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Added 1 hour ago
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Wealth Planning Consultant, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
…client segments. Works collaboratively in partnership with Investment Advisors to develop and deliver a client-focused wealth planning experience culminating in a documented wealth…
Added 1 hour ago
B
Managed Accounts Supervision Specialist, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
Act as a relationship manager with Branch Supervision and Investment Advisors/Portfolio Managers in coaching on various suitability related and oversight matters.
Added 2 hours ago
RJ
Senior Financial Planner
Raymond James
AB
- Full-time
Raymond James Ltd. (RJL) is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth…
Added 7 hours ago
TS
Director of Finance
The Springer Group of Companies
Kingston, ON
- Full-time
We are a well-established and respected family-owned real estate investment and development business based in Kingston, seeking a seasoned Director of Finance to lead our high-performing…
Added 8 hours ago
A
Bilingual Estates Specialist
Aviso
Vancouver, BC
- $60,000 to $70,000 CAD / year
- Full-time
Excellent health, dental and insurance benefits to meet the diverse needs of our employees
Added 8 hours ago
A
Bilingual Estates Specialist
Aviso
Toronto, ON
- $60,000 to $70,000 CAD / year
- Full-time
Excellent health, dental and insurance benefits to meet the diverse needs of our employees
Added 8 hours ago
AW
Bilingual Estates Specialist
Aviso Wealth
Remote, Canada
- $55,000 to $70,000 CAD / year
- Full-time
- Remote
Excellent health, dental and insurance benefits to meet the diverse needs of our employees
Added 8 hours ago
AW
Bilingual Estates Specialist
Aviso Wealth
Remote, Canada
- $55,000 to $70,000 CAD / year
- Full-time
- Remote
Excellent health, dental and insurance benefits to meet the diverse needs of our employees
Added 8 hours ago
VICE-PRESIDENT, CLIENT SUCCESS (HYBRID)
Green Shield Canada
Toronto, ON · Windsor, ON
is a proudly Canadian, national non-profit health care and insurance
Added 9 hours ago
B
Administrative Associate
BMO
Surrey, BC · WSSC
- Full-time
Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of…
Added 9 hours ago
B
Administration Associate, Wealth Management, Nesbitt Burns
BMO
Quebec, QC
- Full-time
Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of…
Added 10 hours ago
NB
Wealth Associate
National Bank of Canada
Montreal, QC
- Full-time
Support investment advisors in providing superior customer service and be available to meet client requests
Added 10 hours ago
NB
Senior Analyst Individual Insurance
National Bank of Canada
Montreal, QC
- Full-time
National Bank Insurance offers financial services and distributes individual insurance, group insurance, and investment products through a network of financial security advisors operating…
Added 10 hours ago
NB
Head of Compliance NBFWM
National Bank of Canada
Montreal, QC
- Full-time
NBFWM is one of Canada’s largest investment dealers and is distinguished by its entrepreneurial business model. By supporting nearly 950 investment advisors with diverse business practices,…
Added 11 hours ago
AD
Manager, Accounting
Adi Development Group
Burlington, ON
- Full-time
We are one of Canada’s most forward-thinking real estate development, construction management and investment companies - a vertically integrated developer, builder and operator - with…
Added 11 hours ago
HS
Intermediate Accountant
HAYWOOD SECURITIES
Vancouver, BC
- Full-time
Haywood Securities is an investment firm that values its independence and its entrepreneurial spirit. Our analysts and advisors seek proven management in young companies that are built…
Added 11 hours ago
A
Manager, Sales Support, Temporary
Aviso
Toronto, ON
- $93,000 to $113,000 CAD / year
- Temporary
Excellent health, dental and insurance benefits to meet the diverse needs of our employees
Added 12 hours ago
IW
Manager Credit Risk Management (Full Time 12 Month Contract)
IG Wealth Management
Quebec, QC
- Full-time
…assets as of December 31, 2025. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie…
Added 13 hours ago
IW
Financial Planning Internship - Wealth Advisor Practice - Winter 2027
IG Wealth Management
Quebec, QC
- Volunteer
Build your understanding of investment, retirement, estate, tax, insurance, and wealth planning concepts.
Added 14 hours ago
A
Manager, Sales Compensation
Aviso
Toronto, ON
- $110,000 to $135,000 CAD / year
- Full-time
Added 14 hours ago
D
Client Financial Services Agent
Desjardins
Quebec, QC · Caisse d'économie solidaire Desjardins
- Full-time
As a client financial services agent, you work closely with advisors and provide personalized support to members and clients. You help advisors deliver services and maintain business…
Added 14 hours ago
AW
Manager, Sales Compensation
Aviso Wealth
Remote, Canada
- $110,000 to $135,000 CAD / year
- Full-time
- Remote
Added 14 hours ago
HI
Director, Advanced Markets
HUB International
Calgary, AB · Edmonton, AB · Vancouver, BC · Winnipeg, MB · London, ON · Woodbridge, ON · Montreal, QC
- Full-time
…independent Managing General Agencies (MGA). Specializing in life insurance, investments, and wealth management, we provide independent financial advisors with a wide range of products,…
Added 14 hours ago
CF
Business Development Manager
CI Financial
Vancouver, BC
- Full-time
…retention and brand promotion of all CI Global Asset Management investment products. Acting in partnership with one or two District Vice President’s, the BDM serves as a sales consultant to…
Added 15 hours ago
A
Senior Product Manager
Aviso
Toronto, ON
- $120,000 to $135,000 CAD / year
- Full-time
…product family and directly own Advisor Hub ACP, which serves advisors at ACP introducing brokers and portfolio management firms. You will also manage and coach three Product Owners who own…

