Aviso empowers better wealth management for Canadians. We’re a leading wealth services provider for the Canadian financial industry, helping hundreds of organizations gain a competitive edge. By connecting to our comprehensive ecosystem of integrated technologies, tools, products, services, and expertise, our partners can deliver an enhanced wealth management experience to their clients. Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins. Our team embraces a “oneaviso” culture that celebrates leadership, innovation, partnership, responsibility, and community. 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), Aviso Insurance Inc., Credential Insurance Services Inc. and Northwest & Ethical Investments L.P. NEI Investments is a registered trademark of Northwest & Ethical Investments L.P. (“NEI LP”). Northwest & Ethical Investments Inc. is the general partner of NEI LP and a wholly-owned subsidiary of Aviso Wealth Inc. The Aviso Managed Assets Program is offered by Aviso Financial Inc. Referral fees, commissions, management fees, and expenses all may be associated with managed accounts or the investments therein. Managed accounts, and the investments therein, are not insured nor guaranteed, their values change frequently, and past performance may not be repeated. Online brokerage services are offered through Qtrade Direct Investing. Mutual funds and other securities are offered through Aviso Wealth. Qtrade Direct Investing, Qtrade Guided Portfolios and Aviso Wealth are divisions of Aviso Financial Inc.
On-site · Toronto
Complete scheduled tax audits, validate tax reporting data, prepare tax slips, and submit files to the print vendor within required deadlines. Process and reconcile withholding tax remittances, monitor regulatory changes, maintain procedures, and support audits while resolving escalated tax issues.
On-site · Toronto
Administer registered plan products and process requests, ensuring registrations, contributions, withdrawals, and audits meet regulatory and internal deadlines. Resolve inquiries, coordinate with internal teams, and keep procedures current with trustee and regulatory changes.
On-site · Toronto
Administer client and inventory accounts across portfolio management and custodial systems, execute discretionary trades, monitor restrictions, and support fee billing and investment reporting. Maintain investment materials, assist advisors and portfolio managers with product information and proposals, and contribute market research and presentations to the Investment Strategy Committee.
On-site · Toronto
Review annual and interim financial statements and coordinate the production of fund financial information and regulatory filings, working with internal teams and external service providers. Oversee fund administrator and auditor relationships, support fund events and tax-related work, and contribute to operational improvements and strategic projects.
On-site · Toronto
Lead architecture discovery, technology assessments, and the design of secure, scalable end-to-end solutions aligned with business goals and enterprise standards. Develop architecture roadmaps, guide modernization and application portfolio initiatives, govern solution design, and influence delivery in partnership with business and technology teams.
On-site · Vancouver
Administer user access across enterprise systems, including provisioning, modifying, and revoking access, managing role-based controls, and supporting access reviews and audits. Resolve access issues, meet service targets, maintain audit-ready documentation, and improve IAM processes in collaboration with IT, HR, and business teams.
On-site · Toronto
Assess technology and cybersecurity risks across infrastructure, applications, third parties, and critical processes; maintain risk registers and track mitigation through resolution. Support governance, regulatory compliance, audits, control testing, third-party assessments, and GRC reporting and process improvements.
On-site · Toronto
Process and track incoming, outgoing, manual, ATON, and internal transfers; monitor the transfers mailbox, respond to inquiries, and follow up on outstanding items. Review and approve transfer work, resolve escalations, maintain and securely dispose of documents, and provide departmental support as needed.
On-site · Toronto
Manage and prioritize the product backlog, develop product briefs and user stories, and guide delivery teams in delivering high-value features aligned with product strategy. Use stakeholder input, customer feedback, data, and industry trends to improve the product experience while managing dependencies, risks, and cross-functional collaboration.
On-site · Toronto
Co-manage discretionary investment mandates and model portfolios, oversee trading and account administration, and contribute to investment strategy and managed-platform improvements. Support advisors and clients through market communications, investment policy statements, performance and compliance reporting, fee oversight, and collaboration with internal teams and third-party subadvisors.
On-site · Vancouver
Process mutual fund transactions and registered plan activities, with a focus on RESP and GRSP accounts, including transfers, adjustments, grants, and complex requests. Respond to inquiries, monitor and reconcile processing files and reports, meet recurring deadlines, support team development, and contribute to process improvements and department initiatives.
On-site · Vancouver
Produce and distribute business reports, conduct ad hoc analysis across diverse data sources, and ensure the accuracy, integrity, and documentation of data and reporting. Steward Asset Management data, coordinate with providers and data management teams on data solutions and system changes, and apply advanced analytics to inform leaders and advance the AI product roadmap.
On-site · Toronto
Support correspondent partners by investigating account and service matters, gathering information, and responding to client inquiries. Review and coordinate account transfers, direct daily processing activities, escalate customer issues when needed, and provide account and operational reporting.
On-site · Toronto
Build reusable AI and machine learning engineering patterns, platform practices, and deployment standards that move solutions from experimentation into production. Establish lifecycle management, monitoring, evaluation, security, and governance practices while partnering with data engineering, governance, and business stakeholders.
On-site · Vancouver
Co-manage discretionary investment mandates and model portfolios, oversee trading and portfolio administration, and support advisors with market updates, client presentations, and investment policy statements. Manage account, compliance, performance, and fee reporting while improving managed-account products, systems, and operational workflows in collaboration with internal teams and third-party managers.
On-site · Montréal
Responsible for the accurate and timely daily processing of new accounts and fee-based accounts. The role involves collaborating with operations and advisors to ensure data integrity and supporting continuous process improvement.
On-site · Toronto
The role is responsible for enabling the Direct Investing sales organization by aligning targets, pipeline execution, and technology to deliver against business plans. Key duties include owning sales reporting cycles, leading CRM adoption, and representing the sales team in enterprise innovation initiatives.
On-site · Toronto
The Transfers Administrator is responsible for the daily processing, review, and approval of transfer requests and handling escalated items. Key tasks include monitoring the transfers mailbox, initiating manual or ATON transfers, and providing operational support to external institutions.
On-site · Toronto
Oversee the Client Solutions team to ensure high-quality service delivery and act as the primary contact for escalations and continuous improvement. Responsibilities include coaching team members, managing staffing levels, and collaborating with cross-functional departments to optimize service experiences.
On-site · Toronto
Responsible for the accurate and timely processing of new and fee-based accounts within the CISO Dealer Member Space. The role involves ensuring document compliance, updating client data, and collaborating with the operations and advisor service teams.
