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Aviso powers businesses that empower investors. Learn more about Aviso’s comprehensive range of investment and wealth management solutions.

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Aviso is a leading brand that offers a wide range of products and services to meet the needs of their partners and clients. With a strong focus on customer satisfaction, Aviso prides itself on providing exceptional support and assistance. For general inquiries, Aviso can be reached at 1.888.545.5959, or you can visit their head office located at 151 Yonge Street, Suite 1200, Toronto, ON M5C 2W7. If you are an Aviso partner or client and require specific help, Aviso provides dedicated contact information for various services. For Credential Service Centre inquiries, you can reach out to them at service@credential.com or call 604.714.3800. Qtrade offers client support at info@qtrade.ca or call 604.605.4199. VirtualWealth can be contacted at info@virtualwealth.ca or call 1.844.622.4500. Aviso also offers services through Qtrade Asset Management, Qtrade Advisor, Qtrade Insurance, and NEI Investments. Each service has its own contact information for queries and support. At Aviso, customer satisfaction is their priority, and their dedicated team is always ready to assist their partners and clients with any needs they may have.

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## About 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.

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.

**Our Values:**

- **Service** – We put our clients' needs first, advocate service excellence, and work to deliver client-centric solutions
- **Execution** – We are committed to achieving our goals, focusing on "getting things done," and recognizing opportunities as they arise
- **Collaboration** – We work collaboratively with others with the common goal of driving positive results

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. At Aviso, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.

## Product Designer, Temporary

**Position Overview:**
Reporting to the Director of UX, the Product Designer is responsible for collaborating closely with your primary delivery team, building relationships with business leads and cross-functional stakeholders across the enterprise, and interfacing directly with our partners in financial institutions and our customers. This individual must gain a deep understanding of our users and customers and seek the data to truly understand how our customers will engage with our product.

This will join our exciting journey as we aim to shape the future of investing for Canadians by delivering best-in-class advisor and investor wealth platforms. As a Product Designer, you will identify and solve for user needs that align with business objectives and technical strategy to define the user experience that brings our initial vision to life as well as charts the course for our continued success.

**Key Responsibilities:**

- Holistically explore the entire customer journey by researching and validating requirements with users and stakeholders
- Define and design conceptually before thinking of UI, prototyping and testing solutions for iterative design
- Document reusable patterns leveraging our design system for rapid delivery with development team
- Act as design lead over the experience, interaction design, information design and user interface for product area in close collaboration with Product Manager and Technology Lead
- Identify, analyze, and perform user research and data analysis to clarify opportunities and uncover issues, and set and evaluate target metrics
- Develop conceptual diagrams, task flows, information architecture, wireframes and interaction design specs
- Create user interface screens, components and solutions for B2B2C web platforms, leveraging and contributing to design system
- Craft and maintain up-to-date interactive prototypes for executive-level presentation
- Develop components, mocks and prototypes and design, run and analyze usability tests
- Consolidate design decisions into effective communication presentations and design specifications
- Communicate opportunities and design vision with Product Managers and Technical Leads to define iteration plans
- Advocate for user-centered design within the organization and mentor other designers

**Required Experience & Skills:**

- 5+ years of design experience as a key member of a product delivery team in a technology company
- **Design Comprehension** – Ability to articulate clear rationale for design decisions, exceptional knowledge of UX/UI principles, ability to effectively critique designs
- **Communication** – Strong stakeholder relationship management and excellent verbal and written communication skills with ability to present to diverse audiences
- **Prioritization** – Skill in triaging design demands and identifying when to jump to design versus when more research is required
- **Ownership** – Self-starter who can work independently and collaboratively as part of a team
- **Accessibility** – Awareness of accessibility, WCAG, AODA, AMA, and contemporary inclusive design standards
- **Demonstrated Skill** – Online portfolio of previous and current professional work demonstrating various successful projects and personal impact. Strong expertise in information design and interaction design
- **Tool Proficiency** – Exceptional skills with Figma and Miro or similar tools
- **Research and Evaluation** – Investigation and workshopping skills to work with users to identify problems and solutions. Experience creating and evaluating usability tests
- Fluent communication in English required; bilingual in French is an asset
- Familiarity with investment or financial services industries is an asset
- Undergraduate degree in UX, Human Computer Interaction or Graphic/Digital Design is an asset

**Work Arrangement:**
Hybrid role based in Vancouver, British Columbia, Canada. Remote work available; office location at 151 Yonge St, Toronto, ON for those who prefer in-office work.

