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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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149 jobs·Latest jobs · Aviso Wealth·

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