Step into a dynamic role as Portfolio Manager with Aviso Wealth. This position focuses on discretionary fee-based solutions, operational processes, and portfolio management within a collaborative environment. As a Portfolio Manager in the Managed Assets Program, you will oversee discretionary trades, contribute to investment strategies, and provide essential support to financial advisors.

You'll engage in market analysis, client meetings, and portfolio oversight, while collaborating with team members across departments. Your expertise will drive enhancement within the managed account platform and ensure adherence to compliance standards. Key Responsibilities:

- Co-manage internal investment mandates and models
- Support advisors with client presentations and guidance




- Review and approve investment policy statements
- Analyze trading and provide actionable recommendations
- Engage with advisors for performance updates and strategy Requirements:
- CFA charter holder and CIRO licensed Portfolio Manager
- 5-7 years in investments with 3 years in discretionary management
- Proficient in data analytics tools like Python and Power BI
- Strong communication and presentation skills
- Expert knowledge of Wealth360 and Dataphile systems Bring your investment expertise and innovative mindset to Aviso Wealth's team-oriented team.

📌 Portfolio Manager at Aviso Wealth (Toronto)
🏢 Socket.dev
📍 Toronto