Join Aviso Wealth as a Financial Relationship Manager to enhance client partnerships in the wealth management sector. Participate in a agile culture that drives innovation and supports client success. Reporting to the Vice President, Correspondent & Institutional, you will ensure operational excellence for Aviso Correspondent Partners.

This position requires building robust relationships with portfolio managers and financial firms. You will engage with clients to ensure smooth transitions and troubleshoot service challenges effectively. Key Responsibilities:
Manage key partner relationships focusing on operations
Collaborate with departments to resolve service issues
Provide business analysis to support partner needs
Develop and implement partner communication strategies
Assist in analysis and optimization of operational processes Requirements:
5 years’ experience in financial services operations
Degree in business or a related field
Robust interpersonal and negotiation skills
Proven ability to manage multiple tasks efficiently
MS Office proficiency, especially Excel and PowerPoint Contribute to optimized client experiences and operational improvements as part of the Aviso Wealth team.

📌 Financial Relationship Manager At Aviso Wealth Toronto
🏢 Aviso
📍 Toronto