Discretionary Portfolio Manager – Managed Assets

Aviso; Vancouver; On-site; CAD 115,000 - 135,000; Full time

Benefits offered by this job

Competitive compensation package

Health and dental benefits

Generous vacation time

Retirement plan matching

Job summary

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.

Qualifications

• Post‑secondary degree in business or a related discipline.
• CFA Charter holder.
• Licensed CIRO Portfolio Manager (Discretionary).
• 5–7 years’ experience in the investments industry with at least 3 years of discretionary portfolio management experience.
• Fluent communication skills in English; bilingual skills in French are an asset.

Responsibilities

• 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.
• 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 sub‑advisors, 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.

Skills

Communication skills

English proficiency

Problem-solving

Self-motivation

Education

Bachelor’s degree or higher in business or related

CFA Charter holder

Licensed CIRO Portfolio Manager (Discretionary)

Tools

Python

Power BI

Excel

PowerPoint

Bloomberg/Refinitiv (Eikon)

Wealth360

Dataphile

JAVA

Job description

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.