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 Manager, Portfolio Construction, to join our Asset Management Distribution team in support of the NEI and MAP Sales team, Responsible Investing & ESG Services team and their stakeholders.

Reporting to the Senior Director, Sales and Digital Enablement, the Manager, Portfolio Construction, will form a critical conduit between the MAP and NEI Sales teams, working closely with the retail sales team members to provide proactive and reactive support for NEI and MAP products. You will enable the sales teams by lending your consulting and analysis expertise on investment proposals, identify and publish actionable sales ideas supported by competitive analysis, and provide analytics and data support to the other CIG team members.

The Manager, Portfolio Construction will be an integral part of NEI's Distribution team, playing a critical role in helping the sales and distribution team to drive asset growth opportunities. This role will work closely with a number of teams including Product Management, Marketing and Investment Management to support our distribution initiatives.

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:

• Provide regular, proactive insights and analysis of NEI and MAP funds and portfolios to help the sales teams better position our products against competitors
• Working collaboratively with your Client Insight Group colleagues to support their data needs using Morningstar Direct and/or Capintel
• Responsible for developing and/or reviewing complex portfolio proposals and assisting the teams with deeper analysis to help close business
• In support of wholesaler sales efforts, engage with advisors to walk through fund proposals and illustrations that better position NEI and MAP products against competitors
• Act as the business owner for Capintel Proposal Builder tool, soliciting feedback from sales to support the continuous improvement of the Capintel tool and providing onboarding training to new sales team members
• Support senior sales leadership by providing data and insights on the volume and the nature of sales team enquiries, proposals and trends
• Participate in internal sales team meetings and conferences to provide sales insights and analysis for existing products and new product launches

Requirements

Your experience and skills:

• Post-secondary degree/diploma in Finance, Business, Sustainability, Communications, Sales or a combination of these and related fields is preferred
• Preference will be given to candidates who have an MBA, CFA, Masters of Sustainability or related field
• 2+ years' experience in responsible or impact investing or similar is beneficial
• 5+ years' experience in the investment advice business either within a sales or client portfolio management role
• Superior skills in relationship building, analysis, research, written and verbal communication and presenting complex ideas in a compelling and impactful way
• Highly organized and able to maintain multiple relationships both internally and externally
• The ability to self-start and support key initiatives tied directly to the organization's core value proposition
• Experience in an organization that offers RI solutions is an asset
• Fluent communication skills in English are required and bilingual skills in French are an asset

Benefits

Why Aviso Wealth?

At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.
Here are a few things that set us apart:

• 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 $83,000 - $100,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.