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 a Senior Manager, Data Centre and Cloud Operations to join our IT team for 15 months.

Reporting to the VP, IT Operations & Support, the Senior Manager, Data Centre and Cloud Operations is responsible for the design, administration, maintenance, and documentation for all cloud-oriented solutions across the enterprise. In your new position you will provide expertise and support the development and maintenance of the enterprise cloud platform. You will collaborate with application owners within the various operating groups, enterprise architects, software vendors and internal & external teams to facilitate discovery of requirements for cloud solutions and the development of solution design. This position is also responsible for the design, development, and administration of cloud solutions.

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:

• Participate in architecting Secure Cloud Solutions: Design scalable cloud architectures leveraging infrastructure-as-code and robust disaster recovery practices and services to support our clients' business operation
• Manage the design, implementation, operation, maintenance, security and ongoing support of hybrid environment located in private and public clouds and CoLo facilities
• Cloud Migration Expertise: Strategize and execute the migration of on-premises systems to the cloud
• Executes & Manage Daily Cloud Support Operational activities, including: Incident Management, Problem Management, Change Management, Crisis Management & Disaster Recovery across multiple technologies & teams to deliver high quality & stable services
• Provides regular governance, optimization and compliance recommendations and audits for workloads and services running in the cloud
• Design, implementation and ongoing maintenance of Technology Services project management policies, procedures and best practices
• Run technology projects, including working with multiple vendors and company resource to deliver projects on-time and within budget
• Provide input into strategic applications plans and help drive alignment with application teams, security, business and systems teams
• Responsible for relationships with major cloud technology suppliers (ex: AWS, Azure, Google) to continuously work with and increase the business value of products and services received
• Automate and streamline infrastructure tasks using programming (Python, Bash, etc.), IaC tools (Terraform preferred), and CI/CD pipelines
• Drive Operational Excellence: Proactively enhance monitoring, optimize performance, implement logging/alerting, and lead cost-saving initiatives
• Oversee infrastructure operational environment and system availability for Microsoft Exchange, O365, Windows Server OS, Active Directory Virtualization
• Raise the level of cloud knowledge in the organization and capture and disseminate best practices through a knowledge base, source code repository, training events and outreach throughout the organization

Your experience and skills:

• 5+ years of experience in cloud and on-premise environments, with a strong focus on solution design, migration, implementation, maintenance and security. Proven track record of technical leadership and project management
• Deep experience with Azure Cloud Computing platform
• Knowledge in design and deployment of DevOps, Big Data, and API management platforms in a cloud environment
• Advanced understanding of cybersecurity practices, network security protocols, and compliance requirements. Experience with implementing security measures to protect data and infrastructure
• Experience in migrating on-prem workloads to cloud (AWS/AZURE)
• Experience with cloud infrastructure technologies (VPC, Route53, ELB, EBS, S3, Cloud watch, Cloud Formation, IAM, KMS, etc.)
• Understanding of cloud best practices and processes
• Education: Bachelor’s degree in information technology, Computer Science, or a related field is preferred. Advanced certifications in networking and infrastructure, such as CCNP, CCIE, or Azure Solutions Architect, are highly advantageous
• Understanding of network principles, authentication protocols, SAML-based and OAuth 2 authentications
• 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 $110,000 - $145,000 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 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:

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 Executive Assistant to join our Finance team.

Reporting to the SVP, Chief Financial and Chief Risk Officer, the Executive Assistant is responsible for all facets of executive administration, including email and calendar management, internal and external meeting and event coordination, travel planning, invoice and expense management, and document review and management.

Who you are:

• Service – You consider both internal and external stakeholders and demonstrate intent of understanding and putting the clients’ needs first. You advocate service excellence and work to deliver solutions that meet the needs. You proactively develop strategic partnerships that allow Aviso Wealth to become a trusted advisor and partner
• Execution – You are committed to achieving your goals and to succeed. This includes focusing on “getting things done”, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes
• Collaboration – You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization

What your day looks like:

