Jobs in Canada

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Added 2 months ago
TL
Sales Account Manager
Transx Ltd
Calgary, AB · Edmonton, AB · New Westminster, BC
- Full-time
The TransX Group of Companies has an exciting opportunity for a Sales Account Manager to join the Sales & Marketing department. The Sales Account Manager is responsible for managing and…
Added 2 months ago
YO
EarlyON Designate
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Kitchener, ON
- Up to $55,000 CAD / year
- Full-time
Ensures that all requirements of the EarlyON curriculum as outlined on the PRL and within How Does Learning Happen? and the Kindergarten Program are supported.
Added 3 months ago
Retail Experience Lead
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Yorkton, SK
Access to internal learning & development programs
Added 2 months ago
AW
Portfolio Manager, Managed Assets Program (MAP)
Aviso Wealth
Remote, Canada
- $115,000 to $135,000 CAD / year
- Full-time
- Remote
We’re looking to fill an opening for a Portfolio Manager, Managed Assets Program (MAP) to join our Asset Management team.
Added 2 months ago
AW
Portfolio Manager, Managed Assets Program (MAP)
Aviso Wealth
Remote, Canada
- $115,000 to $135,000 CAD / year
- Full-time
- Remote
We’re looking to fill an opening for a Portfolio Manager, Managed Assets Program (MAP) to join our Asset Management team.
Added 2 months ago
T
Associate Manager PT Under 20 hours
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Calgary, AB
- Part-time
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Calgary, AB
- Full-time
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Senior Commissioning Technologist
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- Full-time
Valid Class 5 driver's license required · Must have the ability to work in adverse weather conditions
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ASL-English Staff Interpreter – Interpreting Services (Science)
Saint Mary's University
Halifax, NS
- Full-time
Ability to travel worldwide and must hold a valid passport for international travel (or be able to obtain such passport)
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Senior Commissioning Technologist
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St. John's, NL
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Valid Class 5 driver's license required · Must have the ability to work in adverse weather conditions
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Gatineau, QC
- Full-time
Proactive, collaborative, detail-oriented, and committed to continuous learning and professional development.
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Front End - Assistant Department Manager Front End
Sobeys
Nanaimo, BC
- Full-time
We offer a Total Rewards package designed to support teammates at work and in life. Depending on role and eligibility, teammates may receive health and dental benefits, retirement and…
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Emergency Management Officer
Canadian Nuclear Laboratories
Pinawa, MB
- Full-time
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Toronto, ON
- Full-time
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Front Office Control & Surveillance Specialist
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Montreal, QC
- Full-time
You’ll be required in the office at least three days per week, with one of those days being either a Monday or a Friday
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Toronto, ON
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We offer a Total Rewards package designed to support teammates at work and in life. Depending on role and eligibility, teammates may receive health and dental benefits, retirement and…
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National Used Equipment Manager - Construction/Forestry
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Saskatoon, SK · Grande Prairie, AB · Red Deer, AB · AB · Acheson, AB · Langley (District), BC · Nanaimo, BC · Prince George, BC · Regina, SK
- Full-time
Wajax offers a total compensation package that includes competitive pay, comprehensive benefits, learning and development, as well as some unique additional “perks.”
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Senior Analyst, Volcker Program Governance
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Toronto, ON
- Full-time
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Lifemark Health Group
Toronto, ON
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Aviso Wealth

Portfolio Manager, Managed Assets Program (MAP)

Remote, Canada

Remote

$115,000 to $135,000 CAD / year · Full-time

Apply on jobs.workable.com About employer

Applications open in a new tab.

Job details

Pay: $115,000 to $135,000 CAD / year
Job type: Full-time
Workplace: Remote
Remote eligibility: Canada listed. Check the posting for province restrictions.
Experience: 5-7 years’ experience in the investments industry with at least 3 years of discretionary portfolio management experience
Posting language: English
Posted: Sep 5, 2026

Original job description

Aviso Wealth:

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 Manager, Managed Assets Program (MAP) to join our Asset Management team.

