Jobs in Canada

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Added 4 hours ago
BB
Senior Microsoft Sales Associate
Best Buy Canada
Calgary, AB
- Full-time
You’ll love it here! We are hiring immediately for a senior Microsoft sales associate, which we call a Microsoft senior advisor at Best Buy. In this role, you will be the face of the…
Added 4 hours ago
MI
CN - Director, Strategic Business Development
MSC Industrial Supply Co.
Mississauga, ON
- Full-time
This position is responsible for leading the Canadian Sales, Solutions, and Strategic Business Development teams under the Managing Director. The Director drives sales growth, expands…
Added 12 hours ago
E
Medical Writer II
EVERSANA
Toronto, ON
- Full-time
Develop drafts of product dossiers, value messages, marketing and sales materials, clinical summaries, and objection handlers
Added 14 hours ago
OR
Senior Demand Planning Analyst
OSL Retail Services Inc
Mississauga, ON
- Other
We are seeking a Senior Demand Planning Analyst. Reporting to the Senior Manager Operations & Planning, our ideal candidate is responsible for demand forecasting, inventory planning,…
Added 15 hours ago
IW
Area Vice President, Business Development
IG Wealth Management
Quebec, QC
- Full-time
Join our team to engage in continuous learning and skill development in a supportive environment. Experience the best of both worlds with our hybrid work environment, where you spend three…
Added 16 hours ago
SC
Inside Sales Representative
Sego Canada Inc.
Lethbridge, AB
- Full-time
You are an exceptional senior sales representative who has experience in selling and securing pump sales orders from existing and prospective customers.
Added 16 hours ago
TG
Business Development Manager
THE GTI GROUP
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
1–3 years of B2B sales, business development, or performance-based experience - logistics background is a plus, not a requirement
Added 17 hours ago
MF
Senior Software Engineering Specialist
Mackenzie Financial Corporation
Toronto, ON · Greater Toronto Area, ON
- Other
Join our team to engage in continuous learning and skill development in a supportive environment. Experience the best of both worlds with our hybrid work environment, where you spend three…
Added 18 hours ago
TP
Business Development Representative
The Portfolio Group
Vancouver, BC
- $50,000 to $100,000 CAD / year
- Full-time
Business Development Representative (B2B Sales)
Added 18 hours ago
S
Sales Development Representative
Saris
Montreal, QC
- Full-time
We're looking for a hungry, competitive Sales Development Representative to help us build pipeline across banks and credit unions.
Added 18 hours ago
FC
Inside Sales Representative
Flow Control Group
Lethbridge, AB
- Full-time
You are an exceptional senior sales representative who has experience in selling and securing pump sales orders from existing and prospective customers.
Added 18 hours ago
TA
Regional Vice President, Western Canada
Thorek/Scott and Partners
AB · Alberta, Canada
- Full-time
Serve as the primary senior field leadership representative for advisors across the region, developing trusted relationships and acting as a key point of contact between the advisor…
Added 19 hours ago
C
Senior Account Manager: Demand Response
CLEAResult
Toronto, ON
- Full-time
Lead enrollment growth for a commercial demand response program serving mid-sized Ontario buildings. In this senior, hunter-style role, you’ll use your network to engage Class B customers…
Added 19 hours ago
Y
SaaS Sales Development Representative (SDR) - Lead Generation (B2B)
YuJa
Toronto, ON · North York, ON
- $60,000 to $70,000 CAD / year
- Full-time
This is an expansion role designed to support the continued growth and scaling of our Sales Development team. Our Sales Development team members are at the forefront of our growth,…
Added 20 hours ago
CC
Senior Account Manager - Demand Response
CLEAResult Canada
Toronto, ON
- $50 to $55 CAD / hour
- Full-time
Lead enrollment growth for a commercial demand response program serving mid-sized Ontario buildings. In this senior, hunter-style role, you’ll use your network to engage Class B customers…
Added 20 hours ago
D
Business Development Manager-Toronto
Digicast
Toronto, ON
- Full-time
We are looking for a strategic, driven, relationship-focused sales professional to build and grow Digicast’s Toronto market.
Added 1 day ago
C
Business Development Representative
CYGNVS
Toronto, ON
- Full-time
Based in or willing to work from Toronto, with the ability to be in-office 3–4 days per week
Added 1 day ago
IS
Associate Wealth Advisor
Island Savings
Victoria, BC
- $70,000 CAD / year
- Full-time
The Associate Wealth Advisor (AWA) supports the Senior Wealth Advisor (SWA) in delivering professional investment and financial planning advice to a portfolio of high value members assigned…
Added 1 day ago
LM
Représentant(e) des ventes – Boissons / Sales Representative
Les Marques Iconic
Montreal, QC
- Full-time
1–4 years in sales, ideally Quebec beverage (CSP and/or CAD)
Added 1 day ago
Associate Wealth Advisor
First West
Victoria, BC
The Associate Wealth Advisor (AWA) supports the Senior Wealth Advisor (SWA) in delivering professional investment and financial planning advice to a portfolio of high value members assigned…
Added 1 day ago
A
Portfolio Administrator - AM-26-226
Aviso
Vancouver, BC
- $70,000 to $80,000 CAD / year
- Full-time
Demonstrated experience and thorough understanding of investment concepts, analytics and investment administration market research, product development and sales would be beneficial
Added 1 day ago
FR
Business Development Director
FirstService Residential Canada
Vancouver, BC
- Full-time
Must have access to and consistent use of a vehicle for transportation to prospective client meetings, industry events, etc
Added 1 day ago
TP
Business Development Representative
The Portfolio Group
Toronto, ON
- $50,000 to $100,000 CAD / year
- Full-time
…supporting businesses across Canada. They are expanding their sales team and are looking for confident, driven Business Development Representatives who want to build a successful career in…
Added 1 day ago
DR
Inside Sales Representative
Dawn Recruiting Agency
Ottawa, ON
- Full-time
We are seeking a motivated and results-driven Inside Sales Representative to join our Inside Commercial Sales Team. This is an office-based B2B sales opportunity focused on connecting with…
Added 1 day ago
B
Business Development Representative
Billennium
Mississauga, ON
- Full-time
🚀 We're Hiring: Junior Business Development Representative – North America

Aviso

Portfolio Administrator - AM-26-226

Vancouver, BC, Canada

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

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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