Aviso Wealth

Customer Support

• Handle email and phone inquiries from internal and external stakeholders regarding client accounts
• Process and coordinate investment instructions, account setups, updates, transfers, redemptions, and contributions
• Execute discretionary trades supporting redemption and contribution requests
• Act as primary contact for resolving problems and complaints by investigating, recording details, referring matters to relevant departments, and following up
• Provide guidance and support on SMA program procedures, forms, and practices
• Assist with monthly fee billing
• Analyze departmental trends and prepare reports such as volume and escalation tracking
• Support delivery of service standards with minimal supervision while maintaining accuracy and timeliness

Managed Account Program Support Specialist

Analyst

• Process and monitor inbound and outbound SWIFT transaction messages
• Validate settlement instructions and ensure message obligations are met
• Set up and match trades on CDS, Arrow or SWIFT
• Settle foreign and domestic equity trades within CDS and DTC systems, including equity option settlements
• Process and distribute SWIFT messages as settlement instructions for trades to be booked and settled
• Match trade confirmations with other institutions
• Resolve unmatched or unprocessed trades with counterparties, brokerage firms and custodians
• Ensure trades are processed and settled within required time frames
• Balance and correct processing outages using CDS and Dataphile reports
• Track, maintain and update failed trades and failure reasons
• Balance monthly statements from external sources
• Follow settlements policies and procedures and create the SWIFT process manual
• Track and maintain daily settlement files and records
• Work varying hours, including possible statutory holidays or weekends, based on industry demands and volume
• Perform other duties and assist colleagues as needed

Settlement Service Analyst

Business Operations

• Manage annual departmental business planning processes, translating strategic direction into actionable plans and deliverables
• Coordinate annual budget and FTE planning and allocate resources effectively
• Support planning, prioritization, and sequencing of strategic initiatives across Asset Management
• Manage the enterprise delivery intake process through governance
• Oversee execution of key initiatives, managing and reporting timelines, risks, dependencies, and deliverables
• Lead and deliver selected strategic projects aligned with business priorities
• Produce the annual Asset Management Balanced Scorecard and coordinate departmental scorecards
• Maintain scorecards and track and report performance consistently
• Prepare Executive Committee reporting
• Represent Asset Management in key enterprise forums and committees
• Prepare governance forum materials, updates, and inputs
• Maintain and update the quarterly risk register and track mitigation actions
• Ensure initiatives comply with enterprise governance, risk, and change management requirements

Senior Business Operations Manager

Manager

• Lead the end-to-end lifecycle for major incidents, including coordination, escalation, communication, resolution, and closure
• Facilitate major incident bridges with technical teams, vendors, and business stakeholders to restore service quickly and minimize business impact
• Own post-incident reviews, root cause analysis, and corrective action tracking to reduce repeat incidents
• Manage and mature the problem management process, including recurring issue identification, problem backlog governance, and known error tracking
• Support production readiness assessments for material releases by reviewing operational risks, supportability, monitoring, rollback planning, communication readiness, and incident response preparedness
• Partner with engineering and application teams to identify recurring operational gaps and mature practices that improve reliability, supportability, and service resilience
• Produce incident and problem management metrics, including MTTR, SLA performance, incident trends, recurrence rates, and action closure status
• Partner with application, infrastructure, cloud, service desk, cybersecurity, vendor, and business teams to improve service reliability and operational accountability
• Maintain and improve incident management procedures, escalation paths, communication templates, runbooks, and governance practices

Senior Incident and Problem Manager

Product Manager

• Draft product briefs defining objectives, strategies, and expected results
• Leverage data to guide product direction and align with business goals
• Engage stakeholders in visioning and concept development, manage expectations, report progress, and address concerns
• Conduct discovery to gather requirements and inform product decisions
• Assess and prioritize stories, epics, and themes according to product strategy
• Manage the product backlog, plan iterations, and elaborate user stories into actionable development tasks
• Own delivery of new features and updates, manage dependencies, mitigate risks, and clarify backlog items
• Balance user needs, IT constraints, and external-partner relationships to maximize user value
• Continuously improve the product and customer experience using user feedback, performance data, and industry trends
• Cultivate strategic partnerships and collaborate with cross-functional Delivery Teams
• Lead the team toward peak performance through coaching, removing roadblocks, and providing resources

Product Owner – Asset Management

• Lead Aviso’s annual compensation planning process, including the review and planning of salary adjustments and incentive awards. Partner cross-functionally with Finance and other departments to support the planning and budgeting process
• Execute the cyclical and ad-hoc incentive and executive compensation processes, including stakeholder communications, vendor management, data gathering and validation, reward calculations, payroll file submission and employee statement distribution
• Oversee the annual compensation survey process and cyclical market reviews, translating trends and insights into actionable recommendations that maintain the competitive positioning of Aviso pay structures and programs
• Act as Chair of the Job Evaluation Committee, ensuring protocols are followed, new committee members are trained and organized, and job changes and structural updates are reflected in the HRIS
• Working with Aviso’s external vendors, oversee the program governance and delivery of the Company’s benefit, disability, medical accommodation and retirement savings programs. This includes creating and maintaining program documentation and resources to support organizational awareness/education
• Play a lead role in the development, adoption and ongoing operation of Aviso’s enterprise recognition strategy and program. This includes conceptualizing and developing frameworks, managing program budgets, integrating recognition into broader total reward strategy, defining and leveraging metrics and KPIs and training/communicating with stakeholders to drive a culture of recognition
• Monitor external legislative and the competitive environment to ensure compliance with applicable laws across Canada and identify trends and opportunities in the rewards landscape. Oversee all Aviso Pay Transparency and Pay Equity reviews and filings, including datal collection and analysis, stakeholder engagement and training and reporting/communication of results
• Act as a strategic partner on Total Rewards related matters to leaders across the organization

