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Portfolio Administrator
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Remote, Canada
- $70,000 to $80,000 CAD / year
- Full-time
- Remote
Commitment to the continuous improvement of our staff through learning & development and an education assistance program
Added 2 months ago
AW
Portfolio Administrator
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- Full-time
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Commitment to the continuous improvement of our staff through learning & development and an education assistance program
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Aviso Wealth

Portfolio Administrator

Remote, Canada

Remote

$70,000 to $80,000 CAD / year · Full-time

Apply on jobs.workable.com About employer

Applications open in a new tab.

Job details

Pay: $70,000 to $80,000 CAD / year
Job type: Full-time
Workplace: Remote
Remote eligibility: Canada listed. Check the posting for province restrictions.
Experience: 3+ years’ experience in the investment industry
Posting language: English
Posted: Sep 3, 2026

Original job description

Aviso:

At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic ‘oneaviso’ culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso has to offer at www.aviso.ca.

The Opportunity:

We’re looking to fill an opening for a Portfolio Administrator to join our Asset Management team.

Reporting to the Senior Manager, MAP Trading, the Portfolio Administrator is responsible for the daily portfolio administration of Credential’s Separately Managed Account (SMA) programs and support of other investment management solutions.

As oneaviso:

We Care – You do the right thing for clients, partners and colleagues. You build trusted relationships, champion service excellence, and contribute to a culture where people feel valued and supported

We Dare –You challenge the status quo with bold ideas and fresh perspectives. You embrace change, seek opportunities to innovate and are comfortable exploring new ways of working

We Share – You collaborate openly and build meaningful relationships. You seek out diverse perspectives, share your knowledge and work together to help colleagues, clients and partners succeed

We Deliver – You take ownership of your work, honour your commitments and focus on delivering meaningful results. You hold yourself accountable and continuously look for ways to improve

What your day looks like:

Manage client and inventory accounts on the Portfolio Management & Custodial systems and resolving any data discrepancies
Execute discretionary trades as outlined on the Investment Policy Statement and agreements
Implement and monitor client trade restrictions
Assist with monthly fee-billing
Generate quarterly investment reports and supervision reports
Work closely with internal and external stakeholders to manage client accounts
Maintain Aviso’s investment materials such as fact sheets, performance sheets and quarterly reports
Provide support to Advisors on Aviso’s product offerings
Assist Portfolio Managers with investment proposals and presentations
Support Aviso’s Investment Strategy Committee with market research, analysis, and presentations

Your experience and skills:

Post-secondary degree in business or a related discipline
Working towards CFA (at least level I)
Successful completion of Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH) and and Wealth Management Essentials (WME)
3+ years’ experience in the investment industry
Currently licensed or eligible to be licensed as a Registered Representative within 30 days
Working experience with Portfolio Management software, Bloomberg or Morningstar preferred
Demonstrated experience and thorough understanding of investment concepts, analytics and investment administration market research, product development and sales would be beneficial
Intermediate level of knowledge with MS Office Suite programs and advanced level of Excel knowledge.
Knowledge of and experience with CGI Wealth360 and Dataphile is an asset
Fluent communication skills in English are required and bilingual skills in French are an asset

Why Aviso Wealth?

At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.

Here are a few things that set us apart:

Competitive compensation package that rewards and recognizes individual contributions
Excellent health, dental and insurance benefits to meet the diverse needs of our employees
Generous vacation time, fitness benefit, parental leave top-up options
Matching contributions to our retirement program
Commitment to the continuous improvement of our staff through learning & development and an education assistance program
Regular social events to foster teamwork

Your Information

By submitting your application, you consent to the collection, use, and disclosure of your provided personal information for the purposes of assessing your qualifications and suitability for employment with Aviso. Your information will be handled in accordance with applicable Canadian privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA) and relevant provincial legislation. Your data may be shared with authorized personnel involved in the recruitment process and retained only as long as necessary to fulfill these purposes or as required by law.

Further information is available on the Privacy link on our Career Page – Privacy Policies

Equal Employment Opportunity

Aviso welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.

We thank all applicants for their interest, however, only those selected for further consideration will be contacted.

No recruiters or agencies, please.

Company Overview:

Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with approximately $145 billion in total assets under administration and management, and over 1,000 employees. We’re building a comprehensive, technology-enabled, client-centric wealth services ecosystem. Our clients include our partners, advisors, and investors. We’re a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. Our partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry. Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors. Our asset manager, NEI Investments, specializes in investing responsibly. Our online brokerage, Qtrade Direct Investing®, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios®, serves investors who prefer a hands-off approach. Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms. We have offices in Toronto, Vancouver, and Montreal. Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins. We’re proud to power businesses that empower investors.

A career with Aviso means being part of a group of talented, energetic professionals who live their values every day, and belonging to an organization dedicated to your success and career development. If you’re looking for interesting and challenging work, at a company committed to its people, apply to join our team.

Salary

This position is posted with an expected salary range of $70,000 - $80,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.

Apply on jobs.workable.com About employer

More about this job

Responsibilities

The Portfolio Administrator is responsible for daily portfolio administration, including managing client accounts, executing discretionary trades, and implementing trade restrictions. They also support investment management solutions by generating reports, assisting with fee-billing, and providing research support to the Investment Strategy Committee.

Requirements

Candidates must hold a post-secondary degree in business or a related field and possess at least 3 years of experience in the investment industry. Required certifications include the Canadian Securities Course (CSC), Conduct & Practices Handbook (CPH), and Wealth Management Essentials (WME), with progress toward a CFA designation.

Skills

Portfolio administration
Trade execution
Investment policy statement
Fee-billing
Investment reporting
Client account management
Market research
Investment analysis
CFA
CSC
CPH
WME
Portfolio management software
Bloomberg
Morningstar
Excel

Benefits

Health insurance
Dental insurance
Insurance benefits
Generous vacation time
Fitness benefit
Parental leave top-up
Retirement program matching
Learning and development
Education assistance program

Visa sponsorship

Not detected in the job text

Keywords

Portfolio Administrator
Asset Management
SMA
Credential
Investment Policy Statement
Trade execution
Fee-billing
CFA
CSC
CPH
WME
Registered Representative
Portfolio Management software
Bloomberg
Morningstar
MS Office
Excel
CGI Wealth360
Dataphile
Market research
Investment analysis
Wealth management
Financial services
Client relations
Investment reporting

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Jobs in Canada