Aviso Wealth

We support credit unions across Canada in offering wealth planning and advice to Canadians, helping them manage and grow their finances. We provide credit unions with a range of investing and wealth management solutions, including dealer services and back-office administration. Our subsidiaries also offer comprehensive estate planning services. We offer services in asset management, full-service brokerage, online brokerage services, insurance, investment counseling, and financial planning.

Aviso Wealth, a division of Aviso Financial Inc., offers mutual funds and other securities. Aviso Financial Inc. also offers the Aviso Managed Assets Program. Aviso Wealth Inc. is a wholly owned subsidiary of Aviso Wealth LP, which is owned by Desjardins Financial Holding Inc. (50%) and a limited partnership owned by five Provincial Credit Union Centrals and The CUMIS Group Limited (50%). Our subsidiaries include Aviso Financial Inc. (with divisions Aviso Wealth, Qtrade Direct Investing, Qtrade Guided Portfolios, Aviso Correspondent Partners) and Northwest & Ethical Investments L.P.

We have over $160 billion in assets under administration and management, more than 30 years of experience providing wealth solutions, and support 300 financial institution partners and 3,000 investment advisors on our platforms.

Our Purpose, Vision, and Values guide our interactions with partners, advisors, and investors. Our core values are responsibility, partnership, leadership, innovation, and community. We apply these values in how we operate and engage with our colleagues, partners, clients, and communities.

We are a certified Great Place to Work® and have 201-500 employees. We believe that a strong culture leads to strong results, and we are dedicated to employee success and career development. Employees are part of a team of talented and innovative professionals focused on delivering client experiences.

A career with us offers interesting and challenging work within an organization that lives its values. We empower employees to pursue their professional and personal goals, fostering collaboration among passionate individuals in a flexible and innovative environment. We provide opportunities for employees to contribute to their communities and support a culture of continuous learning and growth. Our technical teams promote DevOps practices and cloud-native solutions, focusing on scalable and maintainable software and long-term technical roadmaps.

We offer an inclusive benefit and savings program designed to support physical and mental health. This program includes a Supplementary Unemployment benefit that supplements maternity and parental leaves, expanded mental health coverage, a comprehensive life insurance package, and gender affirmation coverage. Employees also receive a Retirement Savings Benefit and a Personal Spending Account to support a healthy lifestyle. Additionally, we provide discounted fees on accounts held at Qtrade Direct Investing® and Qtrade Guided Portfolios.

For capability and skill development, we provide access to growth, learning, and development opportunities. These resources include a LinkedIn Learning subscription, access to Aviso Academy, and an Educational Assistance Program for tuition reimbursement.

We support personalized career growth through tools such as Community Coaching Circles, one-to-one mentorship opportunities, individual development plans, and a Career Pathing program designed to identify opportunities for advancement.