Relationship Manager
Vancouver, BCAviso 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
Portfolio Administrator
Toronto, ON +1Aviso 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
Manager, Sales Compensation
Toronto, ONAviso 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
Bilingual Supervisor, Transfers
Toronto, ON +2Aviso 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
Bilingual Estates Specialist
Toronto, ON +1Aviso 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