Aviso Wealth

• La personne titulaire est responsable de la planification stratégique et de la réalisation des activités liées à la gestion du patrimoine de la Caisse populaire Alliance. • Elle mobilise une équipe de professionnels et contribue à son développement. • Cette équipe se distingue par ses compétences en gestion privée, en planification financière, en approche portefeuille, en produits de valeurs mobilières, en financement et en stratégies de placement. • Elle agit également comme personne-ressource en développement des affaires pour l’ensemble des dossiers touchant l’épargne et l’investissement. • Sous la direction de la vice-présidence expérience membres, la direction gestion du patrimoine supervise et dirige l’équipe de gestion des avoirs de la Caisse. • Elle offre un soutien constant à tous les centres de services dans ce domaine. • Diriger l’ensemble des activités liées au développement, au déploiement et à l’encadrement de la gestion des avoirs, lesquelles peuvent entraîner des répercussions importantes sur la rentabilité des opérations; • Soutenir la vice-présidence expérience membres dans l’élaboration, la mise en œuvre et le suivi du plan stratégique et du plan d’affaires annuel de la Caisse; • Préparer et planifier la répartition des tâches en collaboration avec le secteur des ressources humaines; • Établir les objectifs de rendement et effectuer les suivis appropriés afin d’assurer leur atteinte selon les priorités stratégiques annuelles de la Caisse; • Embaucher et encadrer le personnel sous sa direction; • Mettre en application les plans d’action découlant du plan d’affaires annuel; • Orienter, superviser, mobiliser et développer une équipe généralement composée de conseillers en produits spécialisés en GDA, de conseillers en conformité GDA, de directions en gestion des avoirs, de planificateurs financiers, de conseillers en gestion des avoirs et d’agents de services financiers affectés à la vente d’une gamme de produits et services spécialisés en gestion du patrimoine; • Élaborer des stratégies de développement des affaires (techniques de vente et de sollicitation) et ainsi assurer la croissance et la rentabilité du secteur des avoirs de la Caisse, en plus d’atteindre les objectifs établis; • Analyser les produits offerts (rentabilité et pertinence) afin de développer un plan de vente et l’approche membre; • S’assurer d’une offre de services complète et intégrée pour les membres desservis par ses équipes, en mettant à profit les services offerts par la Caisse et ses centres de services; • Assurer la conformité en valeurs mobilières et mobiliser l’agent de conformité dans le cadre de la vente de ces produits; • Assurer la qualité des services ainsi que la proactivité du personnel dans la réponse aux besoins des membres, tout en effectuant le suivi de leur satisfaction; • Assurer l’efficience et l’amélioration continue de l’ensemble des processus du secteur; • Maintenir des partenariats d’affaires (internes et externes) en fonction des besoins de la Caisse dans une perspective d’équilibre entre la satisfaction des membres, la rentabilité et le niveau de risque; • Assurer la liaison avec les partenaires externes; • Se tenir informé de l’environnement concurrentiel qui l’entoure et des pratiques des entreprises les plus performantes; • Collaborer avec l’équipe de marketing dans la création de campagnes promotionnelles efficaces et originales; • Être responsable du développement continu de ses propres compétences et de la connaissance de son champ d’activité; • Mettre en place des pratiques favorisant la gestion des talents et de la performance; • Favoriser un bon esprit d’équipe, autoriser les congés ainsi que traiter et résoudre les situations conflictuelles.

