Aviso Wealth jobs

aviso.caLinkedIn

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

• 29d

  Product Owner - Asset Management, Temporary

  Toronto, ON

  $70–$85/hrHybridFull 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 2+ years as a Product Owner or Manager in an Agile environment and 2+ years in asset management. Strong analytical, communication and cross-functional collaboration skills, plus fluent English, are required.

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

• 29d

  Product Owner - Asset Management, Temporary

  Vancouver, BC

  $70–$85/hrHybridFull 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 2+ years as a Product Owner or Manager in an Agile environment and 2+ years in asset management. Strong analytical, communication and cross-functional collaboration skills, plus fluent English, are required.

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

• 29d

  Manager, Sales Support, Temporary

  Toronto, ON

  $93k–$113k/yrHybridTemporary

  

  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 post-secondary education in business or a related field and 5 to 7 years in the financial industry. Strong leadership, communication, Excel and reporting skills are required, and fluent English is required with French as an asset.

  Microsoft Excel, Microsoft Word

• 29d

  Senior Delivery Manager, Temporary

  Toronto, ON

  $120–$140/hrHybridTemporary

  

  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+ MgmtAviso Wealth needs candidates with 10+ years leading complex initiatives, including 5+ years in delivery or program leadership in wealth management, banking or financial services. Strong stakeholder management, change and risk management, executive reporting and fluent English are required.

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

• 29d

  Senior Delivery Manager, Temporary

  Vancouver, BC

  $120–$140/hrHybridTemporary

  

  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+ MgmtAviso Wealth needs candidates with 10+ years leading complex initiatives, including 5+ years in delivery or program leadership in wealth management, banking or financial services. Strong stakeholder management, change and risk management, executive reporting and fluent English are required.

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

• 29d

  Senior Service Designer

  Toronto, ON

  $95k–$105k/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…

  6+ YOECandidates need a bachelor's degree in design, human-computer interaction, human factors, psychology or a related field, plus 6+ years in service design, user research or design strategy. They must be experts in human-centred and service design, skilled at senior stakeholder influence, and fluent in English.

  TheyDo, Dovetail, UserTesting, Figma, Miro, Dscout

• 29d

  Director, Manager Research & Oversight

  Toronto, ON

  $135k–$170k/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…

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

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

• 29d

  Director, Manager Research & Oversight

  Vancouver, BC

  $135k–$170k/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…

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

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

• 29d

  Senior Product Manager

  Toronto, ON

  $120k–$135k/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…

  8+ YOECandidates need 8+ years managing technology-powered products, experience with customer-centric product discovery and iterative delivery, and people leadership and coaching skills. Strong analytical, communication and stakeholder-influence skills are required, with fluent English and French as an asset.

  product analytics tools, collaboration tools

• 29d

  Senior Product Manager

  Vancouver, BC

  $120k–$135k/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…

  8+ YOECandidates need 8+ years managing technology-powered products, experience with customer-centric product discovery and iterative delivery, and people leadership and coaching skills. Strong analytical, communication and stakeholder-influence skills are required, with fluent English and French as an asset.

  product analytics tools, collaboration tools

• 29d

  Manager, Sales Compensation

  Toronto, ON

  $110k–$135k/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…

  7+ YOEAviso Wealth needs candidates with 7+ years in sales compensation, incentive design, compensation analytics or finance, including at least 3 years running sales incentive programs. Strong analytical, communication and Excel skills are required, and fluent English with French as an asset.

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

• 29d

  Bilingual Estates Specialist

  Toronto, ON

  $55k–$70k/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+ YOEAviso Wealth needs candidates with post-secondary education and at least 5 years of financial industry experience, ideally in estates, registered plans or operations. Strong detail focus, analytical skills, French and English fluency, and intermediate to advanced Word, Outlook and Excel skills are required.

