Senior Manager, Transformation – Aviso Wealth – Toronto, ON

Company: Aviso Wealth

Location: Toronto, ON

Expected salary: $135000 – 160000 per year

Job date: Tue, 16 Sep 2025 22:16:24 GMT

Job description: of the Direct Investing line of business Developing a perspective on the crypto / digital asset arena in Canada… across Customer Experience, Marketing, Strategy, Acquisition & Retention, Finance, Analytics, Product, Operations and Other Lines…

The Direct Investing line of business is focused on shaping its approach to the cryptocurrency and digital asset space in Canada across several key areas:

  1. Customer Experience: Enhancing user engagement and satisfaction through streamlined platforms and services tailored to crypto users.

  2. Marketing: Developing targeted campaigns to attract crypto investors, leveraging trends and insights from the digital asset market.

  3. Strategy: Formulating a robust long-term plan that aligns with evolving regulatory conditions and market dynamics in the crypto sector.

  4. Acquisition & Retention: Implementing strategies to attract new clients while maintaining relationships with existing ones through educational resources and loyalty programs.

  5. Finance: Managing financial implications and risks associated with crypto assets, ensuring compliance and optimizing investment returns.

  6. Analytics: Utilizing data analytics to understand customer behavior, market trends, and performance metrics related to crypto investments.

  7. Product: Developing and refining investment products that include digital assets, tailored to meet the needs of different investor segments.

  8. Operations: Establishing operational frameworks and processes to handle the unique challenges related to custody, trading, and settlement of cryptocurrencies.

  9. Other Lines: Collaborating with various departments to ensure a comprehensive approach to navigating the digital asset landscape.

Overall, the focus is on being proactive and adaptive in a rapidly evolving market, ensuring that the business can effectively serve its customers and capitalize on growth opportunities in the crypto space.

Senior Manager, Transformation – Aviso Wealth – Toronto, ON

Company: Aviso Wealth

Location: Toronto, ON

Expected salary: $135000 – 160000 per year

Job date: Wed, 17 Sep 2025 22:43:08 GMT

Job description: frameworks to shape Direct Investing’s strategic narrative. You will develop a perspective on the crypto / digital asset arena…-stage concept through to execution Collaborating with stakeholders across product, marketing, delivery, architecture…

The content outlines a strategic framework for Direct Investing, focusing on developing a narrative around crypto and digital assets. It emphasizes the importance of collaboration with various stakeholders, including product, marketing, delivery, and architecture teams, to guide the concept from initial stages to execution. The goal is to create a well-rounded approach that effectively integrates insights from different areas of expertise in shaping the investment strategy.

Senior Transfers Administrator, Temporary – Aviso Wealth – Vancouver, BC

Company: Aviso Wealth

Location: Vancouver, BC

Job description: and mentoring to staff and coverage for the team and Supervisor Act as a project lead on department projects and represent the team… dealer and our insurance services support thousands of investment advisors. Our asset manager, NEI Investments, specializes…
The content discusses the responsibilities of mentoring staff and providing team coverage, along with acting as a project lead on departmental initiatives. It highlights the importance of representing the team effectively within the organization. Additionally, it emphasizes the role of a dealer and insurance services in supporting thousands of investment advisors, while mentioning that NEI Investments focuses on asset management.
I’m unable to visit external websites directly. However, I can help you create or summarize a job description if you provide me with details about the role or its requirements. Alternatively, you can copy and paste the text here, and I can help you refine it or summarize it. Let me know how you would like to proceed!

Expected salary: $55000 – 65000 per year

Job date: Sun, 21 Sep 2025 22:08:10 GMT

Senior Manager, Transformation – Aviso Wealth – Toronto, ON

Company: Aviso Wealth

Location: Toronto, ON

Expected salary: $135000 – 160000 per year

Job date: Wed, 17 Sep 2025 05:38:59 GMT

Job description: Job Description:Aviso: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 .The Opportunity:We’re looking for a Senior Manager, Transformation to join our Direct Investing Team.Reporting to the Director of Strategy and Transformation, the Senior Manager, Transformation plays a pivotal role in shaping the future of our Direct Investing business. This is a unique opportunity to combine strategic thinking with hands-on delivery to position our business for long-term growth and differentiation. We are looking for a creative thinker who thrives in ambiguity, sees around corners, and can turn vision into action.The Senior Manager, Transformation is responsible for:

