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 Program Manager to join the Enterprise Delivery team.

Reporting to the VP, Enterprise Delivery, the Program Manager will be responsible for ensuring programs and their constituent projects produce the required products, solutions, and services. This role will ensure the business case is realized while managing delivery within the stated tolerances of time, cost, quality, scope, and risk. The Program Manager will collaborate with cross-functional teams, stakeholders, and senior leadership to drive strategic initiatives and deliver expected business outcomes.

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:

Program and Project Management

• Manage multiple projects within the program portfolio, ensuring alignment with organizational goals and strategic objectives
• Develop comprehensive project plans and progress reports, including scope, timelines, budgets, dependencies, and resource allocation
• Conduct post-project evaluations to identify lessons learned and areas for improvement

Stakeholder Engagement

• Collaborate with key stakeholders to define project requirements, objectives, and success criteria
• Facilitate regular communication with stakeholders to provide updates, gather feedback, ensure alignment, and foster strong relationships

Team Leadership

• Promote a collaborative and high-performance team culture
• Provide guidance, support, and performance feedback to team members

Financial Management

• Develop and manage project budgets, ensuring financial discipline and alignment with organizational goals
• Track and report on project expenditures, monitor costs, and ensure financial resources are used effectively

Quality Assurance and Risk Management

• Implement quality assurance processes to ensure project deliverables meet high standards
• Identify, assess, manage and report on project risks, including developing mitigation/contingency plans

Your experience and skills:

• Bachelor's degree in Management, Business Administration, or related field is preferred
• Recognized Program/Project Management Certification: PRINCE2, MSP, SAFe or equivalent work experience is preferred
• 15+ years of relevant work experience with a minimum of 5+ years Program Management experience within the Wealth, Banking, or Financial Services industry is required
• Proven experience managing Capital Markets projects and/or delivering regulatory compliance initiatives, with a strong understanding of financial regulations and industry standards is required
• Experience with program lifecycle disciplines and integrated systems lifecycle development utilizing multiple development models (e.g., agile, waterfall, hybrid, etc.) is required
• Proven track record of leading multiple projects/programs across complex, matrix organizations and building cross-functional relationships is required
• Track record of developing and delivering executive-level program/project reporting is required
• Comfortable with changing specifications and standards and leading a team to deliver through ambiguity
• Functional knowledge of project accounting, budget planning, cost control, capital/expense approval, and management procedures for project tracking is required
• Superior negotiation, presentation, communication skills are required
• Strong business acumen with broad knowledge and expertise in technology-focused business practices is required
• Fluent communication skills in English are required and bilingual skills in French are an asset

Why Aviso Wealth?

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

• Competitive compensation package that rewards and recognizes individual contributions
• Excellent health, dental and insurance benefits to meet the diverse needs of our employees
• Generous vacation time, fitness benefit, parental leave top-up options
• Matching contributions to our retirement program
• Commitment to the continuous improvement of our staff through learning & development and an education assistance program
• Regular social events to foster teamwork

Equal Employment Opportunity

Aviso Wealth welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.

We thank all applicants for their interest, however, only those selected for further consideration will be contacted.

No recruiters or agencies, please.

Company Overview:

Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with over $130 billion in total assets under administration and management, and over 1,000 employees. We’re building a comprehensive, technology-enabled, client-centric wealth services ecosystem. Our clients include our partners, advisors, and investors. We’re a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. Our partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry. Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors. Our asset manager, NEI Investments, specializes in investing responsibly. Our online brokerage, Qtrade Direct Investing®, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios®, serves investors who prefer a hands-off approach. Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms. We have offices in Toronto, Vancouver, Montreal, and Winnipeg. Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins. We’re proud to power businesses that empower investors.

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

Salary

This position is posted with an expected salary range of $140,000 - $160,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.

See more jobs at Aviso Wealth

Apply for this job

Aviso Wealth:

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

The Opportunity:

We’re looking for a Manager, Business Management to join our Business Management team.

