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 Senior Analyst, Lean Portfolio and Strategic Sourcing to join our Strategy & Business Transformation team.

Reporting to the Senior Manager, Strategic Sourcing, the Senior Analyst, Lean Portfolio and Strategic Sourcing will be responsible for supporting the Strategic Sourcing and the Enterprise Delivery Portfolio groups.

This position will be key to establishing transparency and governance for Aviso’s vendor management environment and ecosystem by collating, analyzing, reporting, and providing insights on vendor profiles, performance, and risk across the enterprise. You will help define sourcing and vendor management practices within Aviso and there are opportunities to be responsible for the onboarding and due diligence process for new vendors, for managing and maintaining the vendor book of record, and for executing on vendor performance, criticality, and risk reviews.

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:

• Support the development and delivery of the sourcing strategy and operating model and the execution of full sourcing and supplier management processes
• Support Aviso’s strategic procurement process with each business unit by facilitating adherence to the onboarding and due diligence process and partnering with and influencing the business to establish continuous improvement
• Assist and partner with business leaders to identify ways to streamline and improve procurement processes, governance, risk management, performance analytics, and their enabling technologies
• Support the development and monitoring of benchmarks and assessment criteria for vendor performance and risk and assist in evaluating vendors against expected metrics
• Maintain and refine the vendor book of record and help establish clarity on Aviso’s vendor landscape through insights and reporting
• Conduct analysis on vendor spend to gather key insights and develop KPIs to help manage the vendor landscape
• Lead benchmarking and market analysis on potential new vendors
• Support contract renewal processes to ensure the business and impacted groups are engaged and that key processes are completed in a timely manner, including assessing vendor performance, risk, and obligations
• Help establish clarity on Aviso’s demand for resources within the delivery group through reporting and support capacity planning and resource allocation within the division and business units
• Support the prioritization of projects and delivery teams by building and maintaining the fiscal plan
• Coordinate and support decentralized program execution
• Collaborate with a cross-functional team to determine, build, and enhance the governance structure of the Strategy and Business Transformation division and the delivery of the enterprise project portfolio and sourcing strategies

Your experience and skills:

• University education in Finance/Accounting or relevant work experience is preferred
• 4 - 8 years of experience advising senior leadership on analytics and insights around Financials is required
• Experience working in fast-paced, matrix environments with a strong understanding of large enterprise standards and contract and commercial terminology is required
• Experience working in Sourcing or Procurement is an asset
• Experience with data mining, analysis, and visualization tools and techniques using PowerBI, Tableau, or Excel is required
• Strong analysis and logical thinking with a passion for process improvement and ability to identify opportunities is required
• Strong relationship management skills and collaboration with all levels, including technical stakeholders, internal and external, are required
• Strong influencing and presentation skills are required
• Creativity, a positive attitude, high motivation and energy, and a willingness to get involved is required
• Willingness to complete the training necessary to support Aviso’s Continuous Improvement initiatives is required
• Fluent communication skills in English are required and bilingual skills in French are an asset

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 over $130 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 $110,000 - $115,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.

See more jobs at Aviso Wealth

Apply for this job

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 an experienced Security Analyst to join our growing cybersecurity team.

Reporting to the Director of Cyber Security, the Security Analyst is responsible for identifying, mitigating, and resolving security threats across Aviso's IT and Cloud infrastructure while continuously improving Aviso's security posture.

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:

• Conduct daily security investigations, monitor network activities, and analyze logs to detect potential threats or breaches
• Proactively identify and respond to security threats across the IT and Cloud environments
• Implement and enhance security controls to protect Aviso's network against the evolving threat landscape
• Deploy, maintain, and enhance new security solutions and technologies, including SIEM, SOAR, and XDR solutions
• Participate in security projects and collaborate with stakeholders to ensure the solutions align with security standards and business objectives
• Propose changes and improvements to existing policies and procedures to ensure operating efficiency and regulatory compliance

Your experience and skills:

• Bachelor's degree in Cybersecurity or a related field is required; a Master’s degree is preferred
• Minimum of 10 years of experience in Security Operations (SOC) teams or equivalent roles
• Proven experience in Incident Response, Threat Management, Cloud Security, and Attack Surface Management
• Practical experience in deploying and managing SIEM, XDR/EDR, SOAR, and other advanced security solutions
• Proven experience in SIEM technologies such as Sumo Logic, Splunk, Microsoft Sentinel, or similar products
• Practical experience implementing security controls and enhancing capabilities based on leading security frameworks, such as MITRE ATT&CK, NIST CSF, OWASP, or ISO:27001
• Experience building new SIEM threat use cases and alerts mapped to the MITRE ATT&CK framework
• Experience developing tactical playbooks covering various attack vectors
• Experience conducting security investigations within Microsoft 365 (M365), Defender, or similar security platforms, including analyzing alerts, logs, and events to identify and mitigate potential threats
• Experience in managing endpoint protection (EDR) solutions, developing new policies, and ensuring optimal agent coverage
• Practical experience in building automation solutions to support Security Operations (SOC) functions
• Certifications in Cloud Security on platforms such as Microsoft Azure, Amazon AWS, or Google GCP
• Proven experience in Cloud and Cloud Security technologies such as Microsoft Azure, Amazon AWS, or Google GCP
• Experience with behavior analytics and AI tools
• Experience leading attack simulation (purple teaming) engagements to improve threat detection capabilities
• Ability to work in a fast-paced environment and stay updated on emerging threats and vulnerabilities
• Natural curiosity, a willingness to learn, adaptability in an evolving environment, and a strong problem-solving mindset
• Fluent communication skills in English are required and bilingual skills in French are an asset

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 over $130 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 $109,000 - $123,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.

See more jobs at Aviso Wealth

Apply for this job

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 VP, Sales to join the NEI Investments, Asset Management team.

This is a remote role, based in Edmonton, Alberta.