• Provide a full range of administrative assistance to the SVP, Chief Financial and Chief Risk Officer, including managing an active calendar; providing initial responses to issues or redirecting to others, liaising with offices of senior executives internally and externally; scanning, filing, and reviewing correspondence
• Develop and maintain strong relationships with other executive assistants to ensure effective communication and optimum support to the executives
• Manage invoice and expense submissions
• Coordinate strategic planning using tools like Smartsheet to ensure a centralized hub for saving documents
• Organize monthly divisional meetings
• Coordinate cost-effective and sometimes complex domestic and international travel and accommodation arrangements and itineraries
• Track hours for projects and monthly reporting to submit to finance
• Bring an improvement mindset to workflow activities and offer suggestions for improvement to team members and senior leaders

Your experience and skills:

• Post-secondary education in administration or business, or related work experience is preferred
• Minimum 5 years of executive administration experience supporting C-Suites is required
• Experience in wealth management or financial services is an asset
• Experience arranging complex travel and coordinating events is required
• Solid working knowledge of Adobe Acrobat and the Microsoft Office Suite, including Outlook, Excel, Word, PowerPoint is required, experience with Concur and Smartsheet is an asset
• Proven track record of commitment to service excellence with the ability to build and maintain strong working relationships is required
• Proactive, with the ability to anticipate needs and call out potential issues is required
• Ability to exercise discretion and handle highly sensitive and confidential information is required
• Strong prioritization skills and ability to work calmly and effectively in a fast-paced environment is required
• All-hands-on-deck attitude and flexibility to meet changing needs is required
• Ability to work well independently and as a member of a team 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 $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

Patrimoine 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(e) associé(e) aux ventes qui se joindra à notre équipe des ventes NEI.

Relevant du gestionnaire, Soutien des ventes, l’associé(e) aux ventes est responsable de travailler au sein d’une équipe pour l’aider à atteindre un objectif de vente dans le territoire de vente défini. Les responsabilités comprennent la réservation de réunions, la gestion et la coordination d’événements, le traitement de documents de marketing et l’obtention des approbations de conformité.

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:

• Travail en étroite collaboration avec l’ensemble de l’équipe pour s’assurer que tous les conseillers en placement du territoire soient servis en organisant et en confirmant des rencontres individuelles et des présentations en succursale régulières avec leur grossiste respectif.
• Coordination d’événement, y compris l’organisation de séminaires (séminaires, tournée de présentation et webémissions comprenant des séances virtuelles et en personne).
• Réception rapide et professionnelle de demandes écrites et téléphoniques concernant les produits, les procédures et les systèmes.
• Travail avec le Service de la conformité pour obtenir des approbations sur des sujets comme les dons et les séminaires à l’intention des clients.
• Traitement des dons et des programmes de commandites.
• Maintien de l’intégrité des données dans le système de gestion des relations avec la clientèle (Salesforce), intégration des nouveaux conseillers et schématisation du parcours.
• Soutien à l’orientation et la formation.
• Gestion d’affectations ou de projets spéciaux au besoin.
• Soutien à la production de rapports (comptes nationaux, outil de veille stratégique, etc.).
• Intégration, coordination et réalisation des demandes de propositions et des demandes de renseignements.
• Coordination mensuelle et trimestrielle et création de trousses de présentation.

Expérience et compétences demandées:

• Un diplôme d’études postsecondaires en administration des affaires ou dans un domaine connexe.
• Une expérience de plus d’un an dans un poste de coordonnateur(trice) ou de soutien aux ventes.
• La réussite du Cours sur le commerce des valeurs mobilières au Canada (CCVM) ou du Cours sur les opérations des fonds d’investissement au Canada de (COFIC) serait un atout.
• Un intérêt et une curiosité pour les marchés de capitaux.
• De solides compétences informatiques, notamment avec les applications Office de Microsoft.
• Une expérience de l’utilisation de Salesforce est préférable.
• De solides compétences en organisation et en gestion du temps.
• La capacité à établir les priorités et à résoudre des problèmes.
• Un esprit d’équipe et une passion pour l’investissement responsable; on s’attend à ce que la désignation de spécialiste de l’investissement responsable (RIS) soit obtenue.
• Une excellente attitude et la capacité à développer des relations d’affaires.
• La 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 57 000 $ à 63 000 $ CA par année. Les conditions de rémunération individuelles sont basées sur divers facteurs propres à chaque candidat et aux exigences du poste.

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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’re looking for a Sales Associate to join our NEI Sales team.

Reporting to the Manager, Sales Support, the Sales Associate is responsible for working as part of a team to assist the team in achieving a sales target within the defined sales territory. The responsibilities will include booking meetings, event management and coordination, processing marketing materials, and obtaining compliance approvals.

