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Added 13 mins ago
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Senior Manager- Clean Economy
Deloitte
St. John's, NL · Greater St. John's Metropolitan Area
- Full-time
Initially, through interaction with clients and the client service teams, you will be involved with consulting and preparing claims related to the Clean Economy ITCs. As these ITCs are…
Added 13 mins ago
D
Senior Manager- Clean Economy
Deloitte
Fredericton, NB
- Full-time
Initially, through interaction with clients and the client service teams, you will be involved with consulting and preparing claims related to the Clean Economy ITCs. As these ITCs are…
Added 13 mins ago
D
Senior Manager- Clean Economy
Deloitte
Saint John, NB
- Full-time
Initially, through interaction with clients and the client service teams, you will be involved with consulting and preparing claims related to the Clean Economy ITCs. As these ITCs are…
Added 13 mins ago
RI
Project Coordinator & Workforce Administrator - Financial Services
Rose International
Mississauga, ON
- Full-time
Strong written and verbal communication skills for interacting with senior executives, engineering leads, vendors, and external visitors.
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Senior Business Analyst - Enterprise Data Management Office (EDMO)
TD
Toronto, ON
- Full-time
Provide senior-level analysis for operational intake, incidents, service requests, root-cause discussions, remediation plans, and continuous improvement opportunities.
Added 13 mins ago
BH
Junior Customer Success Manager
Bask Health
Remote, Canada
- Full-time
- Remote
As a Junior Customer Success Manager, you’ll help our customers get the most value from our products or services, build strong relationships, solve problems, and ensure customers feel…
Added 13 mins ago
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Senior Account Manager, SEM
Monks
Toronto, ON
- Full-time
…improvements and developing cutting-edge strategies tailored to client goals. Your core responsibilities in this role include strategy development, tactical execution, and management of…
Added 13 mins ago
JH
Kitchen Manager - Hotel
JRoss Hospitality Recruiters
Winnipeg, MB
- $70,000 to $75,000 CAD / year
- Full-time
Our client, an established full-service hotel in Winnipeg, is seeking an experienced Kitchen Manager to lead its back-of-house culinary operation. This is an opportunity for a hands-on…
Added 13 mins ago
US Corporate Tax - Toronto - Senior Manager
EY
Toronto, ON
As a US Tax Senior Manager in our U.S. Tax Practice, you will lead large and complex engagements, serving as a trusted advisor to multinational clients across public and private sectors.…
Added 28 mins ago
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Billing Coordinator (Contract Employment)
Fasken
AB · Calgary, AB
- Full-time
Having a strong client service approach – you’re ready, willing, and able to put our clients first and exceed their expectations.
Added 28 mins ago
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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 28 mins ago
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Director, Energy Advisory
AECOM
Calgary, AB
- Full-time
The Director will work with senior and executive-level clients to define complex and often ambiguous business problems, shape solutions ahead of formal procurement, originate and convert…
Added 43 mins ago
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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 43 mins ago
AR
General Manager
Aramark Remote Workplace Services Ltd
AB · Alberta, Canada
- Full-time
As a General Manager, you will provide leadership, operational oversight, and strategic direction for remote hospitality and support service operations in a remote lodge. This role is…
Added 43 mins ago
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Financial Reporting and Tax Compliance, Senior Manager (Bilingual FR/EN)
PwC
Montreal, QC · Quebec, QC
- Full-time
As a Financial Reporting and Tax Compliance, Senior Manager in our Core Reporting group, you'll work as part of a team of problem solvers, helping to solve complex business issues from…
Added 43 mins ago
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Gestionnaire de projets | Project Manager
SecureOps
Montreal, QC
- Full-time
Working within the SecureOps PMO and under the Sr. Project Manager, the IT Project Manager is responsible for tracking both internal and client-facing projects at SecureOps.
Added 58 mins ago
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Project Manager, Harmonization
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Victoria, BC · James Admin. Bldg.
- Full-time
MPEX-ADM3A - General Administration - Senior Professional/Manager
Added 58 mins ago
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Senior Manager PA and DPM - 12 Months Contract- Express Scripts Canada
Cigna Healthcare
Mississauga, ON
- Full-time
Job Title: Senior Manager PA and DPM contract
Added 1 hour ago
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Portfolio Administrator
Aviso
Toronto, ON
- $70,000 to $80,000 CAD / year
- Full-time
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…
Added 1 hour ago
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Senior Analyst, Fund Reporting
Aviso
Toronto, ON
- $83,000 to $100,000 CAD / year
- Full-time
Reporting to the Manager, Fund Reporting and Administration, the Senior Analyst, Fund Reporting will participate in all financial and regulatory reporting of Northwest & Ethical Investments…
Added 1 hour ago
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Senior Manager - IT ICFR
KPMG Canada
Ottawa, ON
- Full-time
Are you a talented leader with a proven track record for motivating teams and delivering exceptional client service?
Added 1 hour ago
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Security GRC Specialist
Aviso
Toronto, ON
- $105,000 to $125,000 CAD / year
- Full-time
…assurance programs and reporting appropriate metrics to the senior…
Added 1 hour ago
Senior Network Security Administrator
Scotiabank
Toronto, ON
Our client-obsessed teams deliver flexible, accessible banking solutions, breakthrough products, and award-winning service. Beyond banking, we’re committed to making an impact in the…
Added 1 hour ago
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Estimator, Camp Services
ATCO
Calgary, AB
- Full-time
This is a full-time, permanent, in-office position based in Calgary, AB, reporting to the Senior Manager, Project Development.
Added 1 hour ago
PC
Team Leader - Hazardous Materials Division
Pinchin Canada
Richmond, BC
- $90,000 to $105,000 CAD / year
- Full-time
Reporting to the Operations Manager, the Team Leader is responsible for the efficient and profitable operation of their division within their assigned region. Team Leaders also fulfill a…

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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