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Added 13 mins ago
Physical Therapist Degree Senior
HealthCareersInSask.ca
Regina, SK
Full-time
Job Description: Reporting to the Manager, The Physical Therapist – Degree - Senior will act as the clinical leader for the Saskatchewan Surgical Pathways. The incumbent will provide…
Added 27 mins ago
Execution Contract Manager
Veolia | North America
Oakville, ON
Full-time
Veolia Group is a global leader in environmental services, operating across all five continents with nearly 218,000 employees. Specializing in water, energy, and waste management, Veolia…
Added 27 mins ago
[Montréal] - Loan Operations Administrator (hybrid)
QUANTEAM - North America (RAINBOW PARTNERS Group)
Montreal, QC
Full-time
…consulting firm specializing in Banking, Finance, and Financial Services. Guided by our core values of closeness, teamwork, diversity, and excellence, our team of 1,000 expert consultants,…
Added 28 mins ago
Nurse B - Clinical Coordinator
HealthCareersInSask.ca
Unity, SK
Full-time
Job Description: The Assistant Head Nurse assists the Care Team Manager to assess, plan, coordinate, implement and evaluate Nursing Services of the nursing department in keeping with the…
Added 28 mins ago
Nurse A - Registered Nurse General Duty Nurse
HealthCareersInSask.ca
Humboldt, SK
Part-time
Job Description: Under the direction of the Manager of Nursing, the RN will be responsible for the assessment, planning, implementation and evaluation of patient care.
Added 28 mins ago
Nurse A - Registered Nurse Registered Psych Nurse
HealthCareersInSask.ca
Yorkton, SK
Full-time
…quality nursing care to clients. He/She is responsible to the Manager of the designated…
Added 28 mins ago
Physical Therapist Degree Senior
HealthCareersInSask.ca
Regina, SK
Full-time
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Added 28 mins ago
Referral Assessment Nurse - N2
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Director, Assisted Channels Platform Strategy, Resiliency & Organizational Change Management
BMO
Toronto, ON · BMOPLACE
Full-time
…works with senior leaders and delivery partners to establish shared accountability, resolve cross-functional barriers and provide clear recommendations on priorities, risks, sequencing and…
Added 28 mins ago
Executive Assistant
BMO
Toronto, ON · BMOPLACE
Full-time
…and their direct reports. The role provides general offices services ensuring all administrative and operational processes and control standards are followed, while seeking to determine,…
Added 28 mins ago
Mortgage Specialist
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Added 28 mins ago
Mortgage Specialist
BMO
Vancouver, BC
Full-time
Stays abreast of consumer needs, industry trends, best practices, and the regulatory requirements, policies, and procedures for mortgage products and services.
Added 28 mins ago
Private Wealth Administrative Assistant, Winter 2027 (Co-op/Internship) - 4 months
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Added 28 mins ago
Business Development Manager
Manulife
Vancouver, BC
Full-time
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Added 44 mins ago
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Added 56 mins ago
Senior Software Developer
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You have structurally changed how your team works around AI by setting shared standards and systems that enable those around you to ship faster without sacrificing quality or safety.
Added 56 mins ago
Software Developer
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Added 57 mins ago
Engineering Manager
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You have structurally changed how your teams build software around AI, setting up shared AI-assisted systems and delivery patterns that measurably raise execution speed without lowering…
Added 57 mins ago
Food Service Manager , CSNM
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…Further details regarding our total rewards program will be shared by the Talent Acquisition team during the hiring process. Canadian work experience is not a requirement for this role.…
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Admin Assistant CLM - Trauma & Neurosurgery
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Toronto, ON
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Provides administrative support to the Trauma & Neurosurgery Clinical Manager and Trauma Services portfolio. In this role, the Administrative Assistant - CLM will be an integral part of the…
Added 1 hour ago
Manager, Analytics
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…teams to reduce duplication, streamline priorities, and create shared value across channels and business…
Added 1 hour ago
Senior Manager - Finance (12-month Contract)
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The Senior Manager will be a shared resource within Planning & Forecasting team, supporting three key teams within the group. This role is responsible for delivering accurate, comprehensive…

Aviso

Portfolio Administrator

Vancouver, BC, Canada

Pay: $70,000 to $80,000 CAD / year
Job type: Full-time
Apply by: Mar 2, 2027
Experience: 3+ years' experience in the investment industry
Posting language: English
Posted: Sep 3, 2026

Apply About employer

Applications open in a new tab.

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 investment policies, monitor restrictions, and support fee billing and reporting. Maintain investment materials, assist advisors and portfolio managers with product information and proposals, and contribute market research and presentations for the Investment Strategy Committee.

Requirements

Candidates need a post-secondary degree in business or a related discipline, at least three years of investment-industry experience, and the Canadian Securities Course, Conduct & Practices Handbook, and Wealth Management Essentials. The role also requires progress toward CFA Level I, eligibility for Registered Representative licensing within 30 days, strong investment administration and analytics knowledge, and advanced Excel skills; portfolio software, Bloomberg, Morningstar, CGI Wealth360, and Dataphile experience are assets.

Skills

Portfolio Administration
Discretionary Trading
Investment Policy Statements
Trade Restrictions
Fee Billing
Investment Reporting
Investment Research
Market Analysis
Investment Proposals
Stakeholder Management
Investment Concepts And Analytics
Portfolio Management Software
Bloomberg
Morningstar
Microsoft Office
Advanced Excel

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
Portfolio Management
Discretionary Trading
Investment Policy Statement
Trade Restrictions
Fee Billing
Quarterly Investment Reports
Supervision Reports
Investment Materials
Investment Proposals
Market Research
Investment Analytics
Product Development
Sales
Canadian Securities Course
Conduct & Practices Handbook
Wealth Management Essentials
CFA Level I
Registered Representative
Portfolio Management Software
Bloomberg
Morningstar
Microsoft Office
Excel
CGI Wealth360
Dataphile
Investment Strategy Committee

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