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:

• Working closely with the broader team to ensure that all Investment Advisors in the territory are being serviced by scheduling and confirming regular one-on-one meetings and branch presentations with their respective Wholesaler
• Event Coordination including organizing seminars (Seminars, Road Show & Webcast includes both virtual & person)
• Responding promptly and professionally to both written and phone inquiries regarding products, procedures and systems.
• Partnering with compliance to obtain approvals on items like donations and client seminars
• Processing donations and sponsorship programs
• Ensure integrity of data in CRM (Sales Force) (New Advisor onboarding and journey mapping)
• Support orientation and training
• Handling special projects or assignments as needed.
• Reporting Support (National accounts, BI Tool, etc.)
• Integration, Coordination and completion of RFPs & RFIs
• Monthly & Quarterly coordination & creation of reporting packages

Your experience and skills:

• Post-secondary degree/diploma in Business Administration or related field
• 1+ year experience in a coordinator or sales support position
• Successful completion of the Canadian Securities Course (CSC) or IFIC Operations course would be an asset
• An interest and curiosity in capital markets
• Strong computer skills including the MS Office suite of application
• Salesforce experience ideal
• Strong organization and time management skills
• Ability to prioritize and resolve issues
• Team player with a passion for Responsible Investing; expectation is to complete RIS designation
• Great attitude with the ability to develop business relationships
• 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 $57,000 - $63,000 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 a VP, Sales to join the NEI Investments, Asset Management team for 12 months.

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 $114,000 - $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

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:

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 Virtual Life Advisor to join our Insurance team.

Reporting to the SVP, Insurance and Advanced Planning, the Virtual Life Advisor is responsible for client consultation for the sale of insurance products. The Virtual Life Advisor will work with partners in the program to help identify clients who may be suitable for engagement, and risk management planning. If the client wants to take action, then the Virtual Life Advisor will do the application, ensure underwriting requirements are met, and then place the insurance with the client after issued. All of the activities of the Virtual Life Advisor will be conducted in a virtual environment, and the Virtual Life Advisor must be very comfortable with technology and operating in a non face to face environment.

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:

• Recognize prospecting opportunities for new clients with partner advisors with clients
• Communicate with clients directly through phone calls, emails and video conferences to conduct a needs analysis and make proposals
• Ensure application to life insurance carriers is fulsome and complete, and monitors progress before policy is issued
• Meet all regulatory requirements in day-to-day activities ensuring compliance through the insurance agency in each province where licensed
• Rigorous standards of service with all stakeholders
• Keeping track of referrals from partner staff, and progress of the file for reporting purposes
• Maintain strong client relationships through regular contact and providing timely, value-added information, advice and recommendations by meeting their insurance needs and troubleshooting any issues that may arise
• Uses financial planning tools and data to develop plans and recommendations to meet the clients’ investing/financial planning goals and collaborates with other specialists to ensure clients/members are receiving comprehensive financial planning
• Meets all regulatory requirements in day-to-day activities ensuring compliance with all FW audit/risk management policies and procedures, including applicable external agency/vendor/government regulatory requirements and standards
• Maintains expert level knowledge of estate planning, power of attorney, wills, family trusts, insurance, and tax, to discuss with clients and engage or refer them to the appropriate specialists
• Maintains in-depth knowledge of all relevant issues of compliance and the relevant policies and procedures of regulatory and government agencies and participates in branch audits as required

Your experience and skills:

• Minimum Bachelor’s degree in Finance or Economics
• Life Insurance and Accident & Sickness Insurance licenses
• 3-5 years of experience in the financial services industry selling life insurance, living benefits and other insurance products
• Meet and exceeded sales and service goals
• Certified Financial Planner License is an asset
• Technology comfortable
• Strong customer service focus and positive attitude
• Ability to communicate in a virtual environment by telephone and video
• Exceptional interpersonal and relationship skills to build trust with clients and colleagues
• Excellent written communication skills
• Able to operate independently
• Strong organizational, multitasking and time management skills
• Proficient with planning tools, calculators and advanced experience with the MS Office Suite, including Outlook, Excel and Word
• Ability to work with highly confidential and sensitive information with integrity
• 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 $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 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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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, Total Rewards to join our People & Culture team.

