Aviso Wealth empowers Canadian credit unions with innovative wealth management solutions, enhancing financial advisory services to help clients grow and protect their wealth.
Vancouver, BC
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.
Hybrid · Vancouver
The Senior Data Engineer will design, build, and deploy robust data and software products in both on-premise and cloud environments. This role involves collaborating with cross-functional teams to drive data strategy, improve system scalability, and deliver actionable insights.
Hybrid · Toronto
The Senior Data Engineer will design, build, and deploy robust data and software products in both on-premise and cloud environments. They will collaborate with cross-functional teams to advance data maturity and transform raw data into actionable insights.
Hybrid · Vancouver
The Bilingual Transfers Administrator is responsible for the daily processing, review, and approval of financial transfers while handling escalated items. They also provide operational support, maintain transfer documentation, and assist with special projects as needed.
Hybrid · Montréal
The Bilingual Transfers Administrator is responsible for the daily processing, review, and approval of financial transfers while handling escalated items. They also provide operational support, maintain transfer documentation, and assist other team members as needed.
Hybrid · Toronto
The Bilingual Transfers Administrator is responsible for the daily processing, review, and approval of financial transfers. They also handle escalated items, monitor the transfers mailbox, and provide operational support to external institutions.
Hybrid · Vancouver
The analyst facilitates the end-to-end lifecycle of IT change requests, including review, approval, scheduling, and closure. They also monitor adherence to governance requirements, manage CAB/ECAB materials, and drive continuous improvement initiatives to ensure service stability.
Hybrid · Toronto
The analyst facilitates the end-to-end lifecycle of IT change requests, including review, approval, scheduling, and closure. They also manage Change Advisory Board materials and monitor adherence to governance, compliance, and audit requirements.
Hybrid · Vancouver
The Registered Plans Administrator is responsible for processing registered plan product requests such as de-registrations and withdrawals while ensuring compliance with regulatory deadlines. They also investigate and resolve plan-related inquiries and participate in committee meetings to implement trustee and regulatory changes.
Hybrid
The Registered Plans Administrator is responsible for processing registered plan product requests such as de-registrations and withdrawals while ensuring compliance with regulatory deadlines. They also investigate and resolve plan-related inquiries and participate in committee meetings to implement regulatory changes.
Hybrid · Vancouver
The specialist is responsible for the administration of Registered Education Savings Plans and Registered Disability Savings Plans in accordance with regulatory standards. They act as a subject matter expert, providing guidance to administrators and ensuring quality assurance for all plan-related transactions.
Hybrid · Toronto
The specialist is responsible for the administration of RESP and RDSP plans in accordance with regulatory policies and internal standards. They act as a subject matter expert, providing guidance to administrators and serving as the primary contact for internal and external audits.
Hybrid · Toronto
The Transfers Administrator is responsible for the daily processing, review, and approval of transfer requests while managing escalated items. They also provide operational support, maintain accurate documentation, and assist with special projects within the Transfers Department.
Hybrid · Vancouver
The Transfers Administrator is responsible for the daily processing, review, and approval of transfer requests while handling escalated items. They also provide operational support, maintain transfer documentation, and assist with special projects as needed.
Hybrid · Toronto
The Senior Incident and Problem Manager leads end-to-end IT incident and problem management practices to ensure service restoration and operational resilience. This role facilitates major incident responses, conducts root cause analysis, and drives continuous improvement of ITIL-aligned processes.
Hybrid · Vancouver
The Senior Incident and Problem Manager leads end-to-end IT incident and problem management practices to ensure service restoration and operational resilience. This role facilitates major incident responses, conducts root cause analysis, and drives continuous improvement of ITIL-aligned processes.
Hybrid · Toronto
The Sales Strategy and Operations Leader is responsible for enabling the Direct Investing sales organization to meet targets by aligning strategy, processes, and technology. This role manages sales reporting, CRM governance, and cross-functional initiatives to drive performance and accountability.
Hybrid · Toronto
The specialist is responsible for the day-to-day operational support of Separately Managed Account programs, including processing account inquiries and transactions. They act as the primary contact for stakeholders to resolve issues and provide guidance on program procedures and practices.
Hybrid · Vancouver
The specialist is responsible for the day-to-day operational support of Separately Managed Account programs, including processing account inquiries, set-ups, and trades. They act as the primary contact for internal and external stakeholders to resolve issues and ensure service standards are met.
Hybrid · Montréal
The Onboarding Officer manages the end-to-end onboarding process for new advisors while providing guidance on procedures and systems. They also collaborate with internal stakeholders to ensure compliance and timely resolution of operational inquiries.
Hybrid · Toronto
The Onboarding Officer manages the end-to-end onboarding process for new advisors while providing guidance on procedures and systems. They also collaborate with internal stakeholders to ensure compliance and maintain accurate documentation for CRA and IRS requirements.
