Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 12 mins ago
D
Consultant - Strategy & Operations (Future Opportunity) - Digital Customer
Deloitte
Toronto, ON
- Full-time
You will partner with senior stakeholders and cross-functional teams to manage workstreams, track risks and dependencies, facilitate workshops, develop strategic narratives and executive…
Added 12 mins ago
GL
Director, Enterprise Risk Management
goeasy Ltd.
Mississauga, ON
- Full-time
…shape the strategy, establish risk management frameworks, and partner with senior executives to identify and manage key non-credit risks, strengthen operational resilience, and enable…
Added 12 mins ago
T
Senior Business Analyst - Enterprise Data Management Office (EDMO)
TD
Toronto, ON
- Full-time
Partner with EDMO stakeholders, Product Owners, Data Owners, Data Stewards, engineering teams, architects, governance teams, and control partners to understand objectives, pain points,…
Added 12 mins ago
T
Manager, Engineering
TD
Toronto, ON
- Full-time
…delivery, establish priorities, manage risks and capacity, and partner closely with business and technology stakeholders to deliver reliable, scalable, and effective…
Added 12 mins ago
T
Customer Experience Associate
TD
Kelowna, BC
- Part-time
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at…
Added 12 mins ago
T
Customer Experience Associate
TD
Fort St. John, BC
- Part-time
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at…
Added 12 mins ago
T
Personal Banking Associate
TD
Saskatoon, SK
- Full-time
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at…
Added 12 mins ago
T
Personal Banker
TD
Olds, AB
- Full-time
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at…
Added 12 mins ago
T
Customer Experience Associate
TD
AB
- Part-time
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at…
Added 12 mins ago
T
Personal Banking Associate
TD
Lethbridge, AB
- Full-time
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at…
Added 12 mins ago
M
Functional Analyst, EDI Integration
McKesson
Mississauga, ON
- Full-time
We are proud to offer a competitive compensation package at McKesson as part of our Total Rewards. This is determined by several factors, including performance, experience and skills,…
Added 12 mins ago
TS
Senior HR Generalist
The Sutherland Group of Companies
West Kelowna, BC
- $70,000 to $80,000 CAD / year
- Full-time
Competitive pay, comprehensive rewards, and benefits
Added 13 mins ago
B
Customer Service Representative (Cantonese & Mandarin)
BMO
Toronto, ON
- Part-time
BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks…
Added 28 mins ago
Shopper Insights Senior Client Lead
dunnhumby
Montreal, QC
Santé: Couverture médicale et dentaire privée par l’intermédiaire de Desjardins. dunnhumby prend en charge 90 % du coût total de la prime et l’employé contribue à hauteur de 10 %.
Added 28 mins ago
Shopper Insights Client Lead
dunnhumby
Montreal, QC
Santé: Couverture médicale et dentaire privée par l’intermédiaire de Desjardins. dunnhumby prend en charge 90 % du coût total de la prime et l’employé contribue à hauteur de 10 %.
Added 42 mins ago
D
Senior Manager, Technology Procurement
Deloitte
Toronto, ON
- Full-time
Provide Cross‑functional advisory - Partner with Technology Stakeholders, VMO's, Legal, Risk and Finance as appropriate to navigate internal policies and processes, gather and frame…
Added 42 mins ago
AE
Account Services Specialist - NAM
Arc'teryx Equipment
North Vancouver, BC
- $62,000 to $77,000 CAD / year
- Full-time
…levels and account relationships. You are the primary planning partner to our key accounts, the person who surfaces risk early, drives order prioritization, and keeps delivery commitments…
Added 43 mins ago
T
Customer Experience Associate
TD
Lethbridge, AB
- Part-time
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at…
Added 43 mins ago
T
Customer Experience Associate - Sackville
TD
Lower Sackville, NS
- Part-time
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at…
Added 43 mins ago
T
Personal Banking Associate Trainee - Mandarin or Cantonese Language Skills an Asset
TD
Vancouver, BC
- Full-time
…refer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer…
Added 43 mins ago
T
Customer Experience Associate - Port Hawkesbury
TD
Port Hawkesbury, NS
- Part-time
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at…
Added 43 mins ago
T
Customer Experience Associate - Future Opportunities - Oakville/Milton
TD
Milton, ON · Oakville, ON
- Part-time
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at…
Added 57 mins ago
C
Senior Financial Analyst
Campbell's
Mississauga, ON · CAN - ON - Mississauga
- Full-time
You'll partner with Sales, Marketing, Brand Finance, Sales Finance, Financial Planning & Analysis, Supply Chain and the Financial Controller;
Added 57 mins ago
F
Business Analyst
FISPAN
Vancouver, BC
- Full-time
Keep bank and rail documentation current so support, Partner Success and future teammates can rely on it.
Added 57 mins ago
B
Sr. Applied AI Scientist – Generative AI & Agentic Systems
BMO
Toronto, ON · FCP
- Full-time
Partner with business, technology, risk, and governance stakeholders to define complex problems and translate them into practical, scalable AI solutions.

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

Report this job