Find work in Canada.

334,765 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 2 mins ago
Performance & Restructuring Manager
PwC
Toronto, ON
Full-time
As a Performance & Restructuring Manager, you will work as part of a team of problem solvers, working on complex issues and executing strategies. Responsibilities include, but are not…
Added 2 mins ago
Consultant, AI Adoption & Enablement
MNP
Montreal, QC · Toronto, ON
Full-time
…confident in front of a room. You will work under the direction of senior consultants who will coach you, and you will be given real ownership of tasks…
Added 17 mins ago
Conseiller(ère) principal(e), Contrôle financier commercial /Senior Advisor, Commercial Controllership
Rio Tinto
Montreal, QC
Full-time
Added 17 mins ago
Sr. Team Leader, Wealth Client Services
CIBC
Toronto, ON
Full-time
Working in close partnership with the Manager of Private Banking Operations, the Senior Leader, Wealth Client Services ensures that the ongoing operation of the Private Wealth Management…
Added 17 mins ago
Senior Manager, Layout Design
Ciena
Ottawa, ON
Full-time
This is a senior layout design manager position. In this role you and your team will lead design enablement of advanced high-speed analog circuits in the latest deep-submicron CMOS and/or…
Added 17 mins ago
SENIOR OFFICER, CLIENT RELATIONSHIP
BDC
Kingston, ON
Full-time
Provide excellent client service to BDC clients in resolving basic client questions and inform senior levels of complex cases.
Added 17 mins ago
Director, New Business Sales
Portless
Remote, Canada
Remote
We're looking for a Director of New Business Sales to lead the team of AEs responsible for winning new logos at Portless.
Added 30 mins ago
Senior Backend Engineer
Apollo.io
Canada
Full-time
…million to date and valued at $1.6 billion. Apollo.io provides sales and marketing teams with easy access to verified contact data for over 210 million B2B contacts and 35 million companies…
Added 30 mins ago
Vice President, Global Markets Business Control – Commodities
BMO Capital Markets
Toronto, ON
Full-time
…and related execution risks. The VP partners with Commodities Sales and Trading, Origination, Operations, Technology, first-line Centers of Excellence, Regulatory Business Control,…
Added 45 mins ago
Associate, Global Markets Corporate Banking
BMO Capital Markets
Toronto, ON
Full-time
Serve as a secondary portfolio manager or day-to-day contact on assigned transactions and independently manage less complex transactions, subject to appropriate senior oversight.
Added 45 mins ago
Senior Healthcare Employer Marketing Manager
Risepoint
Canada
Full-time
The Senior Healthcare Employer Marketing Manager independently owns the Healthcare Employer Marketing workstream within Risepoint's Healthcare Employer First strategy. Reporting to the…
Added 45 mins ago
Sales Team Lead
Match Retail
Sheffield, ON
Full-time
Match Retail is a leading provider of sales execution, merchandising, and brand activation services for tier one brands across Canada. We partner with our clients to deliver measurable…
Added 45 mins ago
National Sales Manager
Match Retail
Mississauga, ON
Full-time
Match Retail is seeking an experienced and results-driven National Sales Manager to lead a nationwide retail sales team and drive sales performance across multiple markets.
Added 47 mins ago
Regulatory Affairs Manager
Hela Spice
Uxbridge, ON
Full-time
The Regulatory Affairs Manager acts as the company's regulatory subject-matter expert and works closely with Research & Development, Quality Assurance, Sales, Purchasing, Operations, and…
Added 47 mins ago
Senior Sales Associate
FHC ENTERPRISES LTD.
Hay River, NT
We are currently looking for a Senior Sales Associate to join our dynamic team.
Added 1 hour ago
Product Manager, Accountant
BJRC Recruiting
Toronto, ON
Full-time
A growing, technology-enabled professional services organization is seeking an accomplished Product Manager, Accountant to join its Toronto team. This is a newly created opportunity for a…
Added 1 hour ago
Category Manager , Vitamins, Supplements & Minerals
Natures Emporium LP
Burlington, ON
Full-time
The Category Manager, Vitamins, Supplements & Minerals is responsible for the overall performance and strategic development of the Vitamins, Supplements & Minerals category across Nature’s…
Added 1 hour ago
BDR/ National Account Manager
Falco Logistics
Toronto, ON · North York, ON
Full-time
…collaboration, and want to build long‑term careers in logistics…
Added 1 hour ago
Finance Manager
Leadervest
Toronto, ON · North York, ON
Full-time
Our client is seeking a Manager of Finance to join their growing organization. This is an exciting opportunity for a CPA who enjoys combining hands-on financial management, strategic…
Added 1 hour ago
Sr Business Manager - Onsite Whitby Canada
Thermo Fisher Scientific
Whitby, ON
Full-time
Join our team as a Senior Business Manager and contribute to global healthcare advancement. You'll develop and manage strategic relationships with commercial clients in our pharmaceutical…
Added 1 hour ago
Directeur/Directrice, Engagement communautaire, Manager, Community Engagement
TD
Montreal, QC
Full-time
Added 1 hour ago
R_1508495 Software Engineer III (Salesforce Loyalty Management Technical Lead)
TD
Toronto, ON
Full-time
Design and implement scalable solutions leveraging Salesforce Loyalty Management, Sales Cloud, Service Cloud, Data Cloud, Marketing Cloud, and related Salesforce platform technologies.
Added 1 hour ago
Software Engineer II (Salesforce Loyalty Management Developer)
TD
Toronto, ON
Full-time
Design and implement scalable solutions leveraging Salesforce Loyalty Management, Sales Cloud, Service Cloud, Data Cloud, Marketing Cloud, and related Salesforce platform technologies.
Added 1 hour ago
National Industry Lead, Defense Industry
TD
Toronto, ON · Ottawa, ON
Full-time
Support frontline sales teams in originating, structuring and executing complex lending and treasury opportunities within the Defense sector.
Added 1 hour ago
Senior Personal Banker - Investing
TD
Belleville, ON
Full-time
…that best suit clients' financial needs? Then join us as a Senior Personal Banker– Investing and demonstrate your subject matter expertise in providing sound financial planning advice to…

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

Report this job