Aviso

Director, Manager Research & Oversight

Toronto, ON, Canada

$135,000 to $170,000 CAD / year · Full-time

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Job details

Pay: $135,000 to $170,000 CAD / year
Job type: Full-time
Apply by: Mar 30, 2027
Experience: 8-10+ years' progressive investment industry manager research work experience in asset management, wealth management or investment consulting
Posting language: English
Posted: Oct 1, 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 Director, Manager Research & Oversight to join our Investment Management team.

Reporting to the VP, Manager Research & Oversight, the Director, Manager Research & Oversight is responsible for leading the manager research and oversight function for NEI Investments and the Managed Asset Program (MAP). The Director oversees manager selection, due diligence, sub-advisor oversight across public markets, private markets, and liquid alternatives.

The Director will lead a high-performing research team responsible for advancing analytical capabilities, strengthen manager relationships, and enhancing investment performance, to support the future growth of the platform.

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:

Lead, develop and oversee the Manager Research & Oversight team, setting priorities, elevating research quality, and building a high-performance function across public markets, private markets and liquid alternatives
Drive and implement the research agenda and investment process
Provide thought leadership on manager selection, oversight and asset allocation
Conduct ongoing manager research to review managers/strategies and keep up-to-date the trend in institutional investment industry for opportunities to upgrade strategy or launch new products
Lead manager searches, due diligence and selection recommendations for new and existing investment strategies, presenting clear, evidence-based conclusions to senior leadership
Monitor and evaluate the performance of all products, identifying opportunities for optimization and innovation
Help drive the strategic vision for manager research and oversight, ensuring alignment with organizational objectives and industry innovation
Provide actionable insights and investment recommendations to senior leadership based on manager performance and market conditions
Continuously enhance the research and oversight framework, including due diligence standards, monitoring tools, performance attribution and the use of quantitative analytics to improve decision-making
Act as a subject matter expert on investment products, providing investment insights and guidance to internal stakeholders and external partners. Present investment strategies and performance updates to clients and the sales team, ensuring clarity, confidence, and alignment with client objectives

Requirements

Your experience and skills:

University Degree in Business, science, math or any quantitative fields
CFA charter holder
Any additional finance related professional designations are an asset (CAIA, CPA, etc.)
Master's degree in business, finance or one that utilizes statistical models (Economics, Math, etc.) is an asset
8-10+ years' progressive investment industry manager research work experience in asset management, wealth management or investment consulting
Demonstrated people leadership experience, including coaching, performance management and team development
Proven track record of evaluating and managing relationships with external investment managers
Proven ability to lead investment teams and influence senior stakeholders
Advanced skills or able to very quickly learn analytical tools such as eVestment, Morningstar Direct, Bloomberg, Copilot, and Factset
Strong written and oral communication skills. Fluent communication skills in English are required and bilingual skills in French are an asset
Experience in researching global institutional investment strategies and making recommendations
Strong understanding of multi-asset investment strategies, investment products, and portfolio construction
Experience in using large amounts of data, python, or quantitative investment techniques is an asset

Benefits

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 $135,000 - $170,000 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

Lead the Manager Research & Oversight team and direct manager research, due diligence, selection, and ongoing oversight across public markets, private markets, and liquid alternatives. Develop the research agenda and oversight framework, evaluate investment performance, and provide evidence-based recommendations and investment insights to senior leaders, clients, sales teams, and other stakeholders.

Requirements

Requires a university degree in business, science, mathematics, or another quantitative field, a CFA charter, and 8–10+ years of progressive investment manager research experience; the role also calls for demonstrated people leadership and experience evaluating external investment managers. A master's degree and additional finance designations are assets, as are expertise in multi-asset strategies, portfolio construction, analytical tools, and quantitative techniques such as Python.

Skills

Manager Research
Investment Due Diligence
Manager Selection
Investment Oversight
People Leadership
Team Development
Investment Analysis
Performance Monitoring
Portfolio Construction
Multi-Asset Strategies
Quantitative Analytics
Performance Attribution
External Manager Relationship Management
Investment Communication
Python
Stakeholder Influence

Benefits

Competitive Compensation
Health Benefits
Dental Benefits
Insurance Benefits
Vacation Time
Fitness Benefit
Parental Leave Top-Up
Learning And Development
Education Assistance
Social Events

Visa sponsorship

Not detected in the job text

Keywords

CFA
CAIA
CPA
Manager Research
Manager Selection
Due Diligence
Sub-Advisor Oversight
Asset Management
Wealth Management
Investment Consulting
Public Markets
Private Markets
Liquid Alternatives
Portfolio Construction
Asset Allocation
Investment Performance
Performance Attribution
Quantitative Analytics
Python
eVestment
Morningstar Direct
Bloomberg
Copilot
FactSet
Institutional Investment Strategies
Investment Products
Investment Process
External Manager Relationships
Research Framework

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