Reporting to the Regional VP Sales, the VP, Sales will focus on developing the specified region in terms of sales and asset growth. These will be achieved through assigned sales targets along with specified activity goals. Key activities include the development of annual territory sales plans and budgets; working directly with investment advisors to promote the application of Aviso’s solutions to meet needs of their investors.

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:

• To learn and utilize a consultative sales process developed by our sales management team to focus on the needs of the Investment Advisor
• Drive sales results for designated mutual fund suite of products within the assigned territory
• Develop annual territory sales plan and budget to meet corporate objectives based on market and client data, including industry and regional trends, market factors, and sales process activities
• Develop and maintain highest level professional relationships with advisors and intermediaries
• Lead branch presentations, investor seminars, and other public speaking event
• Develop and share ongoing best practices, sales, marketing and business development ideas and strategies with peers and advisors
• Travel is a requirement of the job. This requirement can include multiples days away at a time, including evenings and weekends.

Your experience and skills:

• Post-secondary degree/diploma in Business Administration or related field
• CSC is required, and preference will be given to candidates who have CFA and MBA
• 5+ years of investments sales experience
• Energetic, and friendly individual with self-management skills
• Strong communication and presentation skills
• Results-oriented individual that can continuously prospect to build and grow the assigned territory
• Builds strategic relationships with the ability to handle difficult situations
• Highly professional confident image with superior influencing skills
• Analytical and problem-solving skills

Other Requirements:

• A suitable and reliable vehicle is required

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 over $130 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 $103,000 - $131,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.

See more jobs at Aviso Wealth

Apply for this job

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 Supervisor, Trading, Qtrade, Contact Center to join our Qtrade Direct Investing team.

Reporting to the Senior Manager, Client Solutions, the Supervisor is responsible for leading the Qtrade Investment Representatives (IR), ensuring delivery of customer service excellence.  This includes conducting quality service and trade accuracy reviews, coaching and development of your team of IRs, identifying training & development opportunities, career growth opportunities as well as ensuring recognition and motivation of your team.  We look for servant leaders, who understand that you are responsible for both your employee experience, and in turn, our exceptional investor experience. You will work alongside other Qtrade Managers and Supervisors to ensure the Qtrade team is aligned on goals and deliverables. This is a critical role in helping Qtrade to maintain, and improve, our reputation for great customer service.

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
• Leadership – You lead your team and provide regular direction, guidance, coaching, and motivation, all while striving for peak performance. You assist them in overcoming obstacles through additional resources, removal of roadblocks, and providing the level of support required for their success. You delegate and deliver feedback based on the in-depth understanding of your individual team members

What your day looks like:

• Cultivate a team of customer service experience Investment Representative superstars
• Help to ensure that people know how they are doing, and that the effort being measured supports the goals of the organization
• Fail fast and learn even faster
• Coach and develop the team through regular discussions with a balanced scorecard approach using tools such as KPI’s, company values, quality monitoring, Voice of the Customer (VoC) and peer feedback to provide a well-rounded view of one’s overall performance
• Champion a continuous improvement service philosophy.  Sets the standard to always have World Class customer service and challenges your team and peers to live up to the standard, thereby increasing our Voice of the Employee (VoE) and Voice of the Customer (VoC) results
• Work with Trade Control to reach out to clients who encounter issues or who escalate

Your experience and skills:

• Registered as an IIROC Supervisor and Options Supervisor
• Completion of the Professional Development and Compliance Requirements of each IIROC education cycle
• Minimum 3 years of high performing experience as an Investment Representative/frontline trade contact centre role
• Ideally 2 years of experience as a supervisor
• Strong Market knowledge – trading systems, order management, corporate actions
• Coaching and people management – know how to get the best out of your team
• Excellent customer service skills and Contact Centre best practices
• Fluent communication skills in English are required and bilingual skills in French are an asset
• Large focus and ability to use metrics to strengthen the voice of our clients

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 over $130 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 $70,000 - $85,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.

#IND

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Apply for this job

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 Service Designer to join our Client Experience, Brand and Digital (CXBD) team for 12 months.

Reporting to the Director, Service Design, the Service Designer is responsible for planning and delivering initiatives to understand user needs and map end-to-end user journeys. You are a consultative team player who will work collaboratively and influence across the organization to continuously iterate and improve employee and customer experiences. You understand the business value of being customer-centric and apply design methodologies to identify problems, build empathy, and explore future state experiences.

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:

• Lead end-to-end research initiatives including planning, performing, and analyzing generative research to understand current state experiences: recruit participants, create research plans, facilitate sessions, analyze and triangulate data, and form actionable insights
• Present research findings and insights to all levels of stakeholders in the form of design artifacts such as personas, ecosystem maps, summary videos, experience maps, and service blueprints
• Lead and facilitate ideation and prioritization activities with a cross-functional group of designers and stakeholders
• Explore and evaluate future state experiences through service prototyping, concept validation, usability testing and other evaluative research methods
• Contribute to improving service design operations through maintaining a digital research repository, managing an experience inbox, updating participant panels, developing templates, reviewing tools, and tracking incentives
• Support the CXBD team in increasing customer centricity and design maturity across the organization
• Provide research and design subject matter expertise to other internal departments as required

Your experience and skills:

• A Bachelor’s degree in Design, Human Computer Interaction, Human Factors, Psychology, or a related area is required. Graduate degree is preferred
• 3 – 5 years of experience working in Service Design, User Research, or Design Strategy roles, or a similar field is required
• Subject matter expertise in user-centered design process, design thinking, and service design is required
• Proven skills in fundamental service design methods conducting in-depth interviews, contextual inquiries, diary studies, job shadowing, workshops, and concept testing is required
• Proficiency with design and research tools such as TheyDo, Dovetail, UserTesting, Trend Watching, Figma, Miro, Adobe Creative Suite is required
• Proven experience discovering, synthesizing and socializing actionable insights that have influenced business decisions and product roadmaps is required
• Strong storytelling and presentation skills are required
• Strong stakeholder management at the leadership level and influencing skills are required
• Strong organizational skills and the ability to adapt to shifting priorities are required
• Self-motivation and comfortable working in a complex, dynamic organization is required
• Fluent communication skills in English are required and bilingual skills in French are an asset
• Service design experience in the financial or wealth management industry is an asset

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 over $130 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 $75,000 - $90,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.

