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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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.
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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 at least one year of administrative experience, preferably in mutual funds or financial services. A post-secondary program in finance or business is preferred, and fluent English is required.
Laserfiche, OSM, 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+ YOECandidates need 7 to 10 years of software engineering or technical product management experience leading delivery, plus strong knowledge of engineering best practices, DevSecOps, Azure, Docker and microservices. Fluent English is required, bilingual French is an asset, and a related degree and certification in agile or product management are sought.
Azure, Docker, Spring Boot, .NET Core
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 7-10 years of software engineering or technical product management experience leading delivery, plus a degree or technical diploma. They also need strong communication skills in English, and coaching, governance and Agile or SAFe certification experience.
Azure, Docker, Spring Boot, .NET Core
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 a post-secondary degree or diploma in a related field and at least 3 years of progressive HR reporting and analytics experience in Workday. Advanced Workday reporting, Excel and EIB skills, attention to detail, and fluent English are required; bilingual French and Workday Pro HCM Reporting certification are assets.
Workday, Excel, Power BI
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+ YOE1+ Mgmt3 à 5 ans d'expérience dans le secteur des placements, dont 1 à 2 ans en supervision; Études postsecondaires en placements ou opérations; Maîtrise du français et de l'anglais, à l'écrit et à l'oral
MS Word, MS Excel, MS Outlook, MS Access
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+ YOE1+ Mgmt3 à 5 ans d'expérience dans le secteur des placements, dont 1 à 2 ans en supervision; Études postsecondaires en placements ou opérations; Maîtrise du français et de l'anglais, à l'écrit et à l'oral
MS Word, MS Excel, MS Outlook, MS Access
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+ YOE1+ Mgmt3 à 5 ans d'expérience dans le secteur des placements, dont 1 à 2 ans en supervision; Études postsecondaires en placements ou opérations; Maîtrise du français et de l'anglais, à l'écrit et à l'oral
MS Word, MS Excel, MS Outlook, MS Access
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+ YOE1+ MgmtCandidates need 3 to 5 years of investment industry experience, including 1 to 2 years supervising staff, plus post-secondary education in investment operations. Fluency in English and French, strong attention to detail, and intermediate computer skills in Word, Excel, Outlook and Access are required.
MS Word, MS Excel, Outlook, Access
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+ YOE1+ MgmtCandidates need 3 to 5 years of investment industry experience, including 1 to 2 years supervising staff, plus post-secondary education in investment operations. Fluency in English and French, strong attention to detail, and intermediate computer skills in Word, Excel, Outlook and Access are required.
MS Word, MS Excel, Outlook, Access
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+ YOE1+ MgmtCandidates need 3 to 5 years of investment industry experience, including 1 to 2 years supervising staff, plus post-secondary education in investment operations. Fluency in English and French, strong attention to detail, and intermediate computer skills in Word, Excel, Outlook and Access are required.
MS Word, MS Excel, Outlook, Access
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 a post-secondary degree or diploma in a related field and at least 3 years of HR reporting experience in Workday. Strong Excel, analytical, confidentiality and communication skills in English are required, and French is an asset.
Workday, Workday Report Writer, Excel, Power BI, EIB
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 a post-secondary degree or diploma in a related field and at least 3 years of HR reporting experience in Workday. Strong Excel, analytical, confidentiality and communication skills in English are required, and French is an asset.
Workday, Workday Report Writer, Excel, Power BI, EIB
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+ YOE1+ MgmtÉtudes postsecondaires en placements ou opérations; 3 à 5 ans d'expérience dans le secteur des placements; 1 à 2 ans en poste de supervision
MS Word, MS Excel, MS Outlook, MS Access
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+ YOE1+ MgmtCandidates need 3 to 5 years of progressively responsible investment industry experience, including 1 to 2 years supervising, plus fluency in English and French. Post-secondary education in investment operations, knowledge of relevant regulations, and IFIC or CSC completion are assets.
MS Word, MS Excel, MS Outlook, MS Access
Aviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…
2+ YOEAviso Wealth needs candidates with at least two years of financial advisory experience, strong attention to detail and a willingness to learn. Post-secondary study in a relevant program is expected, and the CSC or LLQP is preferred.
Financial planning, Client relationship management, Attention to detail, Office administration, Regulatory compliance, Product knowledge
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 at least 5 years of experience giving holistic financial advice, a CFP designation and a licence to sell securities and life insurance in BC (candidates in process toward the CFP may be considered). A valid driver's licence and flexibility to travel are also required.
Strategic planning, Sales, Upselling, Documentation, Communication skills, Financial planning
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 3+ years of system access, IAM or IT operations experience, with knowledge of role-based access and least privilege. Experience with Broadridge/Dataphile is required, and English fluency is required, with French an asset.
Broadridge/Dataphile, Active Directory, Azure AD, LDAP, ServiceNow
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+ YOE1+ MgmtÉtudes postsecondaires en placements ou en opérations; Trois à cinq ans d’expérience dans le secteur des placements, dont un à deux ans en supervision; Connaissance approfondie des exigences réglementaires; CFIC ou CCVM
MS Word, Excel, Outlook, Access
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 a degree in a related field or equivalent experience, plus 5+ years leading architecture discussions with senior stakeholders. Deep Microsoft Azure, API gateway and hybrid integration experience is required, along with fluent English.
Microsoft Azure, Azure API Management, Azure Container Apps
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 7 years in service design, user research or design strategy, plus a related bachelor's degree. Fluent English is required, French is an asset, and strong storytelling, consulting and stakeholder skills are essential.
TheyDo, Dovetail, UserTesting, Figma, Miro, Dscout
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 a CFP, QAFP or PFP designation and CIRO INV licensing or the ability to get it within 30 days. At least 5 years of financial planning or investment sales experience, strong sales and communication skills, and the ability to work with minimal supervision are required.
financial planning software
Aviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…
6+ YOECandidates need 6+ years in service design, user research or design strategy, a bachelor's degree in design or a related field, and proven influence with director and VP-level leaders. Fluent English is required, and French is an asset.
TheyDo, Dovetail, UserTesting, Figma, Miro, Dscout
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 as a reviser/translator, including 5+ years as a reviser, preferably in financial services. They need excellent French and English writing skills, knowledge of financial markets and regulation, and skill with Antidote, SDL Trados and Windows.
Antidote, SDL Trados, Language Weaver, Multiterm, Windows
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+ YOECandidates need 8+ years managing technology-powered products, experience with customer-centric product discovery and iterative delivery, and people leadership or coaching skills. Fluent English is required, bilingual French is an asset, and financial services experience is an asset.
Paramedic, Leadership, Support colleagues, Prioritization, Problem solving, Research
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