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

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

Who you are:

• Service – You consider both internal and external stakeholders and demonstrate intent of understanding and putting the clients’ needs first. You advocate service excellence and work to deliver solutions that meet the needs. You proactively develop strategic partnerships that allow Aviso Wealth to become a trusted advisor and partner
• Execution – You are committed to achieving your goals and to succeed. This includes focusing on “getting things done”, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes
• Collaboration – You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization
• Leadership – You lead your team and provide regular direction, guidance, coaching, and motivation, all while striving for peak performance. You assist them in overcoming obstacles through additional resources, removal of roadblocks, and providing the level of support required for their success. You delegate and deliver feedback based on the in-depth understanding of your individual team members

What your day looks like:

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

Your experience and skills:

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

Why Aviso Wealth?

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

• Competitive compensation package that rewards and recognizes individual contributions
• Excellent health, dental and insurance benefits to meet the diverse needs of our employees
• Generous vacation time, fitness benefit, parental leave top-up options
• Matching contributions to our retirement program
• Commitment to the continuous improvement of our staff through learning & development and an education assistance program
• Regular social events to foster teamwork

Equal Employment Opportunity

Aviso Wealth welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.

We thank all applicants for their interest, however, only those selected for further consideration will be contacted.

No recruiters or agencies, please.

Company Overview:

Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with over $130 billion in total assets under administration and management, and over 1,000 employees. We’re building a comprehensive, technology-enabled, client-centric wealth services ecosystem. Our clients include our partners, advisors, and investors. We’re a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. Our partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry. Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors. Our asset manager, NEI Investments, specializes in investing responsibly. Our online brokerage, Qtrade Direct Investing®, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios®, serves investors who prefer a hands-off approach. Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms. We have offices in Toronto, Vancouver, Montreal, and Winnipeg. Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins. We’re proud to power businesses that empower investors.

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

Salary

This position is posted with an expected salary range of $90,000 - $100,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.

See more jobs at Aviso Wealth

Apply for this job

Aviso Wealth:

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

The Opportunity:

We’re looking for a Transfers Administrator to join our Transfers team for a 6 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 $130 billion in total assets under administration and management, and over 1,000 employees. We’re building a comprehensive, technology-enabled, client-centric wealth services ecosystem. Our clients include our partners, advisors, and investors. We’re a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. Our partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry. Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors. Our asset manager, NEI Investments, specializes in investing responsibly. Our online brokerage, Qtrade Direct Investing®, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios®, serves investors who prefer a hands-off approach. Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms. We have offices in Toronto, Vancouver, Montreal, and Winnipeg. Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins. We’re proud to power businesses that empower investors.

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

Salary

This position is posted with an expected salary range of $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

Aviso Wealth:

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

The Opportunity:

We’re looking for a Director, Chief Compliance Officer, NEI to join our Asset Management team.

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

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

Who you are:

• Service – You consider both internal and external stakeholders and demonstrate intent of understanding and putting the clients’ needs first. You advocate service excellence and work to deliver solutions that meet the needs. You proactively develop strategic partnerships that allow Aviso Wealth to become a trusted advisor and partner
• Execution – You are committed to achieving your goals and to succeed. This includes focusing on “getting things done”, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes
• Collaboration – You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization
• Leadership – You lead your team and provide regular direction, guidance, coaching, and motivation, all while striving for peak performance. You assist them in overcoming obstacles through additional resources, removal of roadblocks, and providing the level of support required for their success. You delegate and deliver feedback based on the in-depth understanding of your individual team members

What your day looks like:

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

Your experience and skills:

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

Why Aviso Wealth?

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

• Competitive compensation package that rewards and recognizes individual contributions
• Excellent health, dental and insurance benefits to meet the diverse needs of our employees
• Generous vacation time, fitness benefit, parental leave top-up options
• Matching contributions to our retirement program
• Commitment to the continuous improvement of our staff through learning & development and an education assistance program
• Regular social events to foster teamwork

Equal Employment Opportunity

Aviso Wealth welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.

We thank all applicants for their interest, however, only those selected for further consideration will be contacted.

No recruiters or agencies, please.

