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Added 17 mins ago
Financial Planning & Analysis Manager
Stagevision
Mississauga, ON
$90,000 to $125,000 CAD / year
Full-time
The Financial Planning & Analysis Manager will play a critical role in driving financial and operational insight across the organization. Reporting directly to the CFO, this individual will…
Added 17 mins ago
Customer Success - Enterprise Engagement Manager
Alloy.ai
Vancouver, BC
$140,000 to $175,000 CAD / year
Full-time
…our key strategic customers. You will understand their needs and priorities, translate them into attainable objectives and successfully execute against them. You’ll get exposed to diverse…
Added 17 mins ago
Marketing Manager, Monthly Giving
The Princess Margaret Cancer Foundation
Toronto, ON
$80,000 to $90,000 CAD / year
Full-time
Reporting to the Senior Marketing Director, Community Giving, the Marketing Manager, Monthly Giving plays an important role in advancing our mission by growing and strengthening our Monthly…
Added 18 mins ago
Senior Manager - HRIS & Payroll
kdc/one
Longueuil, QC
The Senior Manager, HRIS & Payroll will partner closely with HR, Payroll, Finance, Internal Audit, Information Technology, and business/function leaders. The successful candidate will…
Added 47 mins ago
(CAN) Manager, Continuous Improvement
Walmart Canada
Maple, ON
Full-time
Position Summary...The Planning & Continuous Improvement Manager (PCIM) will report directly to the General Manager and is accountable for governance and delivery of continuous improvement…
Added 47 mins ago
Assistant Manager, Innovation
Bimbo Canada
Toronto, ON · Etobicoke, ON
Full-time
The Assistant Innovation Manager helps turn consumer-first ideas into meaningful, commercially viable innovation across a wide portfolio of brands. Reporting to the Innovation Manager and…
Added 47 mins ago
Manager, Services North America
Prophix
Toronto, ON · Etobicoke, ON
Full-time
At Prophix, we're building the platform that helps finance teams stop managing spreadsheets and start driving strategy. Prophix One™ brings planning, reporting, consolidation, and…
Added 47 mins ago
Manager, Capital Planning
Couche-Tard
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Internship
Reporting to the Director, Capital Planning & Governance, the Manager, Capital Portfolio & Governance plays a key role in improving how capital is allocated, monitored, and redeployed…
Added 48 mins ago
Senior Product Manager, Commercial Lending Decisioning & Insights (English/Spanish)
Scotiabank
Toronto, ON
Senior Product Manager, Commercial Lending Decisioning & Insights - Canadian and International Commercial Banking
Added 48 mins ago
Senior Financial Analyst
STAN AI
Toronto, ON
$90,000 to $105,000 USD / year
Full-time
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Added 48 mins ago
Manager, Services North America
Prophix
Remote, Canada
Remote
At Prophix, we’re building the platform that helps finance teams stop managing spreadsheets and start driving strategy. Prophix One™ brings planning, reporting, consolidation, and…
Added 1 hour ago
Manager, Engineering
Trulioo
Remote, Canada
Full-time · Remote
Reporting to the Senior Manager, Software Engineering, the Manager, Engineering will be responsible for leading Trulioo's mobile and web engineering team. This role owns team execution,…
Added 1 hour ago
Senior Data Solutions Engineer
HOOPP (Healthcare of Ontario Pension Plan)
Toronto, ON
$103,000 to $153,000 CAD / year
Full-time
Our DTS Operations team supports the investment data warehouse and the governed data models and transformation logic that represent HOOPP's investment book, positions, transactions,…
Added 1 hour ago
Manager, Finance
Definity Insurance Company
Waterloo, ON
Full-time
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Added 1 hour ago
Senior Business Analyst
University of Alberta
Edmonton, AB
Full-time
The University of Alberta is hiring a Senior Business Analyst to help support the Enterprise Resource Planning (ERP) Modernization project. Reporting to the Manager, Business…
Added 1 hour ago
Jr. Category Manager- Outdoor & New Business (Fixed 12+ month term)
Article
Vancouver, BC
$85,000 to $100,000 CAD / year
Full-time · Temporary
You will work closely alongside our Category Manager and collaborate daily with cross-functional partners across Product Design, Sourcing, Supply Chain Planning, and Marketing. The team…
Added 1 hour ago
Senior HR Data Governance Lead (Hybrid)
Morgan Stanley
Montreal, QC
Full-time
We’re seeking an experienced people manager to join our team as a Senior Data Governance Lead, to lead the global function that sets the standards, ownership model, and controls that ensure…
Added 1 hour ago
Senior HR Data Governance Lead (Hybrid)
Morgan Stanley
Montreal, QC
Full-time
We’re seeking an experienced people manager to join our team as a Senior Data Governance Lead, to lead the global function that sets the standards, ownership model, and controls that ensure…
Added 1 hour ago
Regional Sourcing Manager (Electronics Lane)
Husky Technologies
Bolton, ON
Full-time
Act as the primary contact and relationship manager while supporting the global strategic sourcing team to develop, prioritize, and execute “in-region” sourcing initiatives that reduce…
Added 1 hour ago
Senior Manager, Revenue Operations
Texada Software
Remote, Canada
Full-time · Remote
We're hiring a Senior Manager, Revenue Operations to lead & own the systems, process, and reporting infrastructure that runs Texada's sales & customer success organizations. This isn't a…
Added 1 hour ago
Manager, Data Insights (20 Month Contract)
Scotiabank
Toronto, ON
The Manager, Data Insights, is responsible for supporting analysis that will help the Bank to balance business growth and a continued focus on the customer. The incumbent will support…
Added 2 hours ago
Financial Manager - PLM (Product Line Mgmt)
Husky Technologies
Bolton, ON
Full-time
This is not a reporting role - it is a decision-enabling role, with full visibility across Orders, Revenue, Margin, EBITDA, and Cash.
Added 2 hours ago
Sr Data Governance Lead, Automation & Operations
Rogers Communications
Brampton, ON · Toronto, ON
We are seeking a motivated Sr Data Gov. Lead, Auto & Ops to join our team. Reporting to the Senior Manager of Data Governance & Quality Operations, this role is responsible for advancing…
Added 2 hours ago
Ignition SCADA Specialist
SGS
Edmonton, AB · Calgary, Alberta
Full-time
Support project coordination activities - scope tracking, status reporting, and change management - under the guidance of the Practice Lead or assigned Project Manager.
Added 2 hours ago
Ignition SCADA Specialist
SGS
Vancouver, BC · Calgary, Alberta
Full-time
Support project coordination activities - scope tracking, status reporting, and change management - under the guidance of the Practice Lead or assigned Project Manager.

