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 reconciliations and reporting for control accounts, investment products, and operating and client bank accounts by internal and regulatory deadlines. Investigate and resolve exceptions with internal teams and external partners, maintain procedures, support audits and inquiries, and help improve reconciliation processes.
On-site · Montréal
Administer registered plans and process requests such as deregistrations, unlocking, and specialized withdrawals, ensuring transactions meet regulatory and service-level deadlines. Conduct audits, coordinate plan updates with internal teams, and monitor regulatory changes to keep procedures and manuals current.
On-site · Toronto
Lead and supervise the Sales Associate team, improving sales support processes through best practices, coaching, and professional development. Coordinate national sales events, oversee sales reporting, and collaborate with sales, marketing, service center, and senior management teams.
On-site · Toronto
Lead the planning, governance, and delivery of strategic initiatives across business and technology teams, coordinating Agile squads, stakeholders, roadmaps, dependencies, risks, budgets, and execution readiness. Manage project portfolios, communicate progress and outcomes to executives, and support teams in delivering quality results aligned with organizational goals.
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.