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.
On-site · Nelson
The Wealth Advisor provides personalized financial guidance and strategic planning to help clients achieve their financial goals. They are also responsible for business development, managing client accounts, and collaborating with team members to deliver integrated wealth solutions.
On-site
Aviso Wealth: At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic ‘oneaviso' culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso has to offer at www.aviso.ca. The Opportunity: We're looking for an incr…
Hybrid · Montréal
Respond to client inquiries via phone, email, and chat regarding Qtrade Direct Investing products and services. Manage order flow for online trading and resolve client problems and complaints through investigation and follow-up.
Hybrid · Vancouver
Respond to client inquiries via phone, email, and chat regarding Qtrade Direct Investing products and services. Manage order flow for online trading and resolve client problems and complaints through investigation and follow-up.
Hybrid · Toronto
Respond to client inquiries via phone, email, and chat regarding Qtrade Direct Investing products and services. Manage order flow for online trading and resolve client problems and complaints through investigation and follow-up.
On-site · Regina
The role involves supporting a Senior Wealth Advisor through administrative and sales tasks, including scheduling client meetings, contributing to financial strategy development, and managing office administration and client relationship management. Key duties also include creating compliant client files and promoting the firm’s investment and insurance services internally and externally.