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Added 39 mins ago
T
Developing Investment Advisor (Vancouver Island)
TD
Victoria, BC
- Full-time
3+ years of experience working directly in a client-facing, sales or relationship-focused role, ideally in a mutual fund or brokerage environment
Added 54 mins ago
P
Senior Accountant
Plooto
Canada
- Full-time
We're looking for a highly technical and detail-oriented Senior Accountant to join our growing Finance team. This role is ideal for someone with strong financial accounting fundamentals,…
Added 54 mins ago
Accounting Co-op
Optima Living
Vancouver, BC
Resident Comfort Fund: Record resident payments and maintain accurate supporting documentation for audit purposes.
Added 1 hour ago
B
Senior / Lead Product Manager - New Verticals
Baselane
Toronto, ON
- Full-time
…including Matrix Partners, Activant Capital, Collaborative Fund, Conversion Capital, Diagram Ventures, ThomVest, and many FinTech leaders from PayPal, eBay, Google, and…
Added 1 hour ago
MT
Analyst, CMI
Miller Thomson LLP
Montreal, QC
- Full-time
An individual TFSA with low fund management fees and competitive investment options;
Added 2 hours ago
A
Senior IT Auditor
Aviso
Toronto, ON
- $83,000 to $100,000 CAD / year
- Full-time
Added 2 hours ago
Accounting Co-op
Optima Living
Edmonton, AB
Resident Comfort Fund: Record resident payments and maintain accurate supporting documentation for audit purposes.
Added 3 hours ago
AI
Portfolio Manager, Fixed Income & Relative Value
Alberta Investment Management Corporation (AIMCo)
Toronto, ON
- Full-time
…background may come from an institutional internal alpha team, hedge fund, alternative asset manager, or a bank rates desk with portfolio-level accountability. Success in the role will…
Added 3 hours ago
S
Director, Compliance
Sagard
Toronto, ON · Montreal, QC
- Full-time
…Advisers Act of 1940 and/or portfolio managers, investment fund managers and exempt market dealers under NI 31-103 Registration Requirements, Exemptions and Ongoing Registrant…
Added 3 hours ago
OI
Client Operations Specialist
Orbis Investments
Burnaby, BC
- Full-time
Working closely with the global Orbis Fund Operations teams and other business units to effectively communicate relevant information.
Added 3 hours ago
T
Personal Banking Associate Trainee - Mandarin or Cantonese Language Skills an Asset
TD
Vancouver, BC
- Full-time
For roles requiring Mutual Fund licensing, applicable registration requirements with the Canadian Investment Regulatory Organization (CIRO) must be met. Licensing registration is subject to…
Added 4 hours ago
A
Portfolio Administrator
Aviso
Toronto, ON
- $70,000 to $80,000 CAD / year
- Full-time
Added 4 hours ago
MD
Agency Chief Financial Officer
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
Experience overseeing complex governmental budgeting processes, including development, monitoring, and reporting of multi-fund, multi-biennium budgets.
Added 4 hours ago
A
Senior Analyst, Fund Reporting
Aviso
Toronto, ON
- $83,000 to $100,000 CAD / year
- Full-time
Liaise with the external auditors ensuring that the audit plans for NEI funds are adequately planned and coordinated with the fund accountant and administrator
Added 4 hours ago
A
Security GRC Specialist
Aviso
Toronto, ON
- $105,000 to $125,000 CAD / year
- Full-time
Added 4 hours ago
A
Service Designer, Temporary
Aviso
Vancouver, BC
- Contract
Added 4 hours ago
Manager, GCEC & VA SSI Supervision
Scotiabank
Toronto, ON
Licensed to sell mutual funds in Canada and registered as a Mutual Fund Representative with the applicable provincial securities regulators in all Canadian provinces and territories.
Added 4 hours ago
Financial Analyst/ Claims and Financial Officer/ Senior Claims and Financial Officer (PS2, PS3, PS4)
Government of Alberta
AB
…financial security, student claims and the Student Protection Fund, while ensuring financial processes align with applicable legislation, regulations, policies and financial…
Added 4 hours ago
A
Product Owner - Asset Management, Temporary
Aviso
Toronto, ON
- Full-time
Added 4 hours ago
RB
Assistant Branch Manager
Royal Bank of Canada
Winnipeg, MB
- Full-time
At least 2 years of licensed mutual fund sales experience within the last 3 years
Added 4 hours ago
CD
Senior Accountant
Conwest Developments
Vancouver, BC
- $88,000 to $105,000 CAD / year
- Full-time
The Senior Accountant is a key member of the corporate accounting team and works directly with the Manager, Accounting to deliver accurate, timely, and well-supported financial information…
Added 5 hours ago
R
Assistant Branch Manager
RBC
Winnipeg, MB
- Full-time
At least 2 years of licensed mutual fund sales experience within the last 3 years
Added 5 hours ago
T
Personal Banking Associate (Full time) - Blainville, Seigneurie
TD
Blainville, QC
- Full-time
Licensing Requirements: For roles requiring Mutual Fund licensing, applicable registration requirements with the Canadian Investment Regulatory Organization (CIRO) must be met. Licensing…
Added 5 hours ago
D
Wealth Management Advisor
Desjardins
Disraeli, QC · Caisse Desjardins du Carrefour des lacs
- Full-time
Mutual fund representative certificate – Autorité des marchés financiers
Added 5 hours ago
D
Wealth Management Advisor
Desjardins
Longueuil, QC
- Full-time
Mutual fund representative certificate – Autorité des marchés financiers

Aviso

Portfolio Administrator

Toronto, ON, Canada

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

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Job details

Pay: $70,000 to $80,000 CAD / year
Job type: Full-time
Apply by: Apr 25, 2027
Experience: 3+ years' experience in the investment industry
Posting language: English
Posted: Oct 2, 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

Requirements

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

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 $70,000 - $80,000 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

Administer client and inventory accounts for separately managed account programs, execute discretionary trades according to client agreements, monitor restrictions, and support fee billing and investment reporting. Maintain investment materials, assist advisors and portfolio managers with product information and proposals, and provide market research and analysis to the Investment Strategy Committee.

Requirements

Requires a post-secondary degree in business or a related discipline, at least three years of investment-industry experience, and completion of the Canadian Securities Course, Conduct & Practices Handbook, and Wealth Management Essentials. Candidates should be working toward CFA Level I or higher, be licensed or eligible for Registered Representative licensing within 30 days, and have strong investment administration, portfolio software, and advanced Excel knowledge; English fluency is required and French is an asset.

Skills

Portfolio Administration
Discretionary Trading
Investment Policy Statements
Trade Restrictions
Fee Billing
Investment Reporting
Stakeholder Management
Investment Materials Maintenance
Investment Proposals
Market Research
Investment Analysis
Investment Concepts
Portfolio Management Software
Bloomberg
Morningstar
Microsoft Office

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

Separately Managed Accounts
Portfolio Administration
Asset Management
Portfolio Management
Discretionary Trading
Investment Policy Statement
Client Accounts
Custodial Systems
Trade Restrictions
Fee Billing
Investment Reports
Supervision Reports
Investment Proposals
Market Research
Investment Analysis
Product Development
Sales
CFA Level I
Canadian Securities Course
Conduct & Practices Handbook
Wealth Management Essentials
Registered Representative
Bloomberg
Morningstar
Microsoft Office
Advanced Excel
CGI Wealth360
Dataphile
Investment Strategy Committee

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