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Aviso Wealth

A financial services company.
Aviso Wealth is a national financial services company with approximately $90 billion in assets under administration and management. Aviso Wealth is owned by the credit union Centrals, The Co-operators/CUMIS and Desjardins. Aviso Wealth provides a comprehensive, integrated suite of wealth solutions for individual Canadians and for financial organizations across Canada.

Headquarter Location:
Toronto, Canada
2d

Project Manager

Aviso WealthToronto,Ontario,Canada, Remote Hybrid

Aviso Wealth is hiring a Remote Project Manager

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 Project Manager to join the Enterprise Delivery Team.

Reporting to the Program Manager, Enterprise Delivery, the Project Manager is responsible for managing a suite of strategic, enterprise-wide integration projects, while applying the principles of service excellence and promoting project management best practices across the organization. You will interact with project sponsors, executives, senior managers, and other project managers. You will identify and address issues related to resource planning, cost estimation, change management, project delivery, implementation planning/scheduling, reporting, communications, and benefits extraction at the project level.

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:

  • Manage project plans and budgets, including accurate tracking of financials and resourcing
  • Ensure project alignment and compliance with standards and policies
  • Assist with integration management of strategic and departmental projects
  • Coordinate with other project managers to ensure timely and complete delivery of projects, maintaining awareness of interdependencies and communicating to stakeholders
  • Manage issue resolution, risk mitigation, and escalations
  • Provide accurate and timely project performance reporting to the program manager, executives, project sponsors, and relevant stakeholders
  • Manage the change management process as it relates to project scope, schedule, cost, and expectations

Your experience and skills:

  • Degree in Management Information Systems, Business Administration, or related field preferred or equivalent work-related experience
  • Project Management Certification in Prince 2, PMI, or OPM3 or equivalent preferred
  • 7+ years of work experience with a minimum of 5+ years of recent project management experience in complex, matrix organizations is required
  • Proven experience in managing Capital Markets projects and/or delivering regulatory compliance initiatives, with a strong understanding of financial regulations and industry standards is required
  • Excellent understanding of project management best practices and project life cycle disciplines is required
  • Experience with integrated systems lifecycle development utilizing multiple development models e.g., agile, waterfall, hybrid is required
  • Experience with critical path analysis, project planning, and remediation is required
  • Functional knowledge of project accounting, budget planning, cost control, capital/expense approval and management procedures required for project tracking is required
  • Understanding of services agreements as related to commercial contracts and information/technology systems is required
  • Strong prioritization, delegation, and administrative skills with ability to manage multiple projects involving cross-departmental teams is required
  • Strong communication, negotiation, and presentation skills are required
  • Experience working for organizations in transformation and the ability to manage change and ambiguity 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 $105,000 - $130,000 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

2d

Senior Manager, Business Management

Aviso WealthToronto,Ontario,Canada, Remote Hybrid

Aviso Wealth is hiring a Remote Senior Manager, Business Management

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, Business Management, to join our Business Management Team in the SOCON Division.

Reporting to the VP, Business Management, the Senior Manager is responsible for leading the SOCON Program portfolio - a cross-functional portfolio of projects, Divisional & Enterprise, to ensure capabilities, processes, resources, controls and a reporting structure that allows SOCON to prioritize and execute this portfolio.   

Supports SOCON leadership team in translating the high-level objectives and key results into clearly defined tactics by performing quantitative and qualitative analyses to validate hypotheses and inform relevant recommendations and actions and associated capabilities to deliver the portfolio.

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:

  • Your efforts are divisional & company wide and frequently cross-functional combining Governance and Program/Project Management for multiple teams in achieving business outcomes through the management of strategic actions/project implementations
  • Manage the delivery and execution with SOCON Stakeholders of several key business initiatives at the same time
  • Set the change and transformation strategies, determine the change impacts to the organization/people/process/technology, and create approaches that drive project and business outcomes
  • The “owner” of the intake process for SOCON for initiatives, enhancements, system changes, business asks etc., working with SBT (Strategy & Business Transformation) to validate, determine resources etc.
  • Capture findings and recommendations succinctly in a logical and coherent storyline that facilitates productive discussion and decision making
  • Support our continuous improvement process by partnering with the Process Team to ensure the best practices are incorporated into strategic and business unit initiatives
  •  Support training and change Teams by partnering to ensure best practices are incorporated into strategic and business unit initiatives
  • Create presentations, communications and business area deliverables as required
  • Lead the processes for important business feedback loops and activities such as: key Initiative/project meetings, leader meetings and broader team meetings, and others including external meetings as appropriate
  • Accountable to help facilitate and support SOCON in the planning process as applicable, ensuring alignment of initiatives to the broader strategy
  • Deliver high-quality analysis to inform and deliver leadership on strategy and communications, identifying risks, and opportunities regarding the Program Portfolio
  • Partner with senior leadership and functional leads across the business to ensure cross-functional inter-dependencies are highlighted, documented, and addressed, that projects are appropriately resourced for successful execution and to help shape and communicate leadership strategy
  • Develop SOC project portfolio dashboard and reporting to manage and track performance of portfolio including the size and timing of expected benefits and any expected risks and identify business problems and risk and then strategize, implement, and scale programs that solve these issues
  • Define and manage at a minimum monthly regular (e.g., quarterly) strategy review process to inform the leadership team on critical internal and external developments and overall project portfolio health

Your experience and skills:

