{"id":409535,"url":"https://alion.io/job/aviso-wealth-portfolio-manager-managed-assets-program-map","title":"Portfolio Manager, Managed Assets Program (MAP)","company":{"id":5918,"name":"Aviso Wealth","domain":"aviso.ca","url":"https://alion.io/company/aviso-wealth","size_band":null,"is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workable","truth_index":{"grade":"A","score":91,"open_postings":8,"ghost_share":0,"stale_share":0.375,"repost_share":0,"time_to_fill_p50_days":35,"computed_at":"2026-10-14T06:34:16Z"}},"role":"Management","role_family":"Management","seniority":null,"employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Toronto, Canada","Vancouver, Canada"],"countries":["CA"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":115000,"max":135000,"currency":"CAD","period":"year","gross":null,"usd_annual":94740},"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false},{"name":"Power BI","optional":false},{"name":"Python","optional":false}],"status":"live","first_seen_at":"2026-09-05T00:00:00Z","employer_posted_date":"2026-09-05","last_verified_at":"2026-10-14T11:05:08Z","board_verified":true,"closed_at":null,"days_open":39,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":39},"description":"Aviso Wealth:\nAt 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 www.aviso.ca.\nThe Opportunity:\nWe’re looking to fill an opening for a Portfolio Manager, Managed Assets Program (MAP) to join our Asset Management team.\nReporting 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.\nAs oneaviso:\nWe 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\nWe 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\nWe 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\nWe 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\nWhat your day looks like:\nPortfolio Management & Client Service \nCo-manage internal investment mandates and models. \nAct 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\nSupport financial advisors with their client meetings, through presentations and correspondence that provide market update, guidance, and growth opportunities for prospective and existing clients\nParticipate in monthly/quarterly and ad-hoc Economic and market webcasts to advisors \nCreate, review, and approve investment policy statements for clients\nCollaborate 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\nReview and analyze investment mandates and trading, providing recommendations and opportunities for improvements\nEngage directly with financial advisors to communicate platform strategy, performance updates, and portfolio positioning\nGather field insights to guide future enhancements to managed account functionality and advisor experience\nPortfolio Accounting \nManage and administer separately managed (“SMA”) and unified managed (“UMA”) accounts on Portfolio Management System \nImplement model portfolios from third-party investment managers, liaising as required for strategic execution \nCoach and support junior members of the team on portfolio administration and management in the PM platform (currently Wealth360)\nMaintain expert knowledge on Aviso’s custodial (Dataphile) and Portfolio Management Systems and processes\nClient and Compliance Reporting\nManage quarterly client statement production and tax issues with tax department\nProvide oversight and quality control for managed account compliance reporting and attribution analysis, ensuring data integrity and regulatory consistency across platforms\nManage ongoing Compliance and Finance reporting requirements \nProvide ad hoc reports to third-party subadvisors, Compliance and advisors as required\nMonitor client accounts against Investment Policy Statements and other compliance requirements\nPerformance reporting of portfolios and client accounts\nContinuous enhancement of Aviso’s managed solutions and features to ensure they remain competitive and top caliber \nProvide opportunities for enhancement of the broader product shelf of the Product Solutions department\nProvide oversight to managed solutions fee billing system for clients and advisors\nCollaborate cross-functionality with Trading, Operations, Compliance and Product Solutions teams to ensure efficient execution, reporting accuracy and product alignment\nRequirements\nYour experience and skills:\nPost-secondary degree in business or a related discipline\nCFA Charter holder\nLicensed CIRO Portfolio Manager (Discretionary)\n5-7 years’ experience in the investments industry with at least 3 years of discretionary portfolio management experience\nStrong understanding of the financial services industry, market research, portfolio theory and/or investment administration and sales\nExcellent written and verbal communication/presentation skills\nApply data analytics and automation tools (Python, Power BI) to enhance portfolio oversight, attribution and drift monitoring\nIdentify opportunities to streamline and digitize operational workflows within Wealth360 and Dataphile\nAdvanced level MS Office Suite (emphasis on Excel and PowerPoint) \nExperience with Bloomberg/Refinitiv (Eikon) \nExperience with Wealth 360 & Dataphile is ideal\nProgramming (Python, JAVA) knowledge is considered a highly desirable asset \nExperience supporting discretionary managed account programs or model portfolios\nExperience working with third party sub-advisors and model delivery platforms\nExcellent problem-solving skills with proven track record of managing activities and exceeding targets\nSelf-motivated and able to operate in a fast-paced, dynamic environment\nFluent communication skills in English are required and bilingual skills in French are an asset\nBenefits\nWhy Aviso Wealth?\nAt Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.\nHere are a few things that set us apart:\n Competitive compensation package that rewards and recognizes individual contributions\n Excellent health, dental and insurance benefits to meet the diverse needs of our employees\n Generous vacation time, fitness benefit, parental leave top-up options\n Matching contributions to our retirement program\n Commitment to the continuous improvement of our staff through learning & development and an education assistance program\n Regular social events to foster teamwork\n Your Information\nBy 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.\nFurther information is available on the Privacy link on our Career Page - Privacy Policies\nEqual Employment Opportunity\nAviso 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.\nWe thank all applicants for their interest, however, only those selected for further consideration will be contacted.\nNo recruiters or agencies, please.\nCompany Overview:\nAviso 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.\nA 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.\nSalary\nThis position is posted with an expected salary range of $115,000 - $135,000 CAD annually. 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