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Added 1 hour ago
Coordinator, Region Office Operations - Sudbury, ON
IG Wealth Management
ON · Ontario, Canada
Internship
…assets as of December 31, 2025. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie…
Added 1 hour ago
Portfolio Manager, Managed Assets Program (MAP)
Aviso
Toronto, ON
$115,000 to $135,000 CAD / year
Full-time
…trades and operational processes and contributing to the overall investment strategy of managed…
Added 4 hours ago
Inforce Specialist, Branch Office Coordinator, 12-month contract
Canada Life
Saskatoon, SK
Full-time
Communicates effectively with colleagues, insurance carriers, advisors and clients
Added 6 hours ago
Senior IT Auditor
Aviso
Toronto, ON
$83,000 to $100,000 CAD / year
Full-time
5+ years of IT internal audit experience, preferably within the financial services industry (credit union, securities dealer / broker, asset management, insurance) is required
Added 6 hours ago
Internal Wholesaler
iA Financial Group (Industrial Alliance)
Vancouver, BC
Full-time
…developing lasting relationships with brokerage firms and financial advisors. Working closely with the external sales team, you will contribute directly to the commercial performance of a…
Added 9 hours ago
Client Service Assistant
BMO
Vancouver, BC · FBT
Full-time
Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of…
Added 9 hours ago
Account Officer
Aviso
Vancouver, BC
$55,000 to $65,000 CAD / year
Full-time
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…
Added 10 hours ago
Associate Financial Advisor
Co-operators
AB · Alberta, Canada
Full-time
Company Description Co-operators is a leading Canadian financial services co-operative offering multi-line insurance, wealth products, and financial advice to help clients build long-term…
Added 10 hours ago
Senior Mutual Fund Administrator
Aviso
Vancouver, BC
$55,000 to $70,000 CAD / year
Full-time
Ensuring accurate and timely execution of mutual fund trades and documents received from financial institutions, dealers, advisors and investors
Added 10 hours ago
IIA Administrative Assistant, ScotiaMcLeod (Spanish/ English) - Toronto
Scotiabank
Toronto, ON
Ensure a high level of client service by supporting one or more Advisors in the regular review of client portfolios to identify client needs for Team of Experts services, to ensure it meets…
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Manager, Retirement & Savings Advice and Sales - Rollover
The Canada Life Assurance Company
Winnipeg, MB · London, ON · Toronto, ON · Ottawa, ON · Montreal, QC · Calgary, AB
…Advice and Sales is responsible for leading a team of licensed Investment & Retirement Consultants and Wealth Associates who support members through workplace transitions and important…
Added 10 hours ago
Wealth Associate
National Bank of Canada
London, ON
Full-time
Support investment advisors in providing superior customer service and be available to meet client requests
Added 10 hours ago
Manager, Retirement & Savings Advice and Sales - Rollover
Canada Life
Toronto, ON
Full-time
…Advice and Sales is responsible for leading a team of licensed Investment & Retirement Consultants and Wealth Associates who support members through workplace transitions and important…
Added 10 hours ago
Manager, Retirement & Savings Advice and Sales - Rollover
Canada Life
Ottawa, ON
Full-time
…Advice and Sales is responsible for leading a team of licensed Investment & Retirement Consultants and Wealth Associates who support members through workplace transitions and important…
Added 10 hours ago
Manager, Retirement & Savings Advice and Sales - Rollover
Canada Life
London, ON
Full-time
…Advice and Sales is responsible for leading a team of licensed Investment & Retirement Consultants and Wealth Associates who support members through workplace transitions and important…
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Manager, Retirement & Savings Advice and Sales - Rollover
Canada Life
Montreal, QC
Full-time
…Advice and Sales is responsible for leading a team of licensed Investment & Retirement Consultants and Wealth Associates who support members through workplace transitions and important…
Added 10 hours ago
Manager, Retirement & Savings Advice and Sales - Rollover
Canada Life
Winnipeg, MB
Full-time
…Advice and Sales is responsible for leading a team of licensed Investment & Retirement Consultants and Wealth Associates who support members through workplace transitions and important…
Added 10 hours ago
Manager, Retirement & Savings Advice and Sales - Rollover
Canada Life
Calgary, AB
Full-time
…Advice and Sales is responsible for leading a team of licensed Investment & Retirement Consultants and Wealth Associates who support members through workplace transitions and important…
Added 10 hours ago
Software Engineering Developer, DevOps
General Dynamics Mission Systems–Canada
Ottawa, ON
$85,000 to $110,000 CAD / year
Full-time
Added 10 hours ago
Repair Development Engineer
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Montreal, QC
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…first day of employment, that also includes access to Financial Advisors providing investment advice and comprehensive financial…
Added 11 hours ago
Business Development Manager
CI Financial
Vancouver, BC
Full-time
…retention and brand promotion of all CI Global Asset Management investment products. Acting in partnership with the District Vice President, the BDM serves as a sales consultant to the…
Added 11 hours ago
Senior Systems Engineer
Aviso
Vancouver, BC
$110,000 to $120,000 CAD / year
Full-time
Excellent health, dental and insurance benefits to meet the diverse needs of our employees
Added 11 hours ago
Software Engineering Developer, DevOps
General Dynamics Missions System International
Ottawa, ON
$85,000 to $110,000 CAD / year
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Added 11 hours ago
Copy of Software Engineering Developer, DevOps
General Dynamics Missions System International
Calgary, AB · Ottawa, Ontario
$85,000 to $110,000 CAD / year
Full-time
Added 11 hours ago
Account Officer
Aviso
Toronto, ON
$55,000 to $65,000 CAD / year
Full-time
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…

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

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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

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