Jobs in Canada

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Added 5 hours ago
EM
Database Administrator II
EKU Master of Public Administration Program
Richmond, BC
- Full-time
An EKU Database Administrator II leads the management of university data by developing and maintaining expert knowledge of EKU software. Provides maintenance of databases and software…
Added 5 hours ago
EM
Administrator, Systems
EKU Master of Public Administration Program
Richmond, BC
- Full-time
The Systems Administrator is responsible for the administration, operation, security, reliability, and lifecycle management of the University’s enterprise computing infrastructure across…
Added 6 hours ago
1
Dental Administrator - Riverside Dental Centre, Red Deer, AB
123Dentist
Red Deer, AB
- Full-time
The team at Riverside Dental Centre located in Red Deer, Alberta are looking for a passionate, hard-working Dental Administrator on a full-time basis.
Added 6 hours ago
EM
Director of Operations
EKU Master of Public Administration Program
Richmond, BC
- Full-time
Serves as the primary functional administrator within the department for StarRez and other applicable university systems, leading strategic planning, oversight of best practices, user…
Added 7 hours ago
TU
Dental Assistant 3 (Maternity Leave Replacement)
The University of British Columbia
Vancouver, BC
- Full-time
…position will also take direction from the Clinic Operations…
Added 7 hours ago
SC
Commercial Lead
SYSTRA Canada
Toronto, ON
- Full-time
Added 7 hours ago
Q
Revenue Operations Manager – Partner & Channel Operations
Quadient
Markham, ON
- $90,000 to $100,000 CAD / year
- Full-time
Added 8 hours ago
BC
Bed Allocator
Brant Community Healthcare System
Brantford, ON
- Full-time
Must be able to work all shifts including weekends, holidays and 12-hour shifts
Added 8 hours ago
Q
Revenue Operations Manager – Partner & Channel Operations
Quadient
Markham, ON
- $90,000 to $100,000 CAD / year
- Full-time
Added 8 hours ago
A
Portfolio Administrator - AM-26-226
Aviso
Vancouver, BC
- $70,000 to $80,000 CAD / year
- Full-time
We're looking to fill an opening for a Portfolio Administrator to join our Asset Management team.
Added 8 hours ago
CI
Office Administrator
COWS Inc
Charlottetown, PE
- Full-time
COWS is seeking a highly organized and detail-oriented Office Administrator to support the day-to-day operations of our corporate office. This role is responsible for administrative…
Added 10 hours ago
EA
Assistant Professor, Metereology
Embry-Riddle Aeronautical University
Welland, ON · Niagara College, ON
- Full-time
…meteorology directly supporting the B.S. in Meteorology degree program and Applied Meteorology minor within the College of…
Added 10 hours ago
GC
GMS National Inventory & Demand Administrator
GMS Canada
AB · Corporate ON (CAN)
- Full-time
The GMS National Inventory & Demand Administrator is responsible for supporting the planning, analysis, and coordination of inventory and product demand across GMS Canada.
Added 11 hours ago
GC
Senior Desktop Engineer
GEI Consultants, Inc.
Vancouver, BC
- Full-time
Microsoft 365 Certified: Endpoint Administrator Associate
Added 11 hours ago
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Senior Desktop Engineer
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Abbotsford, BC
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Senior Desktop Engineer
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Guelph, ON
- Full-time
Microsoft 365 Certified: Endpoint Administrator Associate
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Branch Administrator - Victoria
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Victoria, BC
- Full-time
Added 11 hours ago
TL
CUSTOMER SUPPORT ADMINISTRATOR/SPECIALIST
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Owen Sound, ON
- Full-time
…Ltd. is currently looking for a Customer Service Specialist/Administrator to join our head office team in Owen Sound! The ideal candidate will be someone with proficient organization and…
Added 12 hours ago
AC
Pmo Administrator
Aston Carter
Cambridge, ON
- $22 to $23 CAD / hour
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Added 12 hours ago
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Benefits Administrator - FT Permanent & FT Term
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Bedford, NS
- Full-time
The Benefits Administrator Is Responsible For
Added 12 hours ago
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IT Administrator (Hybrid)
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Vancouver, BC
- Full-time
It is hybrid, with 3 days per week in office
Added 12 hours ago
UO
Dental Assistant 3 (Maternity Leave Replacement)
University of British Columbia
Vancouver, BC · UBCV | David Strangway Building (STRG)
- Full-time
…position will also take direction from the Clinic Operations…
Added 12 hours ago
UO
Dental Clinic Receptionist
University of British Columbia
Vancouver, BC · UBCV | David Strangway Building (STRG)
- Full-time
Receives direction from the Clinic Director, Graduate Program Director and the Dental Assistant 4 for the Programs. Reports directly to the Clinic Administrator that reports to the Senior…
Added 13 hours ago
KC
Senior Project Coordinator
Kindred Construction Ltd.
Revelstoke, BC
- Full-time
…implementation of the Health, Safety, and Environmental (HSE) program to achieve compliance of Kindred HS&E standards, applicable OH&S Acts, regulations, and…
Added 13 hours ago
TU
Dental Clinic Receptionist
The University of British Columbia
Vancouver, BC
- Full-time
Receives direction from the Clinic Director, Graduate Program Director and the Dental Assistant 4 for the Programs. Reports directly to the Clinic Administrator that reports to the Senior…

Aviso

Portfolio Administrator - AM-26-226

Vancouver, BC, Canada

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

Apply on LinkedIn 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 on LinkedIn 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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Jobs in Canada