Reporting to the Senior Manager, MAP Trading, the Portfolio Manager is responsible for the portfolio management of Aviso’s discretionary fee-based solutions and administration support. This includes providing oversight on discretionary trades and operational processes and contributing to the overall investment strategy of managed 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:

Portfolio Management & Client Service

Co-manage internal investment mandates and models.
Act as a strategic bridge between portfolio management, technology, and advisor experience – supporting the continuous improvement of Aviso’s Managed Account platform through innovation, automation and data-driven insights
Support financial advisors with their client meetings, through presentations and correspondence that provide market update, guidance, and growth opportunities for prospective and existing clients
Participate in monthly/quarterly and ad-hoc Economic and market webcasts to advisors
Create, review, and approve investment policy statements for clients
Collaborate with other Portfolio Managers and team members on tactical investment strategies for the managed account platform, including technical & fundamental market analysis and client implementation strategies
Review and analyze investment mandates and trading, providing recommendations and opportunities for improvements
Engage directly with financial advisors to communicate platform strategy, performance updates, and portfolio positioning
Gather field insights to guide future enhancements to managed account functionality and advisor experience

Portfolio Accounting

Manage and administer separately managed (“SMA”) and unified managed (“UMA”) accounts on Portfolio Management System
Implement model portfolios from third-party investment managers, liaising as required for strategic execution
Coach and support junior members of the team on portfolio administration and management in the PM platform (currently Wealth360)
Maintain expert knowledge on Aviso’s custodial (Dataphile) and Portfolio Management Systems and processes

Client and Compliance Reporting

Manage quarterly client statement production and tax issues with tax department
Provide oversight and quality control for managed account compliance reporting and attribution analysis, ensuring data integrity and regulatory consistency across platforms
Manage ongoing Compliance and Finance reporting requirements
Provide ad hoc reports to third-party subadvisors, Compliance and advisors as required
Monitor client accounts against Investment Policy Statements and other compliance requirements
Performance reporting of portfolios and client accounts
Continuous enhancement of Aviso’s managed solutions and features to ensure they remain competitive and top caliber
Provide opportunities for enhancement of the broader product shelf of the Product Solutions department
Provide oversight to managed solutions fee billing system for clients and advisors
Collaborate cross-functionality with Trading, Operations, Compliance and Product Solutions teams to ensure efficient execution, reporting accuracy and product alignment

Your experience and skills:

Post-secondary degree in business or a related discipline
CFA Charter holder
Licensed CIRO Portfolio Manager (Discretionary)
5-7 years’ experience in the investments industry with at least 3 years of discretionary portfolio management experience
Strong understanding of the financial services industry, market research, portfolio theory and/or investment administration and sales
Excellent written and verbal communication/presentation skills
Apply data analytics and automation tools (Python, Power BI) to enhance portfolio oversight, attribution and drift monitoring
Identify opportunities to streamline and digitize operational workflows within Wealth360 and Dataphile
Advanced level MS Office Suite (emphasis on Excel and PowerPoint)
Experience with Bloomberg/Refinitiv (Eikon)
Experience with Wealth 360 & Dataphile is ideal
Programming (Python, JAVA) knowledge is considered a highly desirable asset
Experience supporting discretionary managed account programs or model portfolios
Experience working with third party sub-advisors and model delivery platforms
Excellent problem-solving skills with proven track record of managing activities and exceeding targets
Self-motivated and able to operate in a fast-paced, dynamic environment
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, Montreal, and Winnipeg. 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 $115,000 - $135,000 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 Manager is responsible for managing discretionary fee-based solutions, overseeing trades, and contributing to investment strategies. They also act as a strategic bridge between portfolio management, technology, and advisor experience to improve platform functionality.

Requirements

Candidates must hold a CFA Charter and be a licensed CIRO Portfolio Manager with 5-7 years of investment industry experience. A post-secondary degree in business or a related discipline is required, along with strong data analytics and communication skills.

Skills

Portfolio management
Investment strategy
Discretionary trading
Data analytics
Python
Power BI
Wealth360
Dataphile
Bloomberg
Refinitiv
Financial analysis
Client service
Compliance reporting
Investment policy statements
Market research
Portfolio theory

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 Manager
Managed Assets Program
Asset Management
CFA
CIRO
Discretionary Portfolio Management
Wealth360
Dataphile
Python
Power BI
Bloomberg
Refinitiv
Investment Mandates
SMA
UMA
Data Analytics
Automation
Investment Policy Statements
Compliance Reporting
Attribution Analysis
Financial Services
Market Analysis
Portfolio Theory
Investment Administration
Client Service
Model Portfolios
Sub-advisors
Operational Workflows
Digitization
Investment Strategy

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Work requirements

Jobs in Canada