Aviso Wealth empowers credit unions across Canada to offer holistic wealth planning and advice through experienced advisors, to help Canadians grow and protect their wealth at every stage of their financial journey. We’re focused on continually enhancing advisor and investor experiences. As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth management solutions, plus dealer services…
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Full company description
Aviso Wealth empowers credit unions across Canada to offer holistic wealth planning and advice through experienced advisors, to help Canadians grow and protect their wealth at every stage of their financial journey. We’re focused on continually enhancing advisor and investor experiences.
As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth management solutions, plus dealer services and back-office administration. Comprehensive estate planning services are offered through Aviso Wealth Inc. subsidiaries to complement the overall financial planning process.
We’re backed by the strength of Aviso – a leading Canadian wealth and investment services provider with three decades of experience supporting the delivery of financial advice for Canadians.
Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.
Aviso Wealth Inc. ('Aviso') is a wholly owned subsidiary of Aviso Wealth LP, which in turn is owned 50% by Desjardins Financial Holding Inc. and 50% by a limited partnership owned by the five Provincial Credit Union Centrals and The CUMIS Group Limited. The following entities are subsidiaries of Aviso: Aviso Financial Inc. (including divisions Aviso Wealth, Qtrade Direct Investing, Qtrade Guided Portfolios, Aviso Correspondent Partners), and Northwest & Ethical Investments L.P.
LinkedIn followers
5,522
People associated on LinkedIn
619
Reported office locations
700-1111 West Georgia Street, Vancouver, BC V6E 4T6, CA
Business categories
Wealth Management
Financial Services
Other recorded names
Aviso Wealth
Specialties
Asset management
full-service brokerage
online brokerage services
insurance services
investment counselling
and financial planning
Profile identifies a recruitment agency
No
Reported total investment
0
Currency and observation date were not supplied; this is not a current valuation or a funding round.
Aviso Wealth has 149 open jobs in Canada as of November 6, 2026. Top locations: Toronto, Vancouver and Montréal. Median advertised hourly rate: $77.50.
Aviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…
1+ YOECandidates need fluent English, with French as an asset, and prior customer service experience, ideally in a contact centre, retail or digital company. They should be comfortable with computers and technology and adaptable to changing schedules. A post-secondary education is not required.
Aviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…
1+ YOEAviso Wealth needs fluent English and experience helping customers, ideally in a contact centre or retail. Comfort with computers and technology is expected, and French is an asset.
Aviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…
Candidates need prior customer-facing experience, ideally in an inbound contact centre, retail or financial services. Fluent English is required, bilingual French is an asset, and comfort with computers and technology is expected.
Aviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…
Candidates need prior customer-facing experience, ideally in an inbound contact centre, retail or financial services. Fluent English is required, bilingual French is an asset, and comfort with computers and technology is expected.
Aviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…
1+ YOEAviso Wealth needs fluent English, with French as an asset. Candidates should have recent customer-facing experience of over a year, ideally in a contact centre, retail or digital company, and be comfortable with computers and changing schedules.
Aviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…
1+ YOEAviso Wealth needs fluent English, with French as an asset. Candidates should have recent customer-facing experience of over a year, ideally in a contact centre, retail or digital company, and be comfortable with computers and changing schedules.
Aviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…
1+ YOECandidates need fluent English, with French as an asset, and recent experience helping customers for over a year, ideally in a contact centre, retail or financial services setting. Strong computer skills, adaptability to changing hours and a positive, customer-focused attitude are required.
Aviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…
1+ YOECandidates need fluent English, with French as an asset, and recent experience helping customers for over a year, ideally in a contact centre, retail or financial services setting. Strong computer skills, adaptability to changing hours and a positive, customer-focused attitude are required.
Aviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…
1+ YOECandidates need fluent English, French as an asset, and recent customer service experience, ideally in a contact centre or retail. Comfort with computers and technology and flexibility with changing hours are expected.
Aviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…
7+ YOECandidates need 7+ years operating mid-size or larger production infrastructure, hands-on Azure or AWS experience, and strong scripting and networking skills. Azure certification is required or expected within an onboarding period, and fluent English is required with French an asset.