Company Overview:

Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with over $130 billion in total assets under administration and management, and over 1,000 employees. We’re building a comprehensive, technology-enabled, client-centric wealth services ecosystem. Our clients include our partners, advisors, and investors. We’re a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. Our partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry. Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors. Our asset manager, NEI Investments, specializes in investing responsibly. Our online brokerage, Qtrade Direct Investing®, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios®, serves investors who prefer a hands-off approach. Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms. We have offices in Toronto, Vancouver, Montreal, and Winnipeg. Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins. We’re proud to power businesses that empower investors.

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

Salary

This position is posted with an expected salary range of $135,000 - $158,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.

See more jobs at Aviso Wealth

Apply for this job

Aviso Wealth:

At Aviso Wealth, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to service, partnership, and innovation. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic culture sets Aviso Wealth 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 Trade Services Administrator to join our Trade Services team for 6 months.

Reporting to the Supervisor, Trade Services the Trade Services Administrator is responsible for the processing and settlement of mutual fund trades and GIC’s, completing trade corrections, adhering to regulatory standards and internal standards to meet necessary deadlines and using reasonable judgement to resolving problems in their daily tasks.

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 daily settlement totals for Credential Asset Management (CAM) and Credential Qtrade Securities (CQSI) match the central depository
• Maintain daily settlement reports, and request money movement for transaction settlement
• Monitor rejections for trades and transactions, identify any issues and correct on the system or advise the Credit Union of the corrections required
• Process CAM and CQSI’s GIC purchases, settlements, and reconciliations
• Process CQSI Pool fund trades and settlements within specified SLAs
• Review and complete financial and non-financial adjustments for CAM and CQSI
• Review requests for completeness and accuracy, communicating with internal and partner staff to verify and confirm details if necessary
• Communicate with Mutual Fund Companies via Letter of Indemnity, email, or phone call, to correct and resolve issues
• Respond to faxes received from Fund Companies and Credit Unions in a timely manner
• Respond to queries from other Aviso departments in a timely manner
• Support external and internal partners using the most efficient processing methods and recommending solutions for timely and accurate issue resolution

Your experience and skills:

• Post-secondary education or professional development in a related field is an asset
• Minimum 1 years’ experience in the Operations team of a Financial Services firm, preferably Transaction Services related
• Successful completion of the Canadian Securities Course or IFIC Operations course would be an asset
• Fluent communication skills in English are required and bilingual skills in French are an asset
• Dataphile, Fundserv, and Capital Markets experience is an asset
• Ability to work independently to achieve required objectives, within company and regulatory requirements
• A creative and adaptable approach to solving problems
• Self-motivated and results driven
• 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
• Proven decision-making, prioritizing, and interpersonal skills with the ability to establish and maintain effective working relationships with various levels of management and staff
• Intermediate Excel and Microsoft Office Knowledge

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 $50,000 - $60,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.

See more jobs at Aviso Wealth

Apply for this job

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

The Opportunity:

We’re looking for a Tax Administrator to join our Operations team.

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

Who you are:

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

What your day looks like:

Duties and Regulatory Responsibilities

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

Audits and Risk Control

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

Tax Reconciliation and Remittance

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

Document Analysis and Maintenance

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

Your experience and skills:

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

At Aviso, you’ll find a dynamic, entrepreneurial culture that rewards innovation and celebrates success. We offer a competitive compensation package, career enrichment, and regular social events to foster teamwork. Aviso Wealth welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.

We thank all applicants for their interest, however only those selected for further consideration will be contacted.

No recruiters or agencies, please.

Company Overview:

Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with over $130 billion in total assets under administration and management, and over 1,000 employees. We’re building a comprehensive, technology-enabled, client-centric wealth services ecosystem. Our clients include our partners, advisors, and investors. We’re a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. Our partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry. Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors. Our asset manager, NEI Investments, specializes in investing responsibly. Our online brokerage, Qtrade Direct Investing®, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios®, serves investors who prefer a hands-off approach. Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms. We have offices in Toronto, Vancouver, Montreal, and Winnipeg. Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins. We’re proud to power businesses that empower investors.

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

Salary

This position is posted with an expected salary range of $55,000 - $65,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.

See more jobs at Aviso Wealth

Apply for this job

Aviso Wealth:

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

The Opportunity:

We’re looking for a Business Analyst to join our Strategy & Business Transformation team.