  • 10+ years of work experience, experience in strategy, execution of strategic initiatives, or program development and management
  • Excellent critical thinking skills to help solve business problems and make decisions
  • Tendency to pay close attention to small details that could impact results
  • Experience with managing strategic projects, programs, initiatives leading results and outcomes in a high paced environment
  • Experience in building reporting dashboards and metrics that are highly informative
  • Experience in utilizing data analytics to conduct predictive models to help support decision making for stakeholders
  • Demonstrated success in developing entrepreneurial strategies and meeting organizational growth goals
  • Demonstrated ability to work in a fast-paced, deadline driven environment with simultaneous ability to manage and prioritize multiple projects at various levels
  • Excellent writing and project management and execution skills, including presentation builds for executives and stakeholders' consumption
  • Track record of success in working in and influencing a fast-paced environment
  • Team player with a strong collegial style able to operate at all levels in an organization
  • Ability to adapt to change quickly and is a self-starter who can think strategically
  • Able to operate successfully in a organization with the entrepreneurial spirit and mindset to make things happen
  • General knowledge of business operations, objectives, strategies, process, and information flow
  • Excellent interpersonal skills. Must be strong with building effective collaboration, conflict management, creativity, dealing with ambiguity, delegation, priority setting and have strong strategic agility
  • Exceptional MS office skills
  • 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 $103,000 - $131,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.

See more jobs at Aviso Wealth

Apply for this job

8d

Director, Total Rewards

Aviso WealthToronto,Ontario,Canada, Remote Hybrid

Aviso Wealth is hiring a Remote Director, Total Rewards

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

8d

New Accounts Administrator, Temporary

Aviso WealthToronto,Ontario,Canada, Remote Hybrid

Aviso Wealth is hiring a Remote New Accounts Administrator, Temporary

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 New Accounts Administrator to join our Operations team for a 6 month contract.

Reporting to the Supervisor, New Accounts, the New Accounts Administrator is responsible for the day to day processing of new accounts and fee-based accounts in a timely and accurate manner in the IIROC dealer space.

The New Accounts Administrator interacts daily with other individuals in Operations as well as our Service Centre. Continuous improvement is front of mind and the incumbent will be expected to contribute to and/or support ideas for improved efficiencies.

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:

  • Processing new account set up in conjunction with Service Level Agreements and giving consideration when processing top tier Credit Unions
  • Provide administrative support/coverage for our fee-based business lines, including ongoing maintenance of accounts in our various fee-based programs and the generation and posting of the monthly fees
  • Ensure proper protocol when processing requests, providing clear and concise notes with relevant updated information from internal and external sources
  • Uses all pertinent systems (laserfiche, OSM, Dataphile) properly in compliance with company policy and industry regulation
  • Ensures accounts are set up correctly as per NAAFs and transactions are coded correctly with tax reporting rules
  • Ensures internal manuals are current and updated with changes in company policy, industry regulation and system/ procedure changes
  • Communicates with peers and supervisor regarding any issues/ changes that arise to ensure all parties are kept up to date
  • Scheduling consistent cross-training to ensure incumbent learns and understands all aspects of the processing functions
  • Foster an environment of continuous improvement that leads to idea generation, curiosity, and participation in various initiatives
  • Meets or exceed partner & client expectations in day-to-day dealings, demonstrating an understanding of the impact to partners and clients of your work

Your experience and skills:

  • Completion of post-secondary program in Finance or Business is preferred
  • Minimum one year experience in an administrative capacity, preferably in the Mutual Fund or Financial Industry
  • Univeris / Dataphile knowledge and experience is an asset
  • Background in the Credit Union system is an advantage
  • Successful completion of the Canadian Securities Course (CSC) and/or the Investment Funds Institute of Canada (IFIC) course is an asset
  • 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 $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

14d

Director, Data Governance

Aviso WealthVancouver,British Columbia,Canada, Remote Hybrid

Aviso Wealth is hiring a Remote Director, Data Governance

Aviso Wealth:

At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic ‘oneaviso’ culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso has to offer at www.aviso.ca.

The Opportunity:

We’re looking for a Director, Data Governance and Information Management to join our Data Management & Business Intelligence team.

Reporting to the VP, Data & Analytics, the Director, Data Governance and Information Management manages all organization-wide data governance and information management activities and will have accountability for improving the quality and managing the protection of sensitive data and information assets in enabling the data & analytics ambition for Aviso Wealth. As a member of the Data Analytics Team, this role will provide strategic input and recommendations to evolve the overarching Aviso Data Governance and Information Management Program, including enterprise-wide data principles to enable robust data quality, information management and reduce overall data risk. Additionally, this role will work closely with individual business data owners to support the implementation of data management practices and data governance across all of Aviso’s business lines and shared services.