See more jobs at Aviso Wealth

Apply for this job

Aviso Wealth:

At Aviso Wealth, 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 Wealth has to offer at www.aviso.ca.

The Opportunity:

We’re looking for a Content Publisher to join our Marketing, Communications & Client Experience team for 10 months.

Reporting to the Director, Marketing Technology the Content Publisher will be part of an ambitious and exciting digital transformation. The Content Publisher will be responsible for day-to-day maintenance and optimization of various Aviso websites. Working in close partnership with the product marketing, content, and user experience teams as well as the sales team, compliance, information technology, etc. The Content Publisher will be responsible for ensuring website content is on-brand, current, and creates digital experiences that support our business objectives and key results.

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:

• Ongoing updates, maintenance, and optimization of Aviso’s web properties with the goal of creating best-in-class digital experiences that support our organization’s objectives and key results
• Leverage content and personalization to provide relevant, industry-leading responsible investing content to our clients, including investors and advisors
• Conduct regular audits to ensure all content is current and relevant and to enhance user experience
• Create and manage the WCMS component library, an articulation of all components within the content management system, their utilization, configuration parameters and version history
• Work directly with the UX Design team to analyze & recommend tweaks to existing components, ensuring full utilization of the suite and the reduction of unnecessary / outdated components over time
• Provide feedback on web copy and design to ensure it is optimal for the channel and user experience, with a continuous search for improvement
• Implement UX team recommendations leveraging existing component suite and, where required, an empty shell component that can offer additional flexibility
• Manage the utilization of non-componentized designs, ensuring that elements routinely deployed are eventually converted into reusable components, thereby reducing manual work within the suite, and ensuring continuity across digital properties
• Ensure the site remains compliant with all various regulations, including securities regulations, privacy legislation and AODA / WCAG guidelines. Aviso is committed to providing quality, accessible experiences to our clients and this role will be called upon to continually monitor and refine our experiences to meet AA standards
• Keep up-to-date with industry best practices and monitor and report on competitor websites

Your experience and skills:

• Bachelor's degree in communications, marketing, digital marketing or business administration or equivalent experience
• 2-4 years of web management experience in the financial services industry
• Demonstrated content management skills, ideally including hands-on experience with an Enterprise-grade Web Content Management System (WCMS) such as Adobe Experience Manager, Sitecore, SDL, etc.
• Hands-on expertise with platforms like Adobe Experience Manager, Adobe Target
• Proficient in HTML, CSS, cross-browser compatibility, mobile layouts, and responsive break points
• Ability to troubleshoot website issues in a fast-paced environment
• Considerable knowledge of website standards and best practices, including accessibility standards (AODA) and content publishing requirements to support accessible design
• Strong teamwork skills and the ability to collaborate effectively with others
• Experience leveraging digital analytics insights and working knowledge of Adobe Analytics or Google Analytics is preferred
• Familiarity working with a digital design system is preferred
• Solid understanding of Search Engine Optimization (SEO) is preferred
• Working knowledge of JavaScript is preferred
• Ability to consolidate information from a variety of sources and make recommendations
• Strong attention to detail with an analytical mind and outstanding problem-solving skills
• Excellent written communication skills, along with strong web copy editing capabilities is an asset
• Self-confident with a strong ability to work effectively and independently within tight deadlines
• Excellent time management skills with the ability to multi-task
• Understanding of the Canadian investment management industry is an asset
• Understanding of the regulatory environment in Canada is an asset
• Fluent communication skills in English are required and bilingual in French are an asset
• Candidates who are shortlisted will be asked to provide URLs of sites that they have managed

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 supplier for the Canadian financial industry, with over $120 billion in total assets under administration and management, and over 1,000 employees. We’re building a technology-enabled, client-centric wealth management 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 $40 - $50 CAD hourly. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.

See more jobs at Aviso Wealth

Apply for this job

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, Business Management to join our Business Management team.

Reporting to the Director, Business Management the Manager, is responsible for understanding & coordinating Dataphile releases, including enhancements, regulatory implementations & configuration changes with the Service, Operations and Compliance teams. The Manager will advocate for SOCON requirements & ensure that downstream impacts are understood and will be a key partner collaborate with internal and external stakeholders. The Manager will ensure all aspects of all Dataphile changes will be understood, documented and tested prior to deployment and that SOC Teams are prepared for the changes.

The Manager is required to independently problem solve and make scope/priority decisions, the result of which will have a direct impact on our partners and internal operations.

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
• Leadership – You lead your team and provide regular direction, guidance, coaching, and motivation, all while striving for peak performance. You assist them in overcoming obstacles through additional resources, removal of roadblocks, and providing the level of support required for their success. You delegate and deliver feedback based on the in-depth understanding of your individual team members

What your day looks like:

• Actively ensure multi-team collaboration for system releases which includes stakeholder engagement, documentation and delivery
• Coordinate and support internal and external teams with prioritization of critical issues and releases and drive responsibilities required for successful planned releases and hot fixes
• Develop version control processes, policies and procedures working with Content Specialist & SOC L&D
• Develop and maintain formal release records to track release content and history for systems across multiple lines of business
• Coordinate SOCON resources with all aspects of deployment, including testing and communication
• Work closely with Technology Solutions Partners and SOCON teams on identifying and resolving risks related to Dataphile deployments
• Provide updates for knowledge management resources on releases
• Coordinating with stakeholders for requirements, testing and release calendar of necessary components
• Liasing with stakeholders and teams to ensure timely and successful delivery of releases
• Forward plan the release window and cycles
• Build SOC implementation plan for each release
• Provide visibility to roadmap status and escalate issues/risks
• Liaise with internal and external partners and stakeholders to analyze, define, document, and transform technical documentation into SOP/business requirements
• Other duties as required

