Portfolio Administrator

Aviso:

At 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 .

The Opportunity:

Were looking to fill an opening for a Portfolio Administrator to join our Asset Management team.

Reporting to the Senior Manager MAP Trading the Portfolio Administrator is responsible for the daily portfolio administration of Credentials Separately Managed Account (SMA) programs and support of other investment management solutions.

Asoneaviso:

• We Care Youdo the right thing forclientspartnersand colleagues. Youbuild trusted relationshipschampionservice excellence andcontribute to a culture where people feel valued and supported

• We DareYou challenge the status quo with bold ideasand fresh perspectives. Youembrace change seek opportunities toinnovateand are comfortable exploring new ways of working

• We Share Youcollaborate openlyand build meaningful relationships. Youseek outdiverse perspectives share yourknowledgeand work together to helpcolleaguesclientsand partners succeed

• We Deliver Youtake ownership of your workhonouryourcommitmentsand focus on delivering meaningful hold yourself accountable and continuously look for ways toimprove

What your day looks like:

• Manage client and inventory accounts on the Portfolio Management & Custodial systems and resolving any data discrepancies
• Execute discretionary trades as outlined on the Investment Policy Statement and agreements
• Implement and monitor client trade restrictions
• Assist with monthly fee-billing
• Generate quarterly investment reports and supervision reports
• Work closely with internal and external stakeholders to manage client accounts
• Maintain Avisos investment materials such as fact sheets performance sheets and quarterly reports
• Provide support to Advisors on Avisos product offerings
• Assist Portfolio Managers with investment proposals and presentations
• Support Avisos Investment Strategy Committee with market research analysis and presentations

Your experience and skills:

• Post-secondary degree in business or a related discipline
• Working towards CFA (at least level I)
• Successful completion of Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH) and and Wealth Management Essentials (WME)
• 3 years experience in the investment industry
• Currently licensed or eligible to be licensed as a Registered Representative within 30 days
• Working experience with Portfolio Management software Bloomberg or Morningstar preferred
• Demonstrated experience and thorough understanding of investment concepts analytics and investment administration market research product development and sales would be beneficial
• Intermediate level of knowledge with MS Office Suite programs and advanced level of Excel knowledge.
• Knowledge of and experience with CGI Wealth360 and Dataphile is an asset
• Fluent communication skills in English are required and bilingual skills in French are an asset

Why Aviso Wealth

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

Your Information

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 thePersonal 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

Equal Employment Opportunity

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.

Company Overview:

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 1000 employees. Were building a comprehensive technology-enabled client-centric wealth services ecosystem. Our clients include our partners advisors and investors. Were 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 and Montreal. Aviso is backed by the collective strength of our owners: the credit union Centrals Co-operators/CUMIS and Desjardins.Were 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 youre looking for interesting and challenging work at a company committed to its people apply to join our team.

Salary

This position is posted with an expected salary range of $70000 - $80000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.

Required Experience:

Unclear Seniority