Reporting to the Vice President, People & Culture, the Director, Total Rewards is responsible for the design, implementation, and governance of compensation, benefits, and reward and recognition strategies and programs. This role will be accountable for collaborating closely with senior leadership, HR teams, and external partners to enhance Aviso’s employee value proposition, attract talent, and maintain competitive market positioning and rewards. You will be heavily involved in optimizing and managing compensation and benefit programs across the enterprise for all levels and functions, including executive compensation. You will drive and oversee the execution of our quarterly sales and annual compensation and rewards program cycle, ensuring alignment to Aviso’s values, overall business objectives, and compliance with pay legislation.  

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:

Leadership and Collaboration

• Lead the total rewards, compensation, and benefits center of excellence
• Provide mentorship and support to the Total Rewards, Payroll, and Benefits teams
• Lead and develop junior staff and share expertise in reward plan design and management
• Deliver amazing experiences to stakeholders and position Total Rewards as a partner of choice

Rewards, Strategy and Design

• Develop and execute comprehensive and aligned total rewards strategies to ensure all compensation, benefits, and recognition programs are competitive, scalable, and sustainable
• Partner as a subject matter expert with our client-facing HR Business Partners to support the design and implementation of rewards programs
• Provide expertise and recommendations to all levels of leadership, enabling impactful compensation discussions through preparation of reports and presentations based on market research and analysis

Compensation and Benefits Management

• Oversee job evaluations, market reviews, and lead our cyclical salary survey and compensation processes
• Develop and maintain compensation and rewards policies and documentation, ensuring alignment to Aviso’s values and adherence to applicable legislation and employment law
• Plan and manage ad hoc projects to add value and enhance the stakeholder experience through each touchpoint and stage of the workplan
• Conduct research and remain current with compensation-related legislation, trends, and best practices

Your experience and skills:

• Minimum 8+ years of progressive compensation, benefits and rewards experience, preferably within a complex, fast-paced, matrix organization is required
• Financial services industry experience is preferred
• At least 2 years of recent experience in a similar role managing people/teams is required
• CHRP, CCP or other HR related designations would be an asset
• Proven track record of successfully navigating through change, with a strong understanding of compensation and benefits principles, practices, and trends is required
• Experience with compensation and incentive program design and hands-on experience in execution of cyclical compensation programs and market benchmarking is required
• Strong business acumen is required with a high level of integrity to manage the sensitive nature of decisions around all things related to compensation, benefits, rewards, and recognition
• Proven ability to quickly partner with all levels of leadership, including executive is required
• Strong consultative communication and relationship management skills are required
• Strong collaboration and partnership skills are required; HRBP front faces and delivers to the LOBs based on expertise provided by the Total Rewards team
• Deep analytical capabilities to evaluate complex data, identify trends, and make recommendations is required
• Bias towards action with a strong sense of urgency and a continuous process improvement and value-added mindset is required
• A pragmatic and adaptable mindset and openness to learning new technologies is required
• Advanced presentation skills and expertise with MS suite of products 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 $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 $140,000 - $170,000 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 Transfers Administrator to join our Transfers team.
Reporting to the Supervisor, Transfers, the Transfers Administrator is responsible for daily processing of transfers, reviews and approvals and dealing with escalated items. The successful candidate is collaborative, determined to acquire knowledge and experience and has the enthusiasm and energy to work in a dynamic environment.

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:

• Process transfer in requests according to service level agreements
• Monitor the transfers mailbox and collect incoming mail
• Initiate new manual or ATON transfers in and transfers out
• Track status and follow-up on initiated transfers
• Provide operational support for transfers to external institutions
• File completed transfer documents and shred all printed documents
• Review and respond to transfers in inquiries
• Assist / cover others in the Transfers Department as needed
• Handle special projects or other assignments as requested

Your experience and skills:

• Minimum 1 year experience in back office administration in a financial securities firm
• Extremely detail oriented and accurate
• Strong problem solving skills
• Excellent organizational and multi-tasking skills to meet required deadlines daily
• Strong team player in the department and across departments
• Strong desire and initiative to become a subject matter expert over time and to reach out and understand the functions of other departments in Operations
• Experience with Dataphile and/or Univeris is an asset
• Fluent verbal and written 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 $43,000 - $53,000 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