Aviso

Portfolio Manager, Managed Assets Program (MAP)

Vancouver, BC, Canada

Pay: $115,000 to $135,000 CAD / year
Job type: Full-time
Apply by: Mar 4, 2027
Experience: 5-7 years' experience in the investments industry with at least 3 years of discretionary portfolio management experience
Posting language: English
Posted: Sep 5, 2026

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Original job description

Aviso Wealth:

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 Manager, Managed Assets Program (MAP) to join our Asset Management team.

Reporting to the Senior Manager, MAP Trading, the Portfolio Manager is responsible for the portfolio management of Aviso's discretionary fee-based solutions and administration support. This includes providing oversight on discretionary trades and operational processes and contributing to the overall investment strategy of managed 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:

Portfolio Management & Client Service

Co-manage internal investment mandates and models.
Act as a strategic bridge between portfolio management, technology, and advisor experience - supporting the continuous improvement of Aviso's Managed Account platform through innovation, automation and data-driven insights
Support financial advisors with their client meetings, through presentations and correspondence that provide market update, guidance, and growth opportunities for prospective and existing clients
Participate in monthly/quarterly and ad-hoc Economic and market webcasts to advisors
Create, review, and approve investment policy statements for clients
Collaborate with other Portfolio Managers and team members on tactical investment strategies for the managed account platform, including technical & fundamental market analysis and client implementation strategies
Review and analyze investment mandates and trading, providing recommendations and opportunities for improvements
Engage directly with financial advisors to communicate platform strategy, performance updates, and portfolio positioning
Gather field insights to guide future enhancements to managed account functionality and advisor experience