  • Creating new innovative solutions and revenue opportunities in line with the evolving nature of the Direct Investing line of business
  • Developing a perspective on the crypto / digital asset arena in Canada and any emerging opportunities in the space
  • Building, managing and prioritizing a pipeline of new initiatives for Aviso’s Direct Investing business and support the evolution of the long-term roadmap
  • Overseeing key workstreams including business casing, planning, stakeholder alignment, and reporting of progress to senior leaders.
  • Conducting external and internal research including competitor strategies, industry best practices, and emerging trends
  • Collaborating with business leaders across Customer Experience, Marketing, Strategy, Acquisition & Retention, Finance, Analytics, Product, Operations and Other Lines of Business (CU Wealth, Asset Management, ACP) to align initiatives, manage expectations, and drive change
  • Thinking creatively about the future of the Direct Investing business and leverage storytelling and structured frameworks to shape Direct Investing’s strategic narrative

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 Wealth 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:

  • Leading workstreams for major transformation projects-from early-stage concept through to execution
  • Collaborating with stakeholders across product, marketing, delivery, architecture, operations, risk, and compliance to align on priorities, define requirements and execution plans
  • Conducting competitive intelligence and market scans to identify shifts in client expectations, digital capabilities, and industry trends
  • Preparing business cases, strategic frameworks, and presentations to influence senior leadership decisions
  • Designing and running workshops or ideation sessions to generate and refine innovative ideas
  • Monitoring KPIs, tracking progress, and adapting plans to keep transformation projects on track

Requirements:Your experience and skills:

  • Bachelor’s degree required. MBA or advanced degree preferred
  • 8-10 years of experience in strategy, transformation, management consulting, or financial services
  • Experience in the direct investing, brokerage, wealth management, or capital markets space
  • Experience in crypto or with crypto trading platforms is an asset
  • Creative and innovative mindset, comfortable challenging the status quo and influencing across the organization
  • Strong project management skills, with experience managing multiple priorities
  • Exceptional communication and storytelling skills with the ability to craft strong strategic narratives
  • Fluent communication skills in English are required and bilingual skills in French are an asset
  • Collaborative and comfortable leading cross-functional initiatives from concept to execution
  • Strong analytical skills with the ability to translate complex data into actionable insights

Benefits:Why Aviso?At Aviso, 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 InformationBy 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 –Equal Employment OpportunityAviso 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.SalaryThis position is posted with an expected salary range of $135,000 – $160,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.

Job Description Summary: Senior Manager, Transformation at Aviso

Company Overview:
Aviso is a leading wealth management organization in Canada, focusing on enhancing the financial well-being of Canadians. The company promotes a dynamic and inclusive culture centered on leadership, innovation, and community, with a comprehensive wealth services ecosystem.

Position: Senior Manager, Transformation
Department: Direct Investing Team
Reports To: Director of Strategy and Transformation

Key Responsibilities:

  • Develop innovative solutions and revenue opportunities in Direct Investing.
  • Explore the crypto/digital asset landscape in Canada and identify emerging trends.
  • Manage a pipeline of initiatives aligning with the long-term roadmap.
  • Oversee workstreams including business casings and stakeholder alignment.
  • Conduct market research and competitor analysis.
  • Collaborate with various department leaders to drive organizational change.
  • Lead transformation projects, from concept through execution.

Qualifications:

  • Bachelor’s degree required; MBA preferred.
  • 8-10 years of experience in strategy, transformation, or financial services.
  • Experience in direct investing or capital markets is a plus; knowledge of crypto is an asset.
  • Strong project management, analytical, and communication skills are essential.
  • Collaborative mindset for cross-functional initiatives.
  • Bilingualism in English and French is an asset.

Benefits:

  • Competitive compensation and health benefits.
  • Generous vacation and parental leave options.
  • Retirement matching contributions.
  • Commitment to ongoing employee development.

Salary Range: $135,000 – $160,000 CAD annually.

Inclusivity: Aviso welcomes applications from diverse backgrounds and provides accommodations in the hiring process.

This position offers an exciting opportunity to shape the future of Aviso’s Direct Investing business through strategic leadership and innovative problem-solving.