Reporting to Manager, Business Analysis, the Business Analyst will liaise with stakeholders to gather, validate, and manage clear and actionable specifications within a project 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:

• Lead the collection, verification, and management of requirements, liaising between the business units/customers, technology teams and support teams
• Proactively communicate and collaborate with external and internal customers to analyze information needs and elicit requirements and deliver the following artifacts as needed: functional and non-functional requirements (business requirements document), use cases, screen and interface designs, data flow diagrams, workflow diagrams, business process maps, descriptions and recommendations
• Successfully engage in multiple initiatives simultaneously
• Work independently with users to define concepts, as well as under the direction of project managers or senior business analysts
• Collaborate with developers and subject matter experts to establish the technical vision and analyze trade-offs between usability and performance needs
• Identify and execute on process improvements through process mapping and re-design
• Assist with the definition and continuous improvement of BA processes and interactions with the team and IT and make recommendations to improve overall effectiveness and efficiency of the business

Your experience and skills:

• Bachelor's degree in Management Information Systems, Business Administration, or related field
• 5+ years business analysis experience in information technology
• 2+ years Mutual fund, securities, and/or insurance industry experience
• Completion of the Canadian Securities or Investment Funds in Canada Course is a definite asset and completion of CBAP designation preferred
• Strong analytical and problem-solving skills including a thorough understanding of how to interpret customer business needs and translate them into application and operational requirements
• Strong facilitation and negotiation skills with the ability to establish and maintain effective working relationships with various levels of management, staff and clients
• Strong time management and organization skills with the ability to monitor and manage a variety of tasks simultaneously and to meet strict deadlines
• Strong workflow modeling/process mapping skills; proven ability to analyze a business process and recommend solutions
• Ability to work with external vendors to identify issues, collaborate on solutions, escalate as required
• Technically competent with various software programs and platforms. Experience with MS Office suite including SharePoint/Teams, SQL Server Management Studio, and Visio is required
• Fundamental understanding of relational databases and proven competency with query composition and data analysis
• SAFe certification and / or experience working with Agile Project Teams is preferred
• Fluent communication skills in English are required and bilingual skills in French are an asset

Why Aviso Wealth?

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

• Competitive compensation package that rewards and recognizes individual contributions
• Excellent health, dental and insurance benefits to meet the diverse needs of our employees
• Generous vacation time, fitness benefit, parental leave top-up options
• Matching contributions to our retirement program
• Commitment to the continuous improvement of our staff through learning & development and an education assistance program
• Regular social events to foster teamwork

Equal Employment Opportunity

Aviso Wealth welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.

We thank all applicants for their interest, however, only those selected for further consideration will be contacted.

No recruiters or agencies, please.

Company overview

Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with over $130 billion in total assets under administration and management, and over 1,000 employees. We’re building a comprehensive, technology-enabled, client-centric wealth services ecosystem. Our clients include our partners, advisors, and investors. We’re a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. Our partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry. Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors. Our asset manager, NEI Investments, specializes in investing responsibly. Our online brokerage, Qtrade Direct Investing®, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios®, serves investors who prefer a hands-off approach. Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms. We have offices in Toronto, Vancouver, Montreal, and Winnipeg. Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins. We’re proud to power businesses that empower investors.

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

Salary

This position is posted with an expected salary range of $77,000 - $95,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.

See more jobs at Aviso Wealth

Apply for this job

Aviso Wealth:

At Aviso 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 an Estates Administrator to join our Operations team.

Reporting to the Supervisor, Tax and Estates the Estates Administrator is responsible for the review, preparation, settlement and taxation filing of client estate accounts.

