Aviso Wealth empowers better wealth management for all Canadians.
We’re a leading wealth services supplier for the Canadian financial industry, helping hundreds of institutional and retail organizations gain a competitive edge.
By connecting to our flexible centre of integrated products and services, our partners can deliver an enhanced wealth management experience to their clients.
With approximately $100 billion in assets under administration and management, we’re an ambitious organization backed by the collective strength of our owners: the credit union Centrals, The Co-operators/CUMIS, and Desjardins.
We have operations in Toronto, Vancouver and Montreal, with a regional office in Winnipeg.
Our team of experienced professionals embraces a “One Aviso” 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: Credential Qtrade Securities Inc.
(including Credential Securities, Qtrade Direct Investing, Qtrade Advisor, VirtualWealth and Aviso Correspondent Partners), Credential Asset Management Inc., Credential Insurance Services Inc., Credential Financial Strategies 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.
Online brokerage services are offered through Qtrade Direct Investing, a division of Credential Qtrade Securities Inc.
Qtrade and Qtrade Direct Investing are trade names and trademarks of Aviso Wealth.
Aviso Correspondent Partners operates as a separate business unit of Credential Qtrade Securities Inc.
Browse and apply for open jobs at Aviso Wealth.
Payroll Reconciliations Specialist managing year - end reconciliations and internal reporting for Aviso. Collaborating with HR to ensure accurate payroll processing and compliance with regulations.
National Vice President responsible for leading team and managing high net worth client relationships at Aviso Wealth. Focused on driving business growth and exceptional service.
Transfers Administrator responsible for daily processing of transfers at Aviso Wealth for 12 months. Collaborating with the Transfers team and managing escalated items.
Service Center Reporting Analyst joining Aviso's teams to optimize reporting and improve customer care operation efficiencies.
Senior Analyst overseeing investment strategies for Aviso’s Managed Asset Program. Responsible for external manager research and collaboration with the investment team.
Proxy Governance Analyst responsible for conducting analysis and managing proxy vote execution. Joining Aviso Wealth's Asset Management team for a 12 - month engagement in a hybrid work arrangement.
Settlements Administrator responsible for managing trade settlements within the securities industry at Aviso. Ensure accurate processing of foreign and domestic Equity trades in a fast - paced environment.
Bilingual New Account Administrator in wealth management Operations processing new accounts. Collaborating with advisors and ensuring compliance while improving efficiency in account management.
Administrator managing new accounts within Aviso's hybrid operations team. Ensuring efficient processing and continuous improvement in client account management.
Senior Transfers Administrator managing the daily processing of financial industry transfers at Aviso Wealth. Interacting with departments and external institutions to enhance client service.
Bilingual account agent supporting client services and institutional services at Aviso. Collaborating within teams to ensure exceptional service delivery and effective communication.
Bilingual Transfers Administrator responsible for processing transfer requests and providing operational support at Aviso Wealth. Collaborating with the Transfers team to ensure client - centric solutions.