Senior Analyst, Lean Portfolio – Aviso Wealth – Vancouver, BC

Company: Aviso Wealth

Location: Vancouver, BC

Job description: that are required to plan, manage, and execute the enterprise project portfolio. Including investment planning, lean governance, and agile… quantitative insights and forecast needs for the management of project budgets across the enterprise portfolio Actively…

To effectively plan, manage, and execute an enterprise project portfolio, several key components are essential:

  1. Investment Planning: Establishing a strategic approach to allocate resources and prioritize projects that align with organizational goals.

  2. Lean Governance: Implementing streamlined processes to enhance efficiency and minimize waste while ensuring compliance and oversight.

  3. Agile Methodologies: Adopting flexible project management practices that promote adaptability and quick responses to change.

  4. Quantitative Insights: Utilizing data analytics to forecast financial needs and assess project performance, enabling informed decision-making regarding budget management across the portfolio.

These elements work together to optimize project selection, improve resource utilization, and enhance overall project outcomes within the enterprise.

I can’t access external websites directly. However, I can help you draft a job description if you provide the necessary details about the position, such as the job title, responsibilities, qualifications, and any other relevant information. Let me know what you need!

Expected salary: $93000 – 113000 per year

Job date: Sun, 21 Sep 2025 22:01:03 GMT

Director, Digital Hybrid Advice – Aviso Wealth – Toronto, ON

Company: Aviso Wealth

Location: Toronto, ON

Expected salary: $128000 – 160000 per year

Job date: Tue, 05 Aug 2025 22:23:33 GMT

Job description: Job Description:Aviso: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 .The Opportunity:We’re looking for a Director, Digital Hybrid Advice reporting to the Vice-President Product, Direct Investing in Aviso’s Direct Investing business.Reporting to the VP Product, Direct Investing the Director, Digital Hybrid Advice is responsible for leading the design, building and running a new Digital Hybrid Advice offering at Aviso. This leading client offering will support the needs of clients as they grow along their investment journey. Working across multiple lines of business and integrating with a robust new platform, this role will provide a solution for Direct to Consumer, Credit Union and National Partner clients and members.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 Wealth 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
  • Leadership – You lead your team and provide regular direction, guidance, coaching, and motivation, all while striving for peak performance. You assist them in overcoming obstacles through additional resources, removal of roadblocks, and providing the level of support required for their success. You delegate and deliver feedback based on the in-depth understanding of your individual team members

What your day looks like:Directly Responsible To:

  • Re-imagine how Robo advice can transform to a Hybrid Advice solution to address the evolving needs of investors including managing the Qtrade Guided Portfolio offering
  • Design a product targeted to investors who do not have sufficient assets or are price sensitive to traditional investment solutions but want access to financial advice
  • Collaborate with key project sponsors from business and functions at Aviso, including Digital, Operations, Marketing, Legal, Compliance and industry players to conceptualize and design a hybrid advice solution to meet the needs of investors with a desire to serve digitally and/ or who are just starting their investing journey
  • Define and develop what forms of advice would be permitted and used (i.e. use of AI technology vs. human advisor interface)
  • Develop client engagement and nurturing program to build client competence and confidence once they are onboarded to the digital/hybrid solution
  • Develop easy onramps to facilitate or migrate Digital/Hybrid investors to either Direct Investing or full-service brokerage

In partnership with a team of experts across Aviso:

  • In collaboration with business partners, propose the underlying product investment offering and associated pricing for this new offering
  • Develop the business case in conjunction with key stakeholders from marketing, finance, and other areas to seek funding approval
  • End-to-end oversight and leadership as we build the Digital Hybrid Advice solution
  • Engaging and strong collaboration with a cross-functional team to support initiative planning, solution design, development, training, Go to Market plans and launch
  • Tracking, measuring and reporting on business case success metrics
  • End to end accountability for the digital/hybrid solution
  • Blend deep consumer and market insights with technology to define and bring a new digital/hybrid solution to market
  • Works closely with Finance and other sponsors to determine optimal pricing strategy for a digital/hybrid solution
  • Collaborate with the research and analytics teams to understand competitive products and industry trends with the purpose to uncover future opportunities for growth and efficiencies
  • Works closely with key sponsors and subject matter experts to define requirements
  • Expertly leads team in conducting thorough and compelling business cases
  • Collaborates with key stakeholders to create an exceptional and consistent customer experience
  • Ensures new digital/hybrid solution aligns with the regulatory environment
  • Work closely with Service and Operations to ensure that the Digital/Hybrid solution can be seamlessly integrated into Aviso’s operations

