Aviso empowers better wealth management for Canadians. We’re a leading wealth services provider for the Canadian financial industry, helping hundreds of organizations gain a competitive edge. By connecting to our comprehensive ecosystem of integrated technologies, tools, products, services, and expertise, our partners can deliver an enhanced wealth management experience to their clients. Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins. Our team embraces a “oneaviso” 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: Aviso Financial Inc. (including divisions Aviso Wealth, Qtrade Direct Investing, Qtrade Guided Portfolios, Aviso Correspondent Partners), Aviso Insurance Inc., Credential Insurance Services 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. The Aviso Managed Assets Program is offered by Aviso Financial Inc. Referral fees, commissions, management fees, and expenses all may be associated with managed accounts or the investments therein. Managed accounts, and the investments therein, are not insured nor guaranteed, their values change frequently, and past performance may not be repeated. Online brokerage services are offered through Qtrade Direct Investing. Mutual funds and other securities are offered through Aviso Wealth. Qtrade Direct Investing, Qtrade Guided Portfolios and Aviso Wealth are divisions of Aviso Financial Inc.
On-site · Nelson
Provide personalized financial guidance and comprehensive planning to help clients achieve their goals through investment and insurance management. Coordinate sales and service administration while pursuing business development opportunities through marketing campaigns and networking.
On-site · Toronto
The Investment Representative handles client inquiries via phone, email, and chat regarding Qtrade Direct Investing products and services. They manage order flow for self-directed clients and resolve problems and complaints while staying current with market trends.
On-site · Toronto
The role involves responding to client inquiries via phone, email, and chat regarding Qtrade Direct Investing products and managing order flows for online trading. The representative acts as the primary contact for resolving client complaints and stays current with market trends to support investment decisions.
On-site · Regina
The role involves supporting a Senior Wealth Advisor through administrative and sales tasks, including scheduling client meetings and managing client relationships. Responsibilities also include creating and maintaining client files and promoting the firm's services.