Sales Strategy and Operations Leader

Aviso Wealth Inc.; Toronto; Hybrid; CAD 110,000 - 135,000; Full time

Benefits offered by this job

Competitive compensation package

Health, dental and insurance benefits

Generous vacation time

Retirement plan matching

Education assistance program

Job summary

Aviso Wealth Inc. is seeking a Sales Strategy and Operations Leader to empower the Direct Investing sales org by aligning targets, activity, pipeline, and technology.

This role partners with enterprise initiatives and drives clarity, accountability, and continuous improvement across the sales team. You will lead monthly/quarterly reporting, target setting, forecasting, CRM governance, and coaching, while partnering with leadership to translate strategy into scalable operating models and

Qualifications

• Post-secondary degree/diploma in Business, Commerce, Finance, or a related field.
• 7-10 years of progressive experience in sales strategy, sales operations, revenue operations, sales enablement, or sales performance leadership roles.
• Experience owning monthly and quarterly sales reporting cycles, leadership business reviews, performance governance, and executive-level reporting routines.
• Experience leading sales target setting, achievement-to-plan management, incentive achievement tracking, forecasting discipline, and coaching recommendations.
• Proven ability to lead CRM implementation, adoption, governance, usage management, reporting integration, and sales technology change management.
• Strong executive communication and presentation development skills, including the ability to create steering committee materials, business review decks, dashboards, and decision-ready recommendations.
• Experience designing and leading onboarding, training, playbooks, coaching frameworks, and capability-building programs for sales teams and new hires.
• People leadership experience, including managing, coaching, and developing direct report(s), with the ability to scale a team as business needs evolve.
• Strong analytical and commercial judgment, with the ability to translate complex sales data into clear insights, actions, and leadership decisions.
• Experience in self-directed investing, with a strong understanding of the online brokerage industry, investor needs, competitive landscape, and key operational drivers.
• Fluent communication skills in English are required and bilingual skills in French are an asset
• Experience in wealth management, online brokerage, or financial services, with an understanding of partner-led distribution models is preferred

Responsibilities

• Own monthly and quarterly sales reporting cycles, ensuring timely, accurate, and executive-ready reporting on sales performance, pipeline health, target achievement, incentive progress, risks, and opportunities.
• Establish and lead monthly business reviews with the leadership team, translating performance data into clear insights, decisions, actions, and follow-up accountability.
• Lead sales target setting, achievement-to-plan governance, forecasting discipline, incentive achievement tracking, and coaching recommendations that support consistent execution against business objectives.
• Drive CRM implementation, adoption, governance, data quality, usage discipline, and reporting integration, ensuring the platform becomes the single source of truth for sales activity, pipeline, relationship management, and performance visibility.
• Develop executive-level presentations, dashboards, and briefing materials for leadership meetings, steering committees, and cross-functional governance forums.
• Lead onboarding and training of new hires, including sales process education, CRM usage, reporting expectations, playbooks, partner context, and coaching plans to accelerate productivity.
• Manage, coach, and develop direct report(s), with the potential to expand people leadership responsibilities as the sales strategy and operations function scales.
• Translate sales strategy into scalable operating models that connect activity, pipeline generation, deal progression, partner engagement, client outcomes, and revenue performance.
• Represent Sales in enterprise initiatives, workshops, pilots, and cross-functional programs, consolidating feedback, shaping recommendations, and ensuring sales priorities influence business decisions.
• Supplemental (as required): Lead go-to-market readiness for sales-impacting changes, product launches, and partner initiatives, ensuring the sales organization is equipped to execute effectively.
• Supplemental (as required): Champion change management for new sales processes, tools, governance routines, and ways of working, driving adoption and sustained behavioural change across teams

Skills

Sales strategy

Sales operations

Forecasting

CRM adoption

Executive communication

Analytics

French (asset)

Education

Business/Commerce/Finance degree

Tools

CRM software

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 for a Sales Strategy and Operations Leader to join our Strategic Partnerships and Priority Clients team.

Reporting to the VP, Strategic Partnerships and Priority Clients, the Sales Strategy and Operations Leader is responsible for enabling the Direct Investing sales organization to consistently deliver against plan by aligