Senior Manager, Product Marketing, Asset Management – Aviso Wealth – Toronto, ON

Company: Aviso Wealth

Location: Toronto, ON

Expected salary: $115000 – 135000 per year

Job date: Wed, 18 Jun 2025 22:13:17 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 are looking for a Senior Manager, Product Marketing, Asset Management to join our Marketing team for 15 months.Reporting to the Director, Product Marketing, the Senior Manager, Product Marketing, Asset Management is responsible for developing and executing data-informed go-to-market plans that build affinity towards our products and solutions within both the credit union and third-party financial advisor intermediary distribution channels.Our dream candidate is obsessed with driving performance outcomes and motivated by creating cohesive, innovative marketing programs that fulfill business goals and compel customers to take action. You are collaborative, scrappy, and have a proven track record of cohesive end-to-end multi-channel marketing programs that attract, engage, and delight our target audiences. You’re a strong decision maker and communicator that can articulate, influence, and execute complex strategies and initiatives. You have a growth mindset, always strives for continuous improvement, and excited by performance optimization. You enjoy operating in the weeds with a “get-it-done-right” attitude.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

What your day looks like:

  • Develop and execute measurable and nimble go-to-market plans for the Asset Management business line in collaboration with a variety of stakeholders and leaders, and external agency partners
  • Apply trends in the financial markets, competitive landscape, digital, and customer insights to create actionable plans to position our asset management products and solutions and bring value to our customers.
  • Work with internal cross-functional teams to translate complex information and data into compelling stories that drive audiences to act
  • Build and execute plans to bring our unique value proposition to life in a creative and consistent manner across multiple channels to targeted audience segments
  • Lead the development and implementation of campaign and program launches, across earned, owned, and paid media channels including but not exclusive to events, sales enablement (fact sheets, case studies, tools, etc.), influencers, advertising, social media, working with a cross functional team of business and marketing professionals
  • Monitor and report on results and optimize plans to deliver value and achieve targeted KPIs. Evaluate performance of project strategy and execution of tactics, using key learnings to inform continuous improvement
  • Form and foster relationships with internal colleagues to leverage existing resources and align goals across product lines and delivery channels
  • Represent Marketing on any cross-functional Asset Management working groups, as required
  • Build and maintain process documentation, establish best practices, and execute acquisition and lifecycle marketing operations
  • Proactively identify gaps in process, propose solutions, and ultimately, improve efficiency

RequirementsYour experience and skills:

  • Bachelor’s degree required (Business, Marketing, Communications or similar)
  • 7+ years of relevant marketing and advertising experience with a successful track record of building integrated marketing plans and creative briefs, both online and off, to maintain a sustained competitive advantage
  • Minimum 5 years of experience within the investment management industry
  • Fluent in dealing across multiple channels, in a B2B environment with multiple partners
  • The ability to shape unique value propositions, key messaging, and creative output that resonates with our target audience by partnering/collaborating with internal resources and our key vendors to deliver results
  • Strong analytical background: understanding of how marketing drives positive business outcomes and how to use data to refine and improve marketing activities
  • Excellent project management skills with ability to multi-task and set measurable objectives within defined timelines and budgets
  • Self-starter with strong communication and interpersonal skills
  • Ability to prioritize in a fast-paced environment
  • Fluent communication skills in English required and bilingual skills in French is 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

Equal Employment OpportunityAviso Wealth 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 over $125 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 Overview:
Aviso is a prominent wealth management organization in Canada focused on enhancing Canadians’ financial well-being. The company prides itself on leadership, innovation, community, and a unique “oneaviso” culture, fostering a supportive work environment for its professionals.

Job Opportunity:
The company is seeking a Senior Manager of Product Marketing for Asset Management, a 15-month position reporting to the Director of Product Marketing. The role involves creating data-driven go-to-market strategies targeting credit unions and financial advisors. The ideal candidate is results-oriented, collaborative, and skilled in developing integrated marketing programs that enhance customer engagement and drive business performance.

Key Responsibilities:

  • Develop and implement flexible go-to-market plans for asset management products.
  • Analyze market trends and customer insights to improve product positioning.
  • Collaborate with cross-functional teams to translate complex data into actionable marketing strategies.
  • Run multi-channel marketing campaigns, including events, social media, and advertising.
  • Monitor campaign performance, optimize strategies, and report on KPIs.
  • Foster internal collaborations and improve marketing processes.

Requirements:

  • Bachelor’s degree in Business or related fields and over 7 years of marketing experience, particularly in investment management.
  • Strong analytical, project management, and communication skills.
  • Fluency in English; French is a plus.

Benefits:
Aviso offers competitive compensation, comprehensive health benefits, generous vacation, retirement contributions, opportunities for continuous learning, and a vibrant company culture.

Company Mission:
Aviso is dedicated to creating a technology-enabled, client-centric wealth services ecosystem and is recognized as a trusted partner for credit unions and various financial firms across Canada.

Salary:
The expected salary for this role ranges from $115,000 to $135,000 CAD annually, with packages tailored to individual qualifications.

Senior Manager, Product Marketing, Asset Management – Aviso Wealth – Toronto, ON

Company: Aviso Wealth

Location: Toronto, ON

Expected salary: $115000 – 135000 per year

Job date: Thu, 19 Jun 2025 03:54:26 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 are looking for a Senior Manager, Product Marketing, Asset Management to join our Marketing team for 15 months.Reporting to the Director, Product Marketing, the Senior Manager, Product Marketing, Asset Management is responsible for developing and executing data-informed go-to-market plans that build affinity towards our products and solutions within both the credit union and third-party financial advisor intermediary distribution channels.Our dream candidate is obsessed with driving performance outcomes and motivated by creating cohesive, innovative marketing programs that fulfill business goals and compel customers to take action. You are collaborative, scrappy, and have a proven track record of cohesive end-to-end multi-channel marketing programs that attract, engage, and delight our target audiences. You’re a strong decision maker and communicator that can articulate, influence, and execute complex strategies and initiatives. You have a growth mindset, always strives for continuous improvement, and excited by performance optimization. You enjoy operating in the weeds with a “get-it-done-right” attitude.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

What your day looks like:

  • Develop and execute measurable and nimble go-to-market plans for the Asset Management business line in collaboration with a variety of stakeholders and leaders, and external agency partners
  • Apply trends in the financial markets, competitive landscape, digital, and customer insights to create actionable plans to position our asset management products and solutions and bring value to our customers.
  • Work with internal cross-functional teams to translate complex information and data into compelling stories that drive audiences to act
  • Build and execute plans to bring our unique value proposition to life in a creative and consistent manner across multiple channels to targeted audience segments
  • Lead the development and implementation of campaign and program launches, across earned, owned, and paid media channels including but not exclusive to events, sales enablement (fact sheets, case studies, tools, etc.), influencers, advertising, social media, working with a cross functional team of business and marketing professionals
  • Monitor and report on results and optimize plans to deliver value and achieve targeted KPIs. Evaluate performance of project strategy and execution of tactics, using key learnings to inform continuous improvement
  • Form and foster relationships with internal colleagues to leverage existing resources and align goals across product lines and delivery channels
  • Represent Marketing on any cross-functional Asset Management working groups, as required
  • Build and maintain process documentation, establish best practices, and execute acquisition and lifecycle marketing operations
  • Proactively identify gaps in process, propose solutions, and ultimately, improve efficiency

Requirements:Your experience and skills:

  • Bachelor’s degree required (Business, Marketing, Communications or similar)
  • 7+ years of relevant marketing and advertising experience with a successful track record of building integrated marketing plans and creative briefs, both online and off, to maintain a sustained competitive advantage
  • Minimum 5 years of experience within the investment management industry
  • Fluent in dealing across multiple channels, in a B2B environment with multiple partners
  • The ability to shape unique value propositions, key messaging, and creative output that resonates with our target audience by partnering/collaborating with internal resources and our key vendors to deliver results
  • Strong analytical background: understanding of how marketing drives positive business outcomes and how to use data to refine and improve marketing activities
  • Excellent project management skills with ability to multi-task and set measurable objectives within defined timelines and budgets
  • Self-starter with strong communication and interpersonal skills
  • Ability to prioritize in a fast-paced environment
  • Fluent communication skills in English required and bilingual skills in French is 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

Equal Employment OpportunityAviso Wealth 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 over $125 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.

Job Summary: Senior Manager, Product Marketing, Asset Management at Aviso

Company Overview:
Aviso Wealth is a leading Canadian wealth management organization focused on enhancing the financial well-being of Canadians. The company values innovation, leadership, partnership, responsibility, and community, fostering a dynamic and inclusive culture.

Opportunity:

  • Position: Senior Manager, Product Marketing, Asset Management
  • Duration: 15 months
  • Reporting to: Director, Product Marketing
  • Responsibilities:
    • Develop and implement data-driven go-to-market plans for asset management.
    • Create and execute innovative marketing programs targeting credit unions and financial advisors.
    • Collaborate with cross-functional teams to convey complex information effectively and track campaign performance against KPIs.
    • Build relationships inside and outside of the organization to enhance service delivery and operational efficiency.

Ideal Candidate:

  • Has a strong service orientation, execution focus, and collaborative spirit.
  • Extensive experience in marketing and advertising, particularly in investment management.
  • Strong analytical skills and project management capabilities.
  • Proficient in B2B channels and capable of creating compelling messaging.
  • Bilingual in English (French is an asset).

Benefits:

  • Competitive compensation and recognition for contributions.
  • Comprehensive health, dental, and insurance plans.
  • Generous time off and professional development opportunities.
  • Inclusive workplace culture with regular social events.

Salary Range: $115,000 – $135,000 CAD annually.

Equal Employment Opportunity: Aviso encourages applications from all qualified individuals and provides accommodations as needed throughout the hiring process.

Manager, Portfolio Construction – Aviso Wealth – Toronto, ON

Company: Aviso Wealth

Location: Toronto, ON

Expected salary: $83000 – 100000 per year

Job date: Thu, 22 May 2025 22:15:15 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 Manager, Portfolio Construction, to join our Asset Management Distribution team in support of the NEI and MAP Sales team, Responsible Investing & ESG Services team and their stakeholders.Reporting to the Senior Director, Sales and Digital Enablement, the Manager, Portfolio Construction, will form a critical conduit between the MAP and NEI Sales teams, working closely with the retail sales team members to provide proactive and reactive support for NEI and MAP products. You will enable the sales teams by lending your consulting and analysis expertise on investment proposals, identify and publish actionable sales ideas supported by competitive analysis, and provide analytics and data support to the other CIG team members.The Manager, Portfolio Construction will be an integral part of NEI’s Distribution team, playing a critical role in helping the sales and distribution team to drive asset growth opportunities. This role will work closely with a number of teams including Product Management, Marketing and Investment Management to support our distribution initiatives.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

What your day looks like:

  • Provide regular, proactive insights and analysis of NEI and MAP funds and portfolios to help the sales teams better position our products against competitors
  • Working collaboratively with your Client Insight Group colleagues to support their data needs using Morningstar Direct and/or Capintel
  • Responsible for developing and/or reviewing complex portfolio proposals and assisting the teams with deeper analysis to help close business
  • In support of wholesaler sales efforts, engage with advisors to walk through fund proposals and illustrations that better position NEI and MAP products against competitors
  • Act as the business owner for Capintel Proposal Builder tool, soliciting feedback from sales to support the continuous improvement of the Capintel tool and providing onboarding training to new sales team members
  • Support senior sales leadership by providing data and insights on the volume and the nature of sales team enquiries, proposals and trends
  • Participate in internal sales team meetings and conferences to provide sales insights and analysis for existing products and new product launches

Requirements:Your experience and skills:

  • Post-secondary degree/diploma in Finance, Business, Sustainability, Communications, Sales or a combination of these and related fields is preferred
  • Preference will be given to candidates who have an MBA, CFA, Masters of Sustainability or related field
  • 2+ years’ experience in responsible or impact investing or similar is beneficial
  • 5+ years’ experience in the investment advice business either within a sales or client portfolio management role
  • Superior skills in relationship building, analysis, research, written and verbal communication and presenting complex ideas in a compelling and impactful way
  • Highly organized and able to maintain multiple relationships both internally and externally
  • The ability to self-start and support key initiatives tied directly to the organization’s core value proposition
  • Experience in an organization that offers RI solutions 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

Equal Employment OpportunityAviso Wealth 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 $83,000 – $100,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.

Job Summary: Manager, Portfolio Construction at Aviso Wealth

Company Overview:
Aviso Wealth is a prominent Canadian wealth management and investment services provider, managing approximately $145 billion in assets and supporting a network of partners across the financial sector.

Role Overview:
The Manager, Portfolio Construction is a key position within the Asset Management Distribution team, primarily supporting the NEI and MAP sales teams. Reporting to the Senior Director of Sales and Digital Enablement, this manager will bridge communication between the sales and consulting teams, offering insights and analysis to drive asset growth.

Key Responsibilities:

  • Provide insights on NEI and MAP fund performance.
  • Collaborate with the Client Insight Group for data support.
  • Develop and review portfolio proposals to assist sales teams.
  • Engage with advisors on fund proposals.
  • Manage and improve the Capintel Proposal Builder tool.
  • Support senior sales leadership with data on sales trends and inquiries.

Qualifications:

  • Post-secondary degree in Finance, Business, or related fields (MBA, CFA preferred).
  • 5+ years in investment advice or client portfolio management roles.
  • 2+ years in responsible or impact investing preferred.
  • Strong relationship-building, analytical, and communication skills.
  • Bilingualism (English/French) is a plus.

Benefits:

  • Competitive compensation and health benefits.
  • Generous vacation, fitness benefits, and parental leave options.
  • Retirement matching contributions and ongoing development support.
  • Inclusive workplace culture promoting teamwork and innovation.

Salary:
Expected range of $83,000 – $100,000 CAD annually, based on individual qualifications and experience.

Application Note:
Aviso encourages applications from diverse backgrounds and will provide accommodations during the hiring process as needed.

Manager, Portfolio Construction – Aviso Wealth – Toronto, ON

Company: Aviso Wealth

Location: Toronto, ON

Expected salary: $83000 – 100000 per year

Job date: Thu, 22 May 2025 22:31:42 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 Manager, Portfolio Construction, to join our Asset Management Distribution team in support of the NEI and MAP Sales team, Responsible Investing & ESG Services team and their stakeholders.Reporting to the Senior Director, Sales and Digital Enablement, the Manager, Portfolio Construction, will form a critical conduit between the MAP and NEI Sales teams, working closely with the retail sales team members to provide proactive and reactive support for NEI and MAP products. You will enable the sales teams by lending your consulting and analysis expertise on investment proposals, identify and publish actionable sales ideas supported by competitive analysis, and provide analytics and data support to the other CIG team members.The Manager, Portfolio Construction will be an integral part of NEI’s Distribution team, playing a critical role in helping the sales and distribution team to drive asset growth opportunities. This role will work closely with a number of teams including Product Management, Marketing and Investment Management to support our distribution initiatives.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

What your day looks like:

  • Provide regular, proactive insights and analysis of NEI and MAP funds and portfolios to help the sales teams better position our products against competitors
  • Working collaboratively with your Client Insight Group colleagues to support their data needs using Morningstar Direct and/or Capintel
  • Responsible for developing and/or reviewing complex portfolio proposals and assisting the teams with deeper analysis to help close business
  • In support of wholesaler sales efforts, engage with advisors to walk through fund proposals and illustrations that better position NEI and MAP products against competitors
  • Act as the business owner for Capintel Proposal Builder tool, soliciting feedback from sales to support the continuous improvement of the Capintel tool and providing onboarding training to new sales team members
  • Support senior sales leadership by providing data and insights on the volume and the nature of sales team enquiries, proposals and trends
  • Participate in internal sales team meetings and conferences to provide sales insights and analysis for existing products and new product launches

