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Added 1 min ago
BM
Manager, Quality Assurance and Excellence
Baylis Medical Technologies
ON · Mississauga, ON
- Full-time
The Manager, Quality Assurance and Excellence is responsible for the administration and direct supervision of the Quality Assurance and Excellence Team. They are responsible for the…
Added 1 min ago
G
Business Development & Proposal Manager
GFT
Toronto, ON
- Full-time
The BD & Proposal Manager is a senior position that supports either multiple regional business lines or one Global Business Line and contributes to meeting the goals in GFT's strategic plan…
Added 16 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 16 mins ago
BM
Manager, Quality Assurance and Excellence
Baylis Medical Technologies
Mississauga, ON
- Full-time
The Manager, Quality Assurance and Excellence is responsible for the administration and direct supervision of the Quality Assurance and Excellence Team. They are responsible for the…
Added 31 mins ago
T
Customer Experience Associate
TD
London, ON
- Part-time
Help build a positive, diverse and equitable work environment by promoting team effectiveness as well as participating in personal performance development
Added 31 mins ago
T
Customer Experience Associate
TD
Mississauga, ON
- Part-time
Help build a positive, diverse and equitable work environment by promoting team effectiveness as well as participating in personal performance development
Added 31 mins ago
W&
Senior Tax Specialist
Wilkinson & Company LLP
Belleville, ON
- $70,000 to $100,000 CAD / year
…You will take ownership of increasingly complex assignments, support the review and development of junior team members, and communicate directly with clients and external…
Added 31 mins ago
W&
Senior Tax Specialist
Wilkinson & Company LLP
Trenton, NS
- $70,000 to $100,000 CAD / year
…You will take ownership of increasingly complex assignments, support the review and development of junior team members, and communicate directly with clients and external…
Added 31 mins ago
W&
Senior Tax Specialist
Wilkinson & Company LLP
Kingston, ON
- $70,000 to $100,000 CAD / year
…You will take ownership of increasingly complex assignments, support the review and development of junior team members, and communicate directly with clients and external…
Added 31 mins ago
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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 1 hour ago
JF
Restaurant Supervisor
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Vancouver, BC
- $20.25 CAD / hour
- Full-time
- Part-time
The Restaurant Supervisor assists the Restaurant Manager and restaurant team in the achievement of the Restaurant Business Goals through effective implementation of specific operations…
Added 1 hour ago
JF
Restaurant Supervisor
Jollibee Foods Corporation North America
Edmonton, AB
- $17.55 CAD / hour
- Full-time
- Part-time
The Restaurant Supervisor assists the Restaurant Manager and restaurant team in the achievement of the Restaurant Business Goals through effective implementation of specific operations…
Added 1 hour ago
T
Personal Banking Associate
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Richmond, BC
- Full-time
…and helping them with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their…
Added 1 hour ago
W&
Senior Tax Specialist
Wilkinson & Company LLP
Kingston, ON
- $70,000 to $100,000 CAD / year
…You will take ownership of increasingly complex assignments, support the review and development of junior team members, and communicate directly with clients and external…
Added 1 hour ago
SC
store manager, St. Thomas, ON
Starbucks Coffee Company
St. Thomas, ON
- $59,400 to $78,450 CAD / year
- Full-time
Nurture talent & lead a team: engage the hearts and minds of your team and develop their skills so that they realize their personal best, both as individuals and as thriving teams
Added 1 hour ago
SC
store manager, Grimsby, ON
Starbucks Coffee Company
Grimsby, ON
- $59,400 to $78,450 CAD / year
- Full-time
Nurture talent & lead a team: engage the hearts and minds of your team and develop their skills so that they realize their personal best, both as individuals and as thriving teams
Added 1 hour ago
S
Community Support Worker - Kelowna
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Kelowna, BC
- Part-time
…to join our progressive non-profit organization as Community Support Workers in our Supported Independent Living (SIL) program in Kelowna & West…
Added 1 hour ago
V
Specialist, Data Developer
Vale
Canada
- Full-time
You will report to the Manager, Data Platforms and Foundation and work closely with cross-functional teams including data scientists, analysts, architects, and business stakeholders.
Added 1 hour ago
BH
Senior Manager, Supportive Housing Delivery
BC Housing
Burnaby, BC
- Full-time
The position partners with internal stakeholders to support new projects, renewal/redevelopment of existing non-profit projects and supports related communication strategies.
Added 1 hour ago
QH
Personal Support Worker (PSW) - Acute Medicine (Quinte 5)
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- Full-time
Reporting to the Patient Services Manager, the PSW is a member of the health care team, accountable for the day to day provision of quality patient and family centered care in a manner…
Added 1 hour ago
MH
Sr. Full Stack Software Engineer (Backend - AI products)
MedMe Health
Remote, Canada
- $116,000 to $156,000 CAD / year
- Full-time
- Remote
…is unbiased, the team at MedMe will not be responding to any personal messages regarding this role or other opportunities. This role will follow the below Interview…
Added 1 hour ago
NB
Account Manager, Business Flex
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AB · Edmonton, AB
- Full-time
Pursuing a career as a Flex Business Account Manager means being part of a dynamic team surrounded by experts. It also involves taking charge of entrepreneurial clients who contact Flex…
Added 2 hours ago
MH
Sr. Full Stack Software Engineer (Backend - AI products)
MedMe Health
Toronto, ON
- $116,000 to $156,000 CAD / year
- Full-time
…is unbiased, the team at MedMe will not be responding to any personal messages regarding this role or other opportunities. This role will follow the below Interview…
Added 2 hours ago
OH
Lead, Methodologist, Analytics
Ontario Health | Santé Ontario
ON · Ontario, Canada
- Full-time
Three personal days and two float days annually, providing added flexibility to support work-life balance, in addition to vacation days
Added 2 hours ago
PH
Billing Manager
Peace Hills Insurance
AB · Edmonton, AB
- Full-time
We currently have a position available for a Manager in our Billing department. Reporting to the CFO, the successful candidate will provide overall management and direction to the billing…

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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