Requisition ID: 255659
ScotiaMcLeod, a cornerstone of Scotia Wealth Management®, is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice, and a collaborative culture, we’re committed to helping clients grow and protect their wealth by understanding their complete financial picture—life, family, business, and future.
Our signature
Enriched Thinking ® approach brings together investment, wealth planning, and advisory specialists to deliver truly personalized solutions. You’ll be supported by an innovative, team-based environment that values integrity, client focus, and continuous growth.
At ScotiaMcLeod, you’re not just building a career—you’re joining a firm where ideas spark, collaboration thrives, and you’re empowered to reach your full potential while making a real impact in your clients' lives.
Brief Introduction
The
ScotiaMcLeod Branch Manager
is responsible for the development and achievement of defined business priorities for the Branch through the profitable delivery of superior client service and wholistic wealth solutions to high and ultra-high net worth clients and businesses.
The incumbent is responsible for leading and coaching the branch team to ensure they have the skills and knowledge to provide a wide array of total wealth management solutions and motivate advisors to exceed sales growth and profitability goals. In addition, a key focus of the incumbent will be focused on branch growth through advisor acquisition.
What You’ll Be Doing
Develop And Execute Branch Business Plans And Growth Strategy
Serve as the primary leadership contact for the branch
Broaden and deepen client relationships by bringing together the expertise and resources of Scotia Wealth Management
Develop and maintain an external Centre’s of Influence network for external business referrals
Lead The Sales/service Management Strategy
Lead, coach and motivate advisors to exceed sales growth and profitability goals
Develop and maintain a broad knowledge base to ensure all client facing team members have skills necessary to promote the full suite of Wealth products and services
Oversee Compliance Management For The Branch
Maintain oversight of supervisory functions and Tier 1A compliance requirements
Partner with Compliance and National Supervision to execute business priorities/initiatives in compliance with governing regulations, internal policies and procedures
Ensure Operational Effectiveness For The Branch
Execute the ScotiaMcLeod recruitment strategy for Wealth Advisors
Manage the branch profit plan (e.g., revenue planning, expenditures, etc.)
Support client experience issues and the formal complaints process
Motivates And Develops Individual And Team Performance
Foster and develop a strong, positive team environment, driving business development, innovation and a high degree of engagement
Drive the internal communications process by ensuring all employees are aware of key projects, corporate goals and ongoing critical changes affecting clients
Identify and support training and developmental needs of team members
Facilitate a culture of open and honest communication through regular touch bases, team meetings, and encouraging the generation of new ideas and approaches and actively sharing knowledge and experience to enhance the development of all team members
Do You Have The Skills
Expert knowledge of the wealth management advisory industry and factors that influence it
Exceptional Wealth Advisory business development and leadership skills having worked successfully for 10+ years within the industry
Well-developed network of relationships with senior stakeholders, and advisors
Superior leadership and management skills and an ability to work closely and collaboratively with other senior Bankers across all Divisions
Expert knowledge of and demonstrated success in sales management techniques
Demonstrated exceptional ability to develop and implement a strategic plan, with a record of accomplishment of delivering results in a large organization
Proven change agent with building a business, outstanding general management, interpersonal / team motivation and communication skills
Post-graduate business degree (e.g., MBA) and a CFA (or equivalent experience) considered an asset
Requisite education, examination and training requirements, and experience necessary to be registered as a Supervisor with the Canadian Investment Regulatory Organization (CIRO)
Additional courses may be required to fulfill the Derivatives Supervisor designation if required
What’s In It For You
Competitive Compensation and Benefits package including annual incentive plans, time off entitlements, Pension Plan, Employee Share Ownership Plan and favourable employee rates for employee banking
The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers
An organization committed to making a difference in our communities– for you and our clients
An inclusive working environment that encourages creativity, curiosity and celebrates success
Learning and Development – free access to Scotia Academy to upskill and develop your skills
#SWM
Location(s): Canada : Ontario : Hamilton
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.
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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Requisition ID: 256439
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
Scotia Jarislowsky Fraser (SJF) is expanding and hiring across multiple roles supporting our Total Wealth and discretionary investment management offering. Whether you are a licensed Portfolio Manager, an emerging Associate Portfolio Manager, or a relationship focused Wealth Manager committed towards becoming registered as an APM then PM, we welcome exceptional candidates who are passionate about serving high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.
