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 · Toronto
The Transfers Administrator is responsible for the daily processing of transfers, including initiating manual or ATON transfers and tracking their status. They also provide operational support, handle inquiries, and assist with special projects within the Transfers Department.
Hybrid · Montréal
The 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 · Toronto
The administrator is responsible for processing registered plan products, including de-registrations and specialized 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 · Vancouver
The Service Designer will manage key customer journeys and lead end-to-end research initiatives to identify actionable insights. They will facilitate cross-functional collaboration to prototype future state experiences and improve overall customer centricity.
Hybrid · Vancouver
The Account Officer supports Correspondent Partners by managing operational service matters and investigating client account activities. They are responsible for coordinating transfer documentation, handling inquiries, and providing reporting to ensure service excellence.
Hybrid · Toronto
The Account Officer supports Correspondent Partners by managing operational inquiries, investigating service matters, and coordinating account documentation. They are responsible for providing reporting, handling client inquiries, and ensuring service level agreements are met.
Hybrid · Toronto
The MAP Support Specialist provides operational support for Separately Managed Account programs by handling client inquiries and account administration. They also coordinate account updates, execute discretionary trades, and assist with fee-billing and departmental reporting.
Hybrid · Vancouver
The MAP Support Specialist provides operational support for Separately Managed Account programs, including account administration, trade execution, and inquiry management. They act as a primary contact for stakeholders to resolve issues and assist with departmental reporting and fee-billing.
Hybrid · Vancouver
The Settlement Service Analyst is responsible for processing and monitoring inbound and outbound SWIFT messages to ensure timely settlement of foreign and domestic equity trades. They also manage trade matching, resolve unmatched transactions, and maintain accurate records within the CDS and Dataphile systems.
Hybrid · Toronto
The Settlement Service Analyst is responsible for processing and monitoring inbound and outbound SWIFT messages to ensure timely settlement of equity trades. They also interact with counterparties and brokerage firms to resolve unmatched trades and maintain accurate settlement records.
Hybrid · Toronto
The Solution Architect is responsible for developing technology architecture and design strategies to fulfill business goals and support organizational functions. This includes leading the implementation of end-to-end solutions, managing the application portfolio, and driving the adoption of architectural best practices.
Hybrid · Toronto
The Systems Access Administrator is responsible for provisioning, modifying, and revoking user access across enterprise systems and applications. They also maintain access management policies, monitor audit logs, and ensure compliance with internal and external regulations.
Hybrid · Vancouver
The administrator is responsible for the accurate and timely processing of new and fee-based accounts while ensuring compliance with industry regulations. They also provide administrative support, maintain client data, and contribute to continuous improvement initiatives within the operations team.
Hybrid · Montréal
The Bilingual New Account Administrator is responsible for the accurate and timely processing of new and fee-based accounts within the CISO Dealer Member Space. They will also provide administrative support, ensure compliance with protocols, and contribute to efficiency improvements within the operations team.
Hybrid · Toronto
The Bilingual New Account Administrator is responsible for the daily processing of new and fee-based accounts while ensuring compliance with industry regulations. They also provide administrative support, maintain client data, and collaborate with internal teams to improve operational efficiency.
Hybrid · Montréal
The manager will lead the evolution of leave of absence and workplace accommodation programs while overseeing complex case coordination and return-to-work planning. They will also develop policies and provide expert guidance to ensure organizational compliance and an employee-centred experience.
Hybrid · Vancouver
The manager will lead the evolution and administration of leave of absence, disability management, and workplace accommodation programs. They are responsible for case coordination, policy development, and ensuring organizational compliance with employment legislation and human rights obligations.
Hybrid · Toronto
The manager will lead the evolution of leave and accommodation programs, including modernizing processes and ensuring compliance with legislation. They will also oversee complex case coordination and provide expert guidance to leaders and employees regarding leave entitlements and workplace adjustments.
Hybrid · Toronto
The Senior Business Operations Manager is responsible for executing strategic priorities by translating plans into actionable deliverables across Asset Management. This role involves managing business planning, overseeing initiative execution, and maintaining strong governance and performance reporting.
On-site · Rosetown
The Wealth Associate will support a Wealth Advisor by managing client accounts, processing transactions, and ensuring accurate record-keeping. They are also responsible for delivering exceptional client service, resolving operational issues, and contributing to branch growth objectives.