Windows Server, Active Directory, Linux, VMware, Azure, AWS
Aviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…
5+ YOECandidates need postsecondary education, 5 to 10 years of investment experience, and knowledge of mutual fund products and FundSERV settlement. They also need strong computer skills, bilingual French and English communication, and the ability to work independently and in a team.
FundSERV, Dataphile, Broadridge, myserv, MS Excel, MS Word
Aviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…
5+ YOEAviso Wealth needs candidates with 5 to 10 years of investment industry experience, a good understanding of mutual funds, and CSC and CPH or IFIC completion. Fluent English and French, FundSERV knowledge, and strong organization and client service skills are also required.
Aviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…
5+ YOECandidates need 5 to 10 years of investment industry experience, a solid understanding of mutual funds and FundSERV settlement, and CSC and CIFC or Manual on Conduct Standards course completion. Bilingual French and English communication and strong attention to detail are required.
Aviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…
5+ YOECandidates need 5 to 10 years in the investment industry with a solid understanding of mutual funds, the CSC and CPH or IFIC designation, and fluent English and French. Strong knowledge of FundSERV, Broadridge and the IIROC and MFDA rules is also required.
Aviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…
7+ YOECandidates need 7+ years operating mid-size or larger production infrastructure, hands-on Azure or AWS experience, and strong scripting and networking skills. Azure certification is required or expected within an agreed onboarding period, and fluent English is required.
Windows Server, Active Directory, Linux, VMware, Azure, AWS
Aviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…
3+ YOECandidates need 3 to 5 years of compliance supervision experience in financial services, and a finance or securities degree is preferred. They must be able to be licensed with CIRO, know securities rules, and communicate fluently in English.
Microsoft Outlook, Microsoft Excel, Microsoft Word, Dataphile
Aviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…
3+ YOEAviso Wealth needs candidates with 3 to 5 years of compliance supervision experience in financial services, knowledge of securities rules, and CIRO licensing eligibility. Strong analytical skills, Microsoft Office proficiency, fluent English and a university degree in finance or securities are preferred.
Microsoft Outlook, Microsoft Excel, Microsoft Word, Dataphile
Aviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…
7+ YOEAviso Wealth needs candidates with 7+ years in DevOps, DevSecOps or cloud operations and strong Azure DevOps and infrastructure-as-code skills. Candidates must communicate clearly in English, with French as an asset, and senior certifications are strongly preferred.
Aviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…
7+ YOECandidates need 7+ years of DevOps, DevSecOps, cloud or software engineering experience, advanced Azure DevOps and infrastructure-as-code skills, and strong scripting and communication abilities. Fluent English is required, French is an asset, and experience in regulated financial services is an asset.
Aviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…
1+ YOECandidates need at least one year of office experience in the securities industry, intermediate Microsoft Office skills including Excel, and strong attention to detail. Dataphile experience, business or commerce education and French skills are assets, and fluent English is required.
Aviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…
1+ YOECandidates need at least one year of office experience in the securities industry, intermediate Microsoft Office skills including Excel, and strong attention to detail. Dataphile experience, business or commerce education and French skills are assets, and fluent English is required.
Aviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…
1+ YOECandidates need at least one year of office experience in the securities industry, intermediate Microsoft Excel skills, and strong attention to detail. Dataphile experience and post-secondary business education are preferred, and English fluency is required with French as an asset.
Aviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…
8+ YOEAviso Wealth needs candidates with a business, finance, accounting or economics degree and 8+ years in asset management, mutual fund operations or fund administration. They must have 5+ years leading strategic or cross-functional projects, knowledge of the Canadian fund industry, and fluent English with French an asset.
Process improvement, Microsoft Exchange, Support colleagues, PMP, Lean manufacturing, Leadership
Aviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…
8+ YOEAviso Wealth needs a candidate with a business, finance, accounting or economics degree and 8 or more years in asset or wealth management or fund operations. Candidates also need at least 5 years leading strategic or cross-functional projects, fluent English, and presentation skills for senior management.
Process improvement, Microsoft Exchange, Support colleagues, PMP, Lean manufacturing, Leadership