Aviso Wealth jobs

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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…

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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.

Industry

Financial Services

Size

201-500 employees

Headquarters

Vancouver, BC

Organization type

Privately Held

Specialties

Asset managementfull-service brokerageonline brokerage servicesinsurance servicesinvestment counsellingand financial planning

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Results

• 27d

  Senior Manager, Sales Enablement & Operations - Qtrade Direct Investing

  Toronto, ON

  $110k–$135k/yrFull Time

  

  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 a post-secondary degree or diploma in business, commerce, finance or a related field, plus 7-10 years of sales operations or sales leadership experience. Strong CRM, analytics, executive presentation and people leadership skills are required, and fluent English is required with French an asset.

  CRM platform, Reporting tools, Sales analytics tools

• 27d

  Senior Manager, Data Governance Implementation

  Toronto, ON

  $125k–$135k/yrFull Time

  

  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+ YOE3+ MgmtCandidates need 8+ years in data governance or data management, including 3 years in a senior leadership role, and hands-on experience with governance platforms such as Collibra or Microsoft Purview. A bachelor's degree in a related field is required, and fluent English is required with French as an asset.

  Collibra, Microsoft Purview, Informatica, Atlan, OneTrust, Power BI

• 27d

  Senior IT Auditor

  Toronto, ON

  $83k–$100k/yrFull Time

  

  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 a related bachelor's or postgraduate degree, a relevant certification such as CISA, CISSP or CIA, and 5+ years of IT internal audit experience. Fluent English is required and French is an asset.

  audit management software

• 27d

  Senior Delivery Manager, Temporary

  Toronto, ON +1

  $120–$140/hrTemporary

  

  Aviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…

  10+ YOE5+ MgmtCandidates need 10+ years leading complex business and technology initiatives, including 5+ years in delivery or program leadership in wealth management, banking or financial services. Strong stakeholder management, facilitation, executive reporting and fluent English are required; a PMP, PRINCE2, MSP, SAFe or similar certification is preferred.

  Project management, Leadership, Support colleagues, Decision making, Reporting, Stakeholder management

• 27d

  Senior Analyst, Fund Reporting

  Toronto, ON

  $83k–$100k/yrFull Time

  

  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 bachelor's degree or college diploma, at least 5 years of mutual fund or asset management reporting experience, advanced Excel skills, and knowledge of IFRS for investment funds. Fluent English is required and French is an asset.

  Microsoft Excel

• 27d

  Réviseur(e)/traducteur(trice) principal(e), Temporaire

  Montréal, QC +1

  $70/hrContract

  

  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+ YOEPlus de 7 ans d'expérience en traduction; Plus de 5 ans d'expérience en révision, idéalement en services financiers; Maîtrise de l'français et de l'anglais écrits et oraux

  Antidote, SDL Trados, Language Weaver, MultiTerm, Windows

• 27d

  Responsible Investment Analyst, Temporary

  Toronto, ON +1

  $65k–$75k/yrFull Time

  

  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 bachelor's degree in a related field and at least three years of research experience. Strong data, analytical and writing skills, a deep understanding of ESG factors, and fluent English are required; French and asset management experience are assets.

  Support colleagues, Research, Data management, Analytical skills, Communication skills, Collaboration

• 27d

  Relationship Manager

  Vancouver, BC

  $83k–$100k/yrFull Time

  

  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 five years of service and operations experience in financial services, ideally in a senior retail delivery role. A post-secondary degree (business preferred), the Canadian Securities Course and strong relationship and organizational skills are also needed, and fluent English is required.

  MS Word, Excel, Access, PowerPoint, Outlook

• 27d

  Product Owner - Asset Management, Temporary

  Toronto, ON +1

  $70–$85/hrFull Time

  

  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+ YOECandidates need at least 2 years as a Product Owner or Manager in an Agile setting and 2 years in asset management. Strong communication skills, fluent English and comfort with tools such as Power BI, Azure DevOps and Figma are also required.

  Power BI, Azure DevOps, Smartsheet, Figma, MIRO, Google Analytics

• 27d

  Portfolio Manager, Managed Assets Program (MAP)

  Toronto, ON +1

  $115k–$135k/yrFull Time

  

  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+ YOE3+ MgmtAviso Wealth needs a candidate with 5-7 years in the investments industry, including at least 3 years of discretionary portfolio management, plus a CFA charter and a CIRO Portfolio Manager (Discretionary) licence. Strong communication, advanced Excel and PowerPoint skills, and fluent English are required.

  Wealth360, Dataphile, Bloomberg, Refinitiv Eikon, Excel, PowerPoint

• 27d

  Portfolio Administrator

  Toronto, ON +1

  $70k–$80k/yrFull Time

  

  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 a post-secondary degree in business or a related field, at least three years in the investment industry, and progress toward the CFA. Candidates should hold or be eligible for a Registered Representative licence within 30 days, have completed the CSC, CPH and WME courses, and have advanced Excel skills.

