Jobs at Aviso

Designs, develops and delivers bilingual training for advisor partners, maintaining e-learning and webinar libraries, liaising with SMEs, tracking continuing education credits, and ensuring regulatory and product knowledge is current.

Lead taxation strategy and implementation for mutual funds, oversee distributions and tax filings, support fund events (launches, mergers), monitor tax regulations, provide tax disclosure for regulatory documents, and assist with fund reporting such as financial statements and MRFPs.

Manage financial and regulatory reporting for NEI investment funds; coordinate with fund administrators, auditors and internal teams; ensure IFRS-compliant filings; support fund launches, mergers and tax reporting; and drive process improvements and internal controls.

Lead and enhance enterprise crisis management, business continuity, and third-party risk programs. Develop and test plans, conduct risk assessments, deliver training, mentor stakeholders, produce senior- and Board-level risk reporting, and drive mitigation strategies across the organization.

Process and track incoming and outgoing account transfers, monitor transfer mailboxes, initiate manual and ATON transfers, follow up on statuses, respond to inquiries, file/shred documents, support colleagues, and handle special projects to meet service level agreements.

Process and track account transfers, monitor transfer communications, initiate manual and electronic transfers, provide operational support to external institutions, file and manage documentation, respond to inquiries, cover departmental duties, and assist with special projects.

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.

Design, build, and deploy scalable, secure data solutions on-premise and in Azure. Collaborate with engineering, security, and ops to implement modern data practices (Databricks, Snowflake, Python, SQL), produce solution designs, support project delivery, and promote DevSecOps and cloud best practices.

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.

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 incoming and outgoing transfer requests to meet SLAs, monitor transfer mailbox, initiate and track manual/ATON transfers, support external institutions, file and shred documents, respond to transfer inquiries, cover peers, and handle special projects as assigned.

Perform estates settlements, journal processing, tax document issuance and account reviews for client estate accounts. Maintain regulatory checklists and procedures, manage inquiries, track backlog status, support process improvements, and participate in committee and regulatory monitoring activities.

Process and settle mutual fund trades, GICs, and pool fund transactions; reconcile daily settlements, correct trade rejections, communicate with fund companies and partners, and meet regulatory and SLA requirements.

Process daily transfer requests, monitor and launch manual and NELTC transfers, follow up on payments, support external transfers, file and destroy documents, respond to transfer inquiries, cover team members, and handle special projects.

Lead sales enablement and effectiveness by owning target setting, pipeline health and velocity, performance dashboards, onboarding, training, coaching, and the sales technology roadmap. Partner with sales leaders to translate strategy into execution, drive adoption of CRM and enablement tools, support forecasting and capacity planning, and represent sales in cross-functional innovation and change initiatives to improve execution and pipeline outcomes.

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.

Lead and own IT change control and release processes, run Change Advisory Board meetings, manage production changes and release cycles, maintain documentation and audit readiness, produce change metrics/KPIs, drive continuous process improvements, train staff, and coordinate stakeholders, vendors, and sponsors to ensure controlled, auditable changes and successful outcomes.

Concevoir, développer et mettre en œuvre programmes d'apprentissage bilingues pour Services, Opérations, Conformité et Intégration. Évaluer besoins, créer modules (guides, vidéos, Articulate 360, LMS), animer formations virtuelles et en personne, soutenir l'intégration des nouveaux employés, mesurer l'efficacité et maintenir le contenu à jour.

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.