Jobs at Aviso

Provide holistic financial advice and planning, manage investment and insurance accounts, complete complex documentation (estate/trust), pursue business development and marketing, build long-term client relationships, and collaborate with internal teams to deliver integrated wealth management solutions while delivering exceptional client service.

Provide administrative support to financial planners: respond to client inquiries, process transactions and account openings/maintenance, schedule appointments, maintain regulatory files and financial planning records, assist with marketing coordination, and identify referral opportunities to support client relationships and service delivery.

Provide operational and administrative support for separately managed accounts and investment management programs. Handle account inquiries, setups, transfers, contributions, redemptions, investment instructions, discretionary trades, fee billing, complaints, investigations, and issue resolution. Support advisors with procedures and forms, maintain compliance and accuracy, and prepare operational trend and escalation reports. The role requires financial services experience, securities licensing, strong customer service, organizational, communication, and analytical skills.

Operate, engineer, and improve hybrid infrastructure across Windows, Linux, VMware, Azure, backup and recovery, security, automation, and core services. Lead complex incidents, infrastructure projects, platform upgrades, migrations, disaster recovery improvements, and operational tooling initiatives. Develop automation, provide technical design input, strengthen security and operational controls, perform advanced diagnostics, and coach junior team members.

Lead solution architecture for enterprise applications, driving cloud (Azure) adoption, IAM (Okta/Auth0/Azure AD) design, microservices integration, API and batch processing, application portfolio rationalization, and governance. Partner with business and delivery teams to design secure authentication/authorization, create architecture roadmaps, and implement DevSecOps and agile practices.

Administer and support user access across enterprise systems, including provisioning, modification, revocation, RBAC, access reviews, auditing, and compliance documentation. Troubleshoot access issues, meet service-level targets, manage escalations, collaborate with IT, HR, and business teams, and support IAM process improvements, automation, and self-service capabilities. The role specifically supports Broadridge/Dataphile and business-critical applications in a regulated environment.

Processes new and fee-based investment accounts accurately and within service-level agreements. Reviews documentation, updates client data, codes transactions for tax reporting, maintains compliance notes and manuals, and provides ongoing administrative support for fee-based programs. Uses Laserfiche, OSM, Dataphile, and Microsoft Office while collaborating with operations teams and advisors. Supports cross-training and continuous improvement initiatives. Requires fluent written and spoken English and French and availability during EST hours.

Processes new and fee-based accounts accurately and within service-level agreements. Reviews and updates client documentation and data, uses Laserfiche, OSM, and Dataphile, codes transactions for tax reporting, maintains procedure manuals, communicates issues, supports cross-training, and contributes to continuous improvement. The role requires bilingual French and English communication, administrative experience, financial-services familiarity, and availability during Eastern Time standard business hours.

Design, build, and scale production GenAI and agentic solutions (conversational AI, RAG, agent workflows) across Databricks and AWS. Integrate AI with enterprise data, APIs, and tools securely, apply evaluation and observability, and partner with platform teams to deploy governed, measurable AI experiences.

Provide client support for Qtrade Direct Investing via phone, email, and chat; manage online trade order flow; investigate and resolve client issues; stay current on market trends; and drive process improvements while following policies and compliance.

Build and standardize ML and AI platform patterns to move models from experimentation to production. Implement MLOps/LLMOps practices (Databricks, AWS, MLflow), deployment templates, monitoring, evaluation, governance, and secure serving. Partner with Data Engineering and Governance to version, monitor, and govern models, prompts, agents, and data products while managing cost, performance, reliability, and operational risk.

Lead translation of NEI's responsible investing and stewardship activities into compelling sales narratives and materials. Act as subject matter expert, build advisor and institutional relationships, support sales and marketing with presentations, webinars, and content, and identify growth opportunities to integrate RI into client strategies across channels.

Process and onboard new and fee-based client accounts in the Dealer Member space, ensuring documents and client data are accurate, compliant, and coded correctly. Provide administrative support for fee-based programs, use internal systems (Laserfiche, OSM, Dataphile), maintain manuals, communicate with peers and supervisors, and participate in cross-training and continuous improvement initiatives.

Lead and execute internal audit engagements per the approved plan and IIA standards. Assess risk management, internal controls and governance; communicate findings and remediation with management; liaise with third-party auditors; mentor junior staff; and propose process improvements using data analytics and visualization to enhance audit effectiveness and reporting.

The Financial Reporting Analyst assists in preparing financial reports, complex journal entries, and accounting papers, supporting audits and maintaining documentation.

Manage and evolve leave, disability management, workplace accommodation, and return-to-work programs. Oversee intake, case coordination, documentation, and complex case resolution. Provide guidance on statutory leaves, compliance, policies, workflows, and privacy requirements. Partner with stakeholders and external providers, track program metrics, and deliver reporting to improve governance and employee experience.

Lead development and administration of leave, disability and workplace accommodation programs. Oversee case management, advise managers and HR on compliance and accommodations, design policies and workflows, monitor program metrics, coordinate stakeholders and support return-to-work processes.

The bilingual investment representative supports clients by managing their online trading orders, responding to inquiries, maintaining knowledge of market mechanics, and ensuring compliance with regulations.

The Bilingual Investment Representative will assist clients with inquiries regarding investment products, manage trading orders, resolve issues, and contribute to continuous process improvement while providing exceptional customer service.

Manage and build operational relationships with correspondent partners, ensure service excellence, coordinate partner conversions and implementations, liaise across internal teams to resolve issues, produce SLA reporting, support projects to improve processes and operational efficiency, and develop documentation and partner communications.