Aviso Wealth

Aviso Wealth: At Aviso Wealth, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to service, partnership, and innovation. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic culture sets Aviso Wealth apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso Wealth has to offer at www.aviso.ca. The Opportunity: We're looking for a New Accounts Administrator to join our Operations team. Reporting to the Supervisor, Account Opening and Specialized Accounts, the New Accounts Administrator is responsible for the day to day processing of new accounts and fee-based accounts in a timely and accurate manner in the IIROC dealer space. The New Accounts Administrator interacts daily with other individuals in Operations as well as our Service...

Aviso Wealth: At Aviso Wealth, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to service, partnership, and innovation. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic culture sets Aviso Wealth apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso Wealth has to offer at www.aviso.ca. The Opportunity: We're looking for a Compliance Officer to join our Compliance team. Reporting to the Director Corporate Compliance, the Compliance Officer is primarily responsible for day-to-day compliance activities for the Aviso Correspondent Partners business line of Credential Qtrade Securities Inc and occasionally to assist with other business lines. The Compliance Officer will be registered as a Designated Supervisor with the Investment Industry...

Aviso Wealth: At Aviso Wealth, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to service, partnership, and innovation. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic culture sets Aviso Wealth apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso Wealth has to offer at www.aviso.ca. The Opportunity: We're looking for a Registered Plans Administrator to join our Operations Team. Reporting to the Supervisor, Registered Plans the Registered Plans Administrator is responsible for the processing of requests for registered plan products within the IIROC and MFDA platforms. Who you are: Service - You consider both internal and external stakeholders and demonstrate intent of understanding and putting the clients' needs first....

Aviso Wealth: At Aviso Wealth, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to service, partnership, and innovation. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic culture sets Aviso Wealth apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso Wealth has to offer at www.aviso.ca. The Opportunity: We're looking for a Trade Services Administrator to join our Trade Services team. Reporting to the Supervisor, Trade Services the Trade Services Administrator is responsible for the processing and settlement of mutual fund trades and GIC's, completing trade corrections, adhering to regulatory standards and internal standards to meet necessary deadlines and using reasonable judgement to resolving problems in their daily tasks. Who...

Aviso Wealth: A career with Aviso Wealth means being part of an organization dedicated to your success and career development. It means belonging to a group of talented, energetic professionals who live their values every day. Our amazing people and dynamic culture set Aviso Wealth apart. If you're looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso has to offer. The Opportunity: We're looking for a Tax Administrator to join our Operations team. Reporting to the Senior Manager, Tax, the Tax Administrator is primarily responsible for ensuring all CAM/CQSI tax receipt audits are completed as per schedule deadlines. The Tax Administrator processes all tax CAM/CQSI monthly withholding tax remittances and delivered within SLA, CRA and IRS filing deadlines. The Tax Administrator will ensure that all trustee and government regulatory requirements are met and their knowledge is current on these requirements. They will...

Aviso Wealth: At Aviso Wealth, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to service, partnership, and innovation. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic culture sets Aviso Wealth apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso Wealth has to offer at www.aviso.ca. The Opportunity: We're looking for a Director, Financial Planning & Analysis to join our Finance team. Reporting to the Vice President, Financial Planning and Analysis the Director Financial Planning & Analysis will provide strategic and financial insights, supporting shared services and business lines. This role will lead and manage the budget and forecast preparation, shared service model, internal reporting, business decision support...

Join First Credit Union as a Manager, Wealth Management to help our people and communities grow and thrive! What's the opportunity? Manager, Wealth Management Reporting to the VP of Member Experience and Wealth Management, you will manage the overall operations of the First Credit Union Wealth Management division, including our life insurance offering. With a passion for improving our members and clients financial well-being, you will develop and implement business development strategies to enhance the integration of our wealth services within the credit union's branches and externally. Providing leadership and support to an experienced wealth team, you will ensure delivery of quality service and have the opportunity to grow assets in our expanded branch network on Vancouver Island. What will you do? Lead Manage and direct the overall operations of the wealth management division, including coaching employees to identify and meet client's needs. Ensure adherence...

Aviso Wealth: At Aviso Wealth, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to service, partnership, and innovation. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic culture sets Aviso Wealth apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso Wealth has to offer at www.aviso.ca. The Opportunity: We're looking for a VP, Sales to join the NEI Investments, Asset Management team. Reporting to the VP, Co-Head, National Sales, the VP, Sales will focus on developing the specified region in terms of sales and asset growth. These will be achieved through assigned sales targets along with specified activity goals. Key activities include the development of annual territory sales plans and budgets; working directly with investment...