Title: Product Designer, Temporary Hybrid Marketing, Communications & Digital Experience Contract MC-26-186 Toronto, Ontario, Canada Vancouver, British Columbia, Canada 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 are looking to fill an opening for a Product Designer to join the Customer Experience (CX) team for 6 months. 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. Your work will holistically explore the entire customer journey by researching and validating requirements with users and stakeholders, defining and designing conceptually before we even start thinking of UI, prototyping and testing solutions for iterative design, and documenting reusable patterns leveraging our design system for rapid delivery with our development team. The Product Designer is a key voice in advocating for user-centered practice within the organization and communicating the unique value and outcomes that customer experience activities bring to the business. This can be a remote role, however for those who would like to come into the office we are at 151 Yonge St, Toronto, ON. Who you are: - 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 Wealth 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 What your day looks like: - While each member of the empowered product team plays a key role in the delivery of the solution, the Product Designer understands that consistent innovation is the result of each member of the product team and other stakeholders contributing their passion and their ideas. Moreover, this individual must possess an innate curiosity that compels them to continually track design trends and the competitive landscape to constantly enhance designs to keep Aviso at the forefront of the innovation curve - The Product Designer acts as design lead over the experience, interaction design, information design and user interface for their product area in close collaboration with a Product Leadership triad that includes the Product Manager and Technology Lead - Accountability will be a key to success. You will identify, analyze, and perform user research and data analysis to clarify opportunities and uncover issues, as well as to set and evaluate target metrics which provide user and business value - Develop conceptual diagrams, task flows, information architecture, wireframes and interaction design specs to ensure the user’s needs are being met across all stages of the customer journey. - Create user interface screens, components and solutions for B2B2C web platforms, leveraging and contribute to our design system, as a part of a multi­disciplinary team in a fast-paced environment to meet complex business requirements and user needs. UI design is a small fraction of the overall Product Designer’s mandate, if your skillset is primarily in UI design you are welcome to apply but this role will likely not be a great fit for you - Craft and maintain up-to-date interactive prototypes that represent the current state of the design for presentation at an executive level - Develop components, mocks and prototypes and design and run and analyze usability tests to formulate a clear rationale and validate design decisions to be shared with stakeholders - Consolidate the prevailing design decisions into effective communication presentations and design specifications to align stakeholders and guide development teams - Communicate opportunities and design vision with Product Managers and Technical Leads to define iteration plans with rapid deliverables and measurable outcomes in a build-measure-learn product strategy - Advocate for user-centered design within the organization, demonstrate the value and ROI of UX, and mentor other designers Requirements Your experience and skills: Appreciation for diversity - We recognize that innovation thrives on product teams where diverse points of view come together to solve difficult problems in ways that are just now possible. As such, we explicitly seek people that bring diverse life experiences, diverse educational backgrounds, diverse cultures, and diverse work experiences. We’d love to hear how your unique experiences can contribute to making us a more diverse and innovative team. Here are the primary experiences and skills we are seeking for this role. We encourage you to apply if you have a unique background & experience that speaks to most (if not all) of these requirements: - 5+ years of design experience as a key member of a product delivery team in a technology company - Design Comprehension - Ability to articulate a clear rationale for all design decisions that unites an exceptional knowledge of UX/UI principles to user needs and business value, ability to effectively critique designs - Communication - Strong stakeholder relationship management and excellent verbal and written communication skills with the ability to present information to diverse audiences - Prioritization - Skill in triaging design demands and can clearly identify when to jump right to design and when more research and investigation is required - Ownership - Self-starter who can work both independently to own the design requirements of a set of products and collaboratively as part of a team - Accessibility - Awareness of accessibility, WCAG, AODA, AMA, as well as contemporary inclusive design standards - Demonstrated Skill - An online portfolio of previous and current professional work demonstrating various successful projects and the impact you’ve personally made. 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 to be solved as well as potential solutions. Experience creating and evaluating usability tests - Finance - Familiarity with the investment or financial services industries is an asset - Education - Undergraduate degree in UX, Human Computer Interaction or Graphic/Digital Design is an asset - Fluent communication in English is required, bilingual in French is an asset Benefits Why Aviso? At Aviso, you will find a dynamic and inclusive culture that rewards innovation and celebrates success. 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, 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. 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 $90 - 100 CAD per hour. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.

Role Description We are looking to fill an opening for a Product Designer to join the Customer Experience (CX) team for 6 months. 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. - Interfacing directly with our partners in financial institutions and our customers. - Gaining a deep understanding of our users and customers. - Identifying and solving for user needs that align with business objectives and technical strategy. - Exploring the entire customer journey by researching and validating requirements with users and stakeholders. - Defining and designing conceptually before thinking of UI, prototyping, and testing solutions for iterative design. - Documenting reusable patterns leveraging our design system for rapid delivery with our development team. - Advocating for user-centered practice within the organization. This can be a remote role, however, for those who would like to come into the office, we are at 151 Yonge St, Toronto, ON. Qualifications - 5+ years of design experience as a key member of a product delivery team in a technology company. - Ability to articulate a clear rationale for all design decisions that unites an exceptional knowledge of UX/UI principles to user needs and business value. - Strong stakeholder relationship management and excellent verbal and written communication skills. - Skill in triaging design demands and identifying when to jump right to design and when more research is required. - Self-starter who can work both independently and collaboratively as part of a team. - Awareness of accessibility, WCAG, AODA, AMA, and contemporary inclusive design standards. - An online portfolio of previous and current professional work demonstrating various successful projects. - Exceptional skills with Figma and Miro or similar tools. - Investigation and workshopping skills to work with users to identify problems and potential solutions. - Familiarity with the investment or financial services industries is an asset. - Undergraduate degree in UX, Human Computer Interaction, or Graphic/Digital Design is an asset. - Fluent communication in English is required; bilingual in French is an asset. Requirements - Accountability in identifying, analyzing, and performing user research and data analysis. - Developing conceptual diagrams, task flows, information architecture, wireframes, and interaction design specs. - Creating user interface screens, components, and solutions for B2B2C web platforms. - Crafting and maintaining up-to-date interactive prototypes for presentation at an executive level. - Developing components, mocks, and prototypes and designing usability tests. - Consolidating design decisions into effective communication presentations and design specifications. - Communicating opportunities and design vision with Product Managers and Technical Leads. - Advocating for user-centered design within the organization. Benefits - A dynamic and inclusive culture that rewards innovation and celebrates success. Company Description 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 partners, advisors, and investors. - We’re a trusted partner for nearly all credit unions across Canada. - Our investment dealer and mutual fund dealer support thousands of investment advisors. - Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins.