Transfer Administrator

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 are looking for a Transfers Administrator to join our Transfers team. Reporting to the Supervisor, Transfers, the Transfers Administrator is responsible for daily processing of transfers, reviews and approvals and dealing with escalated items. The successful candidate is collaborative, determined to acquire knowledge and experience and has the enthusiasm and energy to work in a dynamic environment. Who you are: Service – You put your clients’ needs first. You advocate service excellence, and work to deliver client-centric solutions, and proactively develop strategic partnerships that allow Aviso to become a trusted advisor and partner Execution – You are committed to achieving your goals and to succeed. This includes focusing on “getting things done”, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes Collaboration – You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization What your day looks like: Process transfer in requests according to service level agreements Monitor the transfers mailbox and collect incoming mail Initiate new manual or ATON transfers in and transfers out, including internal transfers Track status and follow-up on initiated transfers Provide operational support for transfers to external institutions File completed transfer documents and shred all printed documents Review and respond to transfers in inquiries Assist / cover others in the Transfers Department as needed Handle special projects or other assignments as requested Requirements Your experience and skills: Post-secondary education and/or equivalent experience Minimum 1-2 years of experience in back-office administration in a financial securities firm Extremely detail oriented and accurate Strong problem-solving skills Excellent organizational and multi-tasking skills to meet required deadlines daily Strong team player in the department and across departments Strong desire and initiative to become a subject matter expert over time and to reach out and understand the functions of other departments in Operations Strong knowledge of Microsoft Office (Outlook, Excel, Word) Knowledge and experience of Dataphile, Fundserv, CDS and DTCC is an asset Fluency (written and spoken) in English is required and bilingual skills in French are an asset Ability to work EST standard hours Benefits Why Aviso Wealth? At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success. Here are a few things that set us apart: Competitive compensation package that rewards and recognizes individual contributions Excellent health, dental and insurance benefits to meet the diverse needs of our employees Generous vacation time, fitness benefit, parental leave top-up options Matching contributions to our retirement program Commitment to the continuous improvement of our staff through learning & development and an education assistance program Regular social events to foster teamwork Your Information By submitting your application, you consent to the collection, use, and disclosure of your provided personal information for the purposes of assessing your qualifications and suitability for employment with Aviso. Your information will be handled in accordance with applicable Canadian privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA) and relevant provincial legislation. Your data may be shared with authorized personnel involved in the recruitment process and retained only as long as necessary to fulfill these purposes or as required by law. Further information is available on the Privacy link on our Career Page – Privacy Policies Equal Employment Opportunity Aviso welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process. We thank all applicants for their interest, however, only those selected for further consideration will be contacted. No recruiters or agencies, please. Company Overview: Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with approximately $145 billion in total assets under administration and management, and over 1,000 employees. We’re building a comprehensive, technology-enabled, client-centric wealth services ecosystem. Our clients include our partners, advisors, and investors. We’re a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. Our partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry. Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors. Our asset manager, NEI Investments, specializes in investing responsibly. Our online brokerage, Qtrade Direct Investing®, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios®, serves investors who prefer a hands-off approach. Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms. We have offices in Toronto, Vancouver, Montreal, and Winnipeg. Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins. We’re proud to power businesses that empower investors. A career with Aviso means being part of a group of talented, energetic professionals who live their values every day, and belonging to an organization dedicated to your success and career development. If you’re looking for interesting and challenging work, at a company committed to its people, apply to join our team. Salary This position is posted with an expected salary range of $46,000 - $55,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.

