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 to fill an opening for a Director, Responsible Investing, to join our Client Insights Group in support of NEI’s retail and institutional Sales team, and their partners for 12 months.Reporting to the Senior Director, Sales Enablement, the Director, Responsible Investing, will form a critical conduit between the RI team and the NEI retail and institutional sales teams to translate NEI’s stewardship activities into compelling, business-ready narratives that inspire advisors and investors and create new growth opportunities across all distribution channels. 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 supportedWe 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 workingWe 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 succeedWe 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 improveWhat your day looks like:Use your expertise and understanding of Responsible Investing (RI) to communicate the application and benefits of NEI’s RI stewardship activitiesAs the subject matter expert in responsible investing, you will work with a diverse group of stakeholders to grow awareness of NEI’s Responsible Investing programUse your superb communication skills to be the face of NEI’s stewardship and responsible investing initiatives. In partnership with Sales and Marketing you’ll translate complex activities into compelling business-focused narratives that highlight this competitive differentiator for advisors and investorsPartner with the Responsible Investing team, to stay current on NEI’s responsible investing program, stewardship initiatives, engagement activities, industry developments, and research to ensure timely, relevant stories are brought to marketBuild strong relationships with financial advisors, institutional clients, and credit union partners, inspiring them to integrate RI into their business strategies and client conversations Partner with retail and institutional sales teams to attend client and prospect meetings, delivering high-impact presentations, seminars, and webinars that highlight the value of NEI’s stewardship workProactively identify opportunities through advisor conversations, market events, and industry developments to showcase the RI team’s stewardship activities across different industries highlighting their relevance to clients and communities Equip wholesalers and distribution partners with persuasive messaging, presentation materials, and content to capture new business and deepen existing relationships Anticipate and address sales and advisor questions on RI and stewardship, positioning NEI as a trusted thought leaderWork with marketing and sales to ensure stewardship messaging is consistently integrated into campaign, materials and client touchpointsRequirementsYour experience and skills: Post-secondary degree/diploma in Finance, Business, Sustainability, Communications, Sales or a combination of these and related fields is preferred Preference will be given to candidates who have an MBA, CFA, Masters of Sustainability or related field 2+ years’ experience in the sale or support of responsible or impact investing is beneficial with exposure to the principles of RI and understanding the role it plays as a financial concept and financial planning 5+ years’ experience in the investment advice business either within a sales or client portfolio management role Superior skills in relationship building, analysis, research, written and verbal communication and presenting complex ideas in a compelling and impactful way Highly organized and able to maintain multiple relationships both internally and externally The ability to self-start and support key initiatives tied directly to the organization’s core value proposition Experience in an organization that offers RI solutions is an asset Fluent communication skills (written and verbal) in English are required and bilingual skills in French are an asset BenefitsWhy 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 contributionsExcellent health, dental and insurance benefits to meet the diverse needs of our employeesGenerous vacation time, fitness benefit, parental leave top-up optionsMatching contributions to our retirement programCommitment to the continuous improvement of our staff through learning & development and an education assistance programRegular social events to foster teamworkYour InformationBy 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 PoliciesEqual Employment OpportunityAviso 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.SalaryThis position is posted with an expected salary range of $135,000 - $160,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.
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 to fill an opening for a Director, Responsible Investing, to join our Client Insights Group in support of NEI’s retail and institutional Sales team, and their partners for 12 months.
Reporting to the Senior Director, Sales Enablement, the Director, Responsible Investing, will form a critical conduit between the RI team and the NEI retail and institutional sales teams to translate NEI’s stewardship activities into compelling, business-ready narratives that inspire advisors and investors and create new growth opportunities across all distribution channels.
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:
- Use your expertise and understanding of Responsible Investing (RI) to communicate the application and benefits of NEI’s RI stewardship activities
- As the subject matter expert in responsible investing, you will work with a diverse group of stakeholders to grow awareness of NEI’s Responsible Investing program
- Use your superb communication skills to be the face of NEI’s stewardship and responsible investing initiatives. In partnership with Sales and Marketing you’ll translate complex activities into compelling business-focused narratives that highlight this competitive differentiator for advisors and investors
- Partner with the Responsible Investing team, to stay current on NEI’s responsible investing program, stewardship initiatives, engagement activities, industry developments, and research to ensure timely, relevant stories are brought to market
- Build strong relationships with financial advisors, institutional clients, and credit union partners, inspiring them to integrate RI into their business strategies and client conversations
- Partner with retail and institutional sales teams to attend client and prospect meetings, delivering high-impact presentations, seminars, and webinars that highlight the value of NEI’s stewardship work
- Proactively identify opportunities through advisor conversations, market events, and industry developments to showcase the RI team’s stewardship activities across different industries highlighting their relevance to clients and communities
- Equip wholesalers and distribution partners with persuasive messaging, presentation materials, and content to capture new business and deepen existing relationships
- Anticipate and address sales and advisor questions on RI and stewardship, positioning NEI as a trusted thought leader
- Work with marketing and sales to ensure stewardship messaging is consistently integrated into campaign, materials and client touchpoints
Requirements
Your experience and skills:
- Post-secondary degree/diploma in Finance, Business, Sustainability, Communications, Sales or a combination of these and related fields is preferred
- Preference will be given to candidates who have an MBA, CFA, Masters of Sustainability or related field
- 2+ years’ experience in the sale or support of responsible or impact investing is beneficial with exposure to the principles of RI and understanding the role it plays as a financial concept and financial planning
- 5+ years’ experience in the investment advice business either within a sales or client portfolio management role
- Superior skills in relationship building, analysis, research, written and verbal communication and presenting complex ideas in a compelling and impactful way
- Highly organized and able to maintain multiple relationships both internally and externally
- The ability to self-start and support key initiatives tied directly to the organization’s core value proposition
- Experience in an organization that offers RI solutions is an asset
- Fluent communication skills (written and verbal) in English are required and bilingual skills in French are an asset
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 $135,000 - $160,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.
Aviso Wealth is a national, integrated financial services company owned by the Credit Union Centrals, CUMIS and Desjardins. Our investment and insurance dealers support thousands of financial advisors at hundreds of credit unions across Canada. Our award-winning online brokerage, Qtrade Investor, and our automated investing platform, VirtualWealth, give Canadians flexible choices for building their wealth. Our asset manager, NEI Investments, is a Canadian leader in Responsible Investment funds and portfolios, which are available through a national network of advisors. Aviso also provides custodial services and introducing broker services to independent financial organizations, including banks, trust companies, insurance companies, investment dealers, portfolio managers and financial planning firms. Aviso has major operations in Vancouver and Toronto, along with regional offices across Canada. 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.
Aviso Wealth is a national, integrated financial services company owned by the Credit Union Centrals, CUMIS and Desjardins. Our investment and insurance dealers support thousands of financial advisors at hundreds of credit unions across Canada. Our award-winning online brokerage, Qtrade Investor, and our automated investing platform, VirtualWealth, give Canadians flexible choices for building their wealth. Our asset manager, NEI Investments, is a Canadian leader in Responsible Investment funds and portfolios, which are available through a national network of advisors. Aviso also provides custodial services and introducing broker services to independent financial organizations, including banks, trust companies, insurance companies, investment dealers, portfolio managers and financial planning firms. Aviso has major operations in Vancouver and Toronto, along with regional offices across Canada.
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.
