Bilingual Tax Administrator at Aviso ensuring timely completion of tax audits and compliance with regulations. Collaborating with Operations team and managing various tax - related tasks.
AW
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.
Open jobs
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40 jobs found
New Accounts Administrator responsible for day - to - day operations in the IIROC dealer space at Aviso Wealth. Processing new accounts and supporting fee - based business lines in a hybrid work environment.
Bilingual Reconciliations Administrator at Aviso Wealth completing financial reconciliations. Involved in liaising with fund companies, regulatory tasks, and maintaining reconciliation procedures.
Project Manager managing strategic integration projects in the wealth management sector for Aviso. Collaborating with senior management and project sponsors to ensure project success.
Senior Manager managing the Service Centre team for Aviso Wealth. Focusing on optimizing client onboarding and service delivery while enhancing team capabilities through training and development.
Bilingual Supervisor responsible for supervising new account operations at Aviso Wealth. Ensuring compliance with regulatory requirements and internal policies for efficient processing.
Bilingual Supervisor overseeing Transfers Team managing volumes and staff at financial services company Aviso Wealth. Focusing on achieving goals and excellence in client service while ensuring compliance with industry standards.
Superviseur des transferts bilingue chez Aviso, responsable de la supervision d'équipe et du respect des délais. Engagement envers l'excellence du service client et liaison avec les partenaires.
Customer Service Experience Representative at Aviso providing exceptional support to Canadians in the financial sector. Collaborating with customers and driving service improvements for a better experience.
Registered Plans Administrator managing requests for registered plan products within CIRO platforms at Aviso Wealth. Collaborating with multiple teams to ensure compliance with regulatory deadlines and audits.
Transfers Administrator at Aviso Wealth responsible for daily processing and operational support in the Transfers Department. Collaborating with team members to ensure effective service delivery and client satisfaction.
Manager of Product Marketing driving asset management strategies for Aviso Wealth. Developing marketing programs and working collaboratively to enhance product penetration and sales enablement tools.