  Word, Outlook, Excel, Dataphile, Laserfiche

• 29d

  Bilingual Estates Specialist

  Vancouver, BC

  $55k–$70k/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+ YOEAviso Wealth needs candidates with post-secondary education and at least 5 years of financial industry experience, ideally in estates, registered plans or operations. Strong detail focus, analytical skills, French and English fluency, and intermediate to advanced Word, Outlook and Excel skills are required.

  Word, Outlook, Excel, Dataphile, Laserfiche

• 29d

  Senior Manager, Data Governance Implementation

  Toronto, ON

  $125k–$135k/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…

  8+ YOE3+ MgmtAviso Wealth needs candidates with 8+ years in data governance or management, including 3+ years in leadership, and hands-on experience with governance platforms such as Collibra or Microsoft Purview. Strong stakeholder, change management and regulatory knowledge (PIPEDA, GDPR) are also required.

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

• 29d

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

  Montréal, QC

  $70/hrHybridContract

  

  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; Connaissance des marchés financiers et de la terminologie

  Antidote, SDL Trados, Language Weaver, MultiTerm, Windows

• 29d

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

  Toronto, ON

  $70/hrHybridContract

  

  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; Connaissance des marchés financiers et de la terminologie

  Antidote, SDL Trados, Language Weaver, MultiTerm, Windows

• 29d

  Senior Revisor/Translator, Temporary

  Toronto, ON

  $70/hrHybridContract

  

  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 or translator, including 5+ years of revision, preferably in financial services. They need excellent French and English writing, knowledge of financial terminology and regulations, and skill with Antidote, Trados and Windows.

  Antidote, SDL Trados, Language Weaver, Multiterm, Windows

• 29d

  Senior Revisor/Translator, Temporary

  Montréal, QC

  $70/hrHybridContract

  

  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 or translator, including 5+ years of revision, preferably in financial services. They need excellent French and English writing, knowledge of financial terminology and regulations, and skill with Antidote, Trados and Windows.

  Antidote, SDL Trados, Language Weaver, Multiterm, Windows

• 29d

  Responsible Investment Analyst, Temporary

  Toronto, ON

  $65k–$75k/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…

  3+ YOECandidates need a bachelor's degree in a related field and at least three years of research experience. Strong data analysis, writing skills, and fluent English are required, with French as an asset.

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

• 29d

  Responsible Investment Analyst, Temporary

  Vancouver, BC

  $65k–$75k/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…

  3+ YOECandidates need a bachelor's degree in a related field and at least three years of research experience. Strong data analysis, writing skills, and fluent English are required, with French as an asset.

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

• 29d

  Director, Strategic Sourcing & Supplier Management

  Toronto, ON

  $135k–$160k/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…

  10+ YOEAviso Wealth needs candidates with at least 10 years of progressive sourcing or procurement experience, strong commercial judgment and people leadership. A post-secondary degree and fluent English are required, and bilingual French is an asset.

  Vendor management, Risk management, Leadership, Support colleagues, Procurement, Collaboration

• 29d

  Director, Strategic Sourcing & Supplier Management

  Vancouver, BC

  $135k–$160k/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…

  10+ YOEAviso Wealth needs candidates with at least 10 years of progressive sourcing or procurement experience, strong commercial judgment and people leadership. A post-secondary degree and fluent English are required, and bilingual French is an asset.

  Vendor management, Risk management, Leadership, Support colleagues, Procurement, Collaboration

• 29d

  Senior Wealth Advisor | Financial Planner - Partner - Mainstreet Credit Union

  Sarnia, ON

  $77k–$128k/yrOn-site

  

  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

• 29d

  Bilingual Supervisor, Transfers

  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…

  3+ YOE1+ MgmtCandidates need post-secondary education in investment operations, 3 to 5 years of investment industry experience including 1 to 2 years of supervisory work, and fluent French and English. Strong organization, attention to detail, regulatory knowledge (IIROC/MFDA) and intermediate to advanced Excel skills are also required.

  CDS, ATON

1 companies