Your experience and skills:

• Post-secondary education in computer science, engineering, or related field, or related experience
• 5+ years of release and/or project management experience
• 5+ years of Dataphile experience
• Working knowledge of software development cycles
• Possess the ability to work under pressure, meet deadlines and be accountable for performance
• Strong facilitation, negotiation skills, time management and organization skills with the ability to monitor and manage a variety of tasks simultaneously and to meet strict deadlines
• Strong problem-solving skills with the ability to proactively identify issues, understand the business impact, identify solutions and provide recommendations
• Excellent verbal, written and interpersonal communication skills. Fluent communication skills in English are required, and bilingual skills in French are an asset
• Must be a self-motivator and self-starter
• Proven record of high performance and achievement in past positions
• Ability to multitask and successfully operate in a face paced team environment
• Embrace change and successfully set and adjust priorities as needed
• Proficient in Microsoft Office

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 over $130 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 $90,000 - $100,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.

See more jobs at Aviso Wealth

Apply for this job

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 Director, Chief Compliance Officer, NEI to join our Asset Management team.

Reporting to the VP, Chief Compliance Officer, Aviso the Director, Chief Compliance Officer, NEI is responsible for overseeing compliance within NEI, an Investment Fund Manager, Portfolio manager, and Exempt Market Dealer, regulated with the OSC and CSA. Additionally, the Director, CCO, NEI must ensure compliance with all applicable laws, regulatory requirements, as well as internal policies and procedures of NEI.

The Director, CCO, NEI will establish standards and implement procedures to ensure that the compliance programs throughout NEI are effective and efficient in identifying, preventing, detecting and correcting noncompliance with applicable laws and regulations.

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
• Leadership – You lead your team and provide regular direction, guidance, coaching, and motivation, all while striving for peak performance. You assist them in overcoming obstacles through additional resources, removal of roadblocks, and providing the level of support required for their success. You delegate and deliver feedback based on the in-depth understanding of your individual team members

What your day looks like:

• Provides assurance to Senior Leaders and the Board of Directors that there are effective and efficient policies and procedures in place, well understood and respected by all employees, and that NEI is complying with all applicable regulatory and legal requirements
• Developing, implementing, and maintaining a comprehensive compliance program to achieve compliance with OSC and CSA rules and regulations that reflects NEI’s unique characteristics
• Supporting business activities in existing products and services and new opportunities in areas of growth
• Establish and maintain written policies and procedures designed to achieve adherence with fiduciary, investment advisory, and securities regulations and internal compliance policies
• Respond to regulatory inquiries, lead regulatory audit processes and respond to written regulatory requests
• Build team and individual capabilities by providing development opportunities such as special projects, and training
• Serve as a resource to partners in the business, Risk, Technology, Finance, Legal and Human Resources teams

Your experience and skills:

• Bachelor's degree in business, finance, or other applicable disciplines
• Minimum 10+ years' industry compliance experience working with an IFM regulated by the CSA
• Requisite courses, and experience to qualify as a CCO under NI-31-103, section 3.14
• Extensive experience with reviewing securities regulations (and other regulatory publications) and summarizing that into clear and concise plain language guidance for impacted stakeholders
• Extensive experience in drafting policies & procedures within the financial services industry
• Project management skills are required, as this role must ensure that various stakeholders (e.g. subject matter experts) within other departments complete the required impact assessment and other downstream work needed to address regulatory changes and/or policy updates within stated timelines
• Strong organization and records management skills are required
• Fluent communication skills in English are required and bilingual skills in French are an asset
• Experience with dealing with the Securities Exchange Commission (SEC) an asset

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 over $130 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 $135,000 - $158,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.

See more jobs at Aviso Wealth

Apply for this job

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 Tax Administrator to join our Operations team.

Reporting to the Senior Manager, Tax, the Tax Administrator is primarily responsible for ensuring all Aviso Financial tax receipt audits are completed as per schedule deadlines. The Tax Administrator processes all tax monthly withholding tax remittances and delivered within SLA, CRA, MRQ and IRS filing deadlines. The Tax Administrator will ensure that all trustee and government regulatory requirements are met, and their knowledge is current on these requirements. They will work closely with the Reconciliation, Processing and Corporate Actions Department and will be responsible for tax slip production and delivery of the files to our print vendor. The Tax Administrator will participate in regular tax related industry conferences or group sessions and will work closely with the Manager of Tax to ensure all defined and documented processes are reviewed regularly.

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:

Duties and Regulatory Responsibilities

• Ensure scheduled tax audits are processed and completed within deadlines
• Ensure any transaction corrections are corrected and completed before tax production
• Ensure all tax related requests received via the tax inbox and Creatio are addressed and completed within SLA deadlines
• Responsible for Tax Slip Production and submission of files to DOXIM
• Reviews all vendor portals before their deadlines to ensure all instructions are correct and current
• Escalates any tax related issues that require management review and intervention
• Stay current on both CRA, and IRS Qualified Intermediary/FATCA rules/CRS rules and regulations through the review of legislation, press releases, and industry information bulletins
• Perform quality control on the daily duties of the junior tax reporting associates
• Prepare and/or review year-end tax reporting forms for Plan and Non-Plan client accounts
• Monitor CRA, MRQ, IRS, CIRO (formerly MFDA and IIROC) websites regularly for tax changes and share the information with the team update the manual accordingly
• Gather information for the internal and external auditors
• Offer operations support and service

Audits and Risk Control

• Review current process of monthly tax audits of tax reporting
• Performs data validation checking tax reports against accounts in our internal system
• Identify outstanding items and resolve these in a timely manner
• Proactively identify and implement process improvements
• Research and promptly resolve escalated issues
• Ensure all discrepancies in clients accounts are escalated to the processing area to be address in a timely manner

