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Aviso Wealth

Canadian wealth management services group

Bilingual Transfers Supervisor

Full-TimeUpdated on 10/23/2026
CA$83k - CA$100k/yr
Mid, Senior
Toronto, ON, Canada
Hybrid
Operations & Logistics

About the job

Requirements
  • Postsecondary studies and continuing education related to the investment industry, specifically operations functions.
  • In-depth knowledge of applicable regulatory requirements; successful completion of the Canadian Investment Funds Course or Canadian Securities Course is an asset.
  • Three to five years of progressively responsible experience in the investment industry, including one to two years in a supervisory role.
  • Strong delegation, organizational, time-management, and administrative skills.
  • Strong attention to detail and accuracy.
  • Ability to work under pressure, set priorities, and meet deadlines.
  • Strong analytical and problem-solving skills, with the ability to manage multiple tasks while maintaining attention to detail.
  • Strong customer-service skills and the ability to quickly identify and resolve issues satisfactorily for all parties.
  • Strong motivation, including a focus on achieving objectives.
  • Intermediate proficiency in Microsoft Word, Excel, Outlook, and Access; advanced Excel skills are an asset.
  • Excellent communication skills in both French and English.
Responsibilities
  • Set standards for department procedures and monitor them to ensure quality, accuracy, and efficiency while meeting service-level agreements.
  • Create a positive leadership environment and earn the respect of staff, peers, and stakeholders.
  • Ensure staff receive appropriate and timely training and development.
  • Coach staff to improve performance, maintain or increase employee engagement, support career progression, and assist with onboarding new employees.
  • Keep all processes and procedures current in internal and external manuals, including department service-level agreements.
  • Handle internal and external communications through appropriate distribution channels and liaise with external vendors and trustees as needed.
  • Analyze current business practices, identify process-improvement opportunities, make recommendations, and implement procedures to streamline workflow.
  • Manage department project work, participate in department and divisional initiatives as needed, and delegate where necessary.
  • Support staff with complex or escalated issues, respond to internal and external customer inquiries, maintain department customer-service levels, and inform management as appropriate.
  • Forecast staffing, training, and development needs, including cross-training staff so they remain current and can perform the duties required across team positions.
  • Review and approve daily journal entries and monthly account reconciliations for the Investment Industry Regulatory Organization of Canada and the Mutual Fund Dealers Association of Canada.
  • Report monthly and promptly on service-level agreement standards, including exceptions, and create business plans to manage resources during high-volume periods.
  • Stay current with industry initiatives and standards, and maintain knowledge of registered plan products, the Canadian Depository for Securities National Electronic Transfer Service, applicable regulatory rules, laws, and protocols.
  • Liaise with management on process and procedure reports for external and internal auditors as needed.
Desired Qualifications
  • Successful completion of the Canadian Investment Funds Course or Canadian Securities Course.
  • Advanced Excel skills.

About the company

Aviso Wealth works as a Canadian wealth-management services group. It provides investment dealers, asset management, online brokerage, custody, clearing, and back-office services to credit unions, advisors, and investors. Its operating model is specific: its businesses include Qtrade and NEI Investments alongside shared technology, operations, compliance, and service capabilities. Roles span wealth operations, investment management, engineering, product, risk, compliance, sales, and corporate functions. The profile is Aviso Wealth and its owned service ecosystem, not every credit-union partner.

Company Size

501-1,000

Company Stage

N/A

Total Funding

N/A

Headquarters

Toronto, Canada

Founded

2018

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Simplify's Take

What believers are saying

  • Aviso reported $226 billion AUA/AUM on August 31, 2026, up sharply.
  • Qtrade launched TC Options Insight in 2026, deepening active-trader engagement.
  • Aviso's 2026 WWF sponsorship through 2028 strengthens employer brand and advisor retention.

What critics are saying

  • Qtrade's 2026 zero-commission shift pressures revenue if trading volumes disappoint in 2027.
  • Aviso depends on credit union owners; a sponsor defection would cripple distribution.
  • Banks and Questrade outspend Aviso on digital acquisition, squeezing margins and advisor loyalty.

What makes Aviso Wealth unique

  • Aviso backs nearly all Canadian credit unions, locking in a captive distribution moat.
  • Qtrade won Globe and Mail's 2026 platform ranking after major product upgrades.
  • NEI, Managed Assets, and correspondent custody span advisory, direct, and institutional channels.

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Benefits

  • Health Insurance
  • Dental Insurance
  • Parental Leave
  • Paid Vacation
  • Wellness Program
  • Tuition Reimbursement

Company News

Newswire
Apr 9th, 2026
Aviso renews commitment to wildlife as national sponsor of the WWF Climb for Nature through 2028 français.