RequirementsYour experience and skills:

  • Post-secondary degree/diploma in Finance, Business, Sustainability, Communications, Sales or a combination of these and related fields is preferred
  • Preference will be given to candidates who have an MBA, CFA, Masters of Sustainability or related field
  • 2+ years’ experience in responsible or impact investing or similar is beneficial
  • 5+ years’ experience in the investment advice business either within a sales or client portfolio management role
  • Superior skills in relationship building, analysis, research, written and verbal communication and presenting complex ideas in a compelling and impactful way
  • Highly organized and able to maintain multiple relationships both internally and externally
  • The ability to self-start and support key initiatives tied directly to the organization’s core value proposition
  • Experience in an organization that offers RI solutions 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

Equal Employment OpportunityAviso Wealth 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 $83,000 – $100,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.

Aviso Wealth Overview
Aviso Wealth is a prominent Canadian wealth management organization, committed to enhancing the financial well-being of Canadians through values like leadership, innovation, and community engagement. The company prides itself on a dynamic culture that promotes partnership and responsibility among its talented professionals.

Job Opportunity
The organization seeks a Manager, Portfolio Construction for its Asset Management Distribution team. This role will support the NEI and MAP Sales teams, facilitate communication between sales teams, and provide analysis and consulting expertise to drive asset growth. Key responsibilities include analyzing investment proposals, developing actionable sales ideas, and supporting sales initiatives.

Key Qualities Sought in Candidates
Candidates should demonstrate:

  • Service Orientation: Prioritize client needs and advocate for service excellence.
  • Execution: Focus on goal achievement, accountability, and continuous improvement.
  • Collaboration: Work effectively with team members to drive organizational goals.

Daily Responsibilities

  • Provide insights and analysis on NEI and MAP funds.
  • Collaborate with teams to support data needs.
  • Develop complex portfolio proposals and assist in sales efforts.
  • Act as the business owner for the Capintel Proposal Builder tool.
  • Offer insights on sales team inquiries and trends.

Qualifications

  • A post-secondary degree in Finance, Business, or related fields (MBA, CFA preferred).
  • Minimum 5 years of experience in the investment advice sector.
  • Strong relationship-building and communication skills.
  • Bilingual skills in English and French are a plus.

Benefits of Working at Aviso Wealth
Employees benefit from a competitive compensation package, comprehensive health benefits, generous vacation, and opportunities for professional development. Aviso promotes a diverse and inclusive environment.

Company Profile
With approximately $145 billion in assets, Aviso supports credit unions and investment advisors across Canada, focusing on responsible investing and client-centric solutions. The organization values staff success and career advancement within its various departments.

Salary Range
The expected salary for this position is between $83,000 – $100,000 CAD annually.

Product Owner, Temporary – Aviso Wealth – Toronto, ON

Company: Aviso Wealth

Location: Toronto, ON

Expected salary: $105000 – 115000 per year

Job date: Thu, 08 May 2025 22:13:51 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 are looking for a Product Owner to join the Client Experience, Marketing, and Communications (CXMC) team for 12 months.Reporting to the Supervisor, the Product Owner is responsible for managing the product backlog and will work closely with our skilled Delivery Teams to bring the product vision to life. The Product Owner ensures the delivery team’s work is maximized in obtaining the highest value for the product, so our customers don’t simply use our products; they choose to do business with us each day because our product experience is intuitive and a pleasure to use.In this role, you will actively cultivate strategic partnerships, positioning our organization as a trusted advisor and partner and you will put the clients’ needs at the forefront and seek data to truly understand how our customers want to engage with our product. Your focus will be on getting things done and delivering high-quality solutions that exceed expectations. You will foster collaboration and work harmoniously with cross-functional teams; building trust and encouraging inclusion. You will lead your team towards peak performance, providing regular coaching, removing roadblocks, and providing the resources necessary for their success.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