  Portfolio management software, Bloomberg, Morningstar, CGI Wealth360, Dataphile, Excel

• 27d

  Total Rewards Manager

  Toronto, ON +1

  $110k–$125k/yrFull Time

  

  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+ YOE2+ MgmtAviso Wealth needs a candidate with a bachelor's degree in business, HR or a related field, plus 7 or more years in Total Rewards, including 2 years in management. Strong Excel skills, HRIS and compensation tool experience, and fluent English are required; French and the CCP designation are assets.

  Excel, Word, PowerPoint, Workday, HRIS

• 27d

  Manager, Sales Support, Temporary

  Toronto, ON

  $93k–$113k/yrTemporary

  

  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 of experience in the financial industry, post-secondary education in business or a related field, and strong Excel and Word skills. Fluent English is required and French is an asset.

  Microsoft Excel, Microsoft Word

• 27d

  Manager, Sales Compensation

  Toronto, ON

  $110k–$135k/yrFull Time

  

  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 at least seven years of progressive experience, including three years designing and running sales incentive programs. Strong analytical, Excel and presentation skills are required, fluent English is required, and French is an asset.

  Microsoft Excel, PowerPoint, Word, CRM, HRIS, business intelligence systems

• 27d

  Gestionnaire principal·e, Gestion des talents

  Montréal, QC +2

  Full Time

  

  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+ YOEAu moins cinq ans d'expérience en gestion des talents ou perfectionnement organisationnel; 7 à 10 ans d'expérience croissante en RH, de préférence en services financiers; Diplôme d'études postsecondaires; BAA ou CRHA un

  Workday

• 27d

  Gestionnaire du programme d’absences autorisées et de mesures d’adaptation

  Montréal, QC +2

  Full Time

  

  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+ YOEDiplôme de premier cycle en RH ou domaine connexe; Au moins sept ans d'expérience en RH; Trois à cinq ans en absences ou gestion des invalidités

  Research, Confidentiality, CHRP, Case management, English, French

• 27d

  Financial Planning Administration Assistant - Partner - GIM

  Cranbrook, BC

  $47k–$65k/yr

  

  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 at least 3 years of experience at a financial institution or investment firm and must be willing to obtain investment industry licensing. Microsoft Office skills (Excel, Word, Outlook) are required, and post-secondary study in financial planning or business administration, life insurance administration experience and CRM experience are preferred.

  Microsoft Excel, Microsoft Word, Microsoft Outlook

• 27d

  Director, Strategic Sourcing & Supplier Management

  Toronto, ON +1

  $135k–$160k/yrFull Time

  

  Aviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…

  10+ YOECandidates need at least 10 years of progressive experience in strategic sourcing, procurement or supplier management, with a post-secondary degree or equivalent experience. Strong commercial judgment, team leadership and senior stakeholder communication are required, and fluent English is required with French an asset.

  AI-enabled tools

• 27d

  Director, Manager Research & Oversight

  Toronto, ON +1

  $135k–$170k/yrFull Time

  

  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 a quantitative university degree, a CFA charter, and 8 to 10+ years of investment manager research experience with proven people leadership. Fluent English is required, French is an asset, and skill with tools such as eVestment, Morningstar Direct, Bloomberg and FactSet is expected.

  eVestment, Morningstar Direct, Bloomberg, Copilot, FactSet, Python

• 27d

  Direction gestion du patrimoine - Partner - Caisse Alliance

  Remote in Canada

  Remote

  

  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+ YOE2+ MgmtBaccalauréat en administration des affaires, comptabilité, finance ou domaine connexe; Cinq ans d'expérience en conseil financier et gestion du patrimoine; Deux ans en gestion d'activités de vente de produits financiers

  Strategic planning, Financial planning, Securities, Sales, Dispatching, Collaboration

• 27d

  Corporate Actions Administrator

  Toronto, ON +1

  $55k–$65k/yrFull Time

  

  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+ YOECandidates need some post-secondary education, about 2 years of related work experience, and strong analytical, attention-to-detail and multitasking skills. Fluent English is required, French is an asset, and the CSC designation is an asset.

  Reporting, Support colleagues, Securities, Customer service, Problem solving, Attention to detail

• 27d

  Bilingual Supervisor, Transfers

  Toronto, ON +2

  $83k–$100k/yrFull Time

  

  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 progressive investment-industry experience, including 1 to 2 years of supervisory experience, plus post-secondary education in investment operations. Fluent French and English, strong organization and Excel skills, and IFIC or CSC completion are assets.

  Bilingualism, Recruitment, Coaching, Scheduling, Onboarding, Support colleagues

• 27d

  Bilingual Estates Specialist

  Toronto, ON +1

  $55k–$70k/yrFull Time

  

  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 post-secondary education, at least five years in financial services (estates, registered plans or operations preferred), and knowledge of MFDA, IIROC, CRA and RQ rules. They must be fluent in English and French, detail-oriented, and comfortable with Word, Excel and Outlook.

  Dataphile, Laserfiche

• 29d

  Senior Analyst, Fund Reporting

  Toronto, ON

  $83k–$100k/yrHybridFull Time

  

  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 bachelor's degree or college diploma (commerce or business preferred), at least 5 years of fund financial and regulatory reporting, advanced Excel and IFRS knowledge for investment funds. Fluent English and French skills are an asset.

  Microsoft Excel

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