Search the 13 jobs at Aviso

The Wealth Assistant supports a Senior Wealth Advisor by managing client relationships, preparing meetings, and ensuring compliance. Responsibilities include administrative tasks, file management, marketing services, and advising Credit Union staff on referrals, all while staying updated on financial trends and strategies.

The Senior Product Manager will lead the strategy and delivery of Aviso's investor wealth platform, ensuring its alignment with both customer needs and business goals. Responsibilities include product vision shaping, collaborating with cross-functional teams, implementing agile methodologies, and using data to drive product decisions.

The HR Systems & Analytics, Workday Lead is responsible for the strategy, implementation, support, and maintenance of HR systems, specifically Workday. Duties include analyzing HRIS performance, managing system maintenance, conducting audits, enhancing system configurations, creating custom reports, and providing training for end users.

The Solution Architect will develop and deliver technology architecture and design strategies in collaboration with business stakeholders and solution teams. Responsibilities include evaluating technologies, designing solutions, managing application portfolios, and supporting enterprise architecture goals.

This role involves supporting a Senior Wealth Advisor in providing administrative and sales support, managing client relationships, and helping to develop financial strategies for clients. The candidate will be responsible for scheduling meetings, maintaining client files, and marketing the firm's investment and insurance services.

The Tax Administrator ensures timely completion of tax receipt audits, processes monthly withholding tax remittances, and adheres to CRA, MRQ and IRS filing deadlines. Responsibilities include tax slip production, vendor coordination, and staying updated on tax regulations.

The Bilingual Investment Representative at Aviso is responsible for providing exceptional service to customers and financial advisors regarding products and services. They must be knowledgeable, passionate, and hardworking in assisting clients with inquiries and managing online trading orders.

The Wealth Sales Assistant supports Wealth Consultants by managing client relationships, providing client service, identifying sales opportunities, and assisting in business development activities. They coordinate client meetings, handle inquiries, and contribute to marketing efforts to bolster the Advisory Practice.

The Oracle Database Administrator will be responsible for designing, implementing, and maintaining enterprise database systems, including disaster recovery and support for SQL and Azure platforms. Key tasks include developing database architecture, coordinating system tests, ensuring data integrity, and troubleshooting database issues, while also collaborating with other teams on service standards and efficiency optimizations.

As a Bilingual Investment Representative at Aviso Wealth, you will support clients by managing online trade orders. Responsibilities include responding to inquiries about products and services, processing orders while calculating commissions and fees, ensuring all necessary authorizations, and maintaining knowledge of financial markets and systems.

The Investment Representative at Aviso provides exceptional service to customers and financial advisors, assisting with inquiries about Qtrade Direct Investing products and managing online trading order flows. This role requires a focus on learning, teamwork, and a positive attitude towards customer service.

Le superviseur(e) en négociations à Aviso est responsable de diriger les représentants en placement, en assurant un service client de haute qualité, en supervisant la formation et le développement de l'équipe, et en travaillant en collaboration avec d'autres gestionnaires pour atteindre les objectifs de l'organisation.

The Senior Manager, Client Solutions is responsible for leading the Investment Representatives team, optimizing service policies and procedures, ensuring quality service delivery, and coordinating training and development programs. This role involves collaboration with other managers to enhance service offerings and improve client experiences across the organization.