Aviso Wealth: 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 agile ‘oneaviso’ culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso has to offer at www.aviso.ca.

The Opportunity: 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.

Asoneaviso:

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 to improve

What your day looks like: 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

Participate in monthly/quarterly and ad‑hoc Economic and market webcasts to advisors

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

Client and Compliance Reporting

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

Provide ad hoc reports to third‑party sub‑advisors, Compliance and advisors as required

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 opportunities for enhancement of the broader product shelf of the Product Solutions department

Provide oversight to managed solutions fee billing system for clients and advisors

Collaborate cross‑functionality with Trading, Operations, Compliance and Product Solutions teams to ensure efficient execution, reporting accuracy and product alignment

Your experience and skills:

Post‑secondary degree in business or a related discipline

CFA Charter holder

Li

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