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:

  • Lead and collaborate: Create a culture where data is managed as a valuable corporate asset and establishing strong, collaborative working relationships with Business, Technology Solutions Partners, and other Shared Services
  • Partner: Manage metadata and data flows that enable data usage and impact analysis for critical business decision-making, regulatory reporting, and operational uses
  • Ensure Data Quality and Integrity: Establish and maintain high standards for data accuracy, consistency, and reliability
  • Enhance Data Security and Privacy: Protect data from unauthorized access, breaches, and ensure compliance with relevant regulations
  • Promote Data Accessibility and Usability: Facilitate the efficient retrieval, usage, and sharing of data across the organization
  • Support Strategic Decision-Making: Enable data-driven insights and analytics to guide organizational strategy and operations
  • Define Clear Roles and Responsibilities: Assign accountability for data management tasks and processes within the organization

Your experience and skills:

  • Bachelor’s degree in business, Accounting, or Computer Science or related field
  • 10 years minimum work experience in analytics field in the Digital Wealth or Wealth Management industry, and 5+ years in a leadership role, and experience leading distributed teams across multiple time zones, using sync and async communication with expert knowledge of DCAM and the DMBOK, and EDM Council (or equivalent) membership / exposure
  • Ability to collaborate effectively with cross-functional teams and stakeholders focusing on establishing and ensuring adherence to an enterprise data governance framework for data policies, standards, and practices, both at the department and Business and Functional areas level, to achieve the required level of consistency, quality, and protection to meet overall business needs
  • Highly skilled in the data management tooling (e.g., metadata, data lineage, etc.) across AWS, Azure, and or Informatica experience is helpful (e.g., data catalog, business glossary, data policy, and data quality), including experience managing or implementing a Data Governance Framework at an Enterprise-Wide level
  • Knowledge of data related regulatory requirements and emerging trends and issues, PIPEDA, CASL, Bill C-27: Digital Charter Implementation Act, Consumer Privacy Protection Act (“CPPA”) and the Artificial Intelligence and Data Act (“AIDA”), Bill C-11: Digital Charter Implementation Act, 2020 (“Bill C-11”), Quebec’s Bill 64 implications to Data Governance and Records Information Management
  • Proficiency in the architecture of a modern data stack (ingestion, orchestration, storage, transformation, visualization, etc.)
  • Highly skilled of data governance practices, business and technology issues related to management of enterprise information assets and approaches related to data protection
  • Experienced in developing and implementing records information management policies and procedures
  • Hands-on experience implementing, expansion, and using one or more leading data quality software products at scale like Atlan, Collibra, Informatica, Alation, Atacama, Talend, etc.
  • Demonstrated consulting skills, with change management concepts and strategies, including communication, culture change and performance measurement
  • Proven ability to work creatively and analytically in a problem-solving environment
  • Ability to thrive in a fast-paced performance-driven environment, dealing with ambiguity and change
  • Demonstrated willingness to roll-up sleeves and work with team members in a hands-on management capacity 
  • 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 - $175,000 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

14d

Director, Data Governance

Aviso WealthToronto,Ontario,Canada, Remote Hybrid

Aviso Wealth is hiring a Remote Director, Data Governance

Aviso Wealth:

At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic ‘oneaviso’ culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso has to offer at www.aviso.ca.

The Opportunity:

We’re looking for a Director, Data Governance and Information Management to join our Data Management & Business Intelligence team.

Reporting to the VP, Data & Analytics, the Director, Data Governance and Information Management manages all organization-wide data governance and information management activities and will have accountability for improving the quality and managing the protection of sensitive data and information assets in enabling the data & analytics ambition for Aviso Wealth. As a member of the Data Analytics Team, this role will provide strategic input and recommendations to evolve the overarching Aviso Data Governance and Information Management Program, including enterprise-wide data principles to enable robust data quality, information management and reduce overall data risk. Additionally, this role will work closely with individual business data owners to support the implementation of data management practices and data governance across all of Aviso’s business lines and shared services.

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:

  • Lead and collaborate: Create a culture where data is managed as a valuable corporate asset and establishing strong, collaborative working relationships with Business, Technology Solutions Partners, and other Shared Services
  • Partner: Manage metadata and data flows that enable data usage and impact analysis for critical business decision-making, regulatory reporting, and operational uses
  • Ensure Data Quality and Integrity: Establish and maintain high standards for data accuracy, consistency, and reliability
  • Enhance Data Security and Privacy: Protect data from unauthorized access, breaches, and ensure compliance with relevant regulations
  • Promote Data Accessibility and Usability: Facilitate the efficient retrieval, usage, and sharing of data across the organization
  • Support Strategic Decision-Making: Enable data-driven insights and analytics to guide organizational strategy and operations
  • Define Clear Roles and Responsibilities: Assign accountability for data management tasks and processes within the organization

Your experience and skills:

  • Bachelor’s degree in business, Accounting, or Computer Science or related field
  • 10 years minimum work experience in analytics field in the Digital Wealth or Wealth Management industry, and 5+ years in a leadership role, and experience leading distributed teams across multiple time zones, using sync and async communication with expert knowledge of DCAM and the DMBOK, and EDM Council (or equivalent) membership / exposure
  • Ability to collaborate effectively with cross-functional teams and stakeholders focusing on establishing and ensuring adherence to an enterprise data governance framework for data policies, standards, and practices, both at the department and Business and Functional areas level, to achieve the required level of consistency, quality, and protection to meet overall business needs
  • Highly skilled in the data management tooling (e.g., metadata, data lineage, etc.) across AWS, Azure, and or Informatica experience is helpful (e.g., data catalog, business glossary, data policy, and data quality), including experience managing or implementing a Data Governance Framework at an Enterprise-Wide level
  • Knowledge of data related regulatory requirements and emerging trends and issues, PIPEDA, CASL, Bill C-27: Digital Charter Implementation Act, Consumer Privacy Protection Act (“CPPA”) and the Artificial Intelligence and Data Act (“AIDA”), Bill C-11: Digital Charter Implementation Act, 2020 (“Bill C-11”), Quebec’s Bill 64 implications to Data Governance and Records Information Management
  • Proficiency in the architecture of a modern data stack (ingestion, orchestration, storage, transformation, visualization, etc.)
  • Highly skilled of data governance practices, business and technology issues related to management of enterprise information assets and approaches related to data protection
  • Experienced in developing and implementing records information management policies and procedures
  • Hands-on experience implementing, expansion, and using one or more leading data quality software products at scale like Atlan, Collibra, Informatica, Alation, Atacama, Talend, etc.
  • Demonstrated consulting skills, with change management concepts and strategies, including communication, culture change and performance measurement
  • Proven ability to work creatively and analytically in a problem-solving environment
  • Ability to thrive in a fast-paced performance-driven environment, dealing with ambiguity and change
  • Demonstrated willingness to roll-up sleeves and work with team members in a hands-on management capacity 
  • 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 - $175,000 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

