Portfolio Services Representative

Aviso Wealth; Toronto; On-site; CAD 46,000 - 55,000; Full time

Job summary

A leading wealth management firm in Toronto is seeking a Portfolio Services Representative to provide operational support for managed accounts. The ideal candidate will demonstrate exceptional customer service skills and have at least 5 years of experience, including a background in financial services. You will engage with clients to resolve inquiries, ensure compliance, and support operational processes. A commitment to service excellence and team collaboration is essential for success in this role.

Benefits

Competitive compensation package

Health, dental and insurance benefits

Generous vacation time

Retirement matching contributions

Learning & development programs

Qualifications

• Minimum of 5 years of customer service experience, with 2-3 years in financial services.
• Proven ability to work under pressure and meet deadlines.
• Fluent communication skills in English; bilingual in French is an asset.

Responsibilities

• Act as primary contact for stakeholders to resolve problems and complaints.
• Provide guidance on procedures for SMA program.
• Manage client accounts via telephone and email inquiries.

Skills

Customer service skills

Time management

Communication skills

Microsoft Office

Education

Post-secondary education

Canadian Securities Course (CSC)

Job description

Aviso Wealth:

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 www.aviso.ca.

The Opportunity:

We’re looking for a Portfolio Services Representative to join our Operations team.

Reporting to the Supervisor, New Accounts the Portfolio Services Representative is responsible for the service & operational support of Separately Managed Account (SMA) programs and other investment management solutions.

The role requires consistent delivery of outstanding service for clients, team members, and related parties by handling all administration duties for managed accounts with minimal supervision while maintaining a high degree of accuracy and timeliness.

Leadership qualities are essential as you will be responsible for processing and managing all client account inquiries in accordance with operational procedures, company policies, and industry regulations.

Who you are:

• Service – You consider both internal and external stakeholders and demonstrate intent of understanding and putting the clients’ needs first. You advocate service excellence and work to deliver solutions that meet the needs. You proactively develop strategic partnerships that allow Aviso Wealth to become a trusted advisor and partner.
• Execution – You are committed to achieving your goals and to succeed. This includes focusing on “getting things done”, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes.
• Collaboration – You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization.

What your day looks like:

• Act as the primary contact for internal and external stakeholders with respect to the resolution of problems and complaints by initiating an investigation, recording details, referring to the relevant departments and conducting appropriate follow‑ups.
• Provide guidance, support and education on procedures, forms, and practices within the SMA program to ensure our partners are successful with product implementation and account maintenance items.
• Handle telephone and email inquiries from internal and external stakeholders to manage client accounts in an efficient, compliant, courteous, and professional manner.
• Process & coordinate various administrative duties within department and other shared services such as investment instructions, account set ups, updates, transfers and contributions.
• Provide support to the Supervisor through analysis of departmental trends and preparation of various reports such as volume & escalation tracking to ensure delivery of service standards.
• Foster a culture of continuous improvement and innovation.
• Assisting with other duties and projects as required.

Your experience and skills:

• Post‑secondary education.
• Completion of the Canadian Securities Course (CSC) considered an asset.
• Exceptional customer service skills with a minimum of 5 years’ customer service experience; 2‑3 years of which are within the financial services industry (or equivalent), preferably serving high net worth clientele.
• Excellent time management and organizational skills with proven ability to work well under pressure and meet deadlines.
• Excellent communication and interpersonal skills.
• Fluent communication skills in English are required and bilingual skills in French are an asset.
• Strong Knowledge of Microsoft Office (Outlook, Excel, Word).
• Self‑motivated, results oriented with strong attention to detail and accuracy.
• Proven ability to identify and resolve issues to the satisfaction of all parties.

Why Aviso Wealth?

At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.

• 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.

Equal Employment Opportunity

Aviso Wealth 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 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.

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 you’re 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 $46,000 - $55,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.