National Sales Enablement and Partnership Coordinator, Toronto

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 .

The Opportunity We’re looking for a National Sales Enablement and Partnership Coordinator to join our Strategic Partnership and Priority Clients team.

Reporting to the VP, Strategic Partnership and Priority Clients, the National Sales Enablement and Partnership Support Manager is responsible for supporting and enabling the partnerships and priority client teams through a range of responsibilities, including: crafting standardized and tailored communications and communication plans; identifying and researching prospective clients and partners; designing, maintaining, and optimizing team-wide reporting and insights; coordinating high priority client and partner events; and supporting broader sales operations and enablement initiatives. This role plays a critical part in driving consistency, efficiency and effectiveness across our partnership and priority client efforts.

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

Maintaining relationships with prospective and existing Direct Investing partners, clients, and internal stakeholders to support business development, onboarding, and ongoing engagement

Supporting the execution of business processes by understanding partner and client needs, coordinating tailored follow‑ups, and helping advance opportunities through the pipeline

Developing and executing client‑facing and partner‑facing communications, including outreach materials, updates and coordinated messaging

Planning and coordinating client and partner events/meetings, including logistics, invitations, follow‑ups and post‑event reporting

Scheduling and managing large group meetings, including strategic client meetings, for the Strategic Partnerships and High Priority Client teams

Supporting Relationship Directors on partner onboarding requests and escalations

Collaborating closely with sales leadership and other functional partners (e.g marketing) to improve go‑to‑market execution, partner engagement, and results

Supporting sales prospecting efforts by identifying, researching and qualifying new opportunities

Your experience and skills

Post‑secondary degree/diploma in Business Administration or related field

3‑5 years of work experience in sales operations, business development, partnerships, revenue operations or a related role

Hands‑on experience coordinating events (client, partner or industry), including logistics and follow‑up.

Experience in creating client‑facing communications and/or sales enablement materials

Ability to conduct research on potential prospects.

Comfort working with CRM tools or ability to learn tools quickly (e.g. Salesforce)

Strong analytical skills with the ability to work with data, dashboard and reporting to support decision‑making (advanced experience with excel is a strong asset

Strong organization and time management skills

Nice to have: Familiarity with and a passion for, Online Brokerage and/or Robo‑Advice

Fluent communication skills in English are required and bilingual skills in French are an asset

Why Aviso? At Aviso, you will find a dynamic and inclusive culture that rewards innovation and celebrates success. Here are a few things that set us apart:

Competitive compensation package that rewards and recognizes individual contributions

Excellent health, dental and insurance benefits to meet the diverse needs of our employees

Generous vacation time, fitness benefit, parental leave top‑up options

Matching contributions to our retirement program

Commitment to the continuous improvement of our staff through learning&development and an education assistance program

Regular social events to foster teamwork

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.

Salary This position is posted with an expected salary range of $70,000 - $75,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.

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