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 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.

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 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 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 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 oversight to managed solutions fee billing system for clients and advisors 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 Solid understanding of the financial services industry, market research, portfolio theory and/or investment administration and sales Apply data analytics and automation tools (Python, Power BI) to enhance portfolio oversight, attribution and drift monitoring Advanced level MS Office Suite (emphasis on Excel and PowerPoint) Programming (Python, JAVA) knowledge is considered a highly desirable asset Experience supporting discretionary managed account programs or model portfolios Excellent problem‑solving skills with proven track record of managing activities and exceeding targets Fluent communication skills in English are required and bilingual skills in French are an asset 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 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 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 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 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 $115,000 - $135,000 CAD annually.

📌 Portfolio Manager, Managed Assets Program (MAP) (Toronto)
🏢 Aviso
📍 Toronto