Strategic Portfolio Manager, Managed Assets

Aviso

Toronto

On-site

CAD 115,000 - 135,000

Full time

14 days+

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Benefits offered by this job

Competitive compensation package

Excellent health, dental and insurance

Generous vacation time

Retirement matching contributions

Education assistance program

Regular social events

Job summary

Aviso Wealth in Canada seeks a Portfolio Manager for its MAP platform to oversee discretionary strategies, governance, and client service. You will work with the Asset Management team to implement investment policies, communicate performance updates, and drive platform enhancements.

The role supports financial advisors, delivers market commentary, and collaborates with technology and compliance teams to ensure best-in-class managed accounts and client outcomes.

Qualifications

Post-secondary degree in business or related discipline.
CFA Charter holder and CIRO Portfolio Manager (Discretionary).
5–7 years in investments with at least 3 years discretionary PM experience.

Responsibilities

Co-manage internal investment mandates and models.
Bridge portfolio management, technology and advisor experience to improve Aviso’s Managed Account platform.
Support financial advisors with presentations and client communications.

Skills

CFA Charter holder

Licensed CIRO Portfolio Manager

Python

Power BI

Excel

Java

Bloomberg/Refinitiv Eikon

Wealth360 & Dataphile

Education

Post-secondary degree in business or related discipline

Tools

Wealth360

Dataphile

Python

JAVA

Excel

PowerPoint

Bloomberg/Refinitiv Eikon

Job description

The role supports financial advisors, delivers market commentary, and collaborates with technology and compliance teams to ensure best-in-class managed accounts and client outcomes.

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