Aviso:

At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic ‘oneaviso’ culture sets us apart. If you are looking for engaging and challenging work, at a company committed to its people, find out more about what Aviso has to offer at

The Opportunity:

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.

As oneaviso:

- We Care – Youdo the right thing forclients,partnersand colleagues. Youbuild trusted relationships,championservice excellence, andcontribute to a culture where people feel valued and supported

- We Dare –You challenge the status quo with bold ideasand fresh perspectives. Youembrace change, seek opportunities toinnovateand are comfortable exploring new ways of working

- We Share – Youcollaborate openlyand build meaningful relationships. Youseek outdiverse perspectives, share yourknowledgeand work together to helpcolleagues,clientsand partners succeed

- We Deliver – Youtake ownership of your work,honouryourcommitmentsand focus on delivering meaningful results.You hold yourself accountable and continuously look for ways toimprove

What your day looks like:





- 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
- Implement and monitor client trade restrictions
- 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
- Provide support to Advisors on Aviso’s product offerings
- Assist Portfolio Managers with investment proposals and presentations
- Support Aviso’s Investment Strategy Committee with market research, analysis, and presentations

Your experience and skills:

- Post-secondary degree in business or a related discipline
- Working towards CFA (at least level I)
- Successful completion of Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH) and and Wealth Management Essentials (WME)
- 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

Why Aviso Wealth?

At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.
Here are a few things that set us apart:

- Competitive compensation package that rewards and recognizes individual contributions
- 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

Your Information

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 thePersonal Information Protection and Electronic Documents Act (PIPEDA)and relevant provincial legislation. Your data may be shared with authorized personnel

📌 Portfolio Administrator (Toronto)
🏢 Aviso
📍 Toronto