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

• Performs estates settlements, journal processing, issuance of tax documents for estates accounts, address estate related inquiries/issues per internal deadlines
• Ensures all information and request channels are current and up to date (e.g. requests for OSM, Laserfiche, mailbox)
• Proactively offers assistance and maintains a positive attitude as a member of the team and works closely with other Operational teams
• Reviews current processes of MFDA and IIROC estate settlements and pro-actively make recommendations for improvement
• Ensures training checklist is up to date and current
• Provide regular status and immediately highlights if there are any items in backlog so resources can be allocated
• Reviews and ensures the following are current: MFDA and IIROC checklists, departmental procedures and manuals per trustee or regulatory changes
• Actively participates in IIAC Committee meetings and remains current on CRA, RQ, HRSDC and trustee regulations through the review of legislation, press releases, and industry information bulletins

Your experience and skills:

• Post-secondary education
• Minimum of 2 years’ financial industry experience, preferably in Estates, Registered Plans or Operations
• Industry knowledge of MFDA, IIROC, CRA and RQ rules and regulations preferred
• Pro-active in problem solving with strong analytical skills, presenting recommendations for review and implementation
• Extremely detail oriented and accurate with a focus on quality assurance
• Ability to work independently and in a team environment
• Outstanding customer service focus
• Excellent time management and organizational skills with the ability to work well under pressure and meet time deadlines
• Intermediate to advanced computer skills in Word, Outlook, Excel
• Experience with Dataphile 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 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

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 Vice President, Partnerships & Business Development, Direct Investing to join our Direct Investing team.

Reporting to SVP, Head of Direct Investing, the Vice President, Partnerships & Business Developments, Direct Investing will focus on generating and supporting sales within our distribution networks. As ambassador for Direct Investing business in the partner community, success is measured by delivering strong sales results, building long-lasting relationships, acting as exemplary sales coach, and having a genuine passion for reaching new heights. The Vice President, Partnerships & Business Development, Direct Investing will enhance existing partner relationships and seek new prospects to build the business. The incumbent is the sales coach and leader of our national Direct Investing sales team. This team provides sales support for Aviso’s Award Winning online brokerage platform Qtrade Direct Investing, and our robo-advice business Qtrade Guided Portfolio to a variety of Credit Union partners, wealth management firms, insurance companies and MGAs, which offer these services to their members/clients.

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:

• Sales leader to National Sales team of business development specialists. As part of a comprehensive National sales and activity plan, the successful candidate will oversee, coach and assist sales team members with sales strategy development and implementation to assist in achieving sales goals and territory reassignment
• Drive and seek out new institutional prospects to grow the National Accounts channel, directly bringing in new business
• Provide leadership to the overall business and build strong relationships with Aviso business unit leaders to identify cross-opportunities
• Develop and execute a comprehensive Sales plan to meet and exceed sales targets, consistent with Aviso’s overall business strategies and provide monthly reporting on sales activities and results
• Manage the onboarding process for new partners and provide ongoing support of partner objectives
• Develop a prospect plan to identify market opportunities for our online brokerage platform Qtrade Direct Investing, and our robo-advice business Qtrade Guided Portfolio
• Take a consultative approach with our partners to provide value-add defined strategies to help grow their business
• Proactive contributions to Aviso’s Direct Investing business initiatives and roadmap
• Establish and build relationships with senior leadership of Aviso’s largest partner financial institutions, positioning the benefits of Direct Investing to their organization and client base
• Identify partner concerns and related solutions. Lead and manage the issue resolutions internally to arrive at desired results
• Work with Service Center to ensure partner service standards are met
• Champion partner needs for enhancements to digital products and services, and ensure follow-through
• Recruit, train and coach Direct Investing Sales Team. With the support of our People & Culture team, lead the recruitment, interview process, selection and training of new sales team members
• Promote Aviso’s investment management and insurance offerings as opportunities arise
• Leadership role in the ongoing development of sales materials and presentations
• Involved in special projects as required
• Manage expenses and those of your team members within an approved budget

Your experience and skills:

• Proven sales leadership as a sales coach/motivator and in the B2B space is an asset
• Minimum 15 years experience as sales leader and in wealth management sector
• Ability to think strategically and execute tactically with brilliance
• Strong knowledge of sales management and coaching principles with a track record of applying the knowledge
• Effective negotiator, with the ability to manage complex and critical issues
• Deep knowledge of wealth management specifically in the areas of online brokerage and robo-advice businesses, financial planning and investment management
• Strong business acumen in business development, relationship management, cross functional teams, entrepreneurial mindset and a bottom-line orientation
• Extensive and meaningful relationships within the Canadian investment and wealth management industry particularly amongst credit unions and has strong relationships in the industry
• Excellent verbal and written communication skills, presentation skills, and inter-personal skills
• Successful at building long-lasting respected relationships with senior leaders
• Demonstrated and proved experience in developing new business opportunities with potential partner companies and a hunter mentality
• Effective influencer and builds quick credibility with external and internal partners
• Proficiency in Salesforce, PowerPoint, Excel and Word
• Ability to Travel

Why Aviso Wealth?

