Aviso Wealth

Bilingual

• Review, prepare, settle, and file taxation documents for client estate accounts
• Perform estate settlements, journal processing, and issuance of tax documents
• Address estate-related inquiries and issues within internal deadlines
• Maintain current information and request channels, including OSM, Laserfiche, and mailbox requests
• Collaborate with operational teams and provide assistance to partners
• Review MFDA and IIROC estate settlement processes and recommend improvements
• Maintain current training checklists, departmental procedures, and manuals
• Provide regular status updates and escalate backlog items for resource allocation
• Participate in IIAC Committee meetings
• Remain current on CRA, RQ, HRSDC, and trustee regulations
• Support the Estates Contact Centre by responding to partner inquiries
• Resolve problems at the first point of contact where possible

Bilingual Estates Specialist

Product Manager

• Lead the Advisor Hub product family and own Advisor Hub ACP
• Manage and coach three Product Owners
• Set product direction and measurable outcomes with the Director of Product Management
• Lead product discovery and coach Product Owners in customer, user, data and stakeholder research
• Partner with Product Designer, Tech Lead and engineers to balance value, viability, desirability and feasibility
• Break opportunities into small, testable increments and develop practical release plans
• Own prioritization and the product backlog for the assigned area
• Collaborate with compliance, privacy, operations, marketing, finance and technology partners
• Develop Product Owners and strengthen discovery and product judgment
• Communicate product direction, evidence, trade-offs and results to stakeholders
• Champion Aviso’s customer-centric product model and remove organizational barriers
• Monitor investor needs, industry trends and the competitive landscape to identify opportunities

Senior Product Manager

Sales

• Design, implement, and manage sales compensation programs, including commission plans, incentive programs, sales contests, and recognition initiatives
• Lead the annual sales compensation planning and implementation cycle, including plan design, modelling, approvals, stakeholder engagement, communications, and rollout
• Evaluate program effectiveness and recommend enhancements
• Oversee day-to-day administration of sales compensation programs and support the Commission Specialist
• Ensure accurate and timely calculation, validation, and payout of incentives and commissions
• Review compensation calculations, resolve complex inquiries, and address escalations
• Streamline processes, improve controls, and enhance operational efficiency
• Monitor sales performance, incentive attainment, compensation outcomes, and program effectiveness
• Develop and maintain compensation reporting, dashboards, and management analytics
• Provide data-driven insights and recommendations to Sales, Finance, and senior leadership
• Conduct financial and performance modelling for proposed compensation plan changes
• Ensure compliance with regulatory requirements, internal policies, and corporate governance standards
• Maintain sales compensation policies, plan documents, guidelines, and terms and conditions
• Implement controls and audit processes for data integrity, plan compliance, and payment accuracy
• Partner with Finance, Risk, Compliance, and Internal Audit
• Build relationships with Sales, Finance, People, and business leaders
• Advise stakeholders on sales compensation matters and communicate plans, changes, and incentive results
• Conduct market research and benchmarking
• Monitor industry trends, emerging practices, and legislative developments
• Recommend improvements to plan design, reporting, processes, and participant experience
• Support compensation system enhancements and technology initiatives

Manager, Sales Compensation

Designer

• Lead complex and strategically important Service Design initiatives across priority journeys, business lines, or enterprise initiatives
• Design and lead advanced discovery initiatives addressing ambiguous business challenges
• Coordinate participants, design research plans, facilitate sessions, analyze and synthesize data, and uncover strategic opportunities
• Translate complex evidence into compelling stories, strategic recommendations, and service design artifacts
• Create vision statements, personas, ecosystem maps, experience maps, and service blueprints
• Facilitate workshops and align senior stakeholders on CX priorities and investments
• Facilitate problem framing and design sprints
• Simulate new service experiences and lead experience feedback collection for product pilots
• Inform future-state experience direction
• Mentor designers and cross-functional partners
• Provide strategic service design expertise across the organization
• Elevate customer centricity, inclusive design, and design maturity
• Contribute to improvements in service design practices, standards, methodologies, and journey management capabilities

Senior Service Designer

Manager

• Lead successful delivery of strategic initiatives across business and technology teams
• Plan, govern, and deliver initiatives throughout the delivery lifecycle
• Manage scope, dependencies, risks, decisions, and execution readiness
• Coordinate Agile Squads and partner with Product Owners, Product Designers, and Technology Leads
• Drive alignment across squads and stakeholders on roadmaps, priorities, dependencies, and delivery plans
• Manage multiple projects within the program portfolio in alignment with organizational goals
• Develop project plans and progress reports covering scope, timelines, budgets, dependencies, and resource allocation
• Conduct post-project evaluations and identify lessons learned and improvement areas
• Define project requirements, objectives, and success criteria with stakeholders
• Facilitate stakeholder communication, provide updates, gather feedback, and maintain alignment
• Promote a collaborative, high-performance team culture and provide guidance and performance feedback
• Develop and manage project budgets; track expenditures, costs, and resource use
• Implement quality assurance processes for project deliverables
• Identify, assess, manage, and report project risks and develop mitigation or contingency plans

Senior Delivery Manager

Director

• Lead, develop, and oversee the Manager Research & Oversight team
• Set priorities, elevate research quality, and build a high-performance function across public markets, private markets, and liquid alternatives
• Drive and implement the research agenda and investment process
• Provide thought leadership on manager selection, oversight, and asset allocation
• Conduct ongoing manager research and monitor institutional investment industry trends
• Lead manager searches, due diligence, and selection recommendations for new and existing investment strategies
• Present evidence-based conclusions to senior leadership
• Monitor and evaluate product performance and identify optimization and innovation opportunities
• Help drive the strategic vision for manager research and oversight
• Provide actionable insights and investment recommendations to senior leadership
• Enhance due diligence standards, monitoring tools, performance attribution, and quantitative analytics
• Act as a subject matter expert on investment products
• Provide investment insights and guidance to internal stakeholders and external partners
• Present investment strategies and performance updates to clients and the sales team

