At a Glance
- Tasks: Co-manage discretionary mandates and support advisors with market insights.
- Company: Aviso Wealth, a dynamic wealth management platform in Vancouver.
- Benefits: Competitive salary, professional development, and a chance to influence strategy.
- Other info: Join a collaborative team with opportunities for growth and innovation.
- Why this job: Make an impact in portfolio management while bridging tech and finance.
- Qualifications: 5-7 years in investments, CFA and CIRO credentials required.
The predicted salary is between 81000 - 99000 $ per year.
Aviso Wealth is seeking a Portfolio Manager for the Managed Assets Program in Vancouver.
You will co‑manage discretionary mandates, bridge portfolio management with technology, and support advisors with market updates and client meetings.
The role requires 5–7 years in investments with 3+ years discretionary PM experience, CFA and CIRO credentials, plus strong English communication.
Opportunity to influence strategy and improve processes within a dynamic wealth platform.
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Discretionary Portfolio Manager in Vancouver employer: Aviso
At Aviso, we pride ourselves on being an exceptional employer that fosters innovation and collaboration in the rapidly evolving field of cloud technologies. Our inclusive work culture encourages continuous learning and professional growth, providing employees with access to cutting-edge tools and resources to excel in their roles. Located in a vibrant tech hub, we offer unique opportunities to engage with industry leaders and contribute to transformative projects that enhance user experiences and operational efficiencies.
