Aviso Wealth empowers Canadian credit unions with innovative wealth management solutions, enhancing financial advisory services to help clients grow and protect their wealth.
Vancouver, BC
Aviso Wealth empowers credit unions across Canada to offer holistic wealth planning and advice through experienced advisors, to help Canadians grow and protect their wealth at every stage of their financial journey. We’re focused on continually enhancing advisor and investor experiences. As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth management solutions, plus dealer services and back-office administration. Comprehensive estate planning services are offered through Aviso Wealth Inc. subsidiaries to complement the overall financial planning process. We’re backed by the strength of Aviso – a leading Canadian wealth and investment services provider with three decades of experience supporting the delivery of financial advice for Canadians. Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. 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: Aviso Financial Inc. (including divisions Aviso Wealth, Qtrade Direct Investing, Qtrade Guided Portfolios, Aviso Correspondent Partners), and Northwest & Ethical Investments L.P.
Hybride · Toronto
The administrator will process registered plan requests such as withdrawals and contributions while ensuring compliance with regulatory deadlines. They will also collaborate with internal teams to maintain accurate records and stay updated on evolving tax and fiduciary regulations.
Hybride · Montréal
The administrator is responsible for processing registered plan requests such as withdrawals and contributions while ensuring compliance with regulatory deadlines. They will also perform audits and collaborate with internal teams to maintain accurate records and procedures.
Hybride · Vancouver
The new account administrator is responsible for the accurate and timely processing of new accounts, including fee-based accounts, while maintaining high service standards. They will also provide administrative support, manage client data, and ensure all documentation complies with internal policies and industry regulations.
Hybride · Toronto
The incumbent is responsible for the accurate and timely daily processing of new accounts, including fee-based accounts. They will also provide administrative support, maintain client data, and ensure all documentation complies with internal policies and industry regulations.
Hybride · Montréal
The administrator is responsible for the accurate and timely daily processing of new accounts, including fee-based accounts. They must also provide administrative support, maintain client data, and ensure compliance with internal policies and industry regulations.