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Added 4 mins ago
SG
Avalanche Technician (Contract)
Skeena Gold + Silver
BC · Kitimat-Stikine A, BC
- Full-time
Skeena Gold + Silver Limited is a Canadian mining company with a portfolio of exploration and development projects located in northwest British Columbia, Canada. Our current focus is on the…
Added 4 mins ago
BP
General Manager
Boston Pizza
New Westminster, BC
- $38.4 CAD / hour
- Full-time
Driven by professional development opportunities, and is consistently seeking new learning and skill-building moments
Added 4 mins ago
BP
Assistant General Manager
Boston Pizza
St. Albert, AB
- Full-time
…daily operations of the Restaurant. This includes the training, development, staffing, scheduling and performance management of the Front of House team members. The Assistant General…
Added 4 mins ago
BP
Front of House Supervisor
Boston Pizza
New Westminster, BC
- Full-time
A Front of House Supervisor at Canada's leading casual dining restaurant, Boston Pizza, assists the General Manager with the Restaurant’s daily operations. This includes supporting the…
Added 4 mins ago
WO
Organizational Development Coordinator
William Osler Health System
Brampton, ON
- Contract
Reporting to the Manager, Organizational Development, the Organizational Development Coordinator is the first level point-of-contact in Organizational Development, receiving a variety of…
Added 4 mins ago
DC
Strategic Lead – Transportation Planning & Strategy
Dillon Consulting Limited
Guelph, ON · Hamilton, ON · Kingston, ON · Kitchener, ON · London, ON · Oakville, ON · Ottawa, ON · Toronto, ON · Vaughan, ON · Windsor, ON · North York, ON
- Full-time
As a key senior resource, you will also serve as Project Director, Project Manager or Senior Advisor on multi-modal planning assignments, environmental assessments, secondary plans, transit…
Added 4 mins ago
R&
Executive Housekeeper - The Wickaninnish Inn
Relais & Châteaux
Tofino, BC
- Full-time
Create a positive atmosphere for learning and development within the housekeeping team.
Added 4 mins ago
SD
Beauty Manager, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Mississauga, ON
- Full-time
Prepares performance appraisals in association with Front Store Manager
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E
Purchasing Lead
EllisDon
Fort Saskatchewan, AB
- Full-time
Collaborate with Project Managers, Superintendents, Estimators, Equipment Manager, Operations leaders, and Finance to align procurement activities with project schedules, budgets, and…
Added 4 mins ago
B
QA Analyst
BMO
Toronto, ON · BMOPLACE
- Full-time
…Works collaboratively with business/groups on the strategic development, execution and measurement of traditional and non-traditional customer-focussed advertising, production,…
Added 4 mins ago
Territory Sales Representative - Halifax
Molson Coors
Halifax, NS
…team. This position reports to the Nova Scotia District Sales Manager and is responsible for achieving volume and distribution targets for our continued success in the…
Added 19 mins ago
BG
Représentant·e des ventes- Produits souterrains et entretien des arbres | Territory Manager - Underground & Tree Care Products
Brandt Group of Companies
Laval, QC
- Full-time
Brandt Tractor Ltd. is currently seeking a Territory Manager - Underground & Tree Care Products for our Brossard Construction and Forestry location.
Added 19 mins ago
BG
Représentant·e des ventes - Produits souterrains et entretien des arbres | Territory Manager - Underground & Tree Care Products
Brandt Group of Companies
Brossard, QC
- Full-time
Brandt Tractor Ltd. is currently seeking a Territory Manager - Underground & Tree Care Products for our Brossard Constrctuion and Forestry location.
Added 19 mins ago
D
Senior Manager, Technology Procurement
Deloitte
Toronto, ON
- Full-time
Deloitte Global is looking for a Senior Manager of Technology Procurement that leads global category strategy development, sourcing, negotiations and contracting within a group of…
Added 19 mins ago
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- Full-time
Brandt Tractor Ltd is currently seeking a Territory Manager for our Laval Construction and Forestry location.
Added 19 mins ago
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Territory Manager
Brandt Group of Companies
Sydney Indian Reserve No. 28A, NS · Sydney, NS
- Full-time
Brandt Tractor Ltd is currently seeking a Territory Manager for our Sydney Construction & Forestry location.
Added 19 mins ago
TU
Community-Engaged Research and Partnerships Specialist
The University of British Columbia
Vancouver, BC
- $5,692.25 to $8,179.5 CAD / month
- Full-time
…successful pursuit of excellence in research, innovation, and learning for all faculty, staff and students. Our commitment to employment equity helps achieve inclusion and fairness, brings…
Added 19 mins ago
BG
Représentant·e des ventes - Produits souterrains et entretien des arbres | Territory Manager - Underground & Tree Care Products
Brandt Group of Companies
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- Full-time
Brandt Tractor Ltd. is currently seeking a Territory Manager - Underground & Tree Care Products for our St-Augustin Construction and Forestry location.
Added 19 mins ago
TU
Research Assistant
The University of British Columbia
Vancouver, BC
- $4,845.17 to $5,713.66 CAD / month
- Full-time
…successful pursuit of excellence in research, innovation, and learning for all faculty, staff and students. Our commitment to employment equity helps achieve inclusion and fairness, brings…
Added 19 mins ago
JH
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CM
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Toronto, ON · Scarborough, ON
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…work-life balance, and the organization's commitment to continuous learning through training and development opportunities. Many employees highlight the strong sense of community and…
Added 19 mins ago
E
Vehicle Lot and Logistics Supervisor
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- $65,000 to $75,000 CAD / year
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…decisions. One hour you're reviewing SLA metrics with your Regional Manager; the next you're boosting a battery in a snowbank or getting a delivery out the door. If you know cars and love…
Added 19 mins ago
D
Collections Specialist
Dentons
Toronto, ON
- Full-time
In addition, our learning and development programs - such as mentorship opportunities, employee networks, and leadership development initiatives - are designed to support personal and…
Added 19 mins ago
SI
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- Full-time
…that converts uploaded training material into video and audio learning content, and a no-code UI agent builder that lets non-developers assemble their own agents. Pumpkin AI runs in the…
Added 19 mins ago
FC
Supervisor, Group Life and Disability Claims - Alberta
First Canadian Financial Group
Sherwood Park, AB
- Full-time
We aim to hire bright, hard-working people who share our values. We seek employees who are committed to learning, career growth, and opportunity. We take pride in being an organization that…

Aviso

Portfolio Administrator

Toronto, ON, Canada

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

Apply About employer

Applications open in a new tab.

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.

Apply About employer

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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