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

• Competitive compensation package that rewards and recognizes individual contributions
• Excellent health, dental and insurance benefits to meet the diverse needs of our employees
• Generous vacation time, fitness benefit, parental leave top-up options
• Matching contributions to our retirement program
• Commitment to the continuous improvement of our staff through learning & development and an education assistance program
• Regular social events to foster teamwork

Equal Employment Opportunity

Aviso Wealth welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.

We thank all applicants for their interest, however, only those selected for further consideration will be contacted.

No recruiters or agencies, please.

Company Overview:

Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with over $130 billion in total assets under administration and management, and over 1,000 employees. We’re building a comprehensive, technology-enabled, client-centric wealth services ecosystem. Our clients include our partners, advisors, and investors. We’re a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. Our partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry. Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors. Our asset manager, NEI Investments, specializes in investing responsibly. Our online brokerage, Qtrade Direct Investing®, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios®, serves investors who prefer a hands-off approach. Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms. We have offices in Toronto, Vancouver, Montreal, and Winnipeg. Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins. We’re proud to power businesses that empower investors.

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

Salary

This position is posted with an expected salary range of $195,000 - $210,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.

See more jobs at Aviso Wealth

Apply for this job

Aviso Wealth:

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

The Opportunity:

We’re looking for a LOA & Benefit Specialist to join our Total Rewards team for 12 months.

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

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

Who you are:

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

What your day looks like:

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

Your experience and skills:

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

Why Aviso Wealth?

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

• Competitive compensation package that rewards and recognizes individual contributions
• Excellent health, dental and insurance benefits to meet the diverse needs of our employees
• Generous vacation time, fitness benefit, parental leave top-up options
• Matching contributions to our retirement program
• Commitment to the continuous improvement of our staff through learning & development and an education assistance program
• Regular social events to foster teamwork

Equal Employment Opportunity

Aviso Wealth welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.

We thank all applicants for their interest, however, only those selected for further consideration will be contacted.

No recruiters or agencies, please.

Company Overview:

Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with over $130 billion in total assets under administration and management, and over 1,000 employees. We’re building a comprehensive, technology-enabled, client-centric wealth services ecosystem. Our clients include our partners, advisors, and investors. We’re a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. Our partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry. Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors. Our asset manager, NEI Investments, specializes in investing responsibly. Our online brokerage, Qtrade Direct Investing®, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios®, serves investors who prefer a hands-off approach. Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms. We have offices in Toronto, Vancouver, Montreal, and Winnipeg. Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins. We’re proud to power businesses that empower investors.

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

Salary

This position is posted with an expected salary range of $77,000 - $95,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.

See more jobs at Aviso Wealth

Apply for this job

Aviso Wealth:

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

The Opportunity:

We’re looking for an Estates Administrator to join our Operations team for 6 months.

Reporting to the Supervisor, Tax and Estates the Estates Administrator is responsible for the review, preparation, settlement and taxation filing of client estate accounts.

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

• Performs estates settlements, journal processing, issuance of tax documents for estates accounts, address estate related inquiries/issues per internal deadlines
• Ensures all information and request channels are current and up to date (e.g. requests for OSM, Laserfiche, mailbox)
• Proactively offers assistance and maintains a positive attitude as a member of the team and works closely with other Operational teams
• Reviews current processes of MFDA and IIROC estate settlements and pro-actively make recommendations for improvement
• Ensures training checklist is up to date and current
• Provide regular status and immediately highlights if there are any items in backlog so resources can be allocated
• Reviews and ensures the following are current: MFDA and IIROC checklists, departmental procedures and manuals per trustee or regulatory changes
• Actively participates in IIAC Committee meetings and remains current on CRA, RQ, HRSDC and trustee regulations through the review of legislation, press releases, and industry information bulletins