14d

Manager, Software Engineering

Aviso WealthVancouver,British Columbia,Canada, Remote Hybrid

Aviso Wealth is hiring a Remote Manager, Software Engineering

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 Manager, Software Engineering to join our Information Technology Team.

Reporting to the Director, Software Engineering, the Manager, Software Engineering works closely with other Technology Leaders to remove systemic organizational blockers, while providing leadership, skills development opportunities and coaching to Team Leads as well as Front-End, Full-Stack and Cloud Engineers reporting into them.

This role will own the Software Engineering processes & roadmap, responsible for providing visibility and eliminate bottlenecks to delivery flow within the Teams, embedding governance & standardization across the Engineering function while collaborating with other Business and Technology Leaders on evolving the Engineering practice including following standards & best practices, implementing DevOps practices and code quality gates.

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:

  • Support in the planning, coordination, execution, and delivery of complex cross-team engineering initiatives identifying and suggesting solutions to continuously improve flow
  • Continual assessment of the current state of Software Engineering organization and identify opportunities for improvement and alignment of the Software Engineering roadmap with Enterprise Architecture vision and organization initiatives
  • Support People Managers and Team Members to set and track Team and Individual Goals, action plans and outcomes using SMART metrics and feedback loops
  • Work to align Team expectations with business partners and internal entities, such as IT Operations and IT Security
  • Facilitate effective collaboration, deployment planning, decision-making, issue resolution among managers and Team members
  • Provide leadership and coaching to develop High-Performing Teams within the oneaviso culture
  • Provide technical feedback to the Teams to ensure documented software, architectural, and security corporate standards are applied in the Team governance
  • Organize and conduct presentations at multi-Team alignment planning sessions
  • Monitor and evaluate the impact of coaching activity and adjust the approach as needed
  • Monitor flow metrics and provide recommendations for improvement through Team reporting and analytics

Your experience and skills:

  • Degree in Computer Science, Engineering, Technical Diploma, or relevant software development work experience
  • Certified in Product Management, Organizational Change and Leadership, Agile- related methodologies, and/or a similar professional certification
  • Previous experience as a high performing Software Engineering or Technical Product Manager leading delivery of software in a fast-paced environment (8-10 years)
  • Strong understanding of software development / code management best practices (Trunk-based delivery, Feature Flags, etc), secure coding concepts and DevSecOps practices
  • Experience with GitHub Co-pilot, Cloud Development (Azure), Microservices API architecture (Spring Boot, .NET Core) and DevOps concepts such as Container technologies (Docker)
  • Experience in IT operational processes (i.e. ITIL, IT security governance processes - NIST, etc) an asset
  • Excellent verbal, presentation, and written communication skills for technical and business audiences (including upwards, sideways, and downwards communications in the IT organization)
  • Fluent communications skills in English are required and bilingual skills in French are an asset
  • Strong problem-solving, decision making, organizing, and conflict-resolution ability
  • Strong teaching and training skills and ability to impart knowledge, skills, and best practices
  • Solid organizational skills and ability to prioritize, plan, document, schedule, and meet deadlines
  • A high degree of Emotional Intelligence, including listening skills, questioning skills, trust-building, coaching skills, and the ability to empathize with others’ emotions
  • Passionate about continuous learning and personal development

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 $__,000 - $__,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

19d

Transfers Administrator, Temporary

Aviso WealthToronto,Ontario,Canada, Remote Hybrid

Aviso Wealth is hiring a Remote Transfers Administrator, Temporary

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 on a 10 month contract.
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

19d

Transfers Administrator, Temporary

Aviso WealthVancouver,British Columbia,Canada, Remote Hybrid

Aviso Wealth is hiring a Remote Transfers Administrator, Temporary

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 on a 10 month contract.
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

19d

Credit Officer

Aviso WealthVancouver,British Columbia,Canada, Remote Hybrid

Aviso Wealth is hiring a Remote Credit Officer

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 Credit Officer to join our Operations team.

Reporting to the Supervisor, Credit the Credit Officer will be instrumental in ensuring that requirements of the regulators are satisfied by enforcing efficient/effective monitor and control on retail credit for our IIROC full brokerage platform.

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:

  • Review and authorize cheques, EFTs and wires based on risk management and AML regulations
  • Daily monitoring of credit, registered debits and margin accounts based on firm policy
  • Review and approve internal/external transfers which have credit related ramifications
  • Monitor daily security concentration levels
  • Assist in capital and credit reporting
  • Complete other assigned projects

Your experience and skills:

  • Post secondary degree
  • Completion of CSC is an asset
  • A minimum of 2 years of credit experience with the securities industry
  • Extremely detail oriented and accurate
  • Excellent interpersonal skills
  • Demonstrated ability to work calmly and effectively in a fast paced environment
  • Flexible to meet changing needs and manage deadlines
  • Customer focused, ability to build and maintain relationship
  • 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 $52,000 - $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

19d

Credit Officer

Aviso WealthToronto,Ontario,Canada, Remote Hybrid

Aviso Wealth is hiring a Remote Credit Officer

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 Credit Officer to join our Operations team.