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 Estates Specialist to join our Operations team. Reporting to the Supervisor Operations, Estates, the Estates Specialist is responsible for the review, preparation, settlement, and taxation filing of client estate accounts. This role is responsible for delivering on our Service Level Agreements and work with partners to resolve escalations in an urgent and efficient manner. Who you are: Service – You put your clients’ needs first. You advocate service excellence, and work to deliver client-centric solutions, and proactively develop strategic partnerships that allow Aviso to become a trusted advisor and partner Execution – You are committed to achieving your goals and to succeed. This includes focusing on “getting things done”, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes Collaboration – You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization What your day looks like: Performs estates settlements, journal processing, issuance of tax documents for estates accounts, address estate related inquiries/issues per internal deadlines Ensures all information and request channels are current and up to date (e.g. requests for OSM, Laserfiche, mailbox) Proactively offers assistance and maintains a positive attitude as a member of the team and works closely with other Operational teams Reviews current processes of MFDA and IIROC estate settlements and pro-actively make recommendations for improvement Ensures training checklist is up to date and current Provide regular status and immediately highlights if there are any items in backlog so resources can be allocated Reviews and ensures the following are current: MFDA and IIROC checklists, departmental procedures and manuals per trustee or regulatory changes Actively participates in IIAC Committee meetings and remains current on CRA, RQ, HRSDC and trustee regulations through the review of legislation, press releases, and industry information bulletins Provide support to the Estates Contact Centre by proactively responding to partner inquiries by delivering on fast, friendly and efficient service Resolve problems at first point of contact where possible Requirements Your experience and skills: Post-secondary education Minimum of 5 years’ financial industry experience, preferably in Estates, Registered Plans or Operations Industry knowledge of MFDA, IIROC, CRA and RQ rules and regulations preferred Pro-active in problem solving with strong analytical skills, presenting recommendations for review and implementation Extremely detail oriented and accurate with a focus on quality assurance Ability to work independently and in a team environment Outstanding customer service focus Excellent time management and organizational skills with the ability to work well under pressure and meet time deadlines Intermediate to advanced computer skills in Word, Outlook, Excel Experience with Dataphile is an asset Fluent communication skills in English are required and bilingual skills in French are an asset Ability to work EST/PST standard hours Benefits Why Aviso Wealth? At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success. Here are a few things that set us apart: Competitive compensation package that rewards and recognizes individual contributions Excellent health, dental and insurance benefits to meet the diverse needs of our employees Generous vacation time, fitness benefit, parental leave top-up options Matching contributions to our retirement program Commitment to the continuous improvement of our staff through learning & development and an education assistance program Regular social events to foster teamwork Your Information By submitting your application, you consent to the collection, use, and disclosure of your provided personal information for the purposes of assessing your qualifications and suitability for employment with Aviso. Your information will be handled in accordance with applicable Canadian privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA) and relevant provincial legislation. Your data may be shared with authorized personnel involved in the recruitment process and retained only as long as necessary to fulfill these purposes or as required by law. Further information is available on the Privacy link on our Career Page – Privacy Policies Equal Employment Opportunity Aviso welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process. We thank all applicants for their interest, however, only those selected for further consideration will be contacted. No recruiters or agencies, please. Company Overview: Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with approximately $145 billion in total assets under administration and management, and over 1,000 employees. We’re building a comprehensive, technology-enabled, client-centric wealth services ecosystem. Our clients include our partners, advisors, and investors. We’re a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. Our partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry. Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors. Our asset manager, NEI Investments, specializes in investing responsibly. Our online brokerage, Qtrade Direct Investing®, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios®, serves investors who prefer a hands-off approach. Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms. We have offices in Toronto, Vancouver, Montreal, and Winnipeg. Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins. We’re proud to power businesses that empower investors. A career with Aviso means being part of a group of talented, energetic professionals who live their values every day, and belonging to an organization dedicated to your success and career development. If you’re looking for interesting and challenging work, at a company committed to its people, apply to join our team. Salary This position is posted with an expected salary range of $60,000 - $70,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.

