Senior Service Designer leading strategic customer journeys and CX initiatives at Aviso, a Canadian wealth management provider. Guiding discovery, service design, stakeholder alignment, and organizational design maturity.
AW
Aviso Wealth
Currently Hiring
About the company
Aviso Wealth empowers better wealth management for all Canadians.
We’re a leading wealth services supplier for the Canadian financial industry, helping hundreds of institutional and retail organizations gain a competitive edge.
By connecting to our flexible centre of integrated products and services, our partners can deliver an enhanced wealth management experience to their clients.
With approximately $100 billion in assets under administration and management, we’re an ambitious organization backed by the collective strength of our owners: the credit union Centrals, The Co-operators/CUMIS, and Desjardins.
We have operations in Toronto, Vancouver and Montreal, with a regional office in Winnipeg.
Our team of experienced professionals embraces a “One Aviso” culture that celebrates leadership, innovation, partnership, responsibility and community.
Aviso Wealth Inc.
('Aviso') is a wholly owned subsidiary of Aviso Wealth LP, which in turn is owned 50% by Desjardins Financial Holding Inc.
and 50% by a limited partnership owned by the five Provincial Credit Union Centrals and The CUMIS Group Limited.
The following entities are subsidiaries of Aviso: Credential Qtrade Securities Inc.
(including Credential Securities, Qtrade Direct Investing, Qtrade Advisor, VirtualWealth and Aviso Correspondent Partners), Credential Asset Management Inc., Credential Insurance Services Inc., Credential Financial Strategies Inc., and Northwest & Ethical Investments L.P.
NEI Investments is a registered trademark of Northwest & Ethical Investments L.P.
(“NEI LP”).
Northwest & Ethical Investments Inc.
is the general partner of NEI LP and a wholly-owned subsidiary of Aviso Wealth Inc.
Online brokerage services are offered through Qtrade Direct Investing, a division of Credential Qtrade Securities Inc.
Qtrade and Qtrade Direct Investing are trade names and trademarks of Aviso Wealth.
Aviso Correspondent Partners operates as a separate business unit of Credential Qtrade Securities Inc.
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71 jobs found
Director leading manager research, due diligence, and investment oversight across Aviso’s public and private market strategies. Guiding research teams, manager selection, and performance optimization.
Senior Delivery Manager leading strategic initiatives across Aviso’s wealth management and investment services organization. Coordinating Agile squads, budgets, risks, stakeholders, and executive reporting.
Sales Support Manager leading Aviso’s Sales Associate team for a Canadian wealth management provider. Optimizing sales processes, reporting, coaching, and nationwide sales events.
National Vice President leading Aviso’s HNW/UHNW client team. Driving relationship - led sales, strategic investment guidance, and exceptional service across Aviso’s online brokerage business.
Corporate Actions Administrator processing Canadian and US corporate actions for Aviso, a Canadian wealth management and investment services provider. Managing entitlements, tax treatment, DRIPs, and client service.
Senior AI Engineer building governed MLOps and ML platform foundations for Aviso Wealth’s Canadian wealth management ecosystem. Productionizing AI, GenAI, and agentic solutions.
Bilingual Transfers Administrator processing securities transfers and escalations for Aviso Wealth. Supporting Canadian financial partners through accurate back - office operations.
Administrateur de transferts chez Aviso, fournisseur canadien de services de gestion de patrimoine et de placement. Traitement quotidien des transferts, suivis, approbations et demandes opérationnelles.
Bilingual Onboarding Officer managing advisor onboarding, Dataphile support, and compliance documentation. Supporting partners and internal teams at Canadian wealth management provider Aviso.
Portfolio Manager overseeing discretionary managed assets and advisor solutions for Aviso, a Canadian wealth management provider. Managing portfolios, reporting, compliance, and platform enhancements.
Bilingual Tax Administrator managing audits, remittances, and tax slip production at Aviso, a Canadian wealth management and investment services provider.
Temporary New Accounts Administrator processing new and fee - based investment accounts for Aviso Wealth, a Canadian wealth management provider. Supporting Operations, compliance, account maintenance, and continuous improvement.
Bilingual Registered Plans Administrator processing Canadian registered - plan transactions and regulatory requests. Supporting Aviso’s wealth - management and investment - services operations.
Service Designer managing customer journeys and research for Aviso, a Canadian wealth management and investment services provider. Shaping customer - centric experiences and CX initiatives.
Senior Systems Engineer operating Windows, Linux, VMware, and Azure infrastructure. Improving reliability and security for Aviso’s Canadian wealth management and investment services.
Leave and accommodation program manager building compliant employee - support programs. Managing complex cases and return - to - work processes for Canadian wealth management provider Aviso.
Senior Java Software Engineer leading cloud - native software development for Aviso, a Canadian wealth management and investment services provider. Designing scalable architectures, mentoring engineers, and advancing Azure DevOps practices.
Technology Change Control Analyst governing IT changes for Aviso, a Canadian wealth management and investment services provider. Coordinating CAB approvals, schedules, controls, metrics, and continuous improvement.
Senior Business Operations Manager executing strategy, planning, governance, and reporting for Aviso, a Canadian wealth management and investment services provider. Leading cross - functional initiatives across Asset Management.