At a Glance
- Tasks: Manage investment portfolios and support financial advisors with strategic insights.
- Company: Join Aviso Wealth, a leader in wealth management dedicated to improving Canadians' financial well-being.
- Benefits: Enjoy competitive pay, health benefits, generous vacation, and a supportive work culture.
- Other info: Collaborative culture with opportunities for innovation and professional development.
- Why this job: Make a real impact in the financial industry while growing your career in a dynamic environment.
- Qualifications: Post-secondary degree, CFA Charter holder, and 5-7 years of investment experience required.
The predicted salary is between 115000 - 135000 $ per year.
Aviso Wealth is 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.
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.
As one aviso:
- We Care – You do the right thing for clients, partners and colleagues. You build trusted relationships, champion service excellence, and contribute to a culture where people feel valued and supported.
- We Dare – You challenge the status quo with bold ideas and fresh perspectives. You embrace change, seek opportunities to innovate and are comfortable exploring new ways of working.
- We Share – You collaborate openly and build meaningful relationships. You seek out diverse perspectives, share your knowledge and work together to help colleagues, clients and partners succeed.
- We Deliver – You take ownership of your work, honour your commitments and focus on delivering meaningful results. You hold yourself accountable and continuously look for ways to improve.
What your day looks like:
- 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 updates, 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 (
Portfolio Manager, Managed Assets Program (MAP) in Toronto employer: Aviso Wealth Inc.
At Aviso Wealth, we pride ourselves on fostering a dynamic and inclusive work culture that prioritizes innovation and employee success. As a Portfolio Manager in our Managed Assets Program, you will benefit from competitive compensation, comprehensive health and wellness programs, generous vacation time, and continuous professional development opportunities. Join a team of passionate professionals dedicated to improving the financial well-being of Canadians while enjoying a collaborative environment that values your contributions and encourages growth.
