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Added 8 mins ago
I
Manager
IPC/Subway
Nanaimo, BC
- $18.25 to $20 CAD / hour
- Full-time
- Part-time
As part of the Subway® Team, you as a Manager will focus on eight main things:
Added 8 mins ago
I
Manager
IPC/Subway
Nanaimo, BC
- $18.25 to $20 CAD / hour
- Full-time
- Part-time
As part of the Subway® Team, you as a Manager will focus on eight main things:
Added 8 mins ago
I
Manager
IPC/Subway
Nanaimo, BC
- $18.25 to $20 CAD / hour
- Full-time
- Part-time
As part of the Subway® Team, you as a Manager will focus on eight main things:
Added 23 mins ago
SD
Assistant Front Store Manager, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Toronto, ON
- Part-time
To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving…
Added 23 mins ago
SD
Merchandiser, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Toronto, ON
- Part-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 23 mins ago
SE
Sr End User Key Accounts Manager, Power & Grid
Schneider Electric
Toronto, ON · Milton, ON
- Full-time
Participation and coverage levels for specific benefit programs are determined based on employment status (e.g., full-time, part-time, temporary, or fixed-term) and are subject to…
Added 23 mins ago
ML
Manager, Human Resources
Maple Leaf Foods Inc
Mississauga, ON
- $96,000 to $141,000 CAD / year
- Part-time
The above compensation reflects the target compensation for the position at the time of posting. The base salary offered may vary based on a variety of factors including skills, experience,…
Added 23 mins ago
A
Portfolio Administrator - AM-26-226
Aviso
Vancouver, BC
- $70,000 to $80,000 CAD / year
- Full-time
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…
Added 23 mins ago
F
Store Manager
FOUR20
Canmore, AB
- $46,500 to $60,000 CAD / year
- Full-time
Reporting to the Assistant District Manager, the Store Manager owns the day-to-day of the store and the performance of the team. You spend the majority of your time leading the floor -…
Added 38 mins ago
HS
Night Auditor/Shuttle Driver
Home2 Suites by Hilton Fort St. John
Fort St. John, BC
- $22 to $22.5 CAD / hour
- Full-time
Our amazing team is looking for you! If you are loyal, reliable, hard working and would love to be a part of our family send us your resume! We are looking for a full time night…
Added 38 mins ago
Branch Operations Manager
Sherwin-Williams
Sudbury, ON
The Branch Operations Manager works with the Branch Manager to organize, plan, and implement strategies in a Sherwin-Williams commercial paint store. This includes supporting all aspects of…
Added 38 mins ago
W
Project Manager
Worley
Edmonton, AB
- Full-time
We are currently recruiting for a Project Manager with Electrical and Instrumentation background having strong E&I experience. Our team includes world class experts and dynamic go-getters.…
Added 53 mins ago
Material Handler
ELC Beauty LLC
Markham, ON
You may be eligible to participate in the applicable Commission/Bonus Plan, under the plan guidelines in effect at the time of hire. Additional details regarding the commission plan will be…
Added 53 mins ago
Material Handler
ELC Beauty LLC
Markham, ON
You may be eligible to participate in the applicable Commission/Bonus Plan, under the plan guidelines in effect at the time of hire. Additional details regarding the commission plan will be…
Added 53 mins ago
OC
Student, CLC Fitness
Olds College of Agriculture & Technology
Olds, AB
- $15.45 to $16.48 CAD / hour
- Part-time
The Opportunity - Student, CLC Fitness (Campus Recreation Assistant) - temporary, part-time
Added 1 hour ago
LL
Senior Traffic Clerk - 2nd shift
Lineage Logistics
Ingersoll, ON
- Full-time
Coordinates repack work with General/Operations Manager
Added 1 hour ago
Senior Product Manager - Lifecycle & Growth (Apex Legends)
Electronic Arts
Vancouver, BC
…inspire players and fans around the world. Here, everyone is part of the story. Part of a community that connects across the globe. A place where creativity thrives, new perspectives are…
Added 1 hour ago
B
Senior Associate, Account Transfers
BMO
Toronto, ON · YNG
- Full-time
…role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above…
Added 1 hour ago
I
Assistant Manager
IPC/Subway
Eganville, ON
- $18 to $20 CAD / hour
- Full-time
- Part-time
As part of the Subway® Team, you as an Assistant Manager will focus on seven main things:
Added 1 hour ago
I
Assistant Manager
IPC/Subway
Barry's Bay, ON · barrys bay, ON
- $18 to $20 CAD / hour
- Full-time
- Part-time
As part of the Subway® Team, you as an Assistant Manager will focus on seven main things:
Added 1 hour ago
I
Shift Manager
IPC/Subway
Winnipeg, MB
- Full-time
As part of the Subway® Team, you as a Shift Manager will focus on six main things:
Added 1 hour ago
I
Assistant Manager
IPC/Subway
Nanaimo, BC
- $18.5 to $21 CAD / hour
- Full-time
As part of the Subway® Team, you as an Assistant Manager will focus on seven main things:
Added 1 hour ago
I
Assistant Manager
IPC/Subway
Nanaimo, BC
- $18.5 to $21 CAD / hour
- Full-time
As part of the Subway® Team, you as an Assistant Manager will focus on seven main things:
Added 1 hour ago
QT
Building Science Lead
QEA Tech
Toronto, ON · Greater Toronto Area, Canada
- Full-time
…technical resource for both colleagues and clients. At the same time, they will remain actively involved in project delivery, including complex building envelope investigations, energy…
Added 1 hour ago
TS
Marine Compliance and Safety Manager
Thames Skills Academy (TSA)
Leader, SK
- Full-time
…through the City Cruises, Walks, and Devour brands. City Ferry, part of Hornblower Group’s Ferry and Transportation Division, is the largest private operator of high-speed passenger and…

Aviso

Portfolio Administrator - AM-26-226

Vancouver, BC, Canada

$70,000 to $80,000 CAD / year · Full-time

Apply About employer

Applications open in a new tab.

Job details

Pay: $70,000 to $80,000 CAD / year
Job type: Full-time
Apply by: May 8, 2027
Experience: 3+ years' experience in the investment industry
Posting language: English
Posted: Oct 15, 2026

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, execute discretionary trades according to investment policies, monitor trade restrictions, and support fee billing and investment reporting. Maintain investment materials, assist advisors and portfolio managers with proposals and presentations, and contribute market research and analysis to 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, and have strong investment knowledge and advanced Excel skills; portfolio software, Bloomberg, Morningstar, CGI Wealth360, and Dataphile experience is beneficial.

Skills

Portfolio Administration
Investment Administration
Discretionary Trading
Portfolio Management
Investment Analysis
Investment Research
Investment Reporting
Fee Billing
Client Account Management
Trade Restrictions Monitoring
Financial Analytics
Excel
Microsoft Office
Bloomberg
Morningstar
Stakeholder Collaboration

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 Systems
Custodial Systems
Discretionary Trading
Investment Policy Statement
Trade Restrictions
Fee Billing
Investment Reports
Supervision Reports
Investment Materials
Investment Proposals
Market Research
Investment Analysis
Investment Strategy Committee
Canadian Securities Course
Conduct & Practices Handbook
Wealth Management Essentials
CFA Level I
Registered Representative
Bloomberg
Morningstar
Microsoft Office
Excel
CGI Wealth360
Dataphile
Investment Concepts
Investment Analytics
Product Development
Sales

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