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 a Compliance Officer to join our Compliance team. Reporting to the Senior Manager, Branch Examination, the Compliance Officer is responsible for conducting onsite and/or remote branch and sub-branch examinations of CIRO dealer business locations. As this is a hybrid role, work will be performed from an Aviso office and also onsite at partner branches. The Compliance Officer role is a position which requires supervisor registration. Who you are: Service – You put your clients’ needs first. You advocate service excellence, and work to deliver client-centric solutions, and proactively develop strategic partnerships that allow Aviso to become a trusted advisor and partner Execution – You are committed to achieving your goals and to succeed. This includes focusing on “getting things done”, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes Collaboration – You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization What your day looks like: Conduct onsite and/or remote examinations of CIRO (both mutual funds and investment), branch and sub-branch locations of our dealer business Prepare pre-visit audit materials and schedule and plan examinations in accordance with regulatory requirements and dealer policies and procedures Communicate audit results and follow up on action items Update and maintain the audit schedule and prepare detailed audit reports, identifying issues, recommending corrective actions, and following up with our financial institution partners in closing outstanding items in accordance with existing policy and procedures Support the maintenance and improvement of the Branch Review Program in accordance with updated regulatory changes and dealer policies and procedures Perform various internal testing and examinations at head office as required and perform other duties and special projects Requirements Your experience and skills: University Degree related to finance and securities preferred Successful completion of requisite courses (ie: Canadian Securities Course) with an ability to be licensed with CIRO 3 to 5 years of compliance supervision experience within the financial services industry Experience as a Branch Compliance Officer, Branch Manager, Branch Auditor, Compliance Officer, or Financial Advisor in a mutual fund dealer or investment dealer firm is preferred Sound knowledge of the rules and regulations governing the securities industry Proficient in Microsoft Outlook, Excel and Word Experience operating in a Credit Union system and familiarity with Dataphile is an asset Excellent analytical and investigative skills with strong attention to detail Excellent interpersonal skills with the ability to present information to different audiences Excellent organizational and time management skills Disciplined work ethic and committed to producing excellence in work output Ability to work with minimum supervision with a strong commitment to customer service This position must have the ability to travel to branch locations up to 25%. Travel may increase in the future. Fluent communication skills in English are required and bilingual skills in French are an asset Benefits Why Aviso Wealth? At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success. Here are a few things that set us apart: Competitive compensation package that rewards and recognizes individual contributions Excellent health, dental and insurance benefits to meet the diverse needs of our employees Generous vacation time, fitness benefit, parental leave top-up options Matching contributions to our retirement program Commitment to the continuous improvement of our staff through learning & development and an education assistance program Regular social events to foster teamwork Your Information By submitting your application, you consent to the collection, use, and disclosure of your provided personal information for the purposes of assessing your qualifications and suitability for employment with Aviso. Your information will be handled in accordance with applicable Canadian privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA) and relevant provincial legislation. Your data may be shared with authorized personnel involved in the recruitment process and retained only as long as necessary to fulfill these purposes or as required by law. Further information is available on the Privacy link on our Career Page – Privacy Policies Equal Employment Opportunity Aviso welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process. We thank all applicants for their interest, however, only those selected for further consideration will be contacted. No recruiters or agencies, please. Company Overview: Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with approximately $145 billion in total assets under administration and management, and over 1,000 employees. We’re building a comprehensive, technology-enabled, client-centric wealth services ecosystem. Our clients include our partners, advisors, and investors. We’re a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. Our partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry. Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors. Our asset manager, NEI Investments, specializes in investing responsibly. Our online brokerage, Qtrade Direct Investing®, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios®, serves investors who prefer a hands-off approach. Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms. We have offices in Toronto, Vancouver, Montreal, and Winnipeg. Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins. We’re proud to power businesses that empower investors. A career with Aviso means being part of a group of talented, energetic professionals who live their values every day, and belonging to an organization dedicated to your success and career development. If you’re looking for interesting and challenging work, at a company committed to its people, apply to join our team. Salary This position is posted with an expected salary range of $80,000- $87,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.