Director, Manager – Research & Oversight

• Supervise the Sales Associate team and ensure efficient, high-quality work output
• Collaborate with the Director, Inside Sales, on recruiting, hiring, and onboarding sales support talent
• Implement best practices and procedures to optimize processes and team performance
• Provide coaching and professional development for the Sales Associate team
• Coordinate and manage sales events across the country, including logistics, promotions, and post-event analysis
• Oversee sales and activity reporting and present updates to senior management
• Identify areas for improvement
• Build relationships with sales, marketing, and service center teams to support seamless sales processes

Sales Support Manager

Financial Crime

• Analyze and assess fraud and AML alerts, including detailed review of client records and account activity
• Collaborate with internal and external stakeholders, including other financial institutions
• Document investigation actions and information reviewed to maintain case files
• Draft complete and concise investigation reports and regulatory filings
• Remediate fraudulent or suspicious activity according to regulatory and internal policies
• Identify opportunities to enhance internal policies, procedures, and controls through fraud case analysis and business process review
• Monitor high-risk clients
• Provide fraud and AML guidance and clarify requirements to stakeholders
• Support compliance initiatives as needed
• Report to the Manager AML Compliance

Financial Crime Analyst

Administration

• Coordinate, review, and distribute all Canadian and US depository mandatory and voluntary bulletins
• Process mandatory and voluntary corporate actions for securities held at Aviso accurately and within specified service standards
• Process all daily entitlements
• Ensure corporate actions receive appropriate US or Canadian tax treatment
• Set client accounts up for dividend reinvestment plans (DRIPs) based on requests
• Provide customer service to external and internal clients
• Update procedure manuals regularly in accordance with internal controls and regulatory requirements
• Participate in team meetings and seek process improvement ideas

Corporate Actions Administrator

AI Engineer

• Build reusable AI and ML engineering patterns that help teams move from proof-of-value to production safely and consistently
• Establish practical MLOps and LLMOps practices using Databricks, AWS, MLflow and related platform capabilities
• Create standards and templates for model deployment, serving, monitoring, evaluation, and production release
• Support API integration and deployment patterns for ML, GenAI and agentic solutions
• Partner with Data Engineering and Data Management to define feature engineering data products and reusable pipeline patterns
• Define versioning, tracking, monitoring, and governance for models, prompts, agents, data products, and AI outputs
• Partner with Data and AI Governance to embed responsible AI, lineage, access control, auditability, and risk controls into production workflows
• Monitor AI cost, performance, reliability, usage, and operational risk
• Contribute to reusable standards and community learning
• Report to the Sr. Director of Data Science and AI Enablement

Senior AI Engineer – AI Platform, ML Engineering

• Process transfer in requests according to service level agreements
• Monitor the transfers mailbox and collect incoming mail
• Initiate new manual or ATON transfers in and transfers out, including internal transfers
• Track status and follow up on initiated transfers
• Provide operational support for transfers to external institutions
• File completed transfer documents and shred printed documents
• Review and respond to transfer inquiries
• Assist or cover others in the Transfers Department as needed
• Handle special projects or other assignments as requested
• Review and approve transfers and handle escalated items
• Report to the Supervisor, Transfers

Bilingual Transfers Administrator

• Process requested transfers in accordance with service-level agreements
• Monitor the transfers mailbox and collect incoming mail
• Initiate new manual or NELTC transfers, including internal transfers
• Verify the status of initiated transfers and follow up as needed
• Provide operational support for transfers to external institutions
• File documentation for completed transfers and shred printed documents
• Review and respond to transfer-related inquiries
• Assist and provide coverage for other members of the Transfers team as needed
• Take responsibility for special projects or other assignments as required

Transfer Administrator

• Administer registered plan products and process requests such as de-registration, un-locking, and specialized withdrawals
• Ensure registrations, contributions, and withdrawals meet regulatory deadlines for RESPs, RSPs, TFSAs, and RIF accounts
• Investigate, respond to, and resolve registered plan inquiries within SLA deadlines
• Escalate issues requiring management review and intervention
• Complete CIRO Registered Plan audits within internal and regulatory deadlines
• Work closely with Tax, Estates, Transfers, New Accounts, and Client Account Maintenance teams
• Participate in Registered Plan Committee Meetings
• Implement trustee and regulatory changes into procedures and manuals and keep them current
• Stay current on CRA, RQ, HRSDC, and trustee regulations through legislation, press releases, and industry bulletins

Registered Plans Administrator

Analyst

• Facilitate the intake, review, approval, scheduling, and closure of IT change requests
• Draft and manage CAB/ECAB materials and follow up on decisions, approvals, and required actions
• Review change records for completeness, including risk, impact, implementation, rollback, testing, and communication plans
• Maintain the forward schedule of change and identify potential conflicts or high-risk change windows
• Support post-implementation reviews and track remediation actions for failed or high-impact changes
• Produce, analyze, and interpret change metrics, dashboards, and audit evidence
• Partner with stakeholders on incident and problem management activities related to change-driven service disruptions
• Drive continuous improvement and process optimization aligned with ITIL practices, internal controls, and audit/compliance expectations
• Support technology change control strategy, standards, and operating procedures