Reporting to the Supervisor, Credit the Credit Officer will be instrumental in ensuring that requirements of the regulators are satisfied by enforcing efficient/effective monitor and control on retail credit for our IIROC full brokerage platform.

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:

  • Review and authorize cheques, EFTs and wires based on risk management and AML regulations
  • Daily monitoring of credit, registered debits and margin accounts based on firm policy
  • Review and approve internal/external transfers which have credit related ramifications
  • Monitor daily security concentration levels
  • Assist in capital and credit reporting
  • Complete other assigned projects

Your experience and skills:

  • Post secondary degree
  • Completion of CSC is an asset
  • A minimum of 2 years of credit experience with the securities industry
  • Extremely detail oriented and accurate
  • Excellent interpersonal skills
  • Demonstrated ability to work calmly and effectively in a fast paced environment
  • Flexible to meet changing needs and manage deadlines
  • Customer focused, ability to build and maintain relationship
  • 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 $52,000 - $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

+30d

Settlements Administrator, Temporary

Aviso WealthVancouver,British Columbia,Canada, Remote Hybrid

Aviso Wealth is hiring a Remote Settlements Administrator, Temporary

Aviso Wealth:

At Aviso Wealth, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic ‘oneaviso’ culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso Wealth has to offer at www.aviso.ca.

The Opportunity:

We’re looking for a Settlement Administrator to join our Operations team for 12 months.

Reporting to the Supervisor, Settlement Services the Settlement Administrator is responsible for duties relating to the reconciliation and settlement of transactions on the IIROC platform as well as the settlement of foreign securities. This may include equities, fixed income & equity option transactions.

There may be a requirement to work on a statutory holiday or weekend.

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:

  • Reconciliation of Clearing account
  • Settlement of client transactions
  • Administrative trade processing
  • Process client FX transactions
  • Ensure to follow the policy and procedures manual, as set out for the Settlement Services team, and revised as needed
  • Other duties as assigned as needed

Your experience and skills:

  • Post-secondary education in business or commerce is preferred
  • 1+ year experience in an office environment within the securities industry
  • Intermediate knowledge in the MS Suite of applications including Excel
  • Ability to work independently to achieve required objectives
  • Strong attention to detail and accuracy
  • Proven ability to work well under pressure and in a fast-paced environment
  • Strong customer service orientation
  • Strong organizational, time management and administrative skills
  • 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 supplier for the Canadian financial industry, with over $120 billion in total assets under administration and management, and over 1,000 employees. We’re building a technology-enabled, client-centric wealth management ecosystem. Our clients include our partners, advisors, and investors. We’re a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. Our partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry. Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors. Our asset manager, NEI Investments, specializes in investing responsibly. Our online brokerage, Qtrade Direct Investing®, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios®, serves investors who prefer a hands-off approach. Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms. We have offices in Toronto, Vancouver, Montreal, and Winnipeg. Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins. We’re proud to power businesses that empower investors.

A career with Aviso means being part of a group of talented, energetic professionals who live their values every day, and belonging to an organization dedicated to your success and career development. If you’re looking for interesting and challenging work, at a company committed to its people, apply to join our team.

Salary

This position is posted with an expected salary range of $52,000 - $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

+30d

Settlements Administrator, Temporary

Aviso WealthToronto,Ontario,Canada, Remote Hybrid

Aviso Wealth is hiring a Remote Settlements Administrator, Temporary

Aviso Wealth:

At Aviso Wealth, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic ‘oneaviso’ culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso Wealth has to offer at www.aviso.ca.

The Opportunity:

We’re looking for a Settlement Administrator to join our Operations team for 12 months.

Reporting to the Supervisor, Settlement Services the Settlement Administrator is responsible for duties relating to the reconciliation and settlement of transactions on the IIROC platform as well as the settlement of foreign securities. This may include equities, fixed income & equity option transactions.

There may be a requirement to work on a statutory holiday or weekend.

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:

  • Reconciliation of Clearing account
  • Settlement of client transactions
  • Administrative trade processing
  • Process client FX transactions
  • Ensure to follow the policy and procedures manual, as set out for the Settlement Services team, and revised as needed
  • Other duties as assigned as needed

Your experience and skills:

  • Post-secondary education in business or commerce is preferred
  • 1+ year experience in an office environment within the securities industry
  • Intermediate knowledge in the MS Suite of applications including Excel
  • Ability to work independently to achieve required objectives
  • Strong attention to detail and accuracy
  • Proven ability to work well under pressure and in a fast-paced environment
  • Strong customer service orientation
  • Strong organizational, time management and administrative skills
  • 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 supplier for the Canadian financial industry, with over $120 billion in total assets under administration and management, and over 1,000 employees. We’re building a technology-enabled, client-centric wealth management ecosystem. Our clients include our partners, advisors, and investors. We’re a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. Our partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry. Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors. Our asset manager, NEI Investments, specializes in investing responsibly. Our online brokerage, Qtrade Direct Investing®, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios®, serves investors who prefer a hands-off approach. Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms. We have offices in Toronto, Vancouver, Montreal, and Winnipeg. Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins. We’re proud to power businesses that empower investors.

