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Added 6 mins ago
R
Client Advisor
RBC
Foremost, AB
- Part-time
Client Advisor Intern – Job ID Code 2251 | Client Advisor – Job ID Code 2252
Added 21 mins ago
SR
Change Manager
Swim Recruiting
Vancouver, BC
- $70 to $80 CAD / hour
- Contract
Due to large scale business transformation, our client is looking to add a change manager to their team to assist with the transformation.
Added 21 mins ago
IC
Sales Account Manager
Infotek Consulting Inc.
Toronto, ON
- $50,000 to $55,000 CAD / year
- Full-time
2–5 years of professional work experience, ideally in sales, business development, recruitment, financial services, customer success, hospitality or another client-facing environment
Added 21 mins ago
MW
Office Manager
Manulife Wealth
Calgary, AB
- Full-time
We are seeking a highly organized, proactive Operations Manager to oversee the day-to-day operations of a new Manulife Wealth branch in Calgary. This is a hands-on role that combines…
Added 21 mins ago
AC
Account Director - Integrated
AIP Connect
Toronto, ON
- $100,000 to $120,000 CAD / year
- Full-time
Function as primary point of contact for mid-to-senior client (eg./ Brand Manager to Senior Brand Manager).
Added 22 mins ago
T
Personal Banking Associate Trainee (Full time)- Gatineau De La Gappe
TD
Gatineau, QC
- Full-time
…banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are…
Added 22 mins ago
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Personal Banking Associate Trainee
TD
Surrey, BC
- Full-time
…banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are…
Added 22 mins ago
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Bus Operations Support Lead I
TD
Toronto, ON
- Full-time
…banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are…
Added 22 mins ago
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Relationship Manager
TD
Kelowna, BC
- Full-time
The Relationship Manager is accountable for delivering a superior customer experience while driving profitable business growth, in line with business strategy. This role is accountable for…
Added 22 mins ago
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Personal Banker Trainee
TD
Thornbury, ON
- Full-time
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Added 22 mins ago
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Senior Group Risk Analyst, ILED (5026)
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Toronto, ON
- Full-time
Added 22 mins ago
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Senior Business Development Manager
BMO
Toronto, ON · BMOPLACE
- Full-time
Boldly Grow the Good in Business and Life - Become BMO's next Senior Business Development Manager supporting BrokerEdge clients in making real financial progress. Situated in Toronto…
Added 22 mins ago
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Business Development Manager
BMO
Toronto, ON · BMOPLACE
- Full-time
Boldly Grow the Good in Business and Life - Become BMO's next Business Development Manager supporting BrokerEdge clients in making real financial progress. Situated in the Greater Toronto…
Added 37 mins ago
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Sales Development Representative
VendorPM
Toronto, ON
- $55,000 CAD / year
- Full-time
…weekly sales quotas. Your role will involve expanding our vendor client base by promoting our exclusive platform that services commercial vendors serving various sectors such as commercial,…
Added 37 mins ago
Superintendent
Pomerleau
Halifax, NS
Collaborate with the Project Manager’s during site start-up, effectively supporting and acting as a role model in client coordination meetings.
Added 37 mins ago
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Front of House Manager - National Westhills
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Calgary, AB
- Full-time
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Added 37 mins ago
Senior Investment Product Manager
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The Senior Investment Product Manager, is responsible for the design and execution of strategies to distribute alternative and specialty equity products across intermediary channels. This…
Added 37 mins ago
Manager, Compliance Risk & Control Assessments - Global Compliance
Scotiabank
Toronto, ON
Contributes to the overall success of the Compliance Risk & Control Assessments Program globally ensuring specific individual goals, plans, initiatives are executed / delivered in support…
Added 37 mins ago
Technology Planning and Coordination Specialist
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You champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
Added 52 mins ago
HP
Project Manager
HR Project Partners Inc.
Sudbury, ON
- $130,000 to $160,000 CAD / year
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The Project Manager assumes full ownership and accountability for all aspects of project delivery from project award through final completion, including safety, scope, schedule, budget,…
Added 52 mins ago
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Marketing Manager
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Belleville, ON
- Full-time
The Marketing Manager is a full-time, on-site role based in Belleville, ON. This position is responsible for planning, executing, and optimizing marketing campaigns for a full portfolio of…
Added 52 mins ago
TS
Regional Manager - Vancouver
TalentSphere Staffing Solutions
Vancouver, BC
- Full-time
We are seeking an experienced Regional Manager to lead business growth, operational performance, and client relationships within a growing commercial construction environment.
Added 52 mins ago
TS
Regional Manager - Calgary
TalentSphere Staffing Solutions
Calgary, AB
- Full-time
We are seeking an experienced Regional Manager to lead business growth, operational performance, and client relationships within a growing commercial construction environment.
Added 1 hour ago
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Client Advisor Intern
RBC
Windsor, ON
- Part-time
…champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service…
Added 1 hour ago
FC
Business Development Manager
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- Other
Are you a strategic thinker with a passion for relationship-building? As a Business Development Manager, you will harness your extensive industry connections to unearth exciting project…

Aviso

New Accounts Administrator

Toronto, ON, Canada

$46,000 to $55,000 CAD / year · Full-time

Apply About employer

Applications open in a new tab.

