Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 14 mins ago
Nurse A - Registered Nurse General Duty Nurse
HealthCareersInSask.ca
Saskatoon, 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 in the emergency…
Added 14 mins ago
Health System Analyst (PS3 & PS4)
Government of Alberta
AB
Ministry: Primary and Preventative Health Services
Added 14 mins ago
Manager - Lending Strategy
BMO
Toronto, ON · BMOPLACE
Full-time
The Manager, Unsecured Lending & Strategy Optimization is responsible for developing advanced analytical, machine learning, and AI-enabled capabilities to improve strategy effectiveness…
Added 14 mins ago
Sr HRBP, Personal & Business Banking Headquarters
BMO
Toronto, ON · FCP
Full-time
Added 29 mins ago
Sr. Product Manager, Mobile App
Rivian and Volkswagen Group Technologies
Remote, Canada
$96,800 to $128,260 CAD / year
Full-time · Remote
We are seeking a Product Manager to help lead the Rivian mobile app experience. The app is how owners live with their vehicle every day: checking status and state of charge, sending remote…
Added 29 mins ago
Digital Marketing Manager, Newcomer Segment
Royal Bank of Canada
Toronto, ON
Full-time
…for International Banking and Segments team. As the Channel Manager, you'll optimize the website and landing pages, develop innovative tools, and enhance the overall user experience. This…
Added 29 mins ago
Branch Manager
Royal Bank of Canada
Vernon, BC
Full-time
As a Branch Manager, you are a local market leader, motivating and coaching your team to create a memorable experience for clients. Inside and outside the branch, you capitalize on emerging…
Added 29 mins ago
Branch Manager
Royal Bank of Canada
Montreal, QC
Full-time
As a Branch Manager, you are a local market leader, motivating and coaching your team to create a memorable experience for clients. Inside and outside the branch, you capitalize on emerging…
Added 41 mins ago
Digital Marketing Specialist
City of Medicine Hat
Medicine Hat, AB
Full-time
Increase awareness and participation in community programs, events, and services through innovative digital marketing campaigns.
Added 43 mins ago
Payroll Administration Support (Hybrid)
Health Association Nova Scotia
Bedford, NS
Full-time
…60 years’ experience in providing exceptional human resource shared services, innovative technical services (formerly “clinical engineering services”) solutions, policy support and…
Added 43 mins ago
Payroll Specialist
Health Association Nova Scotia
Bedford, NS
Full-time
…60 years’ experience in providing exceptional human resource shared services, innovative technical services (formerly “clinical engineering services”) solutions, policy support and…
Added 43 mins ago
Client Budget Manager
Flywheel
Toronto, ON
Full-time
We are looking for a Budget Project Manager to lead account management responsibilities and nurture client relationships. This opportunity is for someone who is excited to own all steps…
Added 59 mins ago
Addictions Counsellor Diploma
HealthCareersInSask.ca
Saskatoon, SK
Full-time
Job Description: The Addiction Counsellor, accountable to the Manager of Mental Health and Addictions Services, will primarily be responsible for supporting individuals that present with…
Added 59 mins ago
Senior Manager, Internal Audit - Wealth Management
RBC
Toronto, ON · Vancouver, BC
Full-time
Join RBC's Chief Audit Executive (CAE) Group as a Senior Manager, Internal Audit Wealth Management Canada, where you'll play a critical role in safeguarding one of Canada's leading…
Added 59 mins ago
Relationship Manager Intern, Commercial Financial Services
RBC
Estevan, SK · Weyburn, SK · Yorkton, SK
Full-time
As our Relationship Manager, Commercial Financial Services Intern, you are in a proactive, face-to-face client relationship role in RBC’s Commercial Banking platform. The program is based…
Added 59 mins ago
Branch Manager Advisor
RBC
Wawanesa, MB
Full-time
As a Branch Manager Advisor, you fulfill a critical role in the branch with 40-50% of your time spent providing advice to clients as a Financial Advisor and 50-60% in a Branch leadership…
Added 59 mins ago
Technical Program Manager
RBC
Toronto, ON
Full-time
We are looking for a Technical Program Manager who combines strong program management fundamentals with hands-on fluency in Agile delivery and cloud technology, and who is excited to apply…
Added 59 mins ago
Branch Operations Manager
RBC
Guelph, ON
Full-time
The RBC Dominion Securities is seeking a Branch Operations Manager. You'll be the operational backbone of the branch, providing strategic and administrative leadership to the Branch…
Added 59 mins ago
Manager, Business Markets
RBC
Burnaby, BC · New Westminster, BC
Full-time
Knowledge of a broad array of business financial products and services, such as credit and investments is an asset
Added 59 mins ago
Financial Planner, Relationship Manager
RBC
Halton Hills, ON
Full-time
…superior advice, financial planning expertise, and ongoing services. Your boundless energy to meet targets and your passion for holistic financial planning is what pushes you to provide…
Added 59 mins ago
Manager, Events & Enablement
RBC
Toronto, ON
Full-time
…around the world. TEO is responsible for operating and expanding shared services related to Payments and Trade, Cash Processing, and Finance Shared Services, and is accountable for…
Added 59 mins ago
Senior Marketing Manager, Home Equity Finance
RBC
Toronto, ON
Full-time
…lending businesses - and we’re looking for a Senior Marketing Manager to be part of the next chapter of growth for this exciting…
Added 59 mins ago
Manager, Process Owner CMO
RBC
Toronto, ON
Full-time
Deep understanding of Payments and Cash Management products, services, and operational processes.
Added 59 mins ago
Branch Manager
RBC
Montreal, QC
Full-time
As a Branch Manager, you are a local market leader, motivating and coaching your team to create a memorable experience for clients. Inside and outside the branch, you capitalize on emerging…
Added 59 mins ago
Senior Manager, Strategic Execution and Transformation
RBC
Toronto, ON
Full-time
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has…

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