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Added 14 mins ago
M
Marsh People and Investments - Strategic Implementation Co-Op - Toronto - Winter 2027
Marsh
Toronto, ON
- Temporary
Interest in buy-side investment management, trading operations, advisory environments, or related business domains, along with demonstrated curiosity and hands-on engagement with AI tools.
Added 14 mins ago
B&
Project Manager - Mechanical Special Projects
Black & McDonald Limited
Toronto, ON · Greater Toronto Area, ON
- $80,000 to $110,000 CAD / year
- Full-time
Ongoing investment in training and development
Added 14 mins ago
E
Principal Electrical Engineer - Battery Energy Storage Systems (BESS)
Enbridge
Calgary, AB · Toronto, ON
- Full-time
…and asset strategies, guide projects from development through operations, and advance the safety, reliability, performance, and lifecycle value of BESS…
Added 29 mins ago
NC
Member Associate
Northern Credit Union
Barry's Bay, ON
- Full-time
The Member Associate plays a vital administrative and customer service role within Northern Credit Union’s branch operations. Working closely with the Member Advisors and Market Manager,…
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CC
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- Part-time
Provide assistance to store management in supervising and facilitating the daily operations of the store
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Director, Content Marketing
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Canada
Deliver actionable performance reporting and executive-level insights to senior leadership to guide investment and prioritization.
Added 44 mins ago
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Project Manager - Mechanical Special Projects
Black & McDonald Limited
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Ongoing investment in training and development
Added 44 mins ago
T
Personal Banking Associate Trainee - Mandarin and/or Cantonese Language Skills Considered an Asset
TD
Burnaby, BC
- Full-time
…financial queries and banking needs, including new accounts, investment advice and banking solutions. Do you think you have what it…
Added 44 mins ago
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Personal Banking Associate
TD
Barrie, ON
- Part-time
…financial queries and banking needs, including new accounts, investment advice and banking solutions. Do you think you have what it…
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Personal Banking Associate
TD
Prescott, ON
- Part-time
…financial queries and banking needs, including new accounts, investment advice and banking solutions. Do you think you have what it…
Added 44 mins ago
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Personal Banking Associate
TD
Waterford, ON
- Full-time
…financial queries and banking needs, including new accounts, investment advice and banking solutions. Do you think you have what it…
Added 58 mins ago
U
Human Resources Manager
Univeris
Toronto, ON
- Full-time
Serving as the HR Manager, you will own North American HR operations end-to-end while leading the company-wide programs that determine whether Univeris attracts and retains top talent. This…
Added 58 mins ago
B
Director, Business Development, Pension Risk Transfer
BMO
Toronto, ON · Montreal, QC · YNG
- Full-time
Work closely with actuarial, pricing, investment, legal, operations and other partners to coordinate transaction execution.
Added 58 mins ago
CA
Assistant Resident Manager (Part-Time)
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Huntsville, ON
- Part-time
Our mission is to be sought after as a leading-edge, reputable, multi-disciplinary alternative asset manager; to capitalize on opportunities in new and interesting investment strategies…
Added 1 hour ago
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Commercial property manager - Grand Montreal area
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- Full-time
Based in Montreal and under the responsibility of the Operations Director, the Property manager efficiently manages all activities related to the buildings assigned to them commercial real…
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- Full-time
As an Assistant Store Manager – Back‑End Operations, you will play a critical leadership role in ensuring these business lines are supported through safe, efficient, and accurate…
Added 1 hour ago
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Human Resources Manager
Univeris
Toronto, ON
- $95,000 to $110,000 CAD / year
- Full-time
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Added 1 hour ago
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Toronto, ON
The Manager, Workforce Planning / Workforce Insights, leads the workforce management function for Enterprise Security, with accountability for workforce planning governance, capacity…
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Director, Demand Generation
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Remote, Canada
- $140,000 to $150,000 CAD / year
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…customer service, and scales to support complex enterprise…
Added 1 hour ago
Senior Demand Planner - Service Parts
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…improvement initiatives to balance customer service, inventory investment, and operational efficiency while ensuring repair parts availability and supporting customer commitments. The role…
Added 1 hour ago
B
Senior Banker
BMO
Quebec, QC
- Full-time
Acts as a role model for colleagues and supports branch leadership activities delegated by the Manager.
Added 1 hour ago
QP
Assistant Community Manager
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Cambridge, ON
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QuadReal Property Group is a global real estate investment, development and operating company headquartered in Vancouver, British Columbia. Its assets under management are $98.5 billion.…
Added 1 hour ago
CC
Retail Shift Leader
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Calgary, AB · Canyon Meadows, Calgary, AB
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Provide assistance to store management in supervising and facilitating the daily operations of the store
Added 1 hour ago
CC
Retail Shift Leader
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Calgary, AB · Kingsland, Calgary, AB
- Part-time
Provide assistance to store management in supervising and facilitating the daily operations of the store

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.

Apply About employer

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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