Bilingual Estates Administrator processing estates settlements and tax reporting at Aviso Wealth. Collaborating with teams to address inquiries and ensure compliance with regulations.
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Aviso Wealth
Currently Hiring
About the company
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.
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68 jobs found
Succession administrator for Aviso Wealth responsible for managing estate regulations and documentation. Collaborate with teams to ensure compliance and handle complex client requests.
Bilingual tax administrator ensuring compliance with Canadian tax laws and regulations. Collaborating with internal teams to process tax returns and perform audits in a hybrid environment.
Senior Specialist managing tax strategy and support for mutual funds at Aviso Wealth. Overseeing tax compliance, fund events, and contributing to reports such as financial statements.
Senior Analyst for Fund Reporting at Aviso, leading financial and regulatory reporting for investment funds while supporting firm growth.
Compliance Officer conducting onsite and remote branch examinations at Aviso Wealth. Join our dynamic team improving the financial well - being of Canadians through compliance oversight.
Bilingual account agent providing customer support in wealth management services for Aviso. Assisting customers and team members in a hybrid environment for six months.
Frontend Software Engineer maintaining Adobe Experience Manager applications at Aviso Wealth for improving financial well - being. Building user - facing features in a collaborative hybrid team context.
Director of Product Design leading a team to create exceptional wealth management platforms at Aviso. Collaborating across functions to ensure products meet customer needs effectively.
Manager, Trading overseeing trading strategies and managing Investment Representatives at Aviso. Focusing on trade risk analysis and enhancing client trading activity through effective team leadership.
System Access Administrator managing and maintaining user access across enterprise systems. Ensuring compliance and safeguarding sensitive data in a wealth management organization.
Product Owner managing product backlog in the Client Experience, Marketing, and Communications team at Aviso Wealth. Focused on delivering high - quality solutions and maximizing product value through strategic partnerships.