Become a pivotal team member at Aviso Wealth as a Portfolio Administrator within our energetic Asset Management sector. Focus on managing daily portfolio tasks and investment solutions.

As part of Aviso’s Asset Management team, you will be responsible for administering Credential’s Separately Managed Account programs and delivering exceptional service to advisors and clients. This role not only demands a keen understanding of investment management but also offers you the opportunity to engage with diverse perspectives across the organization.

Key Responsibilities:



• Resolve data discrepancies in client accounts • Execute trades as defined in the Investment Policy Statement • Monitor client trade restrictions and compliance • Generate insightful quarterly investment reports • Collaborate with internal and external stakeholders

Requirements: • Bachelor’s degree in Business or Finance • Minimum 3 years’ experience in investment services • Completion of Canadian Securities Course required • Understanding of Portfolio Management software • Bilingual in English and French is an asset

Leverage your investment knowledge while contributing to Aviso’s mission of improving financial well-being. #J-18808-Ljbffr

📌 Join Aviso as a Portfolio Administrator (Winnipeg)
🏢 Aviso Wealth
📍 Winnipeg