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© All Rights Reserved. ApplyBlast.com
Aviso Wealth
Affinity Financial Strategies, in partnership with GP Financial Services, is recruiting a Wealth Coordinator or Associate Wealth Advisor to support wealth management, financial planning, and insurance services for credit union members and local clients. The role is office-based in Regina, SK, within an independent wealth management office and offers base salary plus bonus with opportunities for advancement.
Aviso Wealth is a Canadian wealth management company that powers financial institutions, credit unions, and independent advisors with a comprehensive suite of investment and wealth management solutions. Its offerings include online brokerage platforms, automated (robo) advice, investment dealer services, insurance, and correspondent and institutional services. With over $200 billion in assets under administration and management, Aviso serves more than 300 financial institution partners and supports over 3,000 investment advisors across its platforms.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Aviso Wealth.
Aviso Wealth didn’t post a salary, so this is our estimate from similar listings.
Aviso's annual report celebrates a transformational 2024
Apr 30, 2025