The scope of discretionary authority and portfolio management responsibility varies by licensing level and registration with provincial securities regulators, but ownership of client relationships and business development expectations apply across all roles.
Candidates will be assessed for the role that best aligns with their experience, licensing, and career trajectory.
Core Responsibilities Shared Across All Roles
Business Development & Growth
Acquire new HNW and UHNW clients through proactive prospecting, referrals, networking, and centres of influence.
Develop and execute client‑acquisition strategies aligned with market opportunities and business objectives.
Maintain a disciplined and well‑documented prospect pipeline to support sustainable, profitable growth.
Identify opportunities to consolidate assets, deepen client relationships, and increase share of wallet across the client lifecycle.
Client Relationship Management & Advice
Develop deep, long‑term client relationships through ongoing life based discovery.
Gain an intimate understanding of clients’ goals, circumstances, values, and evolving wealth needs.
Deliver holistic wealth advice that integrates investments, planning, tax, insurance, and banking solutions.
Proactively identify gaps, risks, and opportunities to enhance client outcomes and experience.
Act as the central relationship owner and trusted advisor for clients.
Represent SJF internally and externally with professionalism, credibility, and a strong growth mindset.
Risk, Compliance & Professional Standards
Ensure complete, accurate, and up to date KYC/IPQ documentation.
Maintain ongoing suitability of strategies and recommendations as client circumstances evolve.
Operate with strict adherence with regulatory requirements, internal policies, and conduct standards.
Uphold SJF’s values of integrity, professionalism, and client first decision making.
Team & Culture
Collaborate closely with the CRIA team who supports APM and PM development and other Total Wealth partners to deliver integrated solutions.
Contribute to a high-performance, inclusive, and growth oriented team culture.
Share knowledge, support team initiatives, and participate actively in meetings and development activities.
Portfolio Manager – SJF (AR Registered, Full Discretion)
Who this role is for: Experienced discretionary investment professionals who are fully AR licensed with the provincial securities regulator to manage portfolios and deliver sophisticated investment counselling.
What you bring
CFA charter holder or CIM designation required.
Must meet all regulatory requirements for Portfolio Manager registration (AR with the Ontario Securities Commission for example).
Minimum 5+ years of discretionary portfolio management experience.
Post‑secondary degree in Finance, Business, Economics, or related field.
Associate Portfolio Manager – SJF (AAR Registered, Development Toward Full PM Licensing)
Who this role is for: Professionals who are AAR licensed with the provincial securities regulator and on the pathway to Portfolio Manager registration possessing strong investment knowledge and want to grow within SJF’s Total Wealth environment.
What you bring
CIM or CFA Level 1 required per regulatory requirements.
Must meet all regulatory requirements for Associate Portfolio Manager registration (AAR with the Ontario Securities Commission for example).
Interest in pursuing CFA, CFP, and/or LLQP is an asset.
Strong investment literacy and ability to explain concepts clearly.
Desire to develop into a full discretionary Portfolio Manager role.
Strong client relationship and communication skills.
Post‑secondary degree in Finance, Business, Economics, or related field.
Wealth Manager – SJF (Non-Registrant Relationship Lead)
Who this role is for: Professionals who lead client relationships by collaborating closely with SJF’s Total Wealth and CRIA teams, without holding discretionary registration. We provide the training and support and opportunity to gain the experience required to become AAR registered and become an Associate Portfolio Manager title.
What you bring
CSC required; CIM preferred (must be completed within 24 months).
Interest in pursuing CFA, CFP, and/or LLQP is an asset.
Effective communication, relationship management, and business development skills.
Business development and client relationship experience in an adjacent occupation (i.e., commercial banking, retail wealth management, mutual funds and insurance sales, accounting and tax planning for wealth management clients, trust or legal backgrounds, experience working with retail and wealth management clients and partners, etc.).
Experience with HNW clients or wealth concepts is an asset.
Post‑secondary education in Finance/Business or related fields.
What all roles share
Demonstrate integrity, trustworthiness, and sound judgment.
Deliver best in class client experiences.