A career with Aviso means being part of a group of talented, energetic professionals who live their values every day, and belonging to an organization dedicated to your success and career development. If you’re looking for interesting and challenging work, at a company committed to its people, apply to join our team.

Salary

This position is posted with an expected salary range of $52,000 - $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

+30d

Senior Revisor, Temporary

Aviso WealthWinnipeg,Manitoba,Canada, Remote Hybrid

Aviso Wealth is hiring a Remote Senior Revisor, Temporary

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 experienced and detail-oriented Senior Reviser to join our dynamic Translation Services team that is part of Aviso’s Communications team for 12 months.

Reporting to the Senior Manager, Translation Services, the Senior Reviser will be responsible for accurate and quality revision and translation of materials based on industry and brand specifications and established internal processes, policies, and service levels for our French-speaking audience.

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:

  • Ensure materials for our French-speaking audience are delivered with the highest quality in accordance with industry and brand specifications based on internal processes, policies, and service levels
  • Ensure linguistic quality through our translation vendor channel by providing feedback on outsourced translations, carrying out industry-specific research and providing input on terminology usage to our vendors
  • Proofread work performed by other team members when required
  • Ensure accurate and quality revision/translation of material produced for our French-speaking markets, including brochures, financial commentaries, advertising material, presentations, correspondence, online communications, website material and statements
  • Stay abreast of regulatory changes (such as Bill 96), financial market news and world events that may impact the industry to ensure accuracy of translations and terminology usage
  • Identify reputational and other risks in translation requests and escalate when appropriate
  • Maintain consistency of terminology by contributing to an internal terminology database (Multiterm)

Your experience and skills:

  • 7+ years of experience as a reviser/translator with 5+ years of experience as a reviser (preferably in financial services or a related industry)
  • Knowledge of financial markets and terminology as well as relevant regulatory requirements; the successful completion of the IFIC and/or the CSC is an asset
  • Exceptional written and verbal communication skills in French and English, including editing, spelling, and grammar
  • Superior time management skills and the ability to multitask in a fast-paced environment
  • Excellent knowledge of Windows, Antidote, and translation aids (SDL Trados & Language Weaver)
  • An understanding that success is in the details. You notice things that others don't.
  • Driven by the collective success of a team that values trust and accountability
  • The desire to be part of an inclusive team that enjoys working together to bring a shared vision to life

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 $85,000 - $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

+30d

Portfolio Administrator

Aviso WealthVancouver,British Columbia,Canada, Remote Hybrid

Aviso Wealth is hiring a Remote Portfolio Administrator

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 Portfolio Administrator to join our Asset Management team.

Reporting to the Director, Managed Accounts, the Portfolio Administrator is responsible for the daily portfolio administration of Credential’s Separately Managed Account (SMA) programs and support of other investment management 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

What your day looks like:

  • Manage client and inventory accounts on the Portfolio Management & Custodial systems and resolving any data discrepancies
  • Execute discretionary trades as outlined on the Investment Policy Statement and agreements
  • Implement and monitor client trade restrictions
  • Assist with monthly fee-billing
  • Generate quarterly investment reports and supervision reports
  • Work closely with internal and external stakeholders to manage client accounts
  • Maintain Aviso’s investment materials such as fact sheets, performance sheets and quarterly reports
  • Provide support to Advisors on Aviso’s product offerings
  • Assist Portfolio Managers with investment proposals and presentations
  • Support Aviso’s Investment Strategy Committee with market research, analysis, and presentations

Your experience and skills:

  • Post-secondary education in a related field (e.g., a degree, diploma, or certificate in Business or Finance)
  • Successful completion of Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH)
  • Licensed as an IIROC RR and working towards CFA (at least level 1)
  • 3+ years’ experience in the investment industry
  • Currently licensed or eligible to be licensed as a Registered Representative within 30 days
  • Working experience with Portfolio Management software, Bloomberg or Morningstar preferred
  • Demonstrated experience and thorough understanding of investment concepts, analytics and investment administration Market research, product development and sales would be beneficial
  • Credit union experience would be an advantage
  • Intermediate level of knowledge with MS Office Suite programs and advanced level of Excel knowledge. Knowledge of and experience with GWP and Dataphile
  • 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 $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

+30d

Regional Insurance Consultant

Aviso Wealth,Saskatchewan,Canada, Remote

Aviso Wealth is hiring a Remote Regional Insurance Consultant

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 Regional Insurance Consultant to join our Insurance team.

This role can be fully remote, however you may work in an Aviso Office if you choose to do so. 

Reporting to the SVP, Insurance the Regional Insurance Consultant is responsible for achieving the sales objectives of Aviso Wealth within assigned territory of Manitoba and Saskatchewan. Key activities include the development of annual territory sales plans, management of expenses to achieve insurance sales objectives, providing direct assistance to Credit Unions and insurance advisors through educational seminars, workshops, joint field work, and practice management assistance, thereby strengthening existing and nurturing Advisor/CU client relationships.