Manager, Total Rewards

Learning and Development

• Oversee for the design and development, including scoping learning objectives, understanding target audiences, determining activities and collateral requirements, and resourcing technical training programs aimed at advisors, associates, assistants, and leaders
• Deliver live training via webinar, as well as maintain and expand the current library of recorded/e-learning training modules for advisor business systems, including Dataphile, proprietary software, and others where required
• Build and maintain an inventory of advisor-friendly resources and tools, including advisor reference guides, process maps, helpful hints, best practices, and FAQs
• Provide in-depth and up-to-date knowledge of the relevant business, including products, policies, practices, systems, and procedures
• Liaise with Subject Matter Experts, as required, throughout the design and development process for content validation
• Keep current on issues concerning CIRO-ID & CIRO-MF regulations and other education requirements
• Conduct assessments of internal departmental training needs and assist with the content development and implementation
• Assess, track and report continuing education credits for advisor network
• Work on a variety of training projects & initiatives where required

Bilingual Learning & Development Specialist – Temporary

Sales Operations Manager

• Own and support the sales planning and performance lifecycle, including target setting support, achievement‑to‑plan management, and inputs into forecasting and capacity planning
• Evaluate and manage pipeline health, velocity, and quality, including coverage ratios, stage progression, conversion rates, deal hygiene, and risk identification
• Translate sales strategy into clear activity and execution models that align day‑to‑day sales activity with pipeline generation, deal progression, and revenue outcomes
• Design, maintain, and continuously improve sales performance and pipeline dashboards/heat maps, delivering actionable insights on progress, gaps, risks, and opportunities
• Partner with sales leaders to identify coaching and performance improvement opportunities based on pipeline behavior, deal execution, and performance trends
• Lead sales onboarding, training, and ongoing capability development, including playbooks, frameworks, and best practices focused on execution excellence and pipeline discipline
• Own the sales technology roadmap, acting as the business owner for CRM, sales enablement tools, pipeline management, reporting platforms, and workflow optimization
• Serve as the central representative and voice of Sales for innovation initiatives, workshops, pilots, and cross‑functional programs, consolidating feedback and ensuring sales priorities are clearly represented

Sales Enablement Lead

Administration

• Accurately and efficiently process transfers in accordance with company policies and procedures, and review and approve staff journals
• Review and process month-end reconciliations within deadline
• Ensure proper protocol when delaying requests, and be concise when updating tracking systems with relevant information from internal and external sources
• Use pertinent systems in compliance with company policy and industry regulations (e.g., laserfiche, OSM, Dataphile, ATON)
• Communicate with peers and Supervisor to ensure they are kept up to date on any issues/changes that arise from daily activity
• Ensure internal manuals are current by updating any changes in company policy, industry regulation and system/procedure changes
• Act as a department resource, providing coaching and mentoring to staff and coverage for the team and Supervisor
• Act as a project lead on department projects and represent the team on larger projects
• Understand the impact to internal and external partners and clients, researching and promptly resolving escalated issues
• Provide quality customer service, consistently meeting or exceeding partner and client expectations in day-to-day dealings
• Exercise sound judgment when balancing the needs of our partners against the needs of the business when handling issues, changing procedures, etc.
• Foster an environment of continuous improvement that leads to idea generation, curiosity, and participation in various initiatives

Senior Transfers Administrator – Temporary

General

• Foster a culture of continuous improvement where team members prioritize the customer and identify ways to enhance the service we provide to our partners and clients
• Collaborate with colleagues to identify efficiency gains across business areas, supporting efforts to make Aviso an exceptional workplace and the ideal partner for our partners and clients
• Support Service Centre team members across all our offices and provide individual coaching
• Work with other supervisors to ensure service quality reviews, coordinate task sharing with team members in other offices, and strengthen team spirit within the Service Centre
• Partner with Relationship Management, Operations, Compliance, and IT teams to ensure an exceptional service experience for partners and clients at all times
• Regularly conduct service quality reviews for team members and provide ongoing constructive support that helps improve their skills and the quality of their service
• Ensure team members regularly monitor their KPIs, use issue-tracking applications, and meet performance and quality objectives
• Manage staffing according to break schedules, vacations, and holidays, ensuring adequate coverage at all times
• Ensure team members receive adequate training on new products, processes, and policies prior to rollout
• Monitor email and call queues to maintain service levels
• Act as the primary point of contact for day-to-day Service Centre support, escalations, and issues, and manage escalations as they arise
• Contribute to the Service Centre operational plan
• Serve as a subject-matter expert representing the Service Centre on cross-departmental projects and supporting Service Centre initiatives