Requirements:Your experience and skills:

  • Bachelor’s degree required, MBA strongly preferred
  • 10 years of direct experience leading product development initiatives in the online investment business
  • Effective communication skills: ability to influence without authority and to partner across the organization
  • Experience with digital wealth products, including self-directed trading and/or digital advice, considered a strong asset
  • Strong leadership skills and effective mentoring skills to help motivate the team and offer challenges
  • Excellent analytical skills: including business case development, ROI, competitive landscape analysis, and go-to-market strategy
  • Experienced working with retail investors and distribution partners
  • Demonstrated ability to understand competitive dynamics, identify business opportunities and develop market strategies, along with direct experience developing and refining product roadmaps with a proven track record of successful implementation
  • Experience working in a hybrid or agile environment with technology teams
  • Critical thinking skills are a must to uncover opportunities and go beyond the surface of issues
  • Exceptional Program Management and leadership abilities
  • Fluent communication skills in English are required and bilingual skills in French are an asset

Benefits:Why Aviso?At Aviso, 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 InformationBy 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 –Equal Employment OpportunityAviso 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.SalaryThis position is posted with an expected salary range of $128,000 – $160,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.

Job Summary: Director, Digital Hybrid Advice at Aviso

Company Overview:
Aviso is a leading wealth management organization focused on enhancing the financial well-being of Canadians. With over 1,000 employees and approximately $145 billion in assets, Aviso emphasizes leadership, innovation, and community.

Role Overview:
The Director of Digital Hybrid Advice, reporting to the VP of Product in Direct Investing, will spearhead the development of a new Digital Hybrid Advice offering aimed at meeting the evolving needs of investors. This role involves collaborating across multiple divisions and integrating with a new platform to serve various client segments, including Direct to Consumer and partner clients.

Key Responsibilities:

  • Redesign Robo advice into a Hybrid Advice solution.
  • Develop products for clients with limited assets seeking financial advice.
  • Partner with various teams (Digital, Operations, Marketing, etc.) to conceptualize and implement the solution.
  • Define the types of permissible advice (e.g., AI vs. human).
  • Establish a client engagement program to enhance onboarding experiences.
  • Oversee all aspects of the Digital Hybrid Advice initiative, from inception to launch, ensuring regulatory compliance.
  • Collaborate with finance and marketing on pricing strategies and business case development.

Candidate Profile:

  • Bachelor’s degree required; MBA preferred.
  • 10+ years in product development within the online investment sector.
  • Strong communication and leadership skills, with a focus on client-centric solutions.
  • Experience with digital wealth products and a solid understanding of market dynamics.
  • Proven track record in business case development and program management.

Benefits:
Aviso offers competitive compensation, comprehensive health benefits, generous vacation time, retirement matching, and professional development opportunities, fostering a dynamic and inclusive culture.

Salary:
Expected annual salary range is between CAD $128,000 – $160,000, dependent on individual qualifications.

Commitment to Diversity:
Aviso encourages applications from all qualified individuals, including those with disabilities, and is dedicated to accommodating needs throughout the hiring process.

Director, Digital Hybrid Advice – Aviso Wealth – Toronto, ON

Company: Aviso Wealth

Location: Toronto, ON

Expected salary: $128000 – 160000 per year

Job date: Tue, 05 Aug 2025 22:42:02 GMT

Job description: Aviso: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 .The Opportunity:We’re looking for a Director, Digital Hybrid Advice reporting to the Vice-President Product, Direct Investing in Aviso’s Direct Investing business.Reporting to the VP Product, Direct Investing the Director, Digital Hybrid Advice is responsible for leading the design, building and running a new Digital Hybrid Advice offering at Aviso. This leading client offering will support the needs of clients as they grow along their investment journey. Working across multiple lines of business and integrating with a robust new platform, this role will provide a solution for Direct to Consumer, Credit Union and National Partner clients and members.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 Wealth 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
  • Leadership – You lead your team and provide regular direction, guidance, coaching, and motivation, all while striving for peak performance. You assist them in overcoming obstacles through additional resources, removal of roadblocks, and providing the level of support required for their success. You delegate and deliver feedback based on the in-depth understanding of your individual team members

