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Added 1 hour ago
LF
Human Resources Generalist
Lysander Funds Limited
Toronto, ON
- Full-time
Lysander Funds is an independent Investment Fund Manager headquartered in Toronto with regional offices in Montréal and Vancouver. We offer investment products to investment and mutual fund…
Added 2 hours ago
MI
Associate Director, Debt Services
MUFG Investor Services
Toronto, ON
- $82,500 to $121,000 CAD / year
- Full-time
…global investment management industry. Leveraging the financial and intellectual capital of MUFG – one of the largest banks in the world with $2.8 trillion in assets – we provide clients…
Added 3 hours ago
TL
Legal Counsel (Private Markets)
Toronto Lawyers Association
Toronto, ON
- Contract
Carta is the connected platform and AI-native ecosystem for private capital. Built to replace fragmented tools with a single system of record, Carta brings together the software, services,…
Added 3 hours ago
CR
Office Manager
COGIR Real Estate
Ottawa, ON
- Full-time
Competitive Compensation Package: As an Office Manager, you will enjoy a lucrative compensation package. We offer a competitive salary that reflects your experience and expertise and…
Added 4 hours ago
SM
Manager, Finance, Performance & Analytics
Stevenson Memorial Hospital
Alliston, ON
- Full-time
Reporting to the Vice President, Corporate Services & Chief Financial Officer, the Manager, Finance, Performance and Analytics supports the hospital's strategic objectives, performance…
Added 4 hours ago
K
Manager, National CPA Program (12 months secondment)
KPMG
AB · Lethbridge, AB · Abbotsford, BC · Chilliwack, BC · Kamloops, BC · Kelowna, BC · Langley (District), BC · Prince George, BC · Vancouver, BC · Vernon, BC · Victoria, BC · Winnipeg, MB · Fredericton, NB · St. John's, NL · Halifax, NS · Hamilton, ON · Kingston, ON · Kitchener, ON · London, ON · North Bay, ON · Oakville, ON · Ottawa, ON · Sault Ste. Marie, ON · Sudbury, ON · Toronto, ON · Vaughan, ON · Waterloo, ON · Windsor, ON · ON · Regina, SK · Saskatoon, SK · Edmonton, Alberta · Kanata, Ontario · Langley, British Columbia
- Full-time
The Audit Center team is seeking to hire a manager, who will act as key to coordinating and overseeing operational delivery activities for specialized CPA candidate programs. This role…
Added 4 hours ago
FC
Business Analyst / Senior Business Analyst Commercial Services
FirstOntario Credit Union
Hamilton, ON
- Full-time
Efficiently support the Account Manager, Commercial Services or Credit Solutions in the preparing and presenting high-quality proposals by analyzing and conducting proper due diligence for…
Added 4 hours ago
GW
Manager, Practice Operations and Initiatives
Gowling WLG
Ottawa, ON
- $101,000 to $125,000 CAD / year
- Full-time
The Manager, Practice Operations and Initiatives leads the execution of strategic priorities and operational improvements across the Firm's practice groups. Reporting to the Senior Practice…
Added 4 hours ago
T
Personal Banking Associate Trainee
TD
Calgary, AB
- Full-time
A self-starter who works independently in a dynamic work environment through strong administration, organizational, planning and time management skills
Added 4 hours ago
T
Personal Banking Associate Trainee
TD
Calgary, AB
- Full-time
A self-starter who works independently in a dynamic work environment through strong administration, organizational, planning and time management skills
Added 4 hours ago
D
Practice Manager - Etobicoke
dentalcorp
Toronto, ON · West Mall Dental Group
- Full-time
The wage for this Practice Manager position is $70-$80k/year depending on skills, experience, and location.
Added 4 hours ago
SR
Operations Manager
STRIVE Recruitment Inc.
Peterborough, ON
- Full-time
STRIVE is a specialist recruitment firm offering proactive recruitment solutions in the areas of Accounting & Finance, Corporate Administration, Technology, and Manufacturing Operations.…
Added 4 hours ago
HT
IT Internal Auditor
Husky Technologies
Bolton, ON
- Full-time
The IT Internal Auditor is responsible for executing IT audits and consulting engagements to drive efficiency and effectiveness in financial processes, business operations and major…
Added 4 hours ago
HT
A/P Administrator
Husky Technologies
Bolton, ON
- Full-time
…on-site position. You will report to the Shared Services AP Manager and will work as part of a team in a fully automated, full-cycle accounts payable role. If you are a people-person who…
Added 5 hours ago
O
National Accounts Director
OPENLANE
Brampton, ON
- $100,000 to $125,000 CAD / year
- Full-time
A National Account Director who will serve as the primary account relationship manager for commercial sellers. The core focus of this role is (1) to retain our high-value client base to…
Added 5 hours ago
LC
Store Administrator, Hourly Part Time Day
Loblaw Companies Limited
Victoria, BC
- Part-time
Review timesheets against payroll posting and advise the manager of any discrepancies.
Added 5 hours ago
TH
Intermediate Financial Analyst
The Hospital for Sick Children
Toronto, ON
- Full-time
…Physician Billing Operations team. Reporting to the Senior Manager, POS Business Operations, and working closely with the Director, Peri-Operative Services, Strategy, Finance &…
Added 5 hours ago
TH
Physician Billing Specialist, Peri-Operative Services
The Hospital for Sick Children
Toronto, ON
- Full-time
Position Overview: Are you billing professional fees for physician services in the province and looking to further develop your expertise as a specialist? The SickKids Peri-Operative…
Added 5 hours ago
RT
Principal Adviser Remuneration - Incentive Design
Rio Tinto
Montreal, QC
- Full-time
We are looking for a Principal Adviser, Incentive Design to shape how business performance and value creation are translated into short and long term reward across Rio Tinto. Working at the…
Added 5 hours ago
UO
Senior Workday Architect
University of Waterloo
Waterloo, ON
- Full-time
The Senior Workday Architect is the design authority for the University’s Workday platform. The role establishes and governs platform architecture, configuration principles, integration…
Added 5 hours ago
UO
Admissions Coordinator
University of Waterloo
Waterloo, ON · Ira G. Needles Hall
- Full-time
At the University of Waterloo, we create and promote a culture where everyone can reach their full potential. As an employee, you get support & opportunities that empower you to advance…
Added 5 hours ago
KC
Manager, National CPA Program (12 months secondment)
KPMG Canada
Lethbridge, AB
- Full-time
The Audit Center team is seeking to hire a manager, who will act as key to coordinating and overseeing operational delivery activities for specialized CPA candidate programs. This role…
Added 5 hours ago
KC
Manager, National CPA Program (12 months secondment)
KPMG Canada
Lethbridge, AB
- Full-time
The Audit Center team is seeking to hire a manager, who will act as key to coordinating and overseeing operational delivery activities for specialized CPA candidate programs. This role…
Added 5 hours ago
KC
Manager, National CPA Program (12 months secondment)
KPMG Canada
St. John's, NL
- Full-time
The Audit Center team is seeking to hire a manager, who will act as key to coordinating and overseeing operational delivery activities for specialized CPA candidate programs. This role…
Added 5 hours ago
KC
Manager, National CPA Program (12 months secondment)
KPMG Canada
Sudbury, ON · Greater Sudbury, ON
- Full-time
The Audit Center team is seeking to hire a manager, who will act as key to coordinating and overseeing operational delivery activities for specialized CPA candidate programs. This role…

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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