Aviso renews commitment to wildlife as national sponsor of the WWF Climb for Nature through 2028 français. Apr 09, 2026, 09:00 ET TORONTO, April 9, 2026 /CNW/ - Building on the tremendous success of last year's WWF Climb for Nature and Aviso's inaugural sponsorship, which brought together more than 5,800 people nationwide to raise $1.7 million for wildlife conservation, Aviso is proud to announce the renewal of its partnership with World Wildlife Fund Canada (WWF-Canada) as the national sponsor of the WWF Climb for Nature. This three-year commitment reinforces Aviso's dedication to environmental conservation and the protection of wildlife habitats across the country. The 2026 WWF Climb for Nature will challenge participants to step up for wildlife at events across Canada, including at the flagship CN Tower in Toronto on May 2 and 3, BC Place in Vancouver in the fall, and "anywhere" else. In addition to serving as the national sponsor, Aviso employees will actively participate in the events, demonstrating their dedication to the cause. Teams of employees will support WWF-Canada by climbing, fundraising, and volunteering their time to help operations run smoothly. Mark Nicholson, Senior Vice President of Client Experience and Marketing at Aviso, will once again lead the company's climb efforts. "This renewed commitment as national sponsor for the WWF Climb for Nature means a great deal to Aviso. Supporting WWF-Canada's conservation efforts is a reflection of who we are as a company. The event gives our employees a unique opportunity to put our core values into action: we care about the planet and each other, we dare to meet big challenges, we share our time and expertise in the community to drive real impact, and we deliver meaningful benefits for wildlife. The WWF Climb for Nature inspires each of us to get involved, connect with our colleagues, and make a tangible difference - and that's something we can all be proud of," Nicholson said. The renewed partnership promises to deliver crucial funding for conservation efforts while fostering corporate responsibility and team building. "We're incredibly grateful to have Aviso's continued support of the WWF Climb for Nature, helping bring people from across the country together for nature in such an energizing way. A multi-year commitment helps make the climb possible and supports the work we're doing every day to protect wildlife and the habitats they rely on. Last year was our most successful climb yet, and I'm excited to see what we can accomplish together over the next three years," said Megan Leslie, President and CEO of WWF-Canada. About Aviso Aviso is a leading wealth services provider for the Canadian financial industry, with over $178 billion in total assets under administration and management as of March 31, 2026. Guided by our core values-we care, we dare, we share, we deliver-we're building a technology-enabled, client-centric wealth management 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 dual-registered investment and mutual fund dealer and our insurance services support thousands of investment advisors. Our asset manager oversees a growing lineup of investment solutions, including NEI funds and portfolios. Our Managed Assets Program provides a comprehensive range of separately managed accounts. Our online brokerage, Qtrade Direct Investing(R), empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios(R), serves investors who prefer a hands-off approach. Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms. Aviso is backed by the collective strength of our owners: the credit union Centrals, Desjardins, and Co-operators/CUMIS. We're proud to power businesses that empower investors. For more information visit www.aviso.ca. 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: Aviso Financial Inc. (including divisions Aviso Wealth, Qtrade Direct Investing, Qtrade Guided Portfolios, Aviso Correspondent Partners), Aviso Insurance Inc., Credential Insurance Services 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. Mutual funds and other securities are offered through Aviso Wealth. Qtrade Direct Investing, Qtrade Guided Portfolios, Aviso Correspondent Partners, and Aviso Wealth are divisions of Aviso Financial Inc. About the WWF Climb for Nature The WWF Climb for Nature raises more than $1 million annually to restore and protect the habitats of Canada's most iconic and at-risk species, including southern resident killer whales, monarch butterflies, narwhal and barren-ground caribou. The first climb took place at the CN Tower in 1991. It has since grown to include an event at BC Place in Vancouver and an Anywhere Climb that allows participants to choose when and where they take part. WWF-Canada's most significant fundraising event is made possible by the generous support of national sponsor, Aviso. About WWF-Canada WWF-Canada is committed to equitable and effective conservation actions that restore nature, reverse wildlife loss and fight climate change. We draw on scientific analysis and Indigenous guidance to ensure all our efforts connect to a single goal: a future where wildlife, nature and people thrive. For more information visit wwf.ca. SOURCE Aviso Wealth Inc. For further information: Aviso: Simona Ionas, Senior Manager, External Communications, [email protected], 416-770-8967

ETFDailyNews.com
Sep 24th, 2025
Farther Finance Advisors LLC Purchases 360 Shares of SPDR S&P MidCap 400 ETF Trust $MDY

Aviso Financial Inc. purchased a new stake in SPDR S&P MidCap 400 ETF Trust in the first quarter worth $27,000.

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