Advisor Careers
Your partner for success
As a part of the Aviso parent company, Aviso Wealth is a national self-clearing dealer network with thousands of advisors across Canada, serving over 410,000 investors at 105 credit unions.
In partnership with credit unions, we offer a full suite of financial services to support evolving client needs.
With a culture that is values-based and service-focused, our success thrives on meeting the financial needs of members and investors. We are looking for financial advisors who are driven by integrity and have a genuine passion for making a positive difference in their clients' lives and local communities.
Join our unique ecosystem that supports your success with a comprehensive suite of wealth offerings, industry-leading tools, digital solutions, insurance services, and more.
Support for every ambition
Whether you are scaling your practice with growth-focused strategies, or planning and executing an exit, our dual platform dealer offers resources and expertise to help achieve your goals.
Doing business your way
Get the flexibility of choosing from a diverse range of competitive wealth solutions to align with client needs and be in control of how you want to provide the best service to your clients.
Leading technology and expertise
Access integrated platforms and tools that help simplify back-office workflows and deliver exceptional client experiences. Plus, we offer ongoing learning and development resources to help strengthen your business.
Seamless transition
We understand the importance of transitioning quickly and efficiently, which is why we offer dedicated support for this process. With our concierge-style service, you benefit from one central point of contact – an On-boarding Officer who partners with you from start to finish to ensure a smooth shift to a business-as-usual environment with minimal client impact.
Succession Planning Support
We understand that preserving your legacy and maximizing your business value are important as you think about succession. Together, we will work to explore your unique succession needs and assist in the design and execution of client transition processes to achieve your goals while ensuring client continuity.
Strategic Practice Management
Our team is here to help you enhance and optimize client experiences using a suite of tools, resources, and proven techniques. We focus on four essential areas: goal setting and business planning, advisor efficiency strategies, prospecting and referral techniques, and crafting compelling advisory value propositions.
