Scotia Jarislowsky Fraser Market Lead

Scotiabank • Montreal, QC

8d

About The Position

The Market Lead is responsible for driving sustainable and profitable growth in the assigned market by enabling Portfolio Managers, Associate Portfolio Managers, Wealth Managers, Wealth Associates, and administrative teams to deliver exceptional client service with greater consistency, efficiency, and capacity. This role combines market leadership, relationship management, operational discipline, compliance oversight, and people leadership to ensure the business is well positioned to retain, deepen, and grow high net worth and ultra-high net worth client relationships.
The incumbent acts as a trusted business partner to Portfolio Managers and regional leadership by strengthening day-to-day operating routines, reinforcing risk and compliance expectations, supporting human resources and workforce planning activities, and removing operational friction that may limit client-facing capacity. By building a disciplined, well-controlled, and highly engaged market environment, the Market Lead helps Portfolio Managers focus more time on value-added client conversations, business development, referrals, and holistic wealth advice—thereby improving the client experience and accelerating market growth.

Requirements

• University Degree (Business, Economics, Accounting, Finance)
• CSC & CIM, or its predecessor CIF
• 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.
• Thorough investment management know-how and depth of experience required as it relates to understanding economic and market data in order to describe the firm’s investment strategy to partners and clients
• Strong ability to explain financial and wealth strategies and concepts integrated with firm-wide investment strategies
• Expert relationship management, operational leadership, team leadership, and people management skills
• Strong business development skills, with the ability to connect operational excellence, disciplined execution, and sales management routines to improved client service and market growth
• Strong communication and influencing skills
• Strong interpersonal, communication & listening and people management skills
• Strong understanding of wealth management operations, supervisory routines, compliance requirements, documentation standards, audit readiness, issue escalation, and control processes
• Experience supporting HR-related activities such as recruitment coordination, onboarding, role transitions, employee development routines, training follow-up, workforce capacity planning, and performance management support
• Results/Goal achievement oriented
• Self- motivated and disciplined
• Executes with Integrity
• Proficient in the completion of a Financial Plan
• Thorough knowledge of each CWM & SJF Business Line’s value proposition
• Thorough knowledge of the full CWM product and service offering in order to identify opportunities across the Scotia Wealth Management
• Working knowledge of the products and services offered by Scotiabank partners in order to identify and refer clients as appropriate
• Sufficient knowledge of English, as the work involves interacting and collaborating regularly with groups and individuals based in Toronto, as well as constantly interacting with other people, including clients, who speak English, locally and elsewhere.

Nice To Haves

• CFA

Responsibilities

• Enables exceptional client service and relationship growth by strengthening the support model around Portfolio Managers and client-facing teams.
• Supports disciplined investment management and advisory execution by ensuring Portfolio Managers have the structure, information flow, and service support required to deliver advice efficiently.
• Accelerates sustainable market growth by translating business development priorities into disciplined execution routines, sales support, and team capacity.
• Leads operational effectiveness, compliance discipline, risk management, and control routines that increase Portfolio Manager capacity and protect the client experience.
• Executes the sales, service, and capacity management strategy for the Scotia Wealth Management Office.
• Provides leadership, HR support, and people management discipline to build a high-performing, engaged, and scalable team environment.
• Contributes to the effective functioning, scalability, and growth of SJF.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior