drjobs Associate Wealth and Insurance Advisory Services Temporary

Associate Wealth and Insurance Advisory Services Temporary

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1 Vacancy
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Job Location drjobs

Toronto - Canada

Monthly Salary drjobs

$ 83000 - 100000

Vacancy

1 Vacancy

Job Description

Description

Aviso Wealth:

At Aviso we are dedicated to improving the financial wellbeing 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 www.aviso.

The Opportunity:

Were 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 of programs that support the longterm 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:

What your day looks like:



Requirements

Your experience and skills:

  • Bachelors degree preferred
  • 35 years experience
  • Understanding of wealth management/investment solutions (including compliance); experience within the credit union network is an asset
  • Proven experience writing communications to external partners and supporting events whether in person or remote
  • 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 detailoriented 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 crossfunctional 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


Benefits

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:

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 1000 employees. Were building a comprehensive technologyenabled clientcentric wealth services ecosystem. Our clients include our partners advisors and investors. Were 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 selfdirected investors and our fully automated investing service Qtrade Guided Portfolios serves investors who prefer a handsoff 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 Cooperators/CUMIS and Desjardins. Were 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 youre 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 $83000 $100000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.


Required Experience:

IC

Employment Type

Temp

About Company

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