As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. 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.

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 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 Assist Portfolio Managers with investment proposals and presentations Support Aviso’s Investment Strategy Committee with market research, analysis, and presentations Working towards CFA (at least level I) ~ 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 Excellent health, dental and insurance advantages 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 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 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. 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. 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 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 is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins. This position is posted with an expected salary range of $70,000 - $80,000 CAD annually.

📌 Portfolio Manager / Asset management (Vancouver)
🏢 Aviso Wealth
📍 Vancouver