Thrive in a collaborative, team‑based wealth environment.
Communicate clearly and credibly to sophisticated clients.
Are motivated to learn, grow, and contribute to SJF’s Total Wealth mission.
What’s in it for you
Access to industry leading training, mentorship, and development.
A multi‑disciplinary expert ecosystem supporting your success.
Meaningful career pathways, including progression to registrant roles.
A culture built on respect, collaboration, and client excellence.
Base salary and incentive‑based compensation.
Lower costs and overhead for you by providing marketing, business development, and office administration support.
Location(s): Canada : Ontario : Markham
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A leading wealth management firm in Hamilton seeks a ScotiaMcLeod Branch Manager. The role entails developing branch strategies, leading a high-performing team, and delivering client-centric wealth solutions. Candidates should have over 10 years of experience, exceptional leadership skills, and a strong business development background. You'll benefit from competitive compensation, an inclusive work environment, and continuous learning opportunities. Join a firm committed to client success and community impact. #J-18808-Ljbffr
A leading financial institution in Vancouver is seeking a Senior Manager for their Signature Banking team. You will drive team success in delivering exceptional personal service, provide effective management of lending solutions, and ensure compliance with banking standards. Qualified candidates will have 5+ years in retail banking and experience in leading teams. This position offers an opportunity to lead a diverse team and foster an inclusive culture. #J-18808-Ljbffr
A financial services firm in Markham seeks experienced professionals for various roles in wealth management, focusing on high-net-worth and ultra-high-net-worth clients. Positions include Portfolio Manager, Associate Portfolio Manager, and Wealth Manager, requiring strong business development and client relationship skills. Candidates should have relevant qualifications such as CFA or CIM, with opportunities for professional growth and mentorship. The firm promotes a culture of collaboration, respect, and dedication to client excellence. #J-18808-Ljbffr
A leading financial institution in Oakville seeks experienced investment professionals to manage HNW and UHNW clients, focusing on business development and client relationship management. Ideal candidates should have a strong background in discretionary portfolio management, a CFA or CIM designation, and the ability to communicate complex investment strategies clearly. Opportunities exist for various roles, including Portfolio Manager, Associate Portfolio Manager, and Wealth Manager, with an emphasis on delivering best-in-class client experiences. #J-18808-Ljbffr
Nurture client relationships in a transformative role as a Wealth Manager. Foster growth and collaboration while guiding clients toward their financial goals without holding discretionary registration.
This position is tailored for professionals eager to enhance client relations within a cohesive wealth management framework. You will collaborate with teams, leverage market opportunities, and develop strategies to support high-net-worth individuals. Your role will significantly impact clients' financial journeys and satisfaction.
Key Responsibilities:
• Collaborate with teams to enhance client services
• Lead client relationship management initiatives
• Assist in developing strategic business growth plans
• Identify new client prospects through effective networking
• Uphold professionalism and integrity in all interactions
Requirements:
• CSC required; CIM preferred within 24 months
• Strong client relationship and communication skills
• Business development experience in wealth management
• Post-secondary degree in Finance or Business
• Desire to progress toward registration roles
Successfully manage client experiences, driving engagement and fostering financial well-being in a collaborative environment.
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Oversee branch operations by delivering superior wealth management services. Grow business priorities and cultivate client relationships while leading a motivated team focused on profitability and compliance.
In this managerial role, you will ensure the achievement of defined business objectives through effective leadership and strategic planning. You'll enhance client relationships by providing comprehensive wealth solutions and managing compliance tasks. Drive growth and foster team performance by accurately identifying needs and supporting professional development.
Key Responsibilities:
• Execute and develop branch growth strategies
• Cultivate influential external business networks
• Coach advisors to exceed profitability goals
• Maintain compliance with regulatory standards
• Support client experience and manage operational issues
Requirements:
• 10+ years in wealth advisory roles
• Exceptional leadership and network-building skills
• Proven sales management experience
• Strong strategic planning and implementation skills
• Relevant education and supervisory qualifications
Lead a branch committed to excellence and client satisfaction through strong guidance and innovative strategies.
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Requisition ID:
256171
Join a purpose driven winning team, committed to results, in an inclusive and high‑performing culture.
