Elevate your career with Aviso Wealth as a Portfolio Manager specializing in discretionary fee-based solutions. Collaborate with proactive professionals in an innovative and supportive environment.

In this role, you will be instrumental in managing discretionary trades and enhancing Aviso’s Managed Account platform. You'll work closely with financial advisors, providing insightful market analysis and guidance. You'll also contribute to compliance reporting and play a key role in client service, all while actively improving operational workflows within the portfolio management system.

Key Responsibilities:



• Manage discretionary trades and client accounts • Create and approve investment policy statements • Participate in economic webcasts for financial advisors • Provide compliance oversight and reporting • Develop tactical investment strategies with team members

Requirements: • Post-secondary education and CFA designation required • Minimum of 5-7 years of investment experience • Solid analytical skills using automation tools • Excellent oral and written communication skills • Familiarity with Bloomberg and Refinitiv

Your innovative approach will enhance client service and drive results at Aviso Wealth. #J-18808-Ljbffr

📌 Join Aviso as a Portfolio Manager (Toronto)
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📍 Toronto