What your day looks like:

  • Draft product briefs that define objectives, strategies, and expected results
  • Leverage data to make informed decisions about the product’s direction to align with business goals
  • Engage with stakeholders during visioning and concept development of the product, ensuring their input is considered, their expectations are managed, progress is reported, and concerns are addressed
  • Perform discovery on relevant topics to gather information for requirements, initiating or advancing analysis efforts to inform product decisions
  • Assess and prioritize stories, epics, and themes to align the team’s work with the product strategy
  • Manage the product backlog, plan iterations, and elaborate on user stories to provide the development team with clear and actionable tasks
  • Take responsibility for the delivery of new features and updates, managing dependencies, mitigating risks, and ensuring the development team understands items in the backlog
  • Implement user-centric decision making by balancing user needs, IT constraints, and relationships with external partners to prioritize activities that maximize user value
  • Look for ways to continuously improve the product and enhance the customer’s experience through user feedback, performance data, and industry trends

RequirementsYour experience and skills:

  • Bachelor’s degree in Business, Computer Science, Engineering, or a related field is preferred
  • Certifications in Product Ownership or Management, such as Certified Scrum Master or Certified Scrum Product Owner are preferred
  • 2+ years’ experience as a Product Owner or Manager, ideally in a fast-paced, Agile development environment
  • Experience in the Wealth/Investment industry or experience with similar products is preferred
  • High digital savviness and comfort with a range of software, including MS Office Suite, SQL/Oracle database, Power BI, Smartsheet, Azure DevOPS, Google Analytics, MIRO, and Figma
  • In-depth knowledge of Agile process and principles and experience with prioritization methods like Value vs Effort and RICE
  • Creative thinker with a vision and ability to conceptualize innovative solutions and features
  • Outstanding communication, presentation, and leadership skills and the ability to clearly articulate product vision and strategy
  • Fluent communication skills in English are required and bilingual skills in French are an asset
  • Excellent organizational and time management skills to manage multiple priorities and deadlines
  • Strong analytical and problem-solving abilities
  • Strong collaboration and experience working with cross-functional teams
  • Understanding of end-to-end customer experience integration and dependencies

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

Equal Employment OpportunityAviso Wealth 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 $105,000 – $115,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.

Summary of Aviso Wealth’s Product Owner Position

Company Overview:
Aviso Wealth is a prominent wealth management and investment services provider in Canada, managing approximately $145 billion in assets. The organization is known for its commitment to innovation and community, partnering with credit unions and investment companies.

Role Opportunity:
Aviso is seeking a Product Owner for a 12-month position within the Client Experience, Marketing, and Communications (CXMC) team. The primary responsibilities include managing the product backlog, collaborating with cross-functional teams, and ensuring that the customer experience is top-notch.

Key Responsibilities:

  • Draft product briefs and leverage data for informed decision-making.
  • Engage stakeholders to gather insights and manage expectations.
  • Prioritize product features and manage the backlog to maximize team output.
  • Foster collaboration and lead the team toward high performance by removing obstacles and offering resources.
  • Continuously seek to enhance the product based on user feedback and market trends.

Qualifications:

  • A Bachelor’s degree in a relevant field.
  • Preferred certifications in Product Ownership or Management (e.g., Certified Scrum Master).
  • 2+ years of experience in a Product Owner role, ideally within Agile environments.
  • Proficient in various software and comfortable with data analysis.
  • Strong communication, analytical, and leadership skills.

Benefits:
Aviso offers competitive compensation, comprehensive health benefits, generous vacation time, retirement contributions, and opportunities for professional development. The company promotes a supportive and inclusive culture.

Salary Range:
The expected salary for this position is between CAD $105,000 – $115,000 annually.

If you are interested in joining a forward-thinking organization dedicated to the financial well-being of Canadians, Aviso Wealth values candidates who embody service, execution, and collaboration.