Find work in Canada.

A simpler way to find your next job.

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 9 mins ago
Managing Counsel, Commercial
Waabi
Toronto, ON
$186,000 to $203,000 USD / year
Full-time
As Managing Counsel, Commercial, you will be responsible for Waabi's commercial contracting function and serve as the senior legal advisor on the deals that drive the business forward.
Added 9 mins ago
Business Development Account Manager (AM) - Western Canada
Edgewood Health Network Inc
Canada
$80,000 to $95,000 CAD / year
Full-time
Serve as a trusted advisor and primary point of contact for assigned clients, ensuring they feel heard, supported and valued.
Added 9 mins ago
Associate, PWM Business Controls - Policy, Oversight & Procedures
TD
Toronto, ON
Full-time
…allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience,…
Added 9 mins ago
Agro Centre Manager
Federated Co-operatives Limited
Steinbach, MB
Full-time
…leader for our Agro Center in Steinbach, MB! Come and be a part of a company where trust, accountability, and building connections are…
Added 21 mins ago
Data Engineer (Databricks) - Consultant
Deloitte
Toronto, ON
Full-time
…cutting-edge Lakehouse architectures. Apply today to become part of Deloitte Canada's data transformation…
Added 21 mins ago
Consultant/ Senior Consultant - SAP Signavio & Business Transformation
Deloitte
Toronto, ON
Full-time
…to support SAP S/4HANA transformation programs. As a trusted advisor, you will lead workshops, facilitate executive discussions, develop transformation roadmaps, mentor junior team members,…
Added 21 mins ago
Business Analyst
Raymond James Ltd.
Vancouver, BC
Full-time
…help translate business objectives into solutions that enhance advisor and client experiences, strengthen operational efficiency, and advance the firm’s transformation…
Added 21 mins ago
Senior Director - Transaction Services
Baker Tilly Canada
Vancouver, BC
Full-time
Be part of something bigger. Build with us today - Now, for tomorrow.
Added 24 mins ago
Business Development Associate (6 month contract) CIBC Wood Gundy
CIBC
Vancouver, BC
Part-time
…will be responsible for providing support to the Investment Advisor team in our Wood Gundy brokerage. You’ll work closely with the team of Advisors as they plan and manage client…
Added 24 mins ago
05640 Inside Sales
Sally Beauty
BC · BC, Canada
Full-time
By working at Sally Beauty, you would be part of the largest hair and beauty supplier in the world and we are on a mission to empower our customers to express themselves through hair – and…
Added 24 mins ago
07533 Inside Sales
CosmoProf
ON · ON, Canada
Part-time
By working at Cosmoprof Canada, you would be part of the largest hair and beauty supplier in the world, and we are on a mission to empower our customers to express themselves through hair –…
Added 37 mins ago
Business Development Account Manager (AM) - Western Canada
EHN Canada
Canada
Full-time
Serve as a trusted advisor and primary point of contact for assigned clients, ensuring they feel heard, supported and valued.
Added 39 mins ago
Assistant Vice President Shelf Management Solutions & Accounts
Mackenzie Financial Corporation
Toronto, ON · Greater Toronto Area, ON
Other
Mackenzie Investments, founded in 1967, is a key part of IGM's business model, serving as a comprehensive asset-management partner for Canadian financial advisors and their clients.
Added 39 mins ago
Financial Services Associate - Full Time - 12 Month Contract
Meridian Credit Union
Waterloo, ON
$60,000 to $64,000 CAD / year
Full-time
…products and services. In this role the Financial Services Advisor will be responsible for meeting and exceeding specific individual and team-based business goals. While providing the right…
Added 52 mins ago
Accounts Manager
Toromont Cat
ON · Ontario, Canada
Full-time
…thrive, and make a real impact in local communities every day. As part of the Toromont Industries Ltd. family, we’re proud to be Canada’s leading construction equipment rental company and…
Added 53 mins ago
Senior Wealth Advisor | Financial Planner (Full-time)
Mainstreet Credit Union Limited
Sarnia, ON
$77,080 to $128,466.67 CAD / year
Full-time
Mainstreet Credit Union is actively seeking an experienced Senior Wealth Advisor | Financial Planner to join our growing team!
Added 1 hour ago
Business Partner - Financial Services
Okanagan College
Kelowna, BC
Be a part of a vibrant campus community, where the work you do every day truly makes a difference.
Added 1 hour ago
Communications & Marketing Advisor (Term - Maternity Leave)
Halifax
Goffs, NS
Full-time
The Communications & Marketing Advisor (Term - Maternity Leave) is responsible for developing and leading effective communications initiatives for HIAA’s internal and external audiences…
Added 1 hour ago
Account Executive
Operto Guest Technologies
Vancouver, BC
$75,000 to $90,000 CAD / year
Full-time
…workflows, and team coordination to help teams reduce friction, save time, and operate more…
Added 1 hour ago
Registered Nurse - TPT (#2026-ONA-CM-248)EA
Hastings County
Bancroft, ON
Part-time
The County of Hastings is currently accepting applications for a Temporary Part-Time (approximately 3 months) Registered Nurses in the Nursing Department at Hastings Centennial Manor Long…
Added 1 hour ago
Indigenous Cultural Engagement Coordinator
Carleton University
Ottawa, ON
Other
Added 1 hour ago
Site Activation Specialist French Speaker - Sponsor dedicated - Office Based in Montreal
Syneos Health
Montreal, QC
Full-time
…milestone progress in agreed upon SSU tracking system in real time; if forecasted timelines are not reached: investigates and provides clear rationale for delays, provides support on…
Added 1 hour ago
Private Banker- EN
RBC
Brossard, QC
Full-time
Introduce your Client Relationship Team: the Private Banking Advisor and Associate teams as key advisors on managing day-to-day banking needs and the Credit Structures team as key…
Added 1 hour ago
Paid Services Beauty Advisor
SEPHORA
Ottawa, ON
$21 CAD / hour
Part-time
As our Paid Service Beauty Advisor, you are an expert in all things beauty! You’re here to guide our clients on their beauty journey at the Beauty Studio & beyond. It’s not just about the…
Added 1 hour ago
Employer Services Consultant
The Open Door Group
Medicine Hat, AB
$32.83 to $38.3 CAD / hour
Full-time
Candidates are asked to indicate in their application whether they are interested in the full-time position, the part-time position, or would like to be considered for either opportunity.

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