Portfolio Administrator - AM-26-226
Toronto, ONAviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…
3+ ansCandidates need a post-secondary degree in business or a related field, at least three years of investment industry experience, and CSC, CPH and WME completion. They must be licensed or eligible for Registered Representative licensing within 30 days, and be working toward the CFA. Fluent English is required and French is an asset.
Bloomberg, Morningstar, CGI Wealth360, Dataphile, Excel, MS Office Suite
Portfolio Administrator - AM-26-226
Vancouver, BCAviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…
3+ ansCandidates need a post-secondary degree in business or a related field, at least three years of investment industry experience, and CSC, CPH and WME completion. They must be licensed or eligible for Registered Representative licensing within 30 days, and be working toward the CFA. Fluent English is required and French is an asset.
Bloomberg, Morningstar, CGI Wealth360, Dataphile, Excel, MS Office Suite
Manager, Sales Compensation
Toronto, ONAviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…
7+ ansAviso Wealth needs candidates with 7+ years in sales compensation, incentive design, compensation analytics or finance, including at least 3 years running sales incentive programs. Strong analytical, communication and Excel skills are required, and fluent English with French as an asset.
Microsoft Excel, PowerPoint, Word, CRM, HRIS, business intelligence systems
Bilingual Estates Specialist
Toronto, ONAviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…
5+ ansAviso Wealth needs candidates with post-secondary education and at least 5 years of financial industry experience, ideally in estates, registered plans or operations. Strong detail focus, analytical skills, French and English fluency, and intermediate to advanced Word, Outlook and Excel skills are required.
Word, Outlook, Excel, Dataphile, Laserfiche
Bilingual Estates Specialist
Vancouver, BCAviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…
5+ ansAviso Wealth needs candidates with post-secondary education and at least 5 years of financial industry experience, ideally in estates, registered plans or operations. Strong detail focus, analytical skills, French and English fluency, and intermediate to advanced Word, Outlook and Excel skills are required.
Word, Outlook, Excel, Dataphile, Laserfiche
Bilingual Supervisor, Transfers
Toronto, ONAviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…
3+ ans1+ gestionCandidates need post-secondary education in investment operations, 3 to 5 years of investment industry experience including 1 to 2 years of supervisory work, and fluent French and English. Strong organization, attention to detail, regulatory knowledge (IIROC/MFDA) and intermediate to advanced Excel skills are also required.
CDS, ATON
Bilingual Supervisor, Transfers
Vancouver, BCAviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…
3+ ans1+ gestionCandidates need post-secondary education in investment operations, 3 to 5 years of investment industry experience including 1 to 2 years of supervisory work, and fluent French and English. Strong organization, attention to detail, regulatory knowledge (IIROC/MFDA) and intermediate to advanced Excel skills are also required.
CDS, ATON
Bilingual Supervisor, Transfers
Montréal, QCAviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…
3+ ans1+ gestionCandidates need post-secondary education in investment operations, 3 to 5 years of investment industry experience including 1 to 2 years of supervisory work, and fluent French and English. Strong organization, attention to detail, regulatory knowledge (IIROC/MFDA) and intermediate to advanced Excel skills are also required.
CDS, ATON