Purpose
As a leader of Signature Banking team, the incumbent contributes to the signature banking success through leading the delivery of sound advice and administration of the assigned book of business. The incumbent ensures that the team of signature bankers delivers exceptional personal service and provides effective overall day‑to‑day management of banking and lending solutions. In addition, the incumbent is accountable for coaching and employee development, overseeing compliance standards and resource management with the assigned team and liaising with signature banking head office on updates, enhancements, and training. The senior manager is also responsible for the teams’ deepening and client primacy goals. As a senior manager, the incumbent will work closely with manager – business development and other stakeholders to provide direction to team members in a manner consistent with the overall signature banking strategy and customer segmentation strategy.
Is this role right for you? In this role you will
Inspire, Lead, And Develop a Diverse Service Team By
Developing a full knowledge and understanding of bank products, services, processes, and policies
Maintaining an acute focus on responding quickly and resourcefully to client requests with professionalism, ensuring first time right approach and acting with a sense of urgency
Embracing and championing change management initiatives across the team by ensuring clear communication and providing support and coaching
Coordinating peer‑to‑peer support for new employees within your team and across signature banking teams
Providing regular coaching, feedback, direction and support to direct reports and peers
Recognizing and rewarding success, informing, and supporting individual development plans, and managing non‑performance
Planning and leading monthly team skills development sessions while facilitating the sharing of best practices in collaboration with signature banking head office
Managing workload and vacation coverage for team to ensure a consistent client experience
Resolving issues/negotiating compromises between team members
Monitoring recorded customer concerns and resolving escalated concerns and issues
Lead The Administration And Compliance Functions For Assigned Team
Ensuring accurate and timely completion of daily and periodic monitoring activities including automated control system, worklist management exceptions, work hub, digital courier, and accounting support package reviews
Maintaining oversight of all team compliance dashboard metrics, ensuring outstanding issues are resolved in a timely manner
Ensuring team stays current on retail lending compliance, regulatory compliance, and custody requirements and changes
Adhering to compliance with regulatory activities and guidance over occupational health & safety
Monitoring team’s strict adherence to bank security procedures, including retail lending policies and processes, assigned authorities and limits
Escalating fraudulent activities, unusual occurrences, issues/deficiencies/trends to your team lead and/or AML and/or branch compliance officer (BCO) and/or chief compliance officers and/or applicable shared services department as appropriate
Understand how the bank’s risk appetite and risk culture should be considered in day‑to‑day activities and decisions
Creates an environment in which their team pursues effective and efficient operations of their respective areas in accordance with scotiabank’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
Builds a high‑performance environment and implements a people strategy that attracts, retains, develops, and motivates their team by fostering an inclusive work environment and using a coaching mindset and behaviors; communicating vision/values/business strategy; and managing succession and development planning for the team
Skills
Do you have the skills to enable you to be successful in this role? We would love to work with you if you have:
5+ years retail or business banking experience
2+ years leading a team with a proven track record of employee development and coaching
Experience with client service standards and change management
University or community college degree preferred
The successful completion of a course of study that will enable registration with the appropriate provincial securities commission to obtain a license to sell mutual funds
Strong knowledge of the regulatory environment applicable to the investment management industry
Location(s):
Canada : British Columbia : Vancouver
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Requisition ID: 256441
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
Scotia Jarislowsky Fraser (SJF) is expanding and hiring across multiple roles supporting our Total Wealth and discretionary investment management offering. Whether you are a licensed Portfolio Manager, an emerging Associate Portfolio Manager, or a relationship focused Wealth Manager committed towards becoming registered as an APM then PM, we welcome exceptional candidates who are passionate about serving high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.
The scope of discretionary authority and portfolio management responsibility varies by licensing level and registration with provincial securities regulators, but ownership of client relationships and business development expectations apply across all roles.
Mandarin language skills are preferred to support communication with Mandarin‑speaking clients and stakeholders.
Candidates will be assessed for the role that best aligns with their experience, licensing, and career trajectory.
Core Responsibilities Shared Across All Roles
Business Development & Growth
Acquire new HNW and UHNW clients through proactive prospecting, referrals, networking, and centres of influence.
Develop and execute client‑acquisition strategies aligned with market opportunities and business objectives.
