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Added 1 min ago
CC
Supporter Engagement Specialist
Canadian Cancer Society
Ottawa, ON · Toronto, ON
- Full-time
- Temporary
Supports the Manager and or Director and the rest of their Supporter Engagement Team in the development of donor and participant fundraising programs, including Run for The Cure, Relay for…
Added 1 min ago
OPERATIONS SUPPORT OFFICER
City of Toronto
Toronto, ON
Reporting to the Program Manager, Project Excellence Office (PXO), the Operations Support Officer co-ordinates overall operational support activities for the section and division, and…
Added 1 min ago
A
Government Funding Manager
Ayming
Toronto, ON
- Full-time
Contribute to the strategic development of the Government Funding business line, working with senior leadership to identify growth opportunities, strengthen service delivery, and align team…
Added 1 min ago
ZA
Business Development Lead
ZAS Architects + Interiors
Vancouver, BC
- $65,000 to $80,000 CAD / year
- Full-time
Our Vancouver practice serves clients across the commercial, workplace, retail, institutional, and municipal sectors. As part of our continued growth, we are seeking an experienced and…
Added 1 min ago
MC
Manager, Commercial Activities
MacLachlan College
Oakville, ON
- $82,000 to $95,000 CAD / year
- Full-time
The Manager, Commercial Activities will develop and execute a marketing/business plan, that is on brand and focuses on MacLachlan's existing and future capacity and strengths.
Added 16 mins ago
SC
Branch Manager
Sunrise Credit Union
Hartney, MB
- Full-time
Support marketing plans and programs that will contribute to the growth and development of the branch as identified in the Credit Union business plan.
Added 16 mins ago
S
Account Manager, Enterprise Sales
SOTI
Mississauga, ON
- Full-time
Lead as the account manager, the extended SOTI team(s) the full business cycle for complex business and value-based campaigns (including strategies in business development, successful…
Added 16 mins ago
R
Senior Relationship Manager Agriculture, Commercial Financial Services
RBC
Pembina, MB · Steinbach, MB
- Full-time
Your natural flair for providing advice and resolving intricate business challenges is what sets you apart from the crowd. This role is all about professional relationship management and…
Added 16 mins ago
R
Client Advisor Intern
RBC
Norfolk, ON
- Part-time
As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new…
Added 16 mins ago
PG
Senior Account Director, Social & Influencer
Publicis Groupe Holdings B.V
Toronto, ON
- Full-time
…relationships with key stakeholders, identifying growth opportunities, and delivering work that meets business objectives. From standout creator-brand partnerships to measurement frameworks…
Added 16 mins ago
FB
Assistant Store Manager
Farm Boy Inc.
Toronto, ON
- $66,000 to $76,000 CAD / year
- Full-time
As a senior member of the store leadership team, you’ll play a key role in shaping the customer experience and supporting Farm Boy’s vision of the best fresh shopping destination in the…
Added 16 mins ago
VI
Staff Information Security Engineer - Threat Detection & Response
Visier Inc.
Vancouver, BC
- Full-time
…technology by surfacing the insights leaders need to plan, decide, and act with confidence in the moments that matter most. As the market leader in people analytics, workforce planning,…
Added 16 mins ago
BT
Private Enterprise Manager
Baker Tilly Canada
Dartmouth, NS
- Full-time
We are looking for a Private Enterprise Manager to join our team - a role where your expertise will drive meaningful outcomes and your ambition will help shape what comes next. Here, you’ll…
Added 17 mins ago
TG
Planet Fitness - General Manager - Thunder Bay
Taymax Group
Thunder Bay, ON
- Full-time
The Club Manager will be responsible for the oversight of gym operations to ensure an exceptional “Judgement Free” member experience as well as a financially successful club. This position…
Added 17 mins ago
L
Senior Administrative Assistant
LGC
Vaughan, ON
- $70,000 to $90,000 CAD / year
- Full-time
The role requires standard business office hours with some flexibility because the position is more about accomplishing tasks and objectives with a high level of responsiveness than…
Added 31 mins ago
Produce Manager
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Ayr, ON
What began as a meat delivery business in Stellarton, Nova Scotia has grown to over 128,000 teammates at corporate-owned and franchised/affiliate store locations. Sobeys Capital…
Added 31 mins ago
CU
Vice President, Property Management
Canadian Urban Limited
AB · Edmonton, AB
- Full-time
· Ensure annual business plans are executed and adjusted to meet investor mandates and long-term
Added 31 mins ago
NS
Senior Account Director, Social & Influencer
North Strategic
Toronto, ON
- $125,000 to $135,000 CAD / year
- Full-time
…relationships with key stakeholders, identifying growth opportunities, and delivering work that meets business objectives. From standout creator-brand partnerships to measurement frameworks…
Added 31 mins ago
FT
Territory Sales Manager
Footage Tools Inc.
Vaughan, ON
- Full-time
Your toolkit includes charisma, resilience, and an innate ability to captivate audiences. You're scrappy, street-smart, and ready to hunt for the next big deal. You're not afraid to chart…
Added 31 mins ago
PG
Commercial Marketing Manager
Purity Gas
Toronto, ON · Greater Toronto Area, Canada
- Full-time
The Commercial Marketing Manager is a strategic leader who bridges Sales, Product Engineering, and Marketing to drive Purity Gas’s go-to-market strategy. This role leads vertical market…
Added 31 mins ago
EA
Business Development Manager
Ethos Automation Inc
Brantford, ON
- Full-time
We're not just looking for someone to generate sales opportunities. We're looking for someone to become a trusted partner to our customers and help shape the future growth of our business.
Added 46 mins ago
S
Project Manager II
Septodont
Cambridge, ON
- Full-time
Accountable to the Director Project Management, the Project Manager II manages a variety of cross-functional projects including strategic initiatives, new business development…
Added 46 mins ago
Legislative Advisor - TERM
The City of Red Deer
Red Deer, AB
This position requires an individual adept at communicating and adapting to change in a fast paced, politically sensitive environment. The Legislative Advisor works closely with elected…
Added 1 hour ago
RP
Communications Advisor (Contract)
Resource Productivity and Recovery Authority
Toronto, ON
- Contract
Reporting to the Manager of Communications, you’ll provide strategic communications advice across the organization, develop and implement effective communications strategies, and create…
Added 1 hour ago
SL
Engineering Manager
Strescon Limited
Saint John, NB
- Full-time
As Engineering Manager, you will provide strategic and technical leadership to a team of engineers responsible for delivering safe, efficient, and innovative precast and prestressed…

Aviso

New Accounts Administrator

Toronto, ON, Canada

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

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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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