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:

  • Work within the regional sales plan and budget to achieve sales objectives
  • Influence life licensed advisors to increase their sales of life and health business, segregated funds or group products
  • Demonstrate an understanding of the advisor’s business, providing value-add product solutions to meet end-client needs, and provide timely and constructive marketing solutions
  • Manage sales costs within the assigned territory, within approved budgets, and provide timely reporting
  • Maintain current knowledge of all key products and services, understand the associated benefits and constraints, and use this knowledge to optimize advisor sales activity
  • Liaise with Credit Union Wealth Leaders to help assess advisor development plans, provide sales coaching to insurance advisors regarding financial planning, investment management, and practice management concepts
  • Create, coordinate and deliver sales presentations, workshops and training to Credit Union advisors
  • Identify trends within the assigned territory and among Credential’s Credit Union partners
  • Collaborate with other Aviso and Credit Union employees to develop account strategies and tactics to proactively leverage opportunities to help the region achieve its overall targets and enhance satisfaction and engagement
  • Support holistic wealth programs which can impact and support insurance sales growth
  • Develop and maintain strong business relationships with partner Wealth Leaders and Advisors

Your experience and skills:

  • University degree or equivalent or equivalent combination of education and experience
  • Life License is required along with CLU or CFP
  • 5+ years of solid sales experience in the insurance industry including life, health & wellness, and segregated funds
  • Ability to leverage individual, team and Aviso goals
  • Strong ability to pick up new technology and experience with the MS office Suite
  • Ability to work independently to achieve goals while remaining within company and regulatory requirements
  • Active listening skills to identify needs and ability to influence
  • Ability to present information to different audiences
  • Proven experience growing business and retaining partners by exceeding customer expectations
  • Ability to travel post COVID and available for evening and weekend work when 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 $103,000 - $131,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.

See more jobs at Aviso Wealth

Apply for this job

+30d

Portfolio Administrator

Aviso WealthToronto,Ontario,Canada, Remote Hybrid

Aviso Wealth is hiring a Remote Portfolio Administrator

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 Portfolio Administrator to join our Asset Management team.

This role requires you to perform essential duties 1-3 days per week in your assigned Aviso Office.

Reporting to the Director, Managed Accounts, the Portfolio Administrator is responsible for the daily portfolio administration of Credential’s Separately Managed Account (SMA) programs and support of other investment management 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

What your day looks like:

  • Manage client and inventory accounts on the Portfolio Management & Custodial systems and resolving any data discrepancies
  • Execute discretionary trades as outlined on the Investment Policy Statement and agreements
  • Implement and monitor client trade restrictions
  • Assist with monthly fee-billing
  • Generate quarterly investment reports and supervision reports
  • Work closely with internal and external stakeholders to manage client accounts
  • Maintain Aviso’s investment materials such as fact sheets, performance sheets and quarterly reports
  • Provide support to Advisors on Aviso’s product offerings
  • Assist Portfolio Managers with investment proposals and presentations
  • Support Aviso’s Investment Strategy Committee with market research, analysis, and presentations

Your experience and skills:

  • Post-secondary education in a related field (e.g., a degree, diploma, or certificate in Business or Finance)
  • Successful completion of Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH)
  • Licensed as an IIROC RR and working towards CFA (at least level 1)
  • 3+ years’ experience in the investment industry
  • Currently licensed or eligible to be licensed as a Registered Representative within 30 days
  • Working experience with Portfolio Management software, Bloomberg or Morningstar preferred
  • Demonstrated experience and thorough understanding of investment concepts, analytics and investment administration Market research, product development and sales would be beneficial
  • Credit union experience would be an advantage
  • Intermediate level of knowledge with MS Office Suite programs and advanced level of Excel knowledge. Knowledge of and experience with GWP and Dataphile
  • 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 $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

+30d

Senior Revisor, Temporary

Aviso WealthVancouver,British Columbia,Canada, Remote Hybrid

Aviso Wealth is hiring a Remote Senior Revisor, Temporary

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 experienced and detail-oriented Senior Reviser to join our dynamic Translation Services team that is part of Aviso’s Communications team. The role is for 12 months and requires you to perform essential duties 1-3 days per week in your assigned Aviso Office.

Reporting to the Senior Manager, Translation Services, the Senior Reviser will be responsible for accurate and quality revision and translation of materials based on industry and brand specifications and established internal processes, policies, and service levels for our French-speaking audience.

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:

  • Ensure materials for our French-speaking audience are delivered with the highest quality in accordance with industry and brand specifications based on internal processes, policies, and service levels
  • Ensure linguistic quality through our translation vendor channel by providing feedback on outsourced translations, carrying out industry-specific research and providing input on terminology usage to our vendors
  • Proofread work performed by other team members when required
  • Ensure accurate and quality revision/translation of material produced for our French-speaking markets, including brochures, financial commentaries, advertising material, presentations, correspondence, online communications, website material and statements
  • Stay abreast of regulatory changes (such as Bill 96), financial market news and world events that may impact the industry to ensure accuracy of translations and terminology usage
  • Identify reputational and other risks in translation requests and escalate when appropriate
  • Maintain consistency of terminology by contributing to an internal terminology database (Multiterm)

Your experience and skills:

  • 7+ years of experience as a reviser/translator with 5+ years of experience as a reviser (preferably in financial services or a related industry)
  • Knowledge of financial markets and terminology as well as relevant regulatory requirements; the successful completion of the IFIC and/or the CSC is an asset
  • Exceptional written and verbal communication skills in French and English, including editing, spelling, and grammar
  • Superior time management skills and the ability to multitask in a fast-paced environment
  • Excellent knowledge of Windows, Antidote, and translation aids (SDL Trados & Language Weaver)
  • An understanding that success is in the details. You notice things that others don't.
  • Driven by the collective success of a team that values trust and accountability
  • The desire to be part of an inclusive team that enjoys working together to bring a shared vision to life

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 $85,000 - $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

+30d

Réviseur(e) principal(e), temporaire

Aviso WealthMontreal,Quebec,Canada, Remote Hybrid

Aviso Wealth is hiring a Remote Réviseur(e) principal(e), temporaire

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’une personne expérimentée et minutieuse pour occuper le poste de réviseur(e) principal(e) pour un mandat de 12 mois dans notre équipe dynamique des Services de traduction, qui fait partie de l’équipe des Communications d’Aviso.