THE ORGANIZATION JY Care, based in Markham, ON, is a Canadian manufacturer and innovator committed to enhancing well-being through high-quality, sustainable products. Crafted in Canada to the highest standards, our solutions span multiple industries—including natural health supplements, personal protective equipment, and wellness products—delivering exceptional quality and eco-conscious innovation. With a growing product portfolio, JY Care offers a lean, entrepreneurial environment where every team member plays an important role. At the heart of our mission is helping people live healthier lives while safeguarding the planet’s resources. THE OPPORTUNITY The Controller (6-Month Contract, with Possibility of Extension) plays a key role in overseeing the finance function for JY Care’s group of companies. Reporting directly to the CEO, this is a hands-on role that blends day-to-day accounting with financial leadership. This is a unique opportunity for an experienced finance professional with manufacturing or product-based experience who can roll up their sleeves and ensure accuracy in the details, while also advising the CEO on cash flow, margins, and decision-making. POSITION DESCRIPTION Reporting to the CEO, the Controller is responsible for: Financial Operations & Reporting Manage  month-end close and prepare consolidated financial statements. Maintain general ledger accuracy; reconcile accounts and oversee AP/AR processes. Monitor and analyze manufacturing costs, inventory valuation, and gross margins. Lead annual budgeting and periodic forecasting; track budget vs. actual performance Manage cash flow forecasting and working capital. Provide accurate and timely financial reporting and analysis to the CEO.  Compliance & Taxation Prepare and file corporate tax returns and GST/HST returns. Coordinate the year-end close process and collaborate with external accountants on SR&ED, review, and compilation engagements. Ensure compliance with accounting standards, tax regulations, and company policies.  Strategic Support & Process improvement Identify and evaluate government grants, incentives, and funding opportunities to support business initiatives. Recommend process improvements and strengthen internal controls.  Team Leadership Mentor, coach, and support junior staff. Promote a culture of accuracy, accountability, and continuous improvement. Requirements CPA designation (or equivalent) required. 5+ years of progressive accounting/finance experience, preferably in manufacturing or a multi-entity environment. Hands-on accounting skills: able to manage close, reconciliations, and reporting with limited support. Strong technical knowledge of ASPE, corporate tax, and GST/HST. Proven experience in budgeting, cash flow management, and financial reporting. Advanced Excel skills and proficiency with NetSuite. Excellent communication skills, with the ability to work independently and present effectively to executives. Highly organized, detail-oriented, and adaptable in a fast-paced environment. Core competencies: Financial Leadership: Strong ability to oversee multi-entity financial operations and provide clear insights. Technical Expertise: Deep knowledge of ASPE, tax, and compliance requirements. Analytical Skills: Skilled in budgeting, forecasting, and cash flow management. Adaptability: Comfortable working in a fast-paced environment, balancing detailed accounting and executive discussions. Collaboration: Works cross-functionally with other departments. Initiative: Proactive problem-solver who can operate independently. Communication & Mentorship: Ability to lead and support junior staff while presenting effectively to executives. Benefits At JY Care, you’ll be part of a dynamic and forward-thinking team dedicated to developing innovative, sustainable health and wellness products. We value environmental responsibility, collaboration, and continuous growth—both for our business and our people. Growth Opportunity: Be part of a business that is scaling up and launching new products. Impactful Work: Your leadership will directly affect safety, quality, and team success. Collaborative Environment: Work with passionate professionals across production, R&D, quality, and supply chain. Innovative Products: Be involved in launching and scaling new NHP gummy products in a regulated market. Competitive Compensation: A comprehensive salary Company Culture: A supportive, team-oriented atmosphere where your contributions matter. TOTAL REWARDS & POSITION DETAILS: Location: Markham, ON – On-Site Start Date: Early October 2025 Hours of Work: Monday to Friday, standard business hours, with flexibility as required. Compensation: $90,000 - $110,000 starting salary, with potential flexibility based on experience.    

Mann Operations Group is an industry leader in civil construction and excavations. The Mann Operations Group includes industry leaders: Don Mann Excavating, RG Excavating, Victoria Drains, and new venture, Axis Shoring & Drilling. We are looking for a skilled Financial Controller to join our team. This position will work with our CFO and Corporate Controller to strategically support our business and financial objectives. KEY DUTIES: Oversees full-cycle accounting for subsidiaries of Mann Operations Group (Don Mann Excavating, RG Excavating, Axis Shoring & Drilling, Victoria Drains), ensuring sound accounting principles & practices. Manages, leads, trains, and supports our accounting team. Works with the Corporate Controller to provide financial analysis & recommendations. Completes timely month-end reporting and year-end documentation, managing our financial documentation and records accurately. Manages and complies with municipal, provincial, and federal government reporting requirements, tax filings, insurance plans, and other legislation (e.g. Service Canada, WCB). Requirements 10+ years in a professional accounting role (combination of experience and education is preferred). Civil construction or construction experience strongly preferred. 3+ years Controller experience leading a finance / accounting team. Advanced understanding of Canadian financial accounting best practices and law. Strong problem-solving, organizational, interpersonal, and communication skills. Growth mindset with a goal of career advancement. CPA an asset. Benefits Salary: $90,000 – $110,000 annually, based on skill set and experience. Bonus pay. Extended health care, including dental and vision. Disability and life insurance RRSP match Paid time off

