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
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.
On-site · Toronto
The Principal IAM Engineer is responsible for defining and implementing the end-to-end IAM strategy, policies, and target-state architecture. This includes configuring tooling, writing automation, and managing the identity lifecycle for internal users and external partners.
On-site · Toronto
The Director will translate responsible investing stewardship activities into compelling narratives to drive growth across retail and institutional sales channels. They will act as a subject matter expert, delivering high-impact presentations and equipping partners with persuasive messaging to position the firm as a thought leader.
On-site · Toronto
Responsible for the timely and accurate processing of new and fee-based accounts within the IIROC dealer space. The role involves maintaining account records, ensuring regulatory compliance, and collaborating with the Service Centre and Operations team.
On-site · Toronto
Responsible for completing tax receipt audits, processing monthly withholding tax remittances, and ensuring compliance with CRA, MRQ, and IRS regulations. The role involves tax slip production, coordinating with print vendors, and maintaining departmental procedure documentation.
On-site · Toronto
The lead is responsible for aligning sales targets, activity, and technology to ensure the sales organization consistently delivers against its plan. This includes managing pipeline health, leading sales onboarding and training, and serving as the business owner for the sales technology roadmap.
On-site · Toronto
The Systems Access Administrator is responsible for provisioning, modifying, and revoking user access across enterprise systems, specifically for Broadridge/Dataphile. They ensure compliance through access reviews, audit log monitoring, and the maintenance of access management policies.
On-site · Toronto
Lead the design and implementation of end-to-end identity and access management solutions and cloud architectures. Drive the adoption of architectural best practices and develop strategic roadmaps for application modernization.
On-site · Toronto
The specialist will govern the risk management lifecycle, including conducting risk assessments for IT infrastructure and third parties. They are also responsible for maintaining cybersecurity policies, monitoring compliance, and managing GRC tools to report metrics to senior leadership.
On-site · Toronto
Responsible for processing requests for registered plan products and ensuring contributions and withdrawals meet regulatory deadlines for accounts like RESPs, RSPs, and TFSAs. The role involves resolving inquiries within SLA deadlines and participating in committee meetings to update procedures based on regulatory changes.
On-site · Toronto
The Product Owner manages the product backlog and collaborates with delivery teams to implement the product vision. They focus on maximizing product value through data-driven decisions, stakeholder engagement, and the delivery of high-quality, user-centric features.
On-site · Toronto
The Senior Analyst manages financial and regulatory reporting for the NEI family of investment funds, including the production of financial statements and regulatory filings. They are responsible for overseeing relationships with fund administrators, external auditors, and other service providers to ensure accuracy and compliance.
On-site · Toronto
The Transfers Administrator is responsible for the daily processing, review, and approval of transfer requests in accordance with service level agreements. This includes monitoring mailboxes, initiating manual or ATON transfers, and providing operational support to external institutions.
On-site · Toronto
Responsible for processing requests for registered plan products and ensuring contributions and withdrawals meet regulatory deadlines. The role involves resolving inquiries, completing audits, and updating procedures based on CRA and trustee regulations.
On-site · Vancouver
The Service Designer manages customer journeys for specific business lines, leading end-to-end research to identify actionable insights. They collaborate with cross-functional teams to design future-state experiences and increase customer centricity across the organization.
On-site · Toronto
The specialist provides operational support for Separately Managed Account (SMA) programs, handling account setups, transfers, and discretionary trades. They act as the primary contact for resolving client inquiries and complaints while assisting with monthly fee-billing and departmental reporting.
On-site · Vancouver
The specialist provides operational support and administration for Separately Managed Account (SMA) programs and investment solutions. Key duties include processing account inquiries, executing discretionary trades, and resolving stakeholder complaints.
On-site · Toronto
The role is responsible for processing and monitoring inbound and outbound SWIFT messages to ensure the settlement of foreign and domestic equity trades. Key duties include matching trade confirmations, resolving unmatched trades with counterparties, and maintaining settlement records.
On-site · Vancouver
The Settlement Service Analyst processes and monitors inbound and outbound SWIFT messages to ensure trade obligations are met. They are responsible for settling foreign and domestic equity trades within CDS and DTC systems while resolving unmatched trades with counterparties.
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 compliance with protocols, updating internal manuals, and collaborating with advisor service teams to improve efficiency.
