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Added 17 mins ago
CC
Accountant
Canadian Cancer Society
Toronto, ON
- Full-time
Identifies issues and deficiencies, resolves basic issues to clients’ satisfaction, and escalates appropriate matters to supervisor
Added 17 mins ago
CC
Accountant
Canadian Cancer Society
Vancouver, BC
- Full-time
Identifies issues and deficiencies, resolves basic issues to clients’ satisfaction, and escalates appropriate matters to supervisor
Added 47 mins ago
KL
Registered Nurse - Temporary Full Time
Kindera Living
Hamilton, ON
- Full-time
…nurturing a culture of kindness that flourishes within our team. Our valued team members are the heart of our mission and their well-being directly impacts the lives of those in our…
Added 1 hour ago
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Service Manager
Convergint
Toronto, ON · Etobicoke, ON
- Full-time
Job Description: Convergint is currently recruiting for a Service Manager to join our growing team in our Toronto, ON location. As the Service Manager, you will be responsible for the…
Added 1 hour ago
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CCQ Security Technician
Convergint
Ottawa, ON
- Full-time
Job Description: Convergint is currently recruiting for a Bilingual Security Systems Technician - CCQ to join our team in Ottawa, ON. As a Security Technician, you will be responsible for…
Added 1 hour ago
Food Services Assistant
Region of Waterloo
Kitchener, ON
Here, you’ll be part of a compassionate and innovative team that is committed to meaningful connections, person-centred care, and making every day matter for residents and families.
Added 1 hour ago
Security Officer
Winnipeg Regional Health Authority
Virden, MB
…Guards as per the Private Investigators and Security Guards Act. Security Officers provide a safe, comfortable and supportive environment for all clients, staff and visitors by encouraging…
Added 1 hour ago
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Clinical Research Coordinator
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
We are seeking a highly motivated, organized and enthusiastic individual to join our dynamic team. Under the immediate supervision of the principal investigator, the incumbent will be…
Added 3 hours ago
PC
Cook, Casual, Food & Nutrition Services
Providence Care
Kingston, ON
- Full-time
…of Health LTC standards, The Occupational Health and Safety Act and the Public Health…
Added 3 hours ago
Night Supervisor, Maintenance
CONA Services
Brampton, ON
Reporting to the Maintenance Manager, the Maintenance Supervisor will be responsible for the management of the Maintenance department to ensure the eﬃciency of the highest quality product…
Added 3 hours ago
ML
Machine Operator 1 Wiener - 2nd Shift
Maple Lodge Farms
Brampton, ON
- Full-time
…innovation and investment in growth, we’re looking for committed, team players to join the Maple Lodge family. As a proudly family-owned Canadian company, we’re passionate about what we do.…
Added 3 hours ago
DR
Systems Support Coordinator
Durham Region (The Regional Municipality of Durham)
Whitby, ON
- Full-time
…accordance with the Accessibility for Ontarians with Disabilities Act (AODA) and the Ontario Human Rights Code, accommodation will be provided throughout the recruitment process upon…
Added 4 hours ago
ST
Applied Behaviour Analysis Therapist
Strides Toronto
Toronto, ON
- Part-time
Create initial behaviour plans with baseline assessment data to develop individualized client goals for treatment in collaboration with supervisor and caregiver.
Added 5 hours ago
BW
Ambulance Readiness Technician (Kamloops) CAS
BC Women's Hospital and Health Centre
Kamloops, BC
- Full-time
Liaise with Paramedics, Supervisor and IT to assist in the repair of radio and telecommunications equipment on BCEHS units.
Added 5 hours ago
SL
Accounts Payable Specialist
Sporting Life
Woodbridge, ON
- Full-time
Sporting Life Group is a proudly Canadian family of retail banners, Sporting Life, Golf Town, and Team Town Sports, united by a shared passion for sport and active living.
Added 5 hours ago
IH
Project Lead | Evaluation
Interior Health Authority
Kelowna, BC
- Part-time
Interior Health is looking for an experienced Project Lead, Evaluation to join our team on a Part-time term basis that is expected to last until October 2027.
Added 5 hours ago
SN
Distribution Designer
Synergy North
Thunder Bay, ON
- Full-time
…lives. To do this, we are continuing to build on our strong team of professionals and have up to two full-time, permanent Distribution Designer positions in Thunder Bay, Ontario. SYNERGY…
Added 6 hours ago
PH
Food Service Worker, Patient Food Services, C&W
Provincial Health Services Authority
Vancouver, BC
- Part-time
…temperatures and standard portion control, escalating to Cook, Supervisor, and/or Manager…
Added 6 hours ago
FC
Operations Supervisor-2
FedEx Canada
Corunna, ON
- Part-time
This is a frontline supervisor position that supports the FedEx Express (FXE) Safety Above All Culture and manages specific day-to-day sort operations and assigned Cargo Handlers (CH) staff…
Added 6 hours ago
PH
Radiological Technologist, Computed Tomography General Procedures, Medical Imaging - BC Children’s Hospital
Provincial Health Services Authority
Vancouver, BC
- Full-time
…requesting previous studies. Reports malfunctioning equipment to…
Added 6 hours ago
CA
Junior Project Coordinator
Centurion Associates Inc
Toronto, ON
- Full-time
…investments and housing for all its clients, our experienced team comprised of more than 435 Employees is a core component of Centurion’s success since 2003. Centurion Apartment Real Estate…
Added 6 hours ago
T
Primary Counsellor
TAMIR
Ottawa, ON
- Full-time
Actively advocate to the supervisor and team to ensure the best care possible for primary participant
Added 6 hours ago
O
Supervisor, After Hours- MNU-26-20
Ongwanada
Kingston, ON
- Full-time
The Supervisor, After Hours is responsible for coordinating services and supports to supported individuals and team members during non-regular work hours, including evenings, nights,…
Added 6 hours ago
O
Supervisor, Community Participation Supports- MNU-26-19
Ongwanada
Kingston, ON
- Internship
Working collaboratively with team members, supported individuals, families and community partners, the Supervisor ensures person-centred programs and supports are delivered effectively…
Added 6 hours ago
RM
Supervisor, Centralized Scheduling
Ross Memorial Hospital
Kawartha Lakes, ON · Lindsay, ON
- Full-time
…Kawartha Lakes. Among our acute and continuing care services, our team cares for 45,000 patients per year in the 24/7/365 emergency department, provides orthopedics and ophthalmology,…

Aviso

New Accounts Administrator

Vancouver, BC, 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 on time, including account setup, ongoing maintenance, monthly fee generation and posting, and correct transaction coding. Maintain compliant records and procedures, coordinate with Operations and the Service Centre, support cross-training, and contribute to process improvements and strong partner and client service.

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 familiarity, CSC and/or IFIC course completion, and French bilingual skills are assets; fluent English communication is required.

Skills

New Account Processing
Fee-Based Account Administration
Account Maintenance
Financial Operations
Dataphile
Laserfiche
OSM
Regulatory Compliance
Tax Reporting
Administrative Support
Attention To Detail
Communication
Cross-Training
Continuous Improvement
Client Service
Mutual Fund Administration

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 Accounts
Fee-Based Accounts
Account Setup
Account Maintenance
Financial Operations
IIROC
Dataphile
Laserfiche
OSM
NAAFs
Tax Reporting
Regulatory Compliance
Mutual Funds
Credit Unions
Canadian Securities Course
Investment Funds Institute Of Canada
CSC
IFIC
Service Level Agreements
Monthly Fee Processing
Transaction Coding
Continuous Improvement
Cross-Training
Client Service
Financial Administration

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