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 · Sarnia
The Senior Wealth Advisor provides holistic financial planning advice and solutions to members while collaborating with the retail and commercial divisions to drive growth. They are responsible for building a strong community presence, hosting financial seminars, and managing member relationships to expand the credit union's wealth management profile.
Hybrid · Toronto
The analyst will conduct research on ESG risks and opportunities to support strategic stewardship and corporate engagement programs. They will also monitor portfolio companies, execute proxy voting, and provide research support for policy positions.
Hybrid · Vancouver
The analyst will conduct research on ESG risks and opportunities to support strategic stewardship and corporate engagement programs. They will also monitor portfolio companies, execute proxy voting, and contribute to policy development and ESG evaluations.
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.