Tax Reconciliation and Remittance

• Performs payroll tax remittances to CRA, MRQ and IRS and balancing of the tax internal control accounts vs CRA, MRQ and IRS payroll accounts
• Process monthly withholding tax remittances to CRA, MRQ and IRS within deadline
• Ensure accurate and timely charging and remittance of non-resident and back-up withholding taxes as required by regulation for both resident and non-resident clients

Document Analysis and Maintenance

• Maintain and document departmental procedures
• Recommend and implement procedures to streamline workflow

Your experience and skills:

• Post-secondary education in accounting, business and/or financial administration
• 4-6 years of experience in the financial services industry, preferably in tax reporting
• Industry knowledge of CRA, and CIRO (formerly MFDA and IIROC) rules and regulations
• Successful completion of the Canadian Securities Course or IFIC Operations Course would be an asset
• Excellent communication skills. Fluent communication skills in English are required and bilingual skills in French are an asset
• Ability to work independently and in a team
• Excellent time management and organizational skills
• Pro-active and superior problem solving abilities and strong analytical skills
• Excellent customer service orientation
• Extremely detail oriented and accurate
• Ability to work well under pressure and meet time constraints
• Intermediate computer skills in Word & Outlook; advanced skills in Excel and Access

At Aviso, you’ll find a dynamic, entrepreneurial culture that rewards innovation and celebrates success. We offer a competitive compensation package, career enrichment, and regular social events to foster teamwork. 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 over $130 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 $55,000 - $65,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.

See more jobs at Aviso Wealth

Apply for this job

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 LOA & Benefit Specialist to join our Total Rewards team for 12 months.

Reporting to the Manager, Total Rewards the LOA & Benefit Specialist is responsible for providing guidance on and administrating Leave of Absence and Benefits programs. In addition, 30% of this role be allocated to supporting the payroll team in running payroll operations.

The position will work closely with HR, TR, Payroll and external vendors to ensure a seamless employee experience and accurate processing of LOA, benefit and payroll activities.

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:

• Administer all aspects of the LOA process including STD, LTD, Maternal, Parental and other statutory leave programs
• Provide guidance and support to employees, managers and HR team regarding leave policies, eligibility and process requirements
• Act as the first point of contact for all benefit and LOA matters and respond to inquiries from employees and internal departments in a prompt, courteous and efficient manner
• Partner with HRBPs and 3rd party benefit provider and partners to assess and resolve LOA and benefit related issues
• Create and maintain a tracker of all LOA cases within Aviso. Document leave requests, approvals and return-to-work process and collaborate with the HR team in updating the records in workday
• Coordinate all leave-related communications with employees, managers, HRBPs and external vendors
• Support payroll team with manual Over-Time calculation for eligible employees across all provinces
• Review and reconcile 3rd party benefit billings to ensure accuracy
• Understand and monitor any changes in relevant legislation for all provinces across Canada, including Quebec
• Conduct audits of LOA and benefits programs to identify areas for improvement and ensure compliance with company policies and legislative requirements
• Provide supports to Total Rewards and Payroll & Benefits teams on any other tasks or special projects as required

Your experience and skills:

• Bachelor’s degree is Human Resources, Business Administration or a related field
• 5-7 years administrative experience in payroll, benefits and leave of absence management or equivalent combination of education and experience
• Completion of CPA Payroll Compliance Practitioner (PCP) Certification would be an asset
• Excellent communication and interpersonal skills, with the ability to effectively support employees at all levels
• Working knowledge of all required legislation including ESA
• Intermediate level working knowledge of Word and Excel
• Workday experience is preferred
• Extremely detail oriented, accurate, motivated and deadline driven
• Ability to work calmly and effectively in a fast-paced environment and exercise substantial discretion with highly sensitive and confidential information
• Ability to work independently as well as in a team environment
• Fluent communication skills in English are required and bilingual skills in French would be preferred

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 over $130 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 $77,000 - $95,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.

See more jobs at Aviso Wealth

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Aviso :

À Aviso, nous nous consacrons à l’amélioration du bien-être financier des Canadiennes et des Canadiens. À titre d’organisation de gestion de patrimoine de premier plan, nous nous engageons à faire preuve de leadership, d’innovation et de responsabilité ainsi qu’à miser sur le partenariat et la communauté. En travaillant avec des professionnels talentueux et énergiques qui incarnent nos valeurs au quotidien, vous constaterez rapidement que ce sont nos employés et notre culture « uneaviso » dynamique qui nous démarquent des autres sociétés. Si vous êtes à la recherche d’un emploi intéressant et stimulant au sein d’une entreprise centrée sur son personnel, découvrez ce que Aviso peut vous offrir en consultant le site www.aviso.ca/fr.

L’occasion:

Nous sommes à la recherche d’un conseiller ou d’une conseillère en ressources humaines bilingue pour notre équipe Personnel et culture.

Relevant du partenaire d’affaires principal des ressources humaines, le conseiller ou la conseillère en ressources humaines bilingue sera initialement affecté(e) à un projet qui impliquera un volume important de travail administratif et de documentation. Au terme de ce projet, il ou elle s’occupera du service-conseil pour un grand client interne et conseillera les gestionnaires de personnel dans le cadre d’un large éventail d’initiatives des ressources humaines. Le service-conseil consistera à aider l’équipe des RH à relever le niveau en matière de gestion des talents et à soutenir les efforts déployés par l’entreprise pour maintenir sa culture de haute performance.

La personne retenue s’épanouira dans un environnement dynamique et stimulant, aura à cœur d’élaborer et de peaufiner les processus et les pratiques, saura établir des partenariats avec les parties prenantes et nouera des relations étroites avec les dirigeants.

