Managed Account Program; MAP Support Specialist

MAP Support Specialist – Operations

Aviso is a leading wealth management organization dedicated to improving financial well‑being for Canadians.

We’re looking to fill an opening for a MAP Support Specialist to join our Operations team.

• Serve as daily support for Aviso’s Separately Managed Account (SMA) programs and other investment management solutions.
• Handle email and phone inquiries from internal and external stakeholders, ensuring timely, efficient, compliant, and professional client account management.
• Process investment instructions, account set‑ups, updates, transfers, redemptions, and contributions.
• Execute discretionary trades to support redemption and contribution requests.
• Act as the primary contact for problem resolution, initiating investigations, recording details, referring to relevant departments, and conducting follow‑ups.
• Guide and support advisors on SMA procedures to ensure successful product implementation and account maintenance.
• Assist with monthly fee‑billing.
• Provide support to the Supervisor through analysis of departmental trends and preparation of reporting such as volume and escalation tracking.

• Post‑secondary education in a related field (e.g., degree, diploma, or certificate in Business or Finance).
• Successful completion of the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH).
• Licensed as an INV Registered Representative or eligible to be licensed as an IR within 30 days.
• Minimum 5 years of customer service experience, with 2‑3 years in financial services, preferably serving high net‑worth clientele.
• Excellent time‑management, organizational, communication, and interpersonal skills.
• Experience with portfolio management software, Bloomberg, or Morningstar preferred.
• Fluent in English; bilingual in French is 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.

• Competitive compensation package that rewards and recognizes individual contributions.
• Excellent health, dental, and insurance benefits.
• Generous vacation time, fitness benefit, parental leave top‑up options.
• Matching contributions to the retirement program.
• Continuous learning and development opportunities and an education assistance program.
• Regular social events to foster teamwork.
• Salary: $60,000 – $70,000 CAD annually (based on experience).

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.