Jobs at Aviso

Leads Senior Relationship Managers and manages a portfolio of high- and ultra-high-net-worth clients. Drives client loyalty, asset growth, business development, strategic planning, service excellence, and sales culture across the Priority Clients team. Provides wealth management guidance, oversees budget and team direction, collaborates with internal partners, monitors market and regulatory trends, and champions improvements to digital brokerage capabilities and client engagement.

Processes and reports Canadian and U.S. corporate actions, including reorganizations, offers, name changes, entitlements, tax treatment, and dividend reinvestment plans. The role coordinates depository bulletins, maintains procedures and controls, resolves discrepancies, supports clients, and contributes to process improvements. Strong accuracy, analytical, organizational, communication, and customer service skills are required, along with two years of related experience. Completion of the Canadian Securities Course is an asset.

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.

Processes and tracks investment account transfers, including manual, ATON, internal, and external transfers. Monitors transfer inquiries and mailboxes, follows up on outstanding requests, reviews and files documentation, handles escalated items, and provides operational support to the Transfers Department. The role also assists with special projects and requires accurate, organized work in a financial securities environment while communicating fluently in English and French.

Processes daily investment account transfers, including manual, NELTC, and internal transfers; monitors transfer status, follows up on outstanding items, supports transfers to external institutions, responds to inquiries, maintains records, and handles document retention and destruction. The role also provides backup support to the transfers team and assists with special projects. Success requires accuracy, organization, problem-solving, teamwork, bilingual communication, and back-office investment administration experience.

The Business Analytics Specialist maintains and distributes business reporting, performs ad-hoc data mining, and analyzes financial performance metrics. The role develops and enhances reporting solutions using SQL, Excel Services, and Power BI; prepares monthly reports for senior management; interprets financial data; and supports decision-makers. It also involves light project management, collaboration with stakeholders, and ensuring accurate, timely reporting within business and regulatory requirements.

Processes incoming, outgoing, internal, manual, and ATON transfers within service-level agreements. Monitors transfer inquiries and mailboxes, initiates and tracks transfers, follows up with external institutions, reviews and approves items, maintains documentation, resolves escalations, and provides operational coverage and project support. The role requires accuracy, organization, financial securities back-office experience, problem-solving, and proficiency with Microsoft Office and related transfer systems.

Provides operational and client service support for separately managed account programs. Responsibilities include handling inquiries, processing account setups, transfers, contributions, redemptions and investment instructions, executing discretionary trades, resolving issues and complaints, supporting advisors, assisting with fee billing, and preparing operational trend and escalation reports. The role requires financial services experience, bilingual English and French communication, regulatory exam completion, strong organization, and proficiency with portfolio management tools and Microsoft Office.

Manage discretionary managed-account portfolios, model portfolios, investment mandates, trading oversight, performance reporting, compliance monitoring, and client reporting. Partner with advisors, sub-advisors, technology, operations, compliance, and product teams to improve managed-account platforms and workflows. Support investment strategy, market communications, portfolio accounting, fee billing, attribution analysis, and operational automation using data analytics and technology tools.

Administer separately managed account portfolios, manage account data and discrepancies, execute discretionary trades, monitor restrictions, support fee billing, and produce investment and supervision reports. Maintain investment materials, support advisors and portfolio managers with proposals and presentations, and assist the Investment Strategy Committee with market research, analysis, and presentations.

Leads an IT application support team, ensuring business application availability, reliability, maintenance, monitoring, and SLA performance. Develops support strategies, policies, procedures, and KPIs; coordinates with development teams, vendors, clients, and IT leadership; manages budgets, application evaluations, implementations, and service requests. Recruits, mentors, and develops staff while maintaining strong customer satisfaction and service delivery.

Leads IT internal audit engagements covering applications, infrastructure, security, technology and data governance across on-premises and cloud environments. Plans audits, evaluates controls, communicates findings, recommends risk mitigation, coordinates third-party auditors, supports quality assurance, guides team members, and improves audit processes through analytics, visualization, and reporting.

Performs tax audits, reconciliations, withholding tax remittances, tax slip production, year-end reporting, and regulatory compliance for Canadian and non-resident client accounts. Reviews CRA, MRQ, IRS, FATCA, CRS, and CIRO requirements, resolves discrepancies, supports audits, maintains procedures, and implements workflow improvements. Requires strong analytical, organizational, communication, and problem-solving skills, with fluency in English and French.

Processes incoming, outgoing, manual, ATON, and internal transfers within service-level agreements. Monitors transfer inquiries and mail, tracks transfer status, follows up with external institutions, reviews and approves transactions, resolves escalated items, maintains records, shreds documents, and supports departmental projects and coverage needs.

Administrer et traiter les demandes liées aux régimes enregistrés (REEE, REER, CELI, FRR, CELIAPP), assurer conformité réglementaire et délais, réaliser audits, collaborer avec équipes fiscales et opérationnelles, mettre à jour procédures et soutenir le service à la clientèle.

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 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.

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.