What your day looks like:Directly Responsible To:

  • Re-imagine how Robo advice can transform to a Hybrid Advice solution to address the evolving needs of investors including managing the Qtrade Guided Portfolio offering
  • Design a product targeted to investors who do not have sufficient assets or are price sensitive to traditional investment solutions but want access to financial advice
  • Collaborate with key project sponsors from business and functions at Aviso, including Digital, Operations, Marketing, Legal, Compliance and industry players to conceptualize and design a hybrid advice solution to meet the needs of investors with a desire to serve digitally and/ or who are just starting their investing journey
  • Define and develop what forms of advice would be permitted and used (i.e. use of AI technology vs. human advisor interface)
  • Develop client engagement and nurturing program to build client competence and confidence once they are onboarded to the digital/hybrid solution
  • Develop easy onramps to facilitate or migrate Digital/Hybrid investors to either Direct Investing or full-service brokerage

In partnership with a team of experts across Aviso:

  • In collaboration with business partners, propose the underlying product investment offering and associated pricing for this new offering
  • Develop the business case in conjunction with key stakeholders from marketing, finance, and other areas to seek funding approval
  • End-to-end oversight and leadership as we build the Digital Hybrid Advice solution
  • Engaging and strong collaboration with a cross-functional team to support initiative planning, solution design, development, training, Go to Market plans and launch
  • Tracking, measuring and reporting on business case success metrics
  • End to end accountability for the digital/hybrid solution
  • Blend deep consumer and market insights with technology to define and bring a new digital/hybrid solution to market
  • Works closely with Finance and other sponsors to determine optimal pricing strategy for a digital/hybrid solution
  • Collaborate with the research and analytics teams to understand competitive products and industry trends with the purpose to uncover future opportunities for growth and efficiencies
  • Works closely with key sponsors and subject matter experts to define requirements
  • Expertly leads team in conducting thorough and compelling business cases
  • Collaborates with key stakeholders to create an exceptional and consistent customer experience
  • Ensures new digital/hybrid solution aligns with the regulatory environment
  • Work closely with Service and Operations to ensure that the Digital/Hybrid solution can be seamlessly integrated into Aviso’s operations

RequirementsYour experience and skills:

  • Bachelor’s degree required, MBA strongly preferred
  • 10 years of direct experience leading product development initiatives in the online investment business
  • Effective communication skills: ability to influence without authority and to partner across the organization
  • Experience with digital wealth products, including self-directed trading and/or digital advice, considered a strong asset
  • Strong leadership skills and effective mentoring skills to help motivate the team and offer challenges
  • Excellent analytical skills: including business case development, ROI, competitive landscape analysis, and go-to-market strategy
  • Experienced working with retail investors and distribution partners
  • Demonstrated ability to understand competitive dynamics, identify business opportunities and develop market strategies, along with direct experience developing and refining product roadmaps with a proven track record of successful implementation
  • Experience working in a hybrid or agile environment with technology teams
  • Critical thinking skills are a must to uncover opportunities and go beyond the surface of issues
  • Exceptional Program Management and leadership abilities
  • Fluent communication skills in English are required and bilingual skills in French are an asset

BenefitsWhy Aviso?At Aviso, 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 InformationBy 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 –Equal Employment OpportunityAviso 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.SalaryThis position is posted with an expected salary range of $128,000 – $160,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.

Summary of Aviso’s Director, Digital Hybrid Advice Position

Company Overview:
Aviso is a prominent Canadian wealth management firm focused on enhancing financial well-being. The organization promotes values like leadership, innovation, and community. It operates a robust wealth services ecosystem and partners with various financial institutions, managing around $145 billion in assets.

Job Opportunity:
Aviso seeks a Director, Digital Hybrid Advice, reporting to the VP Product of Direct Investing. This role involves leading the development and management of a new Digital Hybrid Advice offering to support clients’ investment journeys.

Key Responsibilities:

  • Redesign Robo-advice into a hybrid model.
  • Create products for investors with limited assets or those seeking affordable advice.
  • Collaborate across departments (Digital, Operations, Marketing, etc.) to design the solution.
  • Define forms of advice utilized (AI vs. human interaction).
  • Build client engagement programs to nurture investor confidence.
  • Develop easy migration pathways for digital investors.
  • Propose investment offerings and pricing in collaboration with stakeholders.
  • Oversee the project’s execution, measuring success metrics and ensuring regulatory compliance.

