As of November 7, 2026, Jobsy lists 6 portfolio administrator jobs in Canada. The most active employers are Aviso Wealth, Scotiabank and Nicola Wealth. Skills often requested: communication skills, csc, sales and presentation skills.
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2+ YOECandidates need a university degree in business, economics, accounting or finance, or a college diploma, plus two years of industry experience. Strong relationship management, communication and organizational skills are required, and CSC or investment management knowledge is an asset.
Cash handling, Reporting, Onboarding, Documentation, Organizational skills, Attention to detail
Candidates need strong client service, communication and organizational skills, and the ability to juggle competing priorities. Working knowledge of investment products, post-secondary business or finance studies, and CSC or investment industry experience are assets.
Nicola Wealth: Today, Nicola Wealth is one of the largest independent (non-bank) private investment counselling firms in Canada, with approximately $16.8 billion…
2+ YOECandidates need post-secondary education or related experience in finance, at least two years of back-office financial services experience, and high accuracy with data entry. Strong analytical, math, written and verbal communication skills are also required.
Aviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…
3+ YOEAviso Wealth needs candidates with a post-secondary degree in business or a related field, at least three years in the investment industry, and progress toward the CFA. Candidates should hold or be eligible for a Registered Representative licence within 30 days, have completed the CSC, CPH and WME courses, and have advanced Excel skills.
Aviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…
3+ YOECandidates need a post-secondary degree in business or a related field, 3+ years in the investment industry, and progress toward the CFA. They must hold or be eligible for a Registered Representative licence within 30 days, have fluent English, and have advanced Excel skills.
Aviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…
3+ YOECandidates need a post-secondary degree in business or a related field, 3+ years in the investment industry, and progress toward the CFA. They must hold or be eligible for a Registered Representative licence within 30 days, have fluent English, and have advanced Excel skills.