**Contract Duration:**
6 months

**Compensation:**
$90 - $100 CAD per hour (individual compensation packages based on various factors unique to each candidate)

Manager Operations Aviso Wealth (WWM) Worldsource Wealth Management

Valerie Zappulla

Aviso

Manager Operations for Aviso Wealth

Product Designer, Temporary | Aviso Wealth | Jobs By Workable

Senior Product Designer

Information Architecture

Figma

User Research

Interaction Design

The role is for an Interim Product Designer at Aviso Wealth, focusing on user-centered design for financial platforms. Responsibilities include collaborating with teams, conducting user research, and creating design solutions. The position is hybrid in Vancouver, BC, with a 6-month contract and a compensation of $90-$100 CAD per hour.

Interim Product Designer

Design

**About 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.

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.

## Senior Analyst, Project Portfolio Management

**Position Overview:**
Reporting to the Director of Enterprise Portfolio and Practice Management, the Senior Analyst, Lean Portfolio will be key to establishing transparency into Aviso's delivery environment by collating, analyzing, validating, reporting, providing insights on delivery performance across the enterprise portfolio. This is a 6-month contract position.

**Core Values:**
- **Service** – You put your clients' needs first. You advocate service excellence, and work to deliver client-centric solutions, and proactively develop strategic partnerships that allow Aviso to become a trusted advisor and partner
- **Execution** – You are committed to achieving your goals and to succeed. This includes focusing on "getting things done", as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes
- **Collaboration** – You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization

**Key Responsibilities:**
- Design, develop, leverage, and maintain corporate reporting dashboards and metrics to anticipate, manage and communicate portfolio risks, progress and needs to stakeholders
- Create value by leveraging data to provide insights and analytics to senior leaders and business partners enabling their decisioning
- Help establish clarity on Aviso's delivery resource demand through reporting
- Help establish Aviso's Agile Program Management Office
- Ensure the entire portfolio is aligned and funded to meet business targets
- Lead role in the strategic enterprise initiative evaluation pipeline (intake), acting as first point of contact to leaders across all lines of business supporting their ideation stage
- Provide advice on analytics insights to senior leaders of the Intake Council
- Coordinate and support decentralized program execution
- Oversee spending, audit and compliance, and forecasting expenses
- Support the prioritization of projects and delivery teams by building and maintaining the fiscal plan
- Resource & capacity planning & allocation within division and business units
- Oversight of and responsible for providing quantitative insights and forecast needs for the management of project budgets across the enterprise portfolio
- Actively collaborate with a cross-functional team to determine, build, enhance governance structure of SBT and the delivery of the enterprise project portfolio

**Required Experience and Skills:**
- Able to identify opportunities and exhibit high energy and a willingness to be involved
- Strong written and verbal communication and presentation skills
- Superior analytical skills
- Proven project and people management skills
- Positive attitude with high levels of creativity, enthusiasm and team-work
- Experience with data mining and analysis tools and techniques
- Project management training and experience
- Experience managing budgets and analyzing financial elements of a project
- Willing to complete the training necessary to support Aviso's Continuous Improvement initiatives
- Relationship-building skills and ability to influence
- Fluent skills written and oral in English are required; bilingual skills in French are an asset
- Good collaborator, ability to engage effectively with other teams and technical experts
- Relationship management and coordination skills needed to interface with internal staff and partnerships across internal organization and potentially external vendors

**Work Arrangement:**
Hybrid, Toronto, Ontario, Canada

**Compensation:**
Expected salary range of $100,000 - $120,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.

**Benefits:**
- Competitive compensation package that rewards and recognizes individual contributions
- Excellent health, dental and insurance benefits to meet the diverse needs of employees
- Generous vacation time, fitness benefit, parental leave top-up options
- Matching contributions to retirement program
- Commitment to the continuous improvement of staff through learning & development and an education assistance program
- Regular social events to foster teamwork

Senior Analyst, Project Portfolio Management | Aviso Wealth | Jobs By Workable

Senior Business Analyst

Project Portfolio Management

This is a 6-month contract role for an Interim Senior Analyst in Project Portfolio Management at Aviso Wealth, focusing on transparency and delivery performance across the enterprise portfolio.

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