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 Associate, Wealth and Insurance Advisory Services to join our CU Wealth team for 12 months.
Reporting to the VP, Wealth & Insurance Advisory Services the Associate, Wealth and Insurance Advisory Services is responsible for driving the execution of programs that support the long-term CUW vision. This role is designed to handle all aspects of implementing and continuously improving business processes and client experience through the various programs offered to our credit union partners.
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:
- Proactively engage, communicate, and present program/initiative progress, risk and mitigation plans to business and functional leaders
- Manage activities and projects with ability to mitigate risks and issues, take corrective actions, address.
- Lead, run, and oversee all aspects of implementing projects, and continuous improvement initiatives; including planning, governance, execution and change management
- Partner with cross-functional partners to develop & manage budgets and plans for the programs.
- Engage with credit union stakeholders to gather intelligence and feedback in developing/refining relevant and compelling programs
- Reviewing and analyzing all vendors, supply, and price options
- Managing the overall vendor performance including Contract, Performance, Financial and Relationship
Your experience and skills:
- Bachelors degree preferred
- 3-5 years' experience
- Understanding of wealth management/investment solutions (including compliance); experience within the credit union network is an asset
- Proven ability to build relationships with a wide range of individuals at all levels of the organization
- Experience optimizing partnerships and/or sales programs
- Flexibility to lead multiple and challenging priorities
- Both big picture thinking and detail-oriented doing.
- Excellent communication skills (written, oral and presentation) & interpersonal skills, building stakeholder relationships
- Client focused ability and agility to find innovative ways to resolve problems
- Outside of the box thinker who sees opportunity in obstacles and possibilities in challenges.
- Proven experience working with and partnering with cross-functional programs
- Ability to manage a diverse workload and multiple simultaneous projects
- Fluent communication skills in English are required and bilingual skills in French are an asset
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 Opportunity
Aviso 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 $130 billion in total assets under administration and management, and over 1,000 employees. We’re building a comprehensive, technology-enabled, client-centric wealth services ecosystem. Our clients include our partners, advisors, and investors. We’re a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. Our partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry. Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors. Our asset manager, NEI Investments, specializes in investing responsibly. Our online brokerage, Qtrade Direct Investing®, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios®, serves investors who prefer a hands-off approach. Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms. We have offices in Toronto, Vancouver, Montreal, and Winnipeg. Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins. We’re proud to power businesses that empower investors.
A career with Aviso means being part of a group of talented, energetic professionals who live their values every day, and belonging to an organization dedicated to your success and career development. If you’re looking for interesting and challenging work, at a company committed to its people, apply to join our team.
Salary
This position is posted with an expected salary range of $83,000 - $100,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.
