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 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 analytics and automation tools (Python, Power BI) to enhance portfolio oversight, attribution and drift monitoringIdentify opportunities to streamline and digitize operational workflows within Wealth360 and DataphileAdvanced level MS Office Suite (emphasis on Excel and PowerPoint)Experience with Bloomberg/Refinitiv (Eikon)Experience with Wealth 360 & Dataphile is idealProgramming (Python, JAVA)



knowledge is considered a highly desirable assetExperience supporting discretionary managed account programs or model portfoliosExperience working with third party sub-advisors and model delivery platformsExcellent problem-solving skills with proven track record of managing activities and exceeding targetsSelf-motivated and able to operate in a fast-paced, agile environmentFluent communication skills in English are required and bilingual skills in French are an assetWhy Aviso Wealth?Competitive compensation package that rewards and recognizes individual contributionsExcellent health, dental and insurance benefits to meet the diverse needs of our employeesGenerous vacation time, fitness benefit, parental leave top-up optionsMatching contributions to our retirement programCommitment to the continuous improvement of our staff through learning & development and an education assistance programRegular social events to foster teamworkYour InformationBy 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.Privacy PoliciesEqual Employment OpportunityAviso 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. SalaryThis position is posted with an expected salary range of $115,000 - $135,000 CAD annually.

📌 Discretionary Portfolio Manager - Managed Assets (Winnipeg)
🏢 Aviso
📍 Winnipeg