Portfolio Manager, Managed Accounts
Job in
Toronto, Ontario, M5A, Canada
Listing for:
Aviso Wealth
Full Time
position
Listed on 2026-01-01
Job specializations:
-
Finance & Banking
Portfolio Manager, Wealth Management
Job Description & How to Apply Below
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
The Opportunity:
We’re looking for a Portfolio Manager, Managed Solutions to join our Asset Management team.
Reporting to the Director, Managed Accounts, 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.
Who you are:
Service – You put your clients’ needs first. You advocate service excellence, and work to deliver client-centric solutions, and proactively develop strategic partnerships that allow Aviso to become a trusted advisor and partnerExecution – 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 mistakesCollaboration – 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 organizationWhat your day looks like:
Portfolio Management & Client Service
Co-manage internal investment mandates and models. You will be a contributing member of the Investment Strategy Group, helping formulate strategic and tactical asset allocations and apply tactical strategies to internally managed multi-asset solutionsPartner with the Director, Managed Solutions to develop, launch, and manage Aviso’s proprietary investment solutionsAct 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 insightsSupport financial advisors with their client meetings, through presentations and correspondence that provide market update, guidance, and growth opportunities for prospective and existing clientsParticipate in monthly/quarterly and ad-hoc Economic and market webcasts to advisorsCreate, review, and approve investment policy statements for clientsCollaborate with other Portfolio Managers and team members on tactical investment strategies for the managed account platform, including technical & fundamental market analysis and client implementation strategiesReview and analyze investment mandates and trading, providing recommendations and opportunities for improvementsEngage directly with financial advisors to communicate platform strategy, performance updates, and portfolio positioningGather field insights to guide future enhancements to managed account functionality and advisor experiencePortfolio Accounting
Manage and administer separately managed (“SMA”) and unified managed (“UMA”) accounts on Portfolio Management SystemImplement model portfolios from third-party investment managers, liaising as required for strategic executionCoach and support junior members of the team on portfolio administration and management in the PM platform (currently Wealth
360)Maintain expert knowledge on Aviso’s custodial (Dataphile) and Portfolio Management Systems and processesClient and Compliance Reporting
Manage quarterly client statement production and tax issues with tax departmentProvide oversight and quality control for managed account compliance reporting and…
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