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Added 16 mins ago
Investment Associate, Private Capital - Financial Services
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Full-time
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Added 16 mins ago
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Aviso

Bilingual Managed Account Program (MAP) Support Specialist

Toronto, ON, Canada

Pay: $60,000 to $70,000 CAD / year
Job type: Full-time
Apply by: Oct 22, 2026
Posting language: English
Posted: Sep 22, 2026

Apply About employer

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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 Bilingual Managed Account Program (MAP) Support Specialist to join our Operations team.

Reporting to the Supervisor, New Accounts the Bilingual MAP Support Specialist is responsible for the service & day to day operational support of Aviso's Separately Managed Account (SMA) programs and other investment management solutions.

The role requires consistent delivery of outstanding service for clients, team members, and related parties by handling all administration duties for managed accounts with minimal supervision while maintaining a high degree of accuracy and timeliness.

Leadership qualities are essential as you will be responsible for processing and managing all client account inquiries in accordance with operational procedures, company policies, and industry regulations.

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:

Handle email and phone inquiries from internal and external stakeholders to manage client accounts in a timely, efficient, compliant, and professional manner
Process and coordinate various duties within department and other shared services such as investment instructions, account set ups, updates, transfers, redemptions and contributions
Execute discretionary trades to support redemptions and contributions requests
Act as the primary contact for internal and external stakeholders with respect to the resolution of problems and complaints by initiating an investigation, recording details, referring to the relevant departments and conducting appropriate follow-ups
Provide guidance and support on procedures, forms, and practices within the SMA program to ensure advisors are successful with product implementation and account maintenance needs
Assist with monthly fee-billing
Provide support to the Supervisor through analysis of departmental trends and preparation of various reports such as volume & escalation tracking to ensure delivery of service standards

Requirements

Your experience and skills:

Post-secondary education in a related field (e.g., a degree, diploma, or certificate in Business or Finance)
Successful completion of the Canadian Investment Regulatory Exam (CIRE) or equivalent
Exceptional customer service skills with a minimum of 5 years' customer service experience; 2-3 years of which are within the financial services industry (or equivalent), preferably serving high net worth clientele
Excellent time management and organizational skills with proven ability to work well under pressure and meet deadlines
Excellent communication and interpersonal skills
Working experience with Portfolio Management software, Bloomberg or Morningstar preferred
Fluent communication skills in English and French are required
Strong Knowledge of Microsoft Office (Outlook, Excel, Word)
Self-motivated, results oriented with strong attention to detail and accuracy
Proven ability to identify and resolve issues to the satisfaction of all parties

Benefits

Why Aviso?

At Aviso, 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 $60,000 - $70,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.

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More about this job

Responsibilities

The specialist is responsible for the day-to-day operational support of managed account programs, including processing account inquiries, trades, and maintenance. They act as a primary contact for stakeholders to resolve issues and provide guidance on program procedures and practices.

Requirements

Candidates must have post-secondary education in Business or Finance and the Canadian Investment Regulatory Exam (CIRE) certification. A minimum of 5 years of customer service experience, including 2-3 years in the financial services industry, is required.

Skills

Customer service
Financial services
Account management
Operational support
Investment management
Problem resolution
Time management
Organizational skills
Portfolio management software
Bloomberg
Morningstar
Bilingualism
Microsoft Office
Data analysis
Reporting
Attention to detail

Benefits

Health insurance
Dental insurance
Life insurance
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

Managed Account Program
SMA
Wealth management
Operations
CIRE
Investment instructions
Account set ups
Discretionary trades
Fee-billing
Portfolio management software
Bloomberg
Morningstar
Financial services
High net worth
Compliance
Reporting
Customer service
Bilingual
Microsoft Office
Outlook
Excel
Word
Investment dealer
Mutual fund dealer
Asset management

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