Maintain a disciplined and well‑documented prospect pipeline to support sustainable, profitable growth.
Identify opportunities to consolidate assets, deepen client relationships, and increase share of wallet across the client lifecycle.
Client Relationship Management & Advice
Develop deep, long-term client relationships through ongoing life based discovery.
Gain an intimate understanding of clients’ goals, circumstances, values, and evolving wealth needs.
Deliver holistic wealth advice that integrates investments, planning, tax, insurance, and banking solutions.
Proactively identify gaps, risks, and opportunities to enhance client outcomes and experience.
Act as the central relationship owner and trusted advisor for clients.
Represent SJF internally and externally with professionalism, credibility, and a strong growth mindset.
Risk, Compliance & Professional Standards
Ensure complete, accurate, and up to date KYC/IPQ documentation.
Maintain ongoing suitability of strategies and recommendations as client circumstances evolve.
Operate with strict adherence with regulatory requirements, internal policies, and conduct standards.
Uphold SJF’s values of integrity, professionalism, and client first decision making.
Team & Culture
Collaborate closely with the CRIA team who supports APM and PM development and other Total Wealth partners to deliver integrated solutions.
Contribute to a high-performance, inclusive, and growth oriented team culture.
Share knowledge, support team initiatives, and participate actively in meetings and development activities.
Portfolio Manager – SJF (AR Registered, Full Discretion)
Who This Role Is For
Experienced discretionary investment professionals who are fully AR licensed with the provincial securities regulator to manage portfolios and deliver sophisticated investment counseling.
What You Bring
CFA charter holder or CIM designation required.
Must meet all regulatory requirements for Portfolio Manager registration (AR with the Ontario Securities Commission for example).
Minimum 5+ years of discretionary portfolio management experience.
Post‑secondary degree in Finance, Business, Economics, or related field.
Associate Portfolio Manager – SJF (AAR Registered, Development Toward Full PM Licensing)
Who This Role Is For
Professionals who are AAR licensed with the provincial securities regulator and on the pathway to Portfolio Manager registration possessing strong investment knowledge and want to grow within SJF’s Total Wealth environment.
What You Bring
CIM or CFA Level 1 required per regulatory requirements.
Must meet all regulatory requirements for Associate Portfolio Manager registration (AAR with the Ontario Securities Commission for example).
Interest in pursuing CFA, CFP, and/or LLQP is an asset.
Strong investment literacy and ability to explain concepts clearly.
Desire to develop into a full discretionary Portfolio Manager role.
Strong client relationship and communication skills.
Post‑secondary degree in Finance, Business, Economics, or related field.
Wealth Manager – SJF (Non-Registrant Relationship Lead)
Who This Role Is For
Professionals who lead client relationships by collaborating closely with SJF’s Total Wealth and CRIA teams, without holding discretionary registration. We provide the training and support and opportunity to gain the experience required to become AAR registered and become an Associate Portfolio Manager title.
What You Bring
CSC required; CIM preferred (must be completed within 24 months).
Interest in pursuing CFA, CFP, and/or LLQP is an asset.
Effective communication, relationship management, and business development skills.
Business development and client relationship experience in an adjacent occupation (i.e., commercial banking, retail wealth management, mutual funds and insurance sales, accounting and tax planning for wealth management clients, trust or legal backgrounds, experience working with retail and wealth management clients and partners, etc.)
Experience with HNW clients or wealth concepts is an asset.
Post‑secondary education in Finance/Business or related fields.
What All Roles Share
Demonstrate integrity, trustworthiness, and sound judgment.
Deliver best in class client experiences.
Thrive in a collaborative, team-based wealth environment.
Communicate clearly and credibly to sophisticated clients.
Are motivated to learn, grow, and contribute to SJF’s Total Wealth mission.
What’s In It For You
Access to industry leading training, mentorship, and development.
A multi‑disciplinary expert ecosystem supporting your success.
Meaningful career pathways, including progression to registrant roles.
A culture built on respect, collaboration, and client excellence.
Base salary and incentive-based compensation.
Lower costs and overhead for you by providing marketing, business development, and office administration support.
Location(s): Canada : Ontario : Oakville
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.
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.
#J-18808-Ljbffr
