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Added 2 mins ago
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Sr. Materials Innovation Manager – Advanced Concepts
ARC'TERYX
North Vancouver, BC
- Full-time
As the Sr. Materials Innovation Manager – Advanced Concepts, you lead the advanced materials development function, creating industry-leading textile technology platforms and collaborating…
Added 16 mins ago
YU
Administrative Coordinator
York University
Toronto, ON
- Contract
…Coordinator role supports the Chair/Director and the Operations Manager in all administrative matters, coordinates the workflow of non-academic staff and daily operations of the academic…
Added 17 mins ago
AE
Sr. Materials Innovation Manager – Advanced Concepts
Arc'teryx Equipment
North Vancouver, BC
- Full-time
As the Sr. Materials Innovation Manager – Advanced Concepts, you lead the advanced materials development function, creating industry-leading textile technology platforms and collaborating…
Added 17 mins ago
BH
Technical Support Analyst
Bayshore HealthCare
Toronto, ON · Scarborough, ON
- Full-time
This role will collaborate with the ISSU/TSA Manager, Manager Branch Support and NSC IT to ensure all issues are tracked and resolved, and if appropriate, escalated within a timely manner.…
Added 17 mins ago
WI
Commercial Manager
WSP in Canada
Ottawa, ON
- Full-time
Join WSP as a Commercial Manager and help enable the successful delivery of projects across our business. In this role, you'll be a trusted partner to Project Managers, Project Controls,…
Added 17 mins ago
M
Department Manager, Operations Support
MEC
Kitchener, ON
- $48,100 to $60,200 CAD / year
- Full-time
As the Department Manager, Operations Support, you are a key store leader responsible for driving day-to-day operational excellence. You lead back-of-house operations, inventory flow, loss…
Added 17 mins ago
SC
Branch Administrator - Temporary (Calgary or Red Deer, AB)
Sterling Crane
Calgary, AB
- Full-time
Reporting To The Branch Manager, The Branch Administrator
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R
Manager, Client Services
Ryan
Calgary, AB · Mississauga, ON
- Full-time
The Manager, Client Services (“Manager”) professional is responsible for communicating the Firm’s vision and capabilities to the marketplace and engaging clients and prospects in a…
Added 17 mins ago
T
Personal Banker
TD
Olds, AB
- Full-time
Strive to achieve and improve service level agreements and productivity targets
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Manager, Supply Chain / Gestionnaire, Gestion de la chaîne d’approvisionnement
MSD
Charlottetown, PE · CAN - Prince Edward Island - Charlottetown
- Full-time
We are seeking an experienced Manager, Supply Chain Management to lead the Supply Chain function at our companies Animal Health manufacturing site in Prince Edward Island.
Added 17 mins ago
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Customer Service Representative (Cantonese & Mandarin)
BMO
Toronto, ON
- Part-time
Executes routine tasks (e.g. service requests, transactions, queries, etc.) within relevant service level agreements.
Added 32 mins ago
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Billing Coordinator (Contract Employment)
Fasken
AB · Calgary, AB
- Full-time
Ensure Client Billing Agreements are followed (special rates, pre-arranged discounts, special billing arrangements - Hourly, Contingency, Flat/Fixed Fees).
Added 32 mins ago
VE
Proposal Procurement Lead (North America)
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Oakville, ON
- Full-time
…during the ambiguity bidding phase. Reporting to the Senior Manager - Proposal Procurement, North America this role serves as an agile Strategy Enabler to optimize cost-competitiveness and…
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Purchasing Lead
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- Full-time
…supplier consolidation, standardization, and improved buying…
Added 32 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 32 mins ago
EC
Profit Centre Manager
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Vancouver, BC
- $70,000 to $80,000 CAD / year
- Full-time
As a Profit Centre Manager, you will develop and lead all business operations at the Profit Centre. The Profit Centre Manager is accountable for growing the business while sustaining…
Added 46 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
This position reports to the CMS Senior Manager and works closely with the CMS Co-Directors and Faculty Community Liaison. This position requires collaboration with a wide range of partners…
Added 46 mins ago
TU
Academic and Student Programs Coordinator
The University of British Columbia
Kelowna, BC
- $5,519 to $6,326 CAD / month
- Full-time
The Academic & Student Programs Coordinator reports to the Manager, Administration and works closely with faculty members, academic leaders, students, and administrative colleagues across…
Added 46 mins ago
MC
Chef de l’engagement du client / Customer Engagement Manager
Merck Canada
Kirkland, QC
- Full-time
…together to create meaningful impact. As a Customer Engagement Manager, you will have the opportunity to bring creativity and strategic thinking to the forefront - shaping integrated…
Added 46 mins ago
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Manager, Client Services
Ryan
Calgary, AB
- Full-time
The Manager, Client Services (“Manager”) professional is responsible for communicating the Firm’s vision and capabilities to the marketplace and engaging clients and prospects in a…
Added 47 mins ago
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Vehicle Lot and Logistics Supervisor
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Added 47 mins ago
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Manager, Client Services
Ryan
Mississauga, ON
- Full-time
The Manager, Client Services (“Manager”) professional is responsible for communicating the Firm’s vision and capabilities to the marketplace and engaging clients and prospects in a…
Added 47 mins ago
Sales Manager
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Added 47 mins ago
SA
Manager, Procurement Sr
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Winnipeg, MB
- Full-time
As a Senior Manager, Procurement you’ll be responsible for leading strategic sourcing and procurement activities that support StandardAero’s global MRO operations. This role drives supplier…
Added 47 mins ago
UO
Community-Engaged Research and Partnerships Specialist
University of British Columbia
Vancouver, BC · UBCV | C.K. Choi Building for the Institute of Asian Research (CHOI)
- $5,692.25 to $8,179.5 CAD / month
- Full-time
This position reports to the CMS Senior Manager and works closely with the CMS Co-Directors and Faculty Community Liaison. This position requires collaboration with a wide range of partners…

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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