Portfolio Manager, Managed Assets Program (MAP)

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 subadvisors, 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

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

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 the Personal Information Protection and Electronic Documents Act (PIPEDA) and relevant provincial legislation. 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.

Further information is available on the Privacy link on our Career Page – Privacy Policies

Aviso 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.

We thank all applicants for their interest, however, only those selected for further consideration will be contacted.

No recruiters or agencies, please.

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. Our clients include our partners, advisors, and investors. 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 partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry. 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 Correspondent Partners provides custodial and carrying broker services to a wide range of firms. We have offices in Toronto, Vancouver, Montreal, and Winnipeg. Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins. We’re proud to power businesses that empower investors .

A career with Aviso means being part of a group of talented, energetic professionals who live their values every day, and belonging to an organization dedicated to your success and career development. If you’re looking for interesting and challenging work, at a company committed to its people, apply to join our team.