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.
We’re looking to fill an opening for a Sales Enablement & Effectiveness Lead to join our Strategic Partnerships and Priority Clients team.
Reporting to the VP, Strategic Partnerships and Priority Clients, the Sales Enablement & Effectiveness Lead is accountable for enabling the sales organization to consistently deliver against plan by aligning targets, activity, pipeline execution, skills, processes, and technology.
The Sales Enablement & Effectiveness Lead owns sales target setting support, achievement‑to‑plan management, activity alignment, pipeline health and velocity assessment, progress tracking, coaching, training, onboarding, and the sales technology roadmap. This role also serves as the primary representative and voice of the sales team for enterprise innovation initiatives, workshops, pilots, and cross‑functional programs—ensuring sales input is centralized, actionable, and effectively represented.
This position plays a critical role in driving clarity, focus, accountability, and continuous improvement across the sales team.
As oneaviso:
We Care – You do the right thing for clients, partners and colleagues. You build trusted relationships, champion service excellence, and contribute to a culture where people feel valued and supported
We Dare –You challenge the status quo with bold ideas and fresh perspectives. You embrace change, seek opportunities to innovate and are comfortable exploring new ways of working
We Share – You collaborate openly and build meaningful relationships. You seek out diverse perspectives, share your knowledge and work together to help colleagues, clients and partners succeed
We Deliver – You take ownership of your work, honour your commitments and focus on delivering meaningful results. You hold yourself accountable and continuously look for ways to improve
Own and support the sales planning and performance lifecycle, including target setting support, achievement‑to‑plan management, and inputs into forecasting and capacity planning
Evaluate and manage pipeline health, velocity, and quality, including coverage ratios, stage progression, conversion rates, deal hygiene, and risk identification
Translate sales strategy into clear activity and execution models that align day‑to‑day sales activity with pipeline generation, deal progression, and revenue outcomes
Design, maintain, and continuously improve sales performance and pipeline dashboards/heat maps, delivering actionable insights on progress, gaps, risks, and opportunities
Partner with sales leaders to identify coaching and performance improvement opportunities based on pipeline behavior, deal execution, and performance trends
Lead sales onboarding, training, and ongoing capability development, including playbooks, frameworks, and best practices focused on execution excellence and pipeline discipline
Own the sales technology roadmap, acting as the business owner for CRM, sales enablement tools, pipeline management, reporting platforms, and workflow optimization
Serve as the central representative and voice of Sales for innovation initiatives, workshops, pilots, and cross‑functional programs, consolidating feedback and ensuring sales priorities are clearly represented
Supplemental (as required):
Support go‑to‑market changes, product launches, and partner initiatives impacting sales execution or pipeline performance
Lead change management efforts related to new sales processes, tools, or ways of working
Post‑secondary degree/diploma in Business, Commerce, Finance, or a related field (required)
5-7 years of experience in sales enablement, sales operations, revenue operations, or sales performance roles (required)
Proven experience supporting sales planning, target setting, achievement‑to‑plan analysis, and performance management (required)
Strong experience evaluating pipeline health, velocity, and quality, including conversion rates, deal progression, and forecast confidence (required)
Hands‑on experience designing and delivering sales onboarding, training programs, and coaching frameworks (required)
Experience acting as a business owner for CRM and sales technology platforms (e.g., Salesforce), including roadmap ownership and adoption (required)
Strong analytical skills with the ability to translate data into clear insights and actions (required)
Excellent written and verbal communication skills, including executive‑level storytelling (required)
Fluent communication skills in English are required and bilingual skills in French are an asset
Highly organized, proactive, and comfortable operating in ambiguity (required)
Experience in wealth management, online brokerage, or financial services (preferred)
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
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
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.
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, and Montreal. 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.
This position is posted with an expected salary range of $110,000 - $120,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.
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Aviso Wealth is a Canadian wealth management firm that provides investment products, mutual funds, custodial and brokerage services, and technology solutions to financial institutions, advisors, and credit unions across Canada.
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