Job details

Pay: $46,000 to $55,000 CAD / year
Job type: Full-time
Apply by: May 1, 2027
Posting language: English
Posted: Oct 20, 2026

Original job description

Aviso Wealth:

At Aviso, we are dedicated to improving the financial well-being 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.ca.

The Opportunity:

We're looking for a New Accounts Administrator to join our Operations team.

Reporting to the Supervisor, New Accounts, the New Accounts Administrator is responsible for the day to day processing of new accounts and fee-based accounts in a timely and accurate manner in the IIROC dealer space.

The New Accounts Administrator interacts daily with other individuals in Operations as well as our Service Centre. Continuous improvement is front of mind and the incumbent will be expected to contribute to and/or support ideas for improved efficiencies.

As oneaviso:

We Care - You do the right thing for clients, partners and colleagues. You build trusted relationships, champion service excellence, and contribute to a culture where people feel valued and supported
We Dare -You challenge the status quo with bold ideas and fresh perspectives. You embrace change, seek opportunities to innovate and are comfortable exploring new ways of working
We Share - You collaborate openly and build meaningful relationships. You seek out diverse perspectives, share your knowledge and work together to help colleagues, clients and partners succeed
We Deliver - You take ownership of your work, honour your commitments and focus on delivering meaningful results. You hold yourself accountable and continuously look for ways to improve

What your day looks like:

Processing new account set up in conjunction with Service Level Agreements and giving consideration when processing top tier Credit Unions
Provide administrative support/coverage for our fee-based business lines, including ongoing maintenance of accounts in our various fee-based programs and the generation and posting of the monthly fees
Ensure proper protocol when processing requests, providing clear and concise notes with relevant updated information from internal and external sources
Uses all pertinent systems (laserfiche, OSM, Dataphile) properly in compliance with company policy and industry regulation
Ensures accounts are set up correctly as per NAAFs and transactions are coded correctly with tax reporting rules
Ensures internal manuals are current and updated with changes in company policy, industry regulation and system/ procedure changes
Communicates with peers and supervisor regarding any issues/ changes that arise to ensure all parties are kept up to date
Scheduling consistent cross-training to ensure incumbent learns and understands all aspects of the processing functions
Foster an environment of continuous improvement that leads to idea generation, curiosity, and participation in various initiatives
Meets or exceed partner & client expectations in day-to-day dealings, demonstrating an understanding of the impact to partners and clients of your work

Requirements

Your experience and skills:

Completion of post-secondary program in Finance or Business is preferred
Minimum one year experience in an administrative capacity, preferably in the Mutual Fund or Financial Industry
Dataphile knowledge and experience is an asset
Background in the Credit Union system is an advantage
Successful completion of the Canadian Securities Course (CSC) and/or the Investment Funds Institute of Canada (IFIC) course is an asset
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:

Competitive compensation package that rewards and recognizes individual contributions
Excellent health, dental and insurance benefits to meet the diverse needs of our employees
Generous vacation time, fitness benefit, parental leave top-up options
Matching contributions to our retirement program
Commitment to the continuous improvement of our staff through learning & development and an education assistance program
Regular social events to foster teamwork

Your Information

By submitting your application, you consent to the collection, use, and disclosure of your provided personal information for the purposes of assessing your qualifications and suitability for employment with Aviso. Your information will be handled in accordance with applicable Canadian privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA) and relevant provincial legislation. Your data may be shared with authorized personnel involved in the recruitment process and retained only as long as necessary to fulfill these purposes or as required by law.

Further information is available on the Privacy link on our Career Page - Privacy Policies

Equal Employment Opportunity

Aviso 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 approximately $145 billion in total assets under administration and management, and over 1,000 employees. We're building a comprehensive, technology-enabled, client-centric wealth services 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 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 self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios®, serves investors who prefer a hands-off 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, Co-operators/CUMIS, and Desjardins. We're 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 you're 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 $46,000 - $55,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.

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More about this job

Responsibilities

Process new and fee-based accounts accurately and promptly, including account setup, ongoing maintenance, monthly fee processing, and correct transaction coding. Maintain compliant records and procedures, communicate operational updates, support cross-training, and contribute to continuous improvement while meeting partner and client expectations.

Requirements

A post-secondary program in Finance or Business is preferred, along with at least one year of administrative experience, preferably in the mutual fund or financial industry. Dataphile experience, Credit Union system experience, CSC and/or IFIC completion, and French bilingual skills are assets; fluent English communication is required.

Skills

New Account Processing
Account Administration
Fee-Based Account Maintenance
Financial Operations
Data Accuracy
Tax Reporting
Regulatory Compliance
Dataphile
Laserfiche
OSM
Client Service
Communication
Cross-Training
Continuous Improvement
Mutual Funds
Credit Union Systems

Benefits

Health Benefits
Dental Benefits
Insurance Benefits
Vacation Time
Fitness Benefit
Parental Leave Top-Up
Learning And Development
Education Assistance Program
Social Events

Visa sponsorship

Not detected in the job text

Keywords

New Account Processing
Fee-Based Accounts
Account Maintenance
Financial Operations
IIROC
Mutual Funds
Credit Unions
Dataphile
Laserfiche
OSM
NAAFs
Tax Reporting
Regulatory Compliance
Service Level Agreements
Canadian Securities Course
Investment Funds Institute Of Canada
CSC
IFIC
Client Service
Administrative Support
Cross-Training
Continuous Improvement
Finance
Business
English Communication
French

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