Comprehensive Wealth Management Exposure: The role provides valuable experience across investments, financial planning, taxation, insurance, and banking solutions, helping professionals develop a broader understanding of holistic wealth management.
- Expert Mentorship and Collaborative Support: Working with Scotia Jarislowsky Fraser and multidisciplinary wealth teams provides access to experienced professionals, specialized expertise, collaboration, mentorship, and practical learning throughout your career.
- Professional Development and Industry Growth: The position supports continuous learning and professional advancement while providing opportunities to strengthen investment knowledge, pursue relevant designations, expand business-development capabilities, and establish a lasting career in Canadian wealth management.
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Why This Opportunity Matters
Wealth management is ultimately about people, not just portfolios. Clients trust their advisors with financial decisions that can affect their families, businesses, retirement plans, and long-term ambitions.
This opportunity allows experienced financial professionals to combine technical investment knowledge with genuine relationship building. For someone who enjoys understanding clients, solving complex financial challenges, and creating long-term value, the role can provide a rewarding path within a respected Canadian financial institution.
Whether you are ready to manage portfolios independently, developing toward portfolio-management responsibilities, or building your career as a wealth manager, SJF offers an opportunity to grow your expertise while making a meaningful difference in clients’ financial lives.
How to Apply for Associate Portfolio Manager Jobs in Markham?
Candidates interested in the Portfolio Manager, Associate Portfolio Manager, or Wealth Manager opportunities should review the official Scotiabank/SJF job posting carefully before applying.
Choose the position that best matches your qualifications, licensing, investment experience, and long-term career goals. Review all eligibility requirements, prepare an updated résumé highlighting your wealth-management and client experience, and submit your application through the official employer application process.
Where are these Associate Portfolio Manager positions located?
These opportunities are based primarily in Markham, Ontario, with the broader client coverage area potentially including Barrie, Aurora, Oshawa, Vaughan, Whitby, and surrounding communities. Candidates should review the current posting carefully because specific responsibilities and locations can change.
Does Scotiabank provide career development opportunities for employees?
Yes, the role offers opportunities for professional development, mentorship, collaboration, and career progression. Associate Portfolio Managers can strengthen investment expertise, expand client-management capabilities, pursue professional designations, and potentially progress toward Portfolio Manager or broader wealth-management responsibilities over time.
How can candidates apply for these jobs online today?
Candidates should review the official Scotiabank careers posting, confirm their qualifications and registration eligibility, prepare an updated résumé, and submit their application online. Applicants should follow all instructions carefully and monitor communications for potential interviews or additional recruitment steps.
