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Added 41 mins ago
IP
Wealth Management Operations
IG Private Wealth Management - Vanno Ort & Paul Jarvie
Newmarket, ON
- Full-time
…role will coordinate account openings and transfers, monitor investment instructions, and liaise with internal teams and external providers to resolve operational issues. Daily…
Added 3 hours ago
SI
Analyst - Principal Investments
Stalwart Insurance Group
Toronto, ON
- Full-time
Stalwart Insurance Brokers Ltd. (Stalwart) is a growing national life insurance brokerage and financial services provider with a focus on high-complexity client and business situations.
Added 3 hours ago
IW
District Vice-President
IG Wealth Management
Quebec, QC
- Full-time
…assets as of December 31, 2025. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie…
Added 3 hours ago
IW
Senior Manager, Business Development
IG Wealth Management
MB · Manitoba, Canada
- Full-time
…assets as of December 31, 2025. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie…
Added 3 hours ago
IW
Senior Manager, Business Development
IG Wealth Management
BC · British Columbia, Canada
- Full-time
…assets as of December 31, 2025. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie…
Added 3 hours ago
IW
Senior Manager Real Estate Operations
IG Wealth Management
MB · Manitoba, Canada
- Full-time
…assets as of December 31, 2025. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie…
Added 3 hours ago
IW
Specialist Process Management and Administration
IG Wealth Management
Quebec, QC
- Full-time
…assets as of December 31, 2025. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie…
Added 3 hours ago
IW
Director, Citizen Development & Employee Technology Experience Pod Owner
IG Wealth Management
ON · Ontario, Canada
- Full-time
…assets as of December 31, 2025. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie…
Added 3 hours ago
IW
Specialist Process Management and Administration
IG Wealth Management
MB · Manitoba, Canada
- Full-time
…assets as of December 31, 2025. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie…
Added 3 hours ago
IW
Director, Citizen Development & Employee Technology Experience Pod Owner
IG Wealth Management
MB · Manitoba, Canada
- Full-time
…assets as of December 31, 2025. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie…
Added 4 hours ago
IW
Senior Manager, Business Development
IG Wealth Management
AB · Alberta, Canada
- Full-time
…assets as of December 31, 2025. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie…
Added 5 hours ago
GF
New Business Associate
Greatway Financial Inc.
London, ON
- Full-time
Learn our insurance and investment products, processes and compliance standards
Added 5 hours ago
A
Senior Systems Engineer
Aviso
Vancouver, BC
- $100,000 to $120,000 CAD / year
- Full-time
Excellent health, dental and insurance benefits to meet the diverse needs of our employees
Added 5 hours ago
T
Commercial Mortgage Funding Officer
Timbercreek
Toronto, ON
- Full-time
…debt under administration as of May 31, 2019, across three key investment strategies; direct investments in mortgages and other debt secured by real estate, direct investments in real…
Added 5 hours ago
AW
Senior Systems Engineer
Aviso Wealth
Remote, Canada
- $100,000 to $120,000 CAD / year
- Full-time
- Remote
Excellent health, dental and insurance benefits to meet the diverse needs of our employees
Added 5 hours ago
Bilingual Individual Underwriting Consultant
The Canada Life Assurance Company
ON
Maintain positive and effective relationships with advisors to augment our value proposition and differentiate our service offering in an effective manner
Added 6 hours ago
A
New Accounts Administrator
Aviso
Vancouver, BC
- $46,000 to $55,000 CAD / year
- Full-time
Successful completion of the Canadian Securities Course (CSC) and/or the Investment Funds Institute of Canada (IFIC) course is an asset
Added 6 hours ago
SI
Analyst - Principal Investments
Stalwart Insurance Group
Vancouver, BC
- Full-time
Stalwart Insurance Brokers Ltd. (Stalwart) is a growing national life insurance brokerage and financial services provider with a focus on high-complexity client and business situations.
Added 6 hours ago
W
Project Manager
Wellington-Altus
Toronto, ON
- Full-time
Founded in 2017, Wellington-Altus Private Wealth Inc. (Wellington-Altus) is Canada's top-rated* investment dealer and a subsidiary of Wellington-Altus Financial Inc., one of Canada’s Top…
Added 7 hours ago
CF
Private Client Operations Specialist
CI Financial
Toronto, ON
- Full-time
Provide prompt and courteous service to Financial Advisors, Investment Counsellors, Client Service, Wealth Planners, Custodians and other internal departments via phone and email on…
Added 7 hours ago
WR
Vice President, Real Estate Debt & Financing
Wealthy Recruiting
Montreal, QC
- Full-time
This is a highly visible and hands-on leadership position. The VP will serve as a key point of contact with banks, insurance companies, credit funds, private lenders, mortgage brokers, and…
Added 8 hours ago
SL
Advisor
Sun Life Insurance & Investments
Richmond Hill, ON
- Full-time
Recommend and implement suitable insurance and investment products that align with this financial roadmap.
Added 8 hours ago
NB
Senior Financial Planning Advisor
National Bank of Canada
Montreal, QC
- Full-time
clients and Investment Advisors by developing comprehensive financial plans
Added 9 hours ago
Service Support Associate
The Canada Life Assurance Company
Toronto, ON
…verbally and in writing with plan administrators as well as advisors in the processing and ongoing maintenance of our employee benefits…
Added 9 hours ago
MF
Director, Citizen Development & Employee Technology Experience Pod Owner
Mackenzie Financial Corporation
Toronto, ON · Greater Toronto Area, ON
- Other
…assets as of December 31, 2025. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie…

Aviso

New Accounts Administrator

Vancouver, BC, Canada

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

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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 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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