Candidate Profile:

  • Bachelor’s degree required; MBA preferred.
  • 10+ years in online investment product development.
  • Strong leadership and communication skills, with a focus on collaboration.
  • Experience with digital wealth products is an asset.
  • Proficient analytical skills for product development strategies.
  • Must have critical thinking and program management abilities.
  • Bilingual skills (English and French) are beneficial.

Benefits:
Aviso offers competitive compensation, health benefits, generous vacation time, retirement contributions, and ongoing professional development opportunities within an inclusive work culture.

Compensation:
The salary range for this position is CAD $128,000 – $160,000, with compensation packages tailored to individual candidates.

Commitment to Diversity:
Aviso promotes equal opportunity and encourages applicants from diverse backgrounds, including those with disabilities.

Application Process:
Candidates are advised that their personal information will be handled according to Canadian privacy laws. Only shortlisted applicants will be contacted.

Aviso Wealth – Senior Manager, Technology Support Services – Toronto, ON

Company: Aviso Wealth

Location: Toronto, ON

Expected salary: $115000 – 135000 per year

Job date: Wed, 23 Jul 2025 22:40:23 GMT

Job description: 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 .The Opportunity:We’re looking for a Senior Manager, Technology Support Services to join our Technology Solutions Partner team.Reporting to the Director, Technology Support Services, the successful candidate will be responsible for delivering world-class support of information technology services across all lines of business and driving Aviso’s expansion with enterprise grade, best-in-class information technology. This role will lead and own all aspects of end user computing functions and will solve key operational and scaling challenges in a hybrid-remote workforce setting. In this role, you will ensure the team is achieving service targets through providing strong team mentorship, building strong business relationships, and enabling timely resolution to incident tickets. In partnership with the End User Services leadership team, you will also lead the reporting and publishing of metrics dashboards and trends.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
  • Leadership – You lead your team and provide regular direction, guidance, coaching, and motivation, all while striving for peak performance. You assist them in overcoming obstacles through additional resources, removal of roadblocks, and providing the level of support required for their success. You delegate and deliver feedback based on the in-depth understanding of your individual team members

What your day looks like:

  • Develop and document support strategies, processes, knowledge base articles and escalation procedures, including incident management and hardware/software asset management
  • Collaborate with the IT leadership team and other departments to develop and implement initiatives to streamline processes, improve customer service, and meet budgetary goals
  • Manage software versions, upgrades and patches to meet service level agreements for all hardware and operating systems, ensuring compliance with corporate policies
  • Provide access to and educate our user community on corporate devices, tools and applications
  • Provide leadership and support to the IT team related to incident prioritization, tracking, and resolution of end user requests to maintain SLA and service expectations
  • Lead, mentor, and coach a team that delivers system support services and manages access for internal and external users to various internal applications
  • Foster and encourage a team environment with the necessary depth of commitment to dynamic deadlines and priorities
  • Identify and implement opportunities for automation of technology remediations and processes
  • Ensure that asset management inventory, workstation procurement, and purchasing requests and processes are optimized and maintained and dispose of end-of-life equipment in a cost effective and secure manner
  • Support project deployment activities within the End User Services teams
  • Constantly evaluate industry trends and the product landscape to determine how they apply to the end user experience
  • Lead metrics and trend reporting, including delivering/publishing a monthly executive metrics dashboard
  • Review incident trends to identify systemic issues and establish opportunities for technology automation and knowledge transfer
  • Ensure customer satisfaction survey results are reviewed, published, and actioned

RequirementsYour experience and skills:

  • 8-10 years of progressive experience in information technology management with a focus on end user technologies and disciplines is required
  • Strong understanding of desktop technologies, end user productivity applications, and unified communications, virtualization, and collaboration services is required
  • Experience with ITIL service management framework is preferred
  • Experience managing third-party services agreements as related to commercial IT systems is required
  • Strong team leadership skills and ability to provide direction, constructive feedback, and employee coaching is required
  • Knowledge of applicable data privacy regulations is required
  • Thorough understanding of large corporate structures, divisional focus, and departmental responsibilities is required
  • Proven track record of leading a team to deliver high quality customer experiences is required
  • Strong negotiation and delegation skills are required
  • Strong organizational and administrative skills are required
  • Demonstrated ability to work independently and within a team environment is required
  • Financial or Insurance industry experience is an asset
  • Fluent communication skills in English are required and bilingual skills in French are an asset

BenefitsWhy 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 InformationBy 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 –Equal Employment OpportunityAviso 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.SalaryThis position is posted with an expected salary range of $115,000 – $135,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.

