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 dynamic ‘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
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The Chance: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.
As one aviso:We Care – Youdo the right thing forclients,partnersand colleagues. Youbuild trusted relationships,championservice excellence, andcontribute to a culture where people feel valued and supportedWe Dare –You challenge the status quo with bold ideasand fresh perspectives. Youembrace change, seek opportunities toinnovateand are comfortable exploring new ways of workingWe Share – Youcollaborate openlyand build meaningful relationships. Youseek outdiverse perspectives, share yourknowledgeand work together to helpcolleagues,clientsand partners succeedWe Deliver – Youtake ownership of your work,honouryourcommitmentsand focus on delivering meaningful results.




You hold yourself accountable and continuously look for ways toimproveWhat your day looks like:Portfolio Management & Client ServiceCo-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 insightsSupport financial advisors with their client meetings, through presentations and correspondence that provide market update, guidance, and growth opportunities for prospective and existing clientsParticipate in monthly/quarterly and ad-hoc Economic and market webcasts to advisorsCreate, review, and approve investment policy statements for clientsCollaborate with other Portfolio Managers and team members on tactical investment strategies for the managed account platform, including technical & fundamental market analysis and client implementation strategiesReview and analyze investment mandates and trading, providing recommendations and opportunities for improvementsEngage directly with financial advisors to communicate platform strategy, performance updates, and portfolio positioningGather field insights to guide future enhancements to managed account functionality and advisor experiencePortfolio AccountingManage and administer separately managed (“SMA”) and unified managed (“UMA”) accounts on Portfolio Management SystemImplement model portfolios from third-party investment managers,



liaising as required for strategic executionCoach 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 processesClient and Compliance ReportingManage quarterly client statement production and tax issues with tax departmentProvide oversight and quality control for managed account compliance reporting and attribution analysis, ensuring data integrity and regulatory consistency across platformsManage ongoing Compliance and Finance reporting requirementsProvide ad hoc reports to third-party subadvisors, Compliance and advisors as requiredMonitor client accounts against Investment Policy Statements and other compliance requirementsPerformance reporting of portfolios and client accountsContinuous enhancement of Aviso’s managed solutions and features to ensure they remain competitive and top caliberProvide opportunities for enhancement of the broader product shelf of the Product Solutions departmentProvide oversight to managed solutions fee billing system for clients and advisorsCollaborate cross-functionality with Trading, Operations, Compliance and Product Solutions teams to ensure efficient execution, reporting accuracy and product alignmentYour experience and

skills:
Post-secondary degree in business or a related disciplineCFA Charter holderLicensed CIRO Portfolio Manager (Discretionary)5-7 years’ experience in the investments industry with at least 3 years of discretionary portfolio management experienceStrong understanding of the financial services industry, market research, portfolio theory and/or investment administration and salesExcellent written and verbal communication/presentation skillsApply data a

📌 Portfolio Manager (Canada)
🏢 Aviso Wealth
📍 Canada