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Added 28 mins ago
RF
Regional Manager (Downtown/Scarborough)
Real Fruit Bubble Tea
Toronto, ON
- $80,000 to $130,000 CAD / year
- Full-time
Reporting directly to the Senior Management Team, including Operations and Executive leadership, the Regional Manager oversees the daily operations, sales performance, team development, and…
Added 28 mins ago
D
Senior Manager- Clean Economy
Deloitte
St. John's, NL · Greater St. John's Metropolitan Area
- Full-time
…practices, delivery approaches, and building of our team. As a senior member of the team you will apply your skills and knowledge to lead client engagements which may include pre-claim…
Added 28 mins ago
D
Senior Manager- Clean Economy
Deloitte
Fredericton, NB
- Full-time
…practices, delivery approaches, and building of our team. As a senior member of the team you will apply your skills and knowledge to lead client engagements which may include pre-claim…
Added 28 mins ago
D
Senior Manager- Clean Economy
Deloitte
Saint John, NB
- Full-time
…practices, delivery approaches, and building of our team. As a senior member of the team you will apply your skills and knowledge to lead client engagements which may include pre-claim…
Added 28 mins ago
M
Department Manager, Member Experience
MEC
North Vancouver, BC
- $48,100 to $60,200 CAD / year
- Full-time
As the Department Manager, Member Experience, you are a key store leader responsible for delivering exceptional member experiences across the sales floor, Cash and Member Service Desk, and…
Added 28 mins ago
M
Department Manager, Operations Support
MEC
Kitchener, ON
- $48,100 to $60,200 CAD / year
- Full-time
Reporting to the General Manager, you partner closely with the Senior Staff Team to identify risks, improve operational performance, and build strong operational capability within the team.…
Added 28 mins ago
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Senior Manager, Food Innovation Technology
KFC
Vaughan, ON
- Full-time
The Senior Food Innovation Technology Manager is the heart of our business and can balance the art and science of innovation, development, and food safety. They have passion for food and…
Added 28 mins ago
S
Senior Product Manager - SOTI Connect
SOTI
Mississauga, ON
- $120,000 to $140,000 CAD / year
- Full-time
…most importantly, be part of a winning team. As the successful Senior Product Manager, you will be responsible for taking ownership of the product line life cycle from strategic planning to…
Added 28 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 43 mins ago
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Proposal Procurement Lead (North America)
Veolia Environnement SA
Oakville, ON
- Full-time
…equipment during the ambiguity bidding phase. Reporting to the Senior Manager - Proposal Procurement, North America this role serves as an agile Strategy Enabler to optimize…
Added 58 mins ago
AR
General Manager
Aramark Remote Workplace Services Ltd
AB · Alberta, Canada
- Full-time
ARAMARK Remote Workplace Services is growing and seeking an experienced General Manager to support our remote lodge operations across Canada. We call it hospitality. You call it home.…
Added 58 mins ago
CS
Office Manager
Cogir Senior Living
Ottawa, ON · Astoria Senior Apartments
- Full-time
Cogir Senior Living manages retirement residences across the country. We offer a range of senior living options including independent living, assisted living and memory care.
Added 58 mins ago
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Senior Product Proposition Manager
Global Payments Inc.
Toronto, ON
- Full-time
Make your mark at one of the biggest names in payments. We’re looking for a Senior Product Proposition Manager to join our enterprise product team and help shape the future of global…
Added 58 mins ago
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Director, Marketing & Growth
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Kelowna, BC
- Full-time
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Added 1 hour ago
Lifecycle Marketing Specialist
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Vancouver, BC
Hi, I'm Gerald, Senior Lifecycle Marketing Manager at Zen Educate. I'm looking for a Lifecycle Marketing Specialist to help us build lifecycle programs that create compounding growth by…
Added 1 hour ago
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Senior Financial Analyst
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Mississauga, ON · CAN - ON - Mississauga
- Full-time
The Financial Analyst, Sales Finance & Financial Planning and Analysis provides financial analysis, planning and reporting support to Sales Finance and Financial Planning & Analysis,…
Added 1 hour ago
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Montreal, QC
- Full-time
Added 1 hour ago
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We are looking for a Key Account Manager to lead the development and execution of strategic business plans for major retail and commercial accounts. In this role, you will be responsible…
Added 1 hour ago
A
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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Estimator, Camp Services
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Added 1 hour ago
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Branch Manager
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- Full-time
Prepare and analyze reports and information for VP of Branch Operations or other senior managers, participate in campaigns and special projects, attend committee meetings and make…
Added 1 hour ago
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Senior Revenue Operations Manager (Remote Canada)
Directive
Remote, Canada
- Full-time
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We're hiring a Senior Revenue Operations Manager to own the systems our go-to-market runs on. You'll sit on the internal marketing team as the operator behind the Marketing and Sales teams,…
Added 1 hour ago
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Senior Marketing Operations Manager (Remote Canada)
Directive
Remote, Canada
- Full-time
- Remote
We're hiring a Senior Marketing Operations Manager to own the systems our go-to-market runs on. You'll sit on the internal marketing team as the operator behind the Marketing and Sales…
Added 1 hour ago
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Senior GTM Program Manager
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Remote, Canada
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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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