Sales Enablement and Effectiveness Lead

Aviso Wealth; Toronto; On-site; CAD 110,000 - 120,000; Full time

Benefits offered by this job

Competitive compensation

Health & dental benefits

Vacation time

Retirement matching

Education assistance

Social events

Job summary

Aviso Wealth is seeking a Sales Enablement & Effectiveness Lead to empower the sales organization by aligning targets, activity, and technology. You will own target setting support, coaching, onboarding, and the sales technology roadmap, serving as the voice for the sales team in enterprise initiatives.

Reporting to the VP of Strategic Partnerships and Priority Clients, you will drive clarity, accountability, and continuous improvement across the sales team, partnering with leaders to improve

Qualifications

• 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 ability to translate data into clear actions (required).
• Excellent written and verbal communication skills, including executive-level storytelling (required).
• Fluent in English; bilingual in French is an asset (required).
• Highly organized, proactive, and comfortable operating in ambiguity (required).
• Experience in wealth management, online brokerage, or financial services (preferred).

Responsibilities

• 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.

Skills

Sales Enablement

Sales Operations

Revenue Operations

Data Analytics

Executive Communication

French (asset)

Education

Post-secondary degree in Business/Finance/Commerce

Tools

Salesforce

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’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

What your day looks like:

• 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

Requirements

Your experience and skills:

• 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

Benefits

Why Aviso?

• 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

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.

Salary

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.