Qui vous êtes:

• Service— vous tenez compte des parties prenantes internes ainsi qu’à l’extérieur de l’entreprise et vous manifestez une volonté de faire passer les besoins des clients en premier. Vous privilégiez la qualité du service et cherchez à fournir des solutions. Vous développez activement des partenariats stratégiques qui contribuent à la réputation d’Aviso Wealth en tant que conseiller et partenaire de confiance.
• Exécution — vous êtes déterminé(e) à atteindre vos objectifs et à réussir. Cela signifie notamment se consacrer à « faire avancer les choses », ainsi qu’à reconnaître et mettre à profit les possibilités au fur et à mesure qu’elles se présentent. Vous recherchez continuellement des moyens d’améliorer votre potentiel personnel et valorisez l’amélioration continue. Vous acceptez la responsabilité de vos actions et vous tirez les leçons de vos erreurs.
• Collaboration — vous avez un esprit d’équipe et travaillez en collaboration avec les autres dans le but commun d’obtenir de meilleurs résultats. Faire des contributions significatives à votre équipe pour atteindre les objectifs de l’organisation est pour vous une priorité. Vous favorisez de manière proactive la collaboration, vous inspirez confiance et l’inclusion, et vous vous efforcez d’établir des relations efficaces tant à I'interne qu’à l’extérieur de I'organisation.

À quoi ressemble votre journée:

• Communiquer de façon proactive avec toutes les parties prenantes, interpréter les besoins, déterminer les exigences ainsi que définir et soutenir les solutions apportées aux diverses questions liées aux RH
• Nouer activement des liens et des relations de travail avec les groupes de clients attitrés
• Contribuer à la conception, au déploiement et à la formation de nouveaux programmes, projets et processus liés aux systèmes
• Superviser la gestion des documents pour les processus de RH, y compris les trousses destinées aux nouveaux employés, les formulaires de modifications visant un employé, les documents relatifs à la gestion du rendement et aux handicaps, les formulaires de départ, etc.
• Gérer les données des RH dans divers systèmes des RH

Expérience et compétences demandées :

• Études postsecondaires en administration ou en commerce, avec une spécialisation en RH, de préférence
• Au moins deux ans d’expérience en tant que coordinateur(trice) ou administrateur(trice) des RH
• Solide connaissance pratique de la suite Microsoft Office (Outlook, Excel, Word et PowerPoint)
• Attitude positive, soif de connaissances et capacité à communiquer efficacement au sein de l’équipe
• Engagement à l’égard de l’excellence du service et capacité à nouer et entretenir des relations de travail étroites
• Capacité à faire preuve de discrétion et à traiter des renseignements hautement sensibles et confidentiels
• Capacité à travailler calmement et efficacement dans un environnement dynamique
• Souplesse nécessaire pour répondre aux besoins changeants et gérer plusieurs échéances
• Capacité à travailler de façon autonome et au sein d’une équipe
• Expérience dans le secteur des services financiers, un atout
• Maîtrise du français et de l’anglais
  

Pourquoi Aviso Wealth ?

Chez Aviso Wealth, vous trouverez une culture dynamique et inclusive qui valorise l’innovation et met en valeur les réussites de ses employés.

Quelques traits qui nous distinguent :

• Un programme de rémunération concurrentiel qui récompense et valorise les contributions de chacun.
• Des prestations de santé, soins dentaires et une assurance de premier plan pour satisfaire les divers besoins de nos employés
• Des vacances généreuses, des bénéfices de santé et de conditionnement physique, des options complémentaires au congé parental.
• Des cotisations complémentaires pour notre programme de retraite.
• Un engagement à l’amélioration continue de notre personnel au moyen de l’apprentissage et du développement ainsi que d’un programme de soutien à la formation.
• Des événements sociaux organisés régulièrement pour favoriser le travail d’équipe.

Politique d’égalité d’accès à l’emploi

Aviso Wealth accueille et encourage les candidatures de toutes les personnes qualifiées, y compris les candidats/titulaires handicapés. Si vous nécessitez un accommodement, nous travaillerons avec vous pour répondre à vos besoins à toutes les étapes du processus d’embauche.

Nous remercions tous les candidats de leur intérêt, cependant, seules les candidatures retenues pour une étude plus approfondie seront contactées.

Aucun recruteur ou agence, s’il vous plaît.

Aperçu de la société

Fort d’un actif total sous administration et sous gestion de plus de 130 milliards de dollars, et d’un effectif de plus de 1 000 employés, Aviso est un important fournisseur de services de gestion de patrimoine et de placement pour le secteur financier canadien. Nous bâtissons un écosystème complet de services de gestion de patrimoine à la fine pointe de la technologie et axé sur les clients. Nos clients comprennent nos partenaires, les conseillers et les investisseurs. Nous sommes un partenaire de confiance pour presque toutes les coopératives d’épargne et de crédit au Canada, en plus de l’être pour un large éventail de gestionnaires de portefeuille, de courtiers en placement, de compagnies d’assurance, de sociétés de fiducie et de courtiers remisiers. Nos partenaires comptent sur Aviso pour leur offrir des solutions bien précises qui leur procurent un avantage concurrentiel dans un secteur en pleine évolution et hautement compétitif. Notre courtier en placement, notre courtier en épargne collective et nos services d’assurance soutiennent des milliers de conseillers en placement. Notre gestionnaire d’actifs est Placements NEI, dont la spécialisation est d’investir de façon responsable. Notre service de courtage en ligne, Qtrade Investissement directMD, renforce le pouvoir des investisseurs autonomes, et notre service de placement entièrement automatisé, Portefeuilles accompagnés QtradeMD, est au service des investisseurs qui préfèrent une approche passive. Partenaires des correspondants Aviso offre des services de garde de biens et de courtier chargé de compte à un large éventail de sociétés. Nous avons des bureaux à Toronto, Vancouver, Montréal et Winnipeg. Aviso est soutenue par la force collective de ses propriétaires : les centrales de caisses de crédit, Co-operators/CUMIS et Desjardins. Nous sommes fiers de propulser les entreprises qui renforcent le pouvoir des investisseurs.

