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Added 2 mins ago
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Aviso

Sales Strategy and Operations Leader

Toronto, ON, Canada

Pay: $110,000 to $135,000 CAD / year
Job type: Full-time
Apply by: Oct 16, 2026
Posting language: English
Posted: Sep 16, 2026

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Original job description

Aviso:

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 Sales Strategy and Operations Leader to join our Strategic Partnerships and Priority Clients team.

Reporting to the VP, Strategic Partnerships and Priority Clients, the Sales Strategy and Operations Leader is responsible for enabling the Direct Investing sales organization to consistently deliver against plan by aligning targets, activity, pipeline execution, skills, processes, and technology.

The Sales Strategy and Operations Leader supports the sales strategy, sales target setting support, achievement-to-plan management, activity alignment, pipeline health and velocity assessment, progress tracking, coaching, training, onboarding, and the sales technology roadmap. This role also serves as the key representative and voice of the Direct Investing sales team for enterprise innovation initiatives, workshops, pilots, and cross-functional programs - ensuring sales input is centralized, actionable, and effectively represented.

This position plays a critical leadership role in driving clarity, focus, accountability, consistent execution, and continuous improvement across the sales team.

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:

Own the monthly and quarterly sales reporting cycle, ensuring timely, accurate, and executive-ready reporting on sales performance, pipeline health, target achievement, incentive progress, risks, and opportunities
Establish and lead monthly business reviews with the leadership team, translating performance data into clear insights, decisions, actions, and follow-up accountability
Lead sales target setting, achievement-to-plan governance, forecasting discipline, incentive achievement tracking, and coaching recommendations that support consistent execution against business objectives
Drive CRM implementation, adoption, governance, data quality, usage discipline, and reporting integration, ensuring the platform becomes the single source of truth for sales activity, pipeline, relationship management, and performance visibility
Develop executive-level presentations, dashboards, and briefing materials for leadership meetings, steering committees, and cross-functional governance forums
Lead onboarding and training of new hires, including sales process education, CRM usage, reporting expectations, playbooks, partner context, and coaching plans to accelerate productivity
Manage, coach, and develop direct report(s), with the potential to expand people leadership responsibilities as the sales strategy and operations function scales
Translate sales strategy into scalable operating models that connect activity, pipeline generation, deal progression, partner engagement, client outcomes, and revenue performance
Represent Sales in enterprise initiatives, workshops, pilots, and cross-functional programs, consolidating feedback, shaping recommendations, and ensuring sales priorities influence business decisions

Supplemental (as required)

Lead go-to-market readiness for sales-impacting changes, product launches, and partner initiatives, ensuring the sales organization is equipped to execute effectively
Champion change management for new sales processes, tools, governance routines, and ways of working, driving adoption and sustained behavioural change across teams

Requirements

Your experience and skills:

Post-secondary degree/diploma in Business, Commerce, Finance, or a related field
7-10 years of progressive experience in sales strategy, sales operations, revenue operations, sales enablement, or sales performance leadership roles
2 years of Direct Investing experience
Demonstrated experience owning monthly and quarterly sales reporting cycles, leadership business reviews, performance governance, and executive-level reporting routines
Experience leading sales target setting, achievement-to-plan management, incentive achievement tracking, forecasting discipline, and coaching recommendations
Proven ability to lead CRM implementation, adoption, governance, usage management, reporting integration, and sales technology change management
Strong executive communication and presentation development skills, including the ability to create steering committee materials, business review decks, dashboards, and decision-ready recommendations
Experience designing and leading onboarding, training, playbooks, coaching frameworks, and capability-building programs for sales teams and new hires
People leadership experience, including managing, coaching, and developing direct report(s), with the ability to scale a team as business needs evolve
Strong analytical and commercial judgment, with the ability to translate complex sales data into clear insights, actions, and leadership decisions
Experience in self-directed investing, with a strong understanding of the online brokerage industry, investor needs, competitive landscape, and key operational drivers
Fluent communication skills in English are required and bilingual skills in French are an asset
Experience in wealth management, online brokerage, or financial services, with an understanding of partner-led distribution models is preferred

Benefits

Why Aviso?

At Aviso, 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, and Montreal. 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 $110,000 - $135,000 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

The role is responsible for enabling the Direct Investing sales organization by aligning targets, pipeline execution, and technology to deliver against business plans. Key duties include owning sales reporting cycles, leading CRM adoption, and representing the sales team in enterprise innovation initiatives.

Requirements

Candidates need a post-secondary degree in Business or Finance and 7-10 years of experience in sales strategy or operations, including 2 years in Direct Investing. Proven expertise in CRM governance, executive-level reporting, and people leadership is required.

Skills

Sales Strategy
Sales Operations
Revenue Operations
Sales Enablement
CRM Implementation
Executive Communication
Performance Governance
Financial Forecasting
People Leadership
Analytical Judgment
Onboarding & Training
Change Management
Pipeline Management
Direct Investing
Wealth Management
Business Review Leadership

Benefits

Health insurance
Dental insurance
Insurance benefits
Generous vacation time
Fitness benefit
Parental leave top-up options
Learning & development
Education assistance program
Regular social events

Visa sponsorship

Not detected in the job text

Keywords

CRM
Direct Investing
Wealth Management
Sales Pipeline
Revenue Operations
Sales Enablement
Financial Services
Online Brokerage
KPI Reporting
Business Reviews
Go-To-Market Strategy
Performance Tracking
Incentive Management
Forecasting
Operating Models
Stakeholder Management
Change Management
Executive Presentations
Dashboards
Governance
Self-Directed Investing
Partner-Led Distribution
PIPEDA
Financial Well-being
Strategic Partnerships

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