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 Senior Delivery Manager will lead the successful delivery of strategic initiatives across business and technology teams within the Enterprise Project Management Office. This role involves coordinating across Agile squads, managing project lifecycles, and ensuring alignment with organizational goals and financial discipline.
Hybrid · Vancouver
The Senior Delivery Manager will lead the successful delivery of strategic initiatives across business and technology teams by managing scope, risks, and execution readiness. They are responsible for driving alignment across Agile squads and stakeholders to ensure business outcomes are achieved.
Hybrid · Toronto
The Manager, Sales Support is responsible for leading and overseeing the Sales Associate team to ensure efficient operations and high-quality support for sales processes. This role involves implementing best practices, providing ongoing coaching, and coordinating sales events while maintaining strong relationships with cross-functional teams.
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 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 · Toronto
The administrator will process registered plan requests such as withdrawals and contributions while ensuring compliance with regulatory deadlines. They will also collaborate with internal teams to maintain accurate records and stay updated on evolving tax and fiduciary regulations.
Hybrid · Montréal
The administrator is responsible for processing registered plan requests such as withdrawals and contributions while ensuring compliance with regulatory deadlines. They will also perform audits and collaborate with internal teams to maintain accurate records and procedures.
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 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 · Vancouver
The new account administrator is responsible for the accurate and timely processing of new accounts, including fee-based accounts, while maintaining high service standards. They will also provide administrative support, manage client data, and ensure all documentation complies with internal policies and industry regulations.
Hybrid · Toronto
The incumbent is responsible for the accurate and timely daily processing of new accounts, including fee-based accounts. They will also provide administrative support, maintain client data, and ensure all documentation complies with internal policies and industry regulations.
Hybrid · Montréal
The administrator is responsible for the accurate and timely daily processing of new accounts, including fee-based accounts. They must also provide administrative support, maintain client data, and ensure compliance with internal policies and industry regulations.