Faire carrière à Aviso, c’est faire partie d’un groupe de professionnels talentueux et énergiques qui vivent leurs valeurs au quotidien, et appartenir à une organisation qui se consacre à votre réussite et au développement de votre carrière. Si vous êtes à la recherche d’un travail intéressant et stimulant au sein d’une société soucieuse de son personnel, postulez pour faire partie de notre équipe!

Salaire

L’échelle salariale prévue de ce poste est de 77 000 $ à 95 000 $ CA par année. Les conditions de rémunération individuelles sont basées sur divers facteurs propres à chaque candidat et aux exigences du poste.

See more jobs at Aviso Wealth

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Aviso:

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 are looking for a Bilingual HR Advisor to join our People and Culture team.

Reporting to the Senior Human Resources Business Partner, the Bilingual HR Advisor will initially be assigned to a project that will involve a large volume of administrative and documentation work. After project completion, this role will be responsible for advisory work for a large internal client and advise People Leaders across a broad spectrum of human resources initiatives. The advisory work will involve assisting the HR team to raise the bar on talent management and supporting the company’s drive to maintain our high-performance culture.

The successful candidate will thrive in a fast-paced and challenging environment, have a passion for building and refining processes and practices, is strong in partnering with stakeholders, and can build strong relationships with business leaders.

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:

• Proactively engage with all stakeholders, interpret needs, determine requirements, and identify and support the delivery of solutions for various HR-related matters
• Actively build rapport and working relationships with assigned client groups
• Contribute to the design, roll-out, and training of new programs, initiatives, and systems-related processes
• Oversee document management for HR processes, including New Hire Packages, Employee Change Forms, Performance Management, Disability, Departure Forms, etc.
• Manage HR data in various HR systems

Your experience and skills:

• Post-secondary education in administration or business, with a focus in HR is preferred
• Minimum 2+ years of HR coordinator/administrator experience is required
• Previous experience in the financial services industry would be an asset
• Solid working knowledge of the Microsoft Office Suite; including Outlook, Excel, Word, and PowerPoint is required
• “Can-do” attitude, a thirst for knowledge, and the ability to communicate effectively within the team is required
• Commitment to service excellence with the ability to build and maintain strong working relationships is required
• Ability to exercise discretion and handle highly sensitive and confidential information is required
• Ability to work calmly and effectively in a fast-paced environment is required
• Flexibility to meet changing needs and manage multiple deadlines is required
• Ability to work well independently and as a member of a team is required
• Previous experience in the financial services industry would be an asset
• Fluent communication skills in both English and French are required

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 over $130 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 $77,000 - $95,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.

See more jobs at Aviso Wealth

Apply for this job

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 an Internal Training Specialist to join our Business Management team. Do you have a passion for helping others learn and want to see them reach their full potential?

Reporting to the Director, Training & Development, the Internal Training Specialist will be responsible for the design, development, and delivery of learning initiatives for the Service, Operations, Compliance and Onboarding (“SOCON”) teams. These exciting initiatives will support our strategic priorities which will enhance the employee experience and result in an improved client experience. You will be responsible for helping employees cultivate their skills and expand their knowledge in areas such as customer service, operational procedures, and internal systems. The Internal Training Specialist will ensure the learning content and associated activities are current and accurate as well as delivered effectively.

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:

• Complete training needs assessment, identify specific learning needs and recommend learning opportunities which are relevant and sustainable. Formulate training outlines and recommend training methodology by utilizing knowledge of specified training needs and effectiveness of methods such as eLearning, instructor led training, interactive training, demonstrations, and practical activities
• Develop training curriculum in collaboration with team members, colleagues, and subject matter experts, including facilitation guides, e-learning modules, videos, practical exercises, quick reference guides and evaluation materials
• Liaise with subject matter experts, as required, throughout the design and development process for content validation as required
• Facilitate group and individual training, both virtually and in-person, covering technical, operational and customer service skills
• Develop onboarding programs for new employees while providing support and mentorship
• Proactively provide training on topics relevant to upcoming events (i.e., tax season)
• Provide in-depth and up-to-date knowledge of relevant procedures, products, best practices, and systems
• Evaluate effectiveness of the training program and utilize relevant data to revise or recommend changes in instructional objectives and methods
• Perform other duties as required

Your experience and skills:

• Post-secondary education in Learning & Development or Adult Education is an asset
• 3+ years relevant experience in development and delivery of corporative training initiatives
• Experience in accounting, business and/or financial administration is an asset
• Knowledge and ability to apply adult learning principles in the design, development, implementation, and evaluation of training strategies
• Understanding of adult learning theories and practices
• Strong interpersonal skills with the ability to work effectively under pressure
• Ability to meet tight deadlines with a high level of accuracy and attention to detail.
• Strong organizational skills with the ability to prioritize tasks while working on different projects simultaneously
• Excellent computer skills with a proficiency in working collaboratively with Microsoft 365
• Experience with Articulate 360 eLearning design tools, Learning Management software, and Knowledge Management tools
• Fluent communication skills in English are required, and bilingual skills in French are an asset

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 over $130 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 $77,000 - $95,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.

See more jobs at Aviso Wealth

Apply for this job

Aviso:

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 an incredible Bilingual Investment Representative to join our Contact Centre team on October 7, 2024.

We are passionate enablers of financial freedom for all Canadians.  We do this by providing a service that is caring, informative, supportive, accurate and timely.  We lead by example in all interactions, constantly look for new ways to improve CSX that exceed not just our industry but are leading in any industry.  We work collaboratively with each other, take ownership and accountability, and take pride in supporting not only our internal community but the communities in which we operate.

