Portfolio Administrator - AM-26-226
Vancouver, BCAviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…
3+ ansCandidates need a post-secondary degree in business or a related field, at least three years of investment industry experience, and CSC, CPH and WME completion. They must be licensed or eligible for Registered Representative licensing within 30 days, and be working toward the CFA. Fluent English is required and French is an asset.
Bloomberg, Morningstar, CGI Wealth360, Dataphile, Excel, MS Office Suite
Portfolio Manager, Managed Assets Program (MAP)
Toronto, ONAviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…
5+ ansCandidates need a CFA charter, a CIRO discretionary portfolio manager licence, a business-related degree, and at least 3 years of discretionary portfolio management experience within 5-7 years in investments. Strong Excel, PowerPoint, Bloomberg or Refinitiv skills and fluent English are required, with French and Python as assets.
Wealth360, Dataphile, Bloomberg, Refinitiv Eikon, Python, Power BI
Portfolio Manager, Managed Assets Program (MAP)
Vancouver, BCAviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…
5+ ansCandidates need a CFA charter, a CIRO discretionary portfolio manager licence, a business-related degree, and at least 3 years of discretionary portfolio management experience within 5-7 years in investments. Strong Excel, PowerPoint, Bloomberg or Refinitiv skills and fluent English are required, with French and Python as assets.
Wealth360, Dataphile, Bloomberg, Refinitiv Eikon, Python, Power BI