Portfolio Accounting

Manage and administer separately managed ("SMA") and unified managed ("UMA") accounts on Portfolio Management System
Implement model portfolios from third-party investment managers, liaising as required for strategic execution
Coach and support junior members of the team on portfolio administration and management in the PM platform (currently Wealth360)
Maintain expert knowledge on Aviso's custodial (Dataphile) and Portfolio Management Systems and processes

Client and Compliance Reporting

Manage quarterly client statement production and tax issues with tax department
Provide oversight and quality control for managed account compliance reporting and attribution analysis, ensuring data integrity and regulatory consistency across platforms
Manage ongoing Compliance and Finance reporting requirements
Provide ad hoc reports to third-party subadvisors, Compliance and advisors as required
Monitor client accounts against Investment Policy Statements and other compliance requirements
Performance reporting of portfolios and client accounts
Continuous enhancement of Aviso's managed solutions and features to ensure they remain competitive and top caliber
Provide opportunities for enhancement of the broader product shelf of the Product Solutions department
Provide oversight to managed solutions fee billing system for clients and advisors
Collaborate cross-functionality with Trading, Operations, Compliance and Product Solutions teams to ensure efficient execution, reporting accuracy and product alignment

Requirements

Your experience and skills:

Post-secondary degree in business or a related discipline
CFA Charter holder
Licensed CIRO Portfolio Manager (Discretionary)
5-7 years' experience in the investments industry with at least 3 years of discretionary portfolio management experience
Strong understanding of the financial services industry, market research, portfolio theory and/or investment administration and sales
Excellent written and verbal communication/presentation skills
Apply data analytics and automation tools (Python, Power BI) to enhance portfolio oversight, attribution and drift monitoring
Identify opportunities to streamline and digitize operational workflows within Wealth360 and Dataphile
Advanced level MS Office Suite (emphasis on Excel and PowerPoint)
Experience with Bloomberg/Refinitiv (Eikon)
Experience with Wealth 360 & Dataphile is ideal
Programming (Python, JAVA) knowledge is considered a highly desirable asset
Experience supporting discretionary managed account programs or model portfolios
Experience working with third party sub-advisors and model delivery platforms
Excellent problem-solving skills with proven track record of managing activities and exceeding targets
Self-motivated and able to operate in a fast-paced, dynamic environment
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, Montreal, and Winnipeg. 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 $115,000 - $135,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.

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More about this job

Responsibilities

Co-manage discretionary investment mandates and model portfolios, oversee trading and portfolio administration, and support advisors with market updates, client presentations, and investment policy statements. Manage account, compliance, performance, and fee reporting while improving managed-account products, systems, and operational workflows in collaboration with internal teams and third-party managers.

Requirements

Requires a post-secondary degree in business or a related discipline, the CFA charter, a discretionary CIRO Portfolio Manager license, and 5–7 years of investment-industry experience, including at least 3 years in discretionary portfolio management. Candidates should bring strong investment and communication skills, experience with managed accounts and third-party sub-advisors, and proficiency with analytics and automation tools; Wealth360, Dataphile, Bloomberg or Refinitiv, and programming knowledge are advantageous.

Skills

Discretionary Portfolio Management
Portfolio Administration
Investment Strategy
Market Analysis
Client Service
Investment Policy Statements
Portfolio Accounting
Compliance Reporting
Performance Reporting
Data Analytics
Workflow Automation
Python
Excel
PowerPoint
Financial Advisor Support
Communication And Presentation

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

CFA Charter
CIRO Portfolio Manager License
Discretionary Portfolio Management
Managed Assets Program
Separately Managed Accounts
Unified Managed Accounts
Model Portfolios
Investment Policy Statements
Portfolio Theory
Market Research
Technical Analysis
Fundamental Analysis
Portfolio Accounting
Compliance Reporting
Performance Attribution
Fee Billing
Python
Java
Power BI
Microsoft Excel
Microsoft PowerPoint
Bloomberg
Refinitiv Eikon
Wealth360
Dataphile
Data Analytics
Workflow Automation
Portfolio Drift Monitoring
Third-Party Sub-Advisors
Managed Account Platforms

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