 

Relevant de la gestionnaire principale, Services de traduction, le/la réviseur(e) principal(e) sera responsable d’assurer la révision et la traduction exactes et de qualité des documents en fonction des spécifications du secteur et de la marque, ainsi que des processus internes, des politiques et des niveaux de service établis pour notre public francophone.

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:

  • Veiller à ce que la traduction du matériel destiné à notre public francophone soit de la plus haute qualité, conformément aux spécifications du secteur et de la marque en fonction des processus internes, des politiques et des niveaux de service établis
  • Assurer la qualité linguistique de notre réseau de fournisseurs de services de traduction en communiquant des commentaires sur les traductions confiées à l’externe, en effectuant des recherches sur des sujets propres au secteur et en fournissant des commentaires sur l’utilisation de notre terminologie à nos fournisseurs
  • Assurer la révision du travail effectué par les autres membres de l’équipe au besoin
  • Assurer la révision et la traduction exactes et de qualité du matériel produit pour nos marchés francophones, y compris les brochures, les commentaires financiers, le matériel publicitaire, les présentations, la correspondance, les communications en ligne, le matériel Web et les relevés
  • Se tenir au courant des changements réglementaires (comme le projet de loi 96), des nouvelles sur les marchés financiers et des événements mondiaux qui pourraient avoir une incidence sur le secteur afin d’assurer l’exactitude des traductions et de l’utilisation de la terminologie
  • Identifier les risques d’atteinte à la réputation et les autres risques dans les demandes de traduction et les transmettre à un échelon supérieur, le cas échéant
  • Maintenir la cohérence terminologique en contribuant à une base de données terminologique interne (MultiTerm)

Expérience et compétences demandées :

  • Plus de 7 ans d’expérience en traduction et plus de 5 ans d’expérience en révision (de préférence dans les services financiers et/ou un secteur connexe)
  • Connaissance des marchés financiers et de la terminologie, ainsi que des exigences réglementaires pertinentes; réussite du cours de l’IFIC ou du CCVM, un atout
  • Compétences exceptionnelles en communication orale et écrite en français et en anglais, y compris en rédaction, en orthographe et en grammaire
  • Excellentes compétences en gestion du temps et capacité à effectuer plusieurs tâches en même temps dans un environnement dynamique
  • Excellente connaissance de Windows, d’Antidote et des outils d’aide à la traduction (SDL Trados et Language Weaver).
  • Souci du détail. Vous remarquez des choses que les autres ne remarquent pas
  • Importance accordée au succès collectif d’une équipe fondée sur la confiance et la responsabilisation
  • Désir de faire partie d’une équipe inclusive qui aime travailler ensemble pour concrétiser une vision commune

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 125 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 85 000 $ à 95 000 $ CA par année. Les conditions de rémunération individuelles sont basées sur divers facteurs propres à chaque candidat et aux exigences du poste.

See more jobs at Aviso Wealth

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+30d

Senior Revisor, Temporary

Aviso WealthToronto,Ontario,Canada, Remote Hybrid

Aviso Wealth is hiring a Remote Senior Revisor, Temporary

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 experienced and detail-oriented Senior Reviser to join our dynamic Translation Services team that is part of Aviso’s Communications team. The role is for 12 months and requires you to perform essential duties 1-3 days per week in your assigned Aviso Office.

Reporting to the Senior Manager, Translation Services, the Senior Reviser will be responsible for accurate and quality revision and translation of materials based on industry and brand specifications and established internal processes, policies, and service levels for our French-speaking audience.

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:

  • Ensure materials for our French-speaking audience are delivered with the highest quality in accordance with industry and brand specifications based on internal processes, policies, and service levels
  • Ensure linguistic quality through our translation vendor channel by providing feedback on outsourced translations, carrying out industry-specific research and providing input on terminology usage to our vendors
  • Proofread work performed by other team members when required
  • Ensure accurate and quality revision/translation of material produced for our French-speaking markets, including brochures, financial commentaries, advertising material, presentations, correspondence, online communications, website material and statements
  • Stay abreast of regulatory changes (such as Bill 96), financial market news and world events that may impact the industry to ensure accuracy of translations and terminology usage
  • Identify reputational and other risks in translation requests and escalate when appropriate
  • Maintain consistency of terminology by contributing to an internal terminology database (Multiterm)

Your experience and skills:

  • 7+ years of experience as a reviser/translator with 5+ years of experience as a reviser (preferably in financial services or a related industry)
  • Knowledge of financial markets and terminology as well as relevant regulatory requirements; the successful completion of the IFIC and/or the CSC is an asset
  • Exceptional written and verbal communication skills in French and English, including editing, spelling, and grammar
  • Superior time management skills and the ability to multitask in a fast-paced environment
  • Excellent knowledge of Windows, Antidote, and translation aids (SDL Trados & Language Weaver)
  • An understanding that success is in the details. You notice things that others don't.
  • Driven by the collective success of a team that values trust and accountability
  • The desire to be part of an inclusive team that enjoys working together to bring a shared vision to life

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 $85,000 - $95,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.

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