Aviso Wealth – Senior Manager, Technology Support Services – Toronto, ON

Company: Aviso Wealth

Location: Toronto, ON

Expected salary: $115000 – 135000 per year

Job date: Thu, 24 Jul 2025 07:26:44 GMT

Job description: Job Description: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 .The Opportunity:We’re looking for a Senior Manager, Technology Support Services to join our Technology Solutions Partner team.Reporting to the Director, Technology Support Services, the successful candidate will be responsible for delivering world-class support of information technology services across all lines of business and driving Aviso’s expansion with enterprise grade, best-in-class information technology. This role will lead and own all aspects of end user computing functions and will solve key operational and scaling challenges in a hybrid-remote workforce setting. In this role, you will ensure the team is achieving service targets through providing strong team mentorship, building strong business relationships, and enabling timely resolution to incident tickets. In partnership with the End User Services leadership team, you will also lead the reporting and publishing of metrics dashboards and trends.Who you are:

  • Service – You consider both internal and external stakeholders and demonstrate intent of understanding and putting the clients’ needs first. You advocate service excellence and work to deliver solutions that meet the needs. You proactively develop strategic partnerships that allow Aviso Wealth 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
  • Leadership – You lead your team and provide regular direction, guidance, coaching, and motivation, all while striving for peak performance. You assist them in overcoming obstacles through additional resources, removal of roadblocks, and providing the level of support required for their success. You delegate and deliver feedback based on the in-depth understanding of your individual team members

What your day looks like:

  • Develop and document support strategies, processes, knowledge base articles and escalation procedures, including incident management and hardware/software asset management
  • Collaborate with the IT leadership team and other departments to develop and implement initiatives to streamline processes, improve customer service, and meet budgetary goals
  • Manage software versions, upgrades and patches to meet service level agreements for all hardware and operating systems, ensuring compliance with corporate policies
  • Provide access to and educate our user community on corporate devices, tools and applications
  • Provide leadership and support to the IT team related to incident prioritization, tracking, and resolution of end user requests to maintain SLA and service expectations
  • Lead, mentor, and coach a team that delivers system support services and manages access for internal and external users to various internal applications
  • Foster and encourage a team environment with the necessary depth of commitment to dynamic deadlines and priorities
  • Identify and implement opportunities for automation of technology remediations and processes
  • Ensure that asset management inventory, workstation procurement, and purchasing requests and processes are optimized and maintained and dispose of end-of-life equipment in a cost effective and secure manner
  • Support project deployment activities within the End User Services teams
  • Constantly evaluate industry trends and the product landscape to determine how they apply to the end user experience
  • Lead metrics and trend reporting, including delivering/publishing a monthly executive metrics dashboard
  • Review incident trends to identify systemic issues and establish opportunities for technology automation and knowledge transfer
  • Ensure customer satisfaction survey results are reviewed, published, and actioned

Requirements:Your experience and skills:

  • 8-10 years of progressive experience in information technology management with a focus on end user technologies and disciplines is required
  • Strong understanding of desktop technologies, end user productivity applications, and unified communications, virtualization, and collaboration services is required
  • Experience with ITIL service management framework is preferred
  • Experience managing third-party services agreements as related to commercial IT systems is required
  • Strong team leadership skills and ability to provide direction, constructive feedback, and employee coaching is required
  • Knowledge of applicable data privacy regulations is required
  • Thorough understanding of large corporate structures, divisional focus, and departmental responsibilities is required
  • Proven track record of leading a team to deliver high quality customer experiences is required
  • Strong negotiation and delegation skills are required
  • Strong organizational and administrative skills are required
  • Demonstrated ability to work independently and within a team environment is required
  • Financial or Insurance industry experience is an asset
  • 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 InformationBy 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 –Equal Employment OpportunityAviso 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.SalaryThis position is posted with an expected salary range of $115,000 – $135,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.