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Aviso Wealth

Verified Job Source

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

Financial Services
501–1,000 people

About

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.

Open positions

Technology Change Control Analyst

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, audit, and compliance standards.

Technology Change Control Analyst

Hybrid · Vancouver

The analyst facilitates the end-to-end lifecycle of IT change requests, including review, approval, scheduling, and closure in alignment with ITIL practices. They also manage Change Advisory Board materials, monitor change metrics, and drive continuous improvement initiatives to ensure service stability.

Bilingual Supervisor, Transfers

Hybrid · Toronto

The Bilingual Supervisor oversees the Transfers Team, managing daily volumes, deadlines, and departmental procedures. They are responsible for staff recruitment, training, coaching, and ensuring compliance with industry regulations like IIROC and MFDA.

Reconciliations Administrator, Temporary

Hybrid · Vancouver

The Reconciliations Administrator is responsible for completing internal and regulatory reconciliations for various financial products and lines of business. They must identify and resolve exceptions by collaborating with internal departments and external partners such as fund companies and banks.

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

On-site · Sarnia

The Senior Wealth Advisor provides holistic financial planning advice and solutions to members while collaborating with the retail and commercial divisions to drive growth. They are responsible for building a strong community presence, hosting financial seminars, and managing member relationships to expand the credit union's wealth management profile.

Superviseur ou dune superviseure des transferts bilingue

Hybrid · Vancouver

The bilingual transfer supervisor is responsible for overseeing the transfer team, managing workloads, and ensuring daily deadlines are met. They also handle staff recruitment, training, coaching, and process improvement to maintain service level agreements.

Superviseur ou dune superviseure des transferts bilingue

Hybrid · Toronto

The bilingual transfer supervisor oversees the transfer team, managing daily workflows, deadlines, and service level agreements. They are responsible for staff recruitment, training, coaching, and ensuring compliance with industry regulations.

Bilingual Supervisor, Transfers

Hybrid · Montréal

The Bilingual Supervisor, Transfers is responsible for overseeing the Transfers Team, managing operational volumes, and ensuring daily deadlines are met. They provide leadership through recruiting, training, coaching, and mentoring staff while identifying opportunities for process improvements.

Bilingual Supervisor, Transfers

Hybrid · Vancouver

The Bilingual Supervisor, Transfers oversees the Transfers Team, managing operational volumes and ensuring daily deadlines are met. Responsibilities include staff recruitment, training, coaching, and ensuring departmental processes align with industry standards and SLAs.

Reconciliations Administrator, Temporary

Hybrid · Toronto

The Reconciliations Administrator is responsible for completing financial reconciliations and reporting by prescribed internal and regulatory deadlines. They will liaise with internal and external departments to resolve discrepancies and ensure all unit exceptions are addressed.

Superviseur ou dune superviseure des transferts bilingue

Hybrid · Montréal

The bilingual transfer supervisor is responsible for overseeing the transfer team, managing workloads, and ensuring daily deadlines are met. They also handle staff recruitment, training, coaching, and process improvement to maintain service level agreements.

Director, Strategic Sourcing & Supplier Management

Hybrid · Toronto

The Director is responsible for setting the strategic direction of sourcing and supplier management while leading complex commercial negotiations. They will also oversee the supplier lifecycle, drive governance, and build trusted partnerships with business leaders to optimize value and performance.

Supervisor, Transfers

Hybrid · Vancouver

The Supervisor, Transfers is responsible for overseeing the Transfers Team, managing operational volumes, and ensuring daily deadlines are met. This role involves recruiting, training, coaching staff, and identifying process improvements to streamline workflows.

Supervisor, Transfers

Hybrid · Toronto

The Supervisor, Transfers is responsible for overseeing the Transfers Team, managing operational volumes, and ensuring daily deadlines are met. Responsibilities include recruiting, training, coaching staff, and identifying opportunities for process improvements to streamline workflows.

Director, Strategic Sourcing & Supplier Management

Hybrid · Vancouver

The Director is responsible for setting the strategic direction of sourcing and supplier management while leading complex commercial negotiations. They will also evolve the operating model, governance, and performance oversight to drive enterprise value and strengthen supplier relationships.

Responsible Investment Analyst, Temporary

Hybrid · Toronto

The analyst will conduct research on ESG risks and opportunities to support strategic stewardship and corporate engagement programs. They will also monitor portfolio companies, execute proxy voting, and provide research support for policy positions.

Responsible Investment Analyst, Temporary

Hybrid · Vancouver

The analyst will conduct research on ESG risks and opportunities to support strategic stewardship and corporate engagement programs. They will also monitor portfolio companies, execute proxy voting, and contribute to policy development and ESG evaluations.

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

Hybrid · Toronto

The principal translator/reviser is responsible for ensuring the high-quality translation and proofreading of financial documents for the French-speaking market. They will also maintain terminology databases, provide feedback to external vendors, and monitor regulatory changes to ensure accuracy.

Senior Revisor/Translator, Temporary

Hybrid · Toronto

The Senior Reviser/Translator will ensure the quality and accuracy of translations for French-speaking markets, including financial documents and marketing materials. They will also provide feedback to vendors, maintain terminology databases, and stay updated on regulatory changes impacting the industry.

Senior Revisor/Translator, Temporary

Hybrid · Montréal

The Senior Reviser/Translator is responsible for the accurate revision and translation of financial materials for French-speaking audiences. They will also ensure linguistic quality by providing feedback to vendors and maintaining internal terminology databases.