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 a Senior Financial Analyst to join our Finance team. Reporting to the Director, Financial Planning & Analysis, the Senior Financial Analyst is responsible for the delivery of services and accountabilities for the FP&A team and providing financial support to the shared services business units. This role will deliver on tasks for budget and forecast preparation, shared service model, internal reporting (including project reporting), business pricing model and business decision support initiatives. The Senior Financial Analyst provides financial support to the shared service business units relating to the detailed budgeting process and analysis of key business metrics and drivers. This role will also support certain aspects of the accounting month-end and year-end close process as it relates to allocations and ensuring proper classification of expenses (will require creating and posting journal entries in the accounting general ledger). Strong business acumen, ability to influence and make sound recommendations as well as build and maintain strong relationships with stakeholders are key success factors for this role. As required, the role will also support the Vice-President, Financial Planning & Analysis in forecasting activities. Who you are: Service – You put your clients’ needs first. You advocate service excellence, and work to deliver client-centric solutions, and proactively develop strategic partnerships that allow Aviso to become a trusted advisor and partner Execution – You are committed to achieving your goals and to succeed. This includes focusing on “getting things done”, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes Collaboration – You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization What your day looks like: Support the preparation and validation of inputs to the forecast as well as analyzing the impact of business decisions across the lines of businesses and support functions Prepare the monthly Executive Report package including analysis on key financial metrics and performance Maintain and protectively improve financial models to enhance and streamline existing processes to analyze monthly financial results Maintain FP&A systems, namely Workday Adaptive Planning Preparation and/or review of monthly accounting allocation entries and variance analysis, including trade cost Prepare monthly project budget reporting including capitalization rates and other analysis Provide financial decision support to shared services, including key trends, metrics and business drivers to inform decision making in support of achieving operational and strategic objectives Analyze complex financial information to provide accurate and timely financial recommendations to management for decision making purposes Support the preparation of financial analysis on new lines of business, product development and pricing decisions Requirements Your experience and skills: Bachelor's degree in Finance, Accounting, or a related field, MBA an asset Professional designation (CA, CGA, CMA / CPA, CFA) A minimum of 3 years progressive experience in financial roles, preferably within the wealth management industry Advanced skills in Microsoft Excel including data modelling and power query knowledge Experience with Workday Adaptive Planning is highly preferred Working knowledge of SQL is an asset Highly analytical and detail-oriented Exceptional organizational skills and ability to prioritize and handle multiple simultaneous assignments Strong interpersonal and leadership skills Proven ability to anticipate business needs and priorities, working with all levels of management and employees Demonstrated willingness to roll-up sleeves and work with team members in a hands-on management capacity Ability to thrive in a past-paced performance-driven environment, dealing with ambiguity and change Fluent communication skills in English are required and bilingual skills in French are an asset Benefits Why Aviso Wealth? At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success. Here are a few things that set us apart: Competitive compensation package that rewards and recognizes individual contributions Excellent health, dental and insurance benefits to meet the diverse needs of our employees Generous vacation time, fitness benefit, parental leave top-up options Matching contributions to our retirement program Commitment to the continuous improvement of our staff through learning & development and an education assistance program Regular social events to foster teamwork Your Information By submitting your application, you consent to the collection, use, and disclosure of your provided personal information for the purposes of assessing your qualifications and suitability for employment with Aviso. Your information will be handled in accordance with applicable Canadian privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA) and relevant provincial legislation. Your data may be shared with authorized personnel involved in the recruitment process and retained only as long as necessary to fulfill these purposes or as required by law. Further information is available on the Privacy link on our Career Page – Privacy Policies Equal Employment Opportunity Aviso welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process. We thank all applicants for their interest, however, only those selected for further consideration will be contacted. No recruiters or agencies, please. Company Overview: Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with approximately $145 billion in total assets under administration and management, and over 1,000 employees. We’re building a comprehensive, technology-enabled, client-centric wealth services ecosystem. Our clients include our partners, advisors, and investors. We’re a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. Our partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry. Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors. Our asset manager, NEI Investments, specializes in investing responsibly. Our online brokerage, Qtrade Direct Investing®, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios®, serves investors who prefer a hands-off approach. Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms. We have offices in Toronto, Vancouver, Montreal, and Winnipeg. Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins. We’re proud to power businesses that empower investors. A career with Aviso means being part of a group of talented, energetic professionals who live their values every day, and belonging to an organization dedicated to your success and career development. If you’re looking for interesting and challenging work, at a company committed to its people, apply to join our team. Salary This position is posted with an expected salary range of $93,000 - $113,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.