Your experience and skills:

• Post-secondary education
• Minimum of 2 years’ financial industry experience, preferably in Estates, Registered Plans or Operations
• Industry knowledge of MFDA, IIROC, CRA and RQ rules and regulations preferred
• Pro-active in problem solving with strong analytical skills, presenting recommendations for review and implementation
• Extremely detail oriented and accurate with a focus on quality assurance
• Ability to work independently and in a team environment
• Outstanding customer service focus
• Excellent time management and organizational skills with the ability to work well under pressure and meet time deadlines
• Intermediate to advanced computer skills in Word, Outlook, Excel
• Experience with Dataphile 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 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

Aviso :

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

L’occasion:

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

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

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

Qui vous êtes:

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

À quoi ressemble votre journée:

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

Expérience et compétences demandées :

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

Pourquoi Aviso Wealth ?

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

Quelques traits qui nous distinguent :

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

Politique d’égalité d’accès à l’emploi

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

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

Aucun recruteur ou agence, s’il vous plaît.

Aperçu de la société

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

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

Salaire

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

See more jobs at Aviso Wealth

Apply for this job

Aviso:

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

The Opportunity:

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

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

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

Who you are:

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

What your day looks like:

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

Your experience and skills:

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

Why Aviso Wealth?

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

• Competitive compensation package that rewards and recognizes individual contributions
• Excellent health, dental and insurance benefits to meet the diverse needs of our employees
• Generous vacation time, fitness benefit, parental leave top-up options
• Matching contributions to our retirement program
• Commitment to the continuous improvement of our staff through learning & development and an education assistance program
• Regular social events to foster teamwork

Equal Employment Opportunity

Aviso Wealth welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.

We thank all applicants for their interest, however, only those selected for further consideration will be contacted.

No recruiters or agencies, please.

Company Overview:

Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with over $130 billion in total assets under administration and management, and over 1,000 employees. We’re building a comprehensive, technology-enabled, client-centric wealth services ecosystem. Our clients include our partners, advisors, and investors. We’re a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. Our partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry. Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors. Our asset manager, NEI Investments, specializes in investing responsibly. Our online brokerage, Qtrade Direct Investing®, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios®, serves investors who prefer a hands-off approach. Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms. We have offices in Toronto, Vancouver, Montreal, and Winnipeg. Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins. We’re proud to power businesses that empower investors.

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

Salary

This position is posted with an expected salary range of $77,000 - $95,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.

See more jobs at Aviso Wealth

Apply for this job

Aviso Wealth:

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

The Opportunity:

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

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

Who you are:

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

What your day looks like:

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

Your experience and skills:

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

Why Aviso Wealth?

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

• Competitive compensation package that rewards and recognizes individual contributions
• Excellent health, dental and insurance benefits to meet the diverse needs of our employees
• Generous vacation time, fitness benefit, parental leave top-up options
• Matching contributions to our retirement program
• Commitment to the continuous improvement of our staff through learning & development and an education assistance program
• Regular social events to foster teamwork

Equal Employment Opportunity

Aviso Wealth welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.

We thank all applicants for their interest, however, only those selected for further consideration will be contacted.

No recruiters or agencies, please.

Company Overview:

Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with over $130 billion in total assets under administration and management, and over 1,000 employees. We’re building a comprehensive, technology-enabled, client-centric wealth services ecosystem. Our clients include our partners, advisors, and investors. We’re a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. Our partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry. Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors. Our asset manager, NEI Investments, specializes in investing responsibly. Our online brokerage, Qtrade Direct Investing®, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios®, serves investors who prefer a hands-off approach. Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms. We have offices in Toronto, Vancouver, Montreal, and Winnipeg. Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins. We’re proud to power businesses that empower investors.

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

Salary

This position is posted with an expected salary range of $77,000 - $95,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.

See more jobs at Aviso Wealth

Apply for this job

Aviso:

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

The Opportunity:

We’re looking for a VP, Sales to join the NEI Investments, Asset Management team for 12 months.

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

Who you are:

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

What your day looks like:

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

Your experience and skills:

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

Other Requirements:

• A suitable and reliable vehicle is required

Why Aviso Wealth?