We hire people who love to help others, who understand what drives others, people who are kind, curious and comfortable operating in ambiguity.  We hire people who truly believe that service can and should be easy for employees and customers alike.  We are looking for people who can always find positives, even in the most difficult times. This is not an easy role, but you will be supported, and it is rewarding. We are not a normal Call Centre and have high respect for our team. Our goals are nothing short of being the best service experience in the world.

Customers and financial advisors call us for questions, help and support for our products. Reporting to the Manager, Online Trading, the Bilingual Investment Representative is responsible for ensuring our customers receive exceptional service from knowledgeable, passionate people. People who are hardworking and sincerely interested in helping customers are who we are. If this sounds like you, please read on.

Who you are:

• You constantly take time to learn about our products and processes because no matter how much training you get there is still so much to learn to become the kind of customer care professional we need and expect
• You raise your team-mates up by being an amazing, positive person that can be relied upon
• You work hard but also have fun and think it’s cool to work for a digital company poised to disrupt an underserviced industry
• You take initiative to learn independently and are proud of your ability to improve
• Lastly, you think that customer service is nothing less than an amazing job that is an extremely important part of a company’s success and is a highly respected role.  Because at Aviso, that is what we believe, customer experience is what we are all about.  If you feel the same way, please apply!

What your day looks like:

This role can be summed up in a few simple bullets:

• Respond to inquiries via telephone, email, or chat on Qtrade Direct Investing (QDI) products and services in an efficient, compliant, courteous, and professional manner
• Responsible for supporting our clients by managing the order flow for online trading from our self-directed clients
• Act as the primary contact with the client with respect to the resolution of problems and complaints by initiating an investigation, recording details, referring to the relevant department and conducting appropriate follow-up
• Keep current with market trends and news items which may affect markets and impact client’s investment decisions
• Drive continuous improvement by identifying, suggesting and actively participating in process improvement
• Understand and apply department operating policies and procedures

Your experience and skills:

• The ability to work in a fast-paced environment with volumes dictated by market trends, client demands, and seasonal peaks
• A positive attitude and excitement regarding learning new tasks and skills to keep up with changing environments / duties
• Strong written and verbal communication skills. Fluent Communication skills in both English and French are required
• Post secondary education is preferred with an emphasis in business or economics, or an equivalent combination of education and experience
• Completed the Canadian Securities (CSC) and Conduct and Practices Handbook (CPH) is required
• Options Licensing Course & Derivatives Fundamentals Course is an asset and is required within 6 months of being hired
• Three years’ related work experience in the financial services industry
• Securities registration as an Investment Representative within the past two years is an asset
• Being able to adapt to change is important as our hours can change, and so can your schedule

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 over $125 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 $64,000 - $79,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.

See more jobs at Aviso Wealth

Apply for this job

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 Linux Systems Administrator to join our IT team.

The Linux Systems Administrator is responsible for implementation and support of TechOps/DevOps operations that are based on automated and orchestrated virtual environments builds along with continuous integration and delivery.

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:

• Administer enterprise-level Oracle Linux systems for development, test, and production environments using VMWare, Puppet and Ansible in a Highly-Available 24/7 production environment
• Install new and/or rebuild and maintain existing servers and configure hardware, peripherals, services, settings, directories, storage, etc. in accordance with standards, policies, project and operational requirements, and licensing agreements
• Contributes to the security planning, assessment, risk analysis, risk management, incident response, certification and awareness activities for system and networking operations
• Coordinate and perform annual Linux security audits
• Apply OS patches and upgrades on a regular basis and upgrade administrative tools and utilities. Configure or add new services as necessary
• Perform ongoing performance tuning, hardware upgrades, and resource optimization as needed. Configure CPU, memory, and disk partitions as required
• Perform daily system monitoring, verifying the integrity and availability of all hardware, server resources, systems and key processes, reviewing system and application logs, and verifying completion of scheduled jobs such as backups
• Perform regular security monitoring to identify any possible intrusions
• Perform daily backup operations, ensuring all required file systems and system data are successfully backed up. Perform regular file archival and purge as necessary
• Provide Tier III and other support per request from various constituencies
• Investigate and troubleshoot issues. Repair and recover from hardware or software failures. Coordinate and communicate with impacted users/groups
• Maintain and update installation and configuration procedures and documentation. Research and recommend innovative approaches for improving system administration tasks

Your experience and skills:

• Bachelor's degree in CS, MIS, or other related field (or equivalent experience)
• Solid knowledge of and experience with Oracle or Red Hat Enterprise Linux (RHEL) 7.x required, along with Ansible, Puppet, Apache and Tomcat
• Red Hat Certified System Administrator (RHCSA) or Red Hat Certified Engineer (RHCE) certifications desired
• Strong and well-rounded background in network, host (RedHat/CentOS) and application security
• Experience with F5 (BigIP) load balancing of web and application servers.
• Experience with Oracle RDBMS, WebLogic, ODA appliance
• Virtualization experience, VMWare 7.x, VSphere and VCloud strongly preferred
• Developing and maintaining shell scripts to perform administrative tasks
• Storage technologies & networks (SAN, NAS, RAID, iSCSI, fibre channel, infiniband)
• Experience in Content/Config management (Foreman/Katello or similar)
• Experience with Container technologies like Docker, etc.
• Networking protocols, including HTTPS, TCP/IP, UDP, SSL, SSH, SMTP
• Palo Alto Firewall configuration and management, IPS/IDS systems management, enterprise security management
• Knowledge of monitoring, log management, IT automation and notification tools (Splunk, Manage Engine OpManager)
• Knowledge of software revision control and source code management (Bitbucket, Git, Mercurial, CVS)
• Knowledge of software development practices including continuous integration and deployment (CI/CD) and related tools (Ansible, Jenkins, Selenium, Apache Maven, etc.)
• Understanding of OWASP web app security principals.
• Knowledge and experience with PCI, SOX, SSAE16 and CSAE 3416 compliance processes
• Fluent communication skills in English are required and bilingual skills in French are an asset

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 over $125 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 $95,000 - $120,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.

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