Find work in Canada.

334,521 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 11 mins ago
Manager, Tax
ACCA Careers
St. Catharines, ON
Full-time
…within a complex and dynamic regulatory framework. As a trusted advisor, you’ll design solutions for clients that meet compliance and reporting requirements, minimize risk, drive…
Added 11 mins ago
Senior Accountant, Assurance and Accounting - Audit
ACCA Careers
London, ON
Full-time
…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
Added 11 mins ago
Senior Accountant, Assurance and Accounting
ACCA Careers
Waterloo, ON
Full-time
…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
Added 11 mins ago
Associate, Corporate Finance
ACCA Careers
Vancouver, BC
Full-time
…emerge within an evolving business landscape. As a trusted advisor, you’ll provide innovative solutions that meet clients’ divestiture, financing, due diligence and acquisition…
Added 11 mins ago
Senior Associate, Corporate Finance
ACCA Careers
Vancouver, BC
Full-time
…emerge within an evolving business landscape. As a trusted advisor, you’ll provide innovative solutions that meet clients’ merger, divestiture and acquisition…
Added 11 mins ago
Director, People Analytics
CBC/Radio-Canada
Ottawa, ON
Full-time
Executive Partnership: Act as the primary trusted advisor to business leaders and P&C executives, translating workforce trends, attrition models, and engagement data into high-impact…
Added 11 mins ago
Senior Key Account Manager, Oil, Gas & LNG
BC Hydro
Vancouver, BC
Full-time
…relationships across the energy sector, serving as a trusted advisor by providing strategic guidance and energy management solutions that support customer…
Added 28 mins ago
Health, Safety, Environmental & Training (HSET) Superintendent
Barminco
Dease Lake 9, BC
Full-time
…requirements. The HSET Superintendent will serve as a systems-focused advisor to the Project Manager and broader site leadership team, helping drive continuous improvement in safety…
Added 29 mins ago
Senior PSP Strategy Advisor
Sanofi
Toronto, ON
Full-time
As Senior PSP Strategy Advisor, you will serve as the strategic architect and cross-functional integrator for Patient Support Program (PSP) strategy across Sanofi Canada's Specialty Care…
Added 42 mins ago
International Admissions Client Services Assistant
Carleton University
Ottawa, ON
Other
Equivalencies will be considered. Applicants are encouraged to provide information which may demonstrate equivalent qualifications. Please note that applicants may be required to complete…
Added 44 mins ago
North American Pursuit Specialist
RSM US LLP
Toronto, ON
Full-time
Coordinates information gathering and follows up on assignments
Added 44 mins ago
Associate Student Recruitment Advisor
University of British Columbia
Kelowna, BC · UBCO | University Centre (UNC)
$5,692.25 to $8,179.5 CAD / month
Full-time
The Associate Student Recruitment Advisor reports to the Associate Director, Student Recruitment & Advising. The position works closely in collaboration with: (a) Student Recruiter-Advisors…
Added 59 mins ago
Associate
Royal Bank of Canada
AB · EDMONTON, Alberta
Full-time
Supports the Investment Advisors in general administrative duties in the management of client accounts
Added 1 hour ago
Manager, U.S. Personal Tax
ACCA Careers
Calgary, AB
Full-time
…within a complex and dynamic regulatory framework. As a trusted advisor, you’ll provide tax advice on domestic and foreign assignments that empowers client organizations and their employees…
Added 1 hour ago
Senior Accountant, Indigenous Assurance & Accounting Services
ACCA Careers
Sudbury, ON · Greater Sudbury, ON
Full-time
…history, culture and contributions to our country. As a trusted advisor, you’ll provide expertise to empower Indigenous communities, organizations, businesses and individuals in navigating…
Added 1 hour ago
Senior Accountant, Assurance and Accounting (Northeastern Ontario)
ACCA Careers
Sudbury, ON · Greater Sudbury, ON
Full-time
…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
Added 1 hour ago
Senior Accountant, Tax (Northeastern Ontario)
ACCA Careers
Sudbury, ON · Greater Sudbury, ON
Full-time
…within a complex and dynamic regulatory framework. As a trusted advisor, you’ll design solutions for clients that meet compliance and reporting requirements, minimize risk, drive…
Added 1 hour ago
Director of Primary Care
Canadian College of Health Leaders - Northwestern Ontario Chapter
London, ON
Full-time
Working closely with the Associate Executive Director and Clinical Advisor, the Director ensures effective integration of clinical services across sites, champions continuous quality…
Added 1 hour ago
People in Deals (M&A HR) Senior Manager
PwC Canada
Toronto, ON
Full-time
Experience developing talent retention strategies, leadership continuity plans, employee communications, and change management programs.
Added 1 hour ago
Sr Account Executive
Meltwater
Toronto, ON
Full-time
…this journey together as we redefine the landscape of sales management and drive impactful…
Added 1 hour ago
Assistant Service Manager - OpenRoad Toyota Port Moody
OpenRoad Auto Group
Port Moody, BC
Full-time
Working as a service advisor when needed based on scheduling and customer flow along with assisting and supporting the growth of the rest of the service advisor team.
Added 1 hour ago
Manager, Corporate Communications and Engagement
BC Pensions
Victoria, BC
Full-time
…reputation and enhance its external presence. As a trusted senior advisor, you will provide clear, evidence-informed direction on high-profile matters and help align communications with…
Added 1 hour ago
Associate
RBC
AB
Full-time
Supports the Investment Advisors in general administrative duties in the management of client accounts
Added 1 hour ago
AI-Native Full Stack Developer - Senior Manager
Accenture
Toronto, ON · Ottawa, ON · Montreal, QC · Vancouver, BC · Calgary, AB
Full-time
Design and deliver production-grade agentic applications, including orchestration, context management, tool invocation, evaluation, observability, guardrails, and agent FinOps.
Added 1 hour ago
Senior Conversational AI Engineer/Architect (P4)
Apex Systems
Mississauga, ON
$85 to $95 USD / hour
Full-time
…HR, Enterprise Architecture, ServiceNow, Security, Product Management, and…

Aviso

Portfolio Administrator

Toronto, ON, 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, monitor trade restrictions, and support fee billing and investment reporting. Maintain investment materials, assist advisors and portfolio managers, and contribute market research and presentations for 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 investment administration knowledge, advanced Excel skills, and strong English communication skills.

Skills

Portfolio Administration
Discretionary Trading
Investment Policy Statements
Trade Restrictions
Fee Billing
Investment Reporting
Stakeholder Management
Investment Materials
Advisor Support
Investment Proposals
Market Research
Investment Analysis
Investment Concepts
Portfolio Management Software
Bloomberg
Advanced Excel

Benefits

Health Benefits
Dental Benefits
Insurance Benefits
Vacation Time
Fitness Benefit
Parental Leave Top-Up
Learning And Development
Education Assistance Program
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
Investment Reporting
Investment Proposals
Market Research
Investment Analysis
Investment Strategy Committee
Canadian Securities Course
Conduct & Practices Handbook
Wealth Management Essentials
CFA
Registered Representative
Portfolio Management Software
Bloomberg
Morningstar
Microsoft Office
Excel
CGI Wealth360
Dataphile
Asset Management
Investment Administration

Report this job