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

• Competitive compensation package that rewards and recognizes individual contributions
• Excellent health, dental and insurance benefits to meet the diverse needs of our employees
• Generous vacation time, fitness benefit, parental leave top-up options
• Matching contributions to our retirement program
• Commitment to the continuous improvement of our staff through learning & development and an education assistance program
• Regular social events to foster teamwork

Equal Employment Opportunity

Aviso Wealth welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.

We thank all applicants for their interest, however, only those selected for further consideration will be contacted.

No recruiters or agencies, please.

Company Overview:

Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with over $130 billion in total assets under administration and management, and over 1,000 employees. We’re building a comprehensive, technology-enabled, client-centric wealth services ecosystem. Our clients include our partners, advisors, and investors. We’re a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. Our partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry. Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors. Our asset manager, NEI Investments, specializes in investing responsibly. Our online brokerage, Qtrade Direct Investing®, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios®, serves investors who prefer a hands-off approach. Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms. We have offices in Toronto, Vancouver, Montreal, and Winnipeg. Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins. We’re proud to power businesses that empower investors.

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

Salary

This position is posted with an expected salary range of $114,000 - $131,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.

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Aviso:

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

The Opportunity:

We’re looking for an incredible Bilingual Investment Representative to join our Contact Centre team on October 7, 2024.

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

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

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

Who you are:

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

What your day looks like:

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

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

Your experience and skills:

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

Why Aviso Wealth?

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

• Competitive compensation package that rewards and recognizes individual contributions
• Excellent health, dental and insurance benefits to meet the diverse needs of our employees
• Generous vacation time, fitness benefit, parental leave top-up options
• Matching contributions to our retirement program
• Commitment to the continuous improvement of our staff through learning & development and an education assistance program
• Regular social events to foster teamwork

Equal Employment Opportunity

Aviso Wealth welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.

We thank all applicants for their interest, however, only those selected for further consideration will be contacted.

No recruiters or agencies, please.

Company Overview:

Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with over $125 billion in total assets under administration and management, and over 1,000 employees. We’re building a comprehensive, technology-enabled, client-centric wealth services ecosystem. Our clients include our partners, advisors, and investors. We’re a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. Our partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry. Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors. Our asset manager, NEI Investments, specializes in investing responsibly. Our online brokerage, Qtrade Direct Investing®, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios®, serves investors who prefer a hands-off approach. Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms. We have offices in Toronto, Vancouver, Montreal, and Winnipeg. Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins. We’re proud to power businesses that empower investors.

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

Salary

This position is posted with an expected salary range of $64,000 - $79,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.

See more jobs at Aviso Wealth

Apply for this job

Aviso Wealth:

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

The Opportunity:

We’re looking for a Linux Systems Administrator to join our IT team.

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

Who you are:

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

What your day looks like:

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

Your experience and skills:

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

Why Aviso Wealth?

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

• Competitive compensation package that rewards and recognizes individual contributions
• Excellent health, dental and insurance benefits to meet the diverse needs of our employees
• Generous vacation time, fitness benefit, parental leave top-up options
• Matching contributions to our retirement program
• Commitment to the continuous improvement of our staff through learning & development and an education assistance program
• Regular social events to foster teamwork

Equal Employment Opportunity

Aviso Wealth welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.

We thank all applicants for their interest, however, only those selected for further consideration will be contacted.

No recruiters or agencies, please.

Company Overview:

Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with over $125 billion in total assets under administration and management, and over 1,000 employees. We’re building a comprehensive, technology-enabled, client-centric wealth services ecosystem. Our clients include our partners, advisors, and investors. We’re a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. Our partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry. Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors. Our asset manager, NEI Investments, specializes in investing responsibly. Our online brokerage, Qtrade Direct Investing®, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios®, serves investors who prefer a hands-off approach. Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms. We have offices in Toronto, Vancouver, Montreal, and Winnipeg. Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins. We’re proud to power businesses that empower investors.

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

Salary

This position is posted with an expected salary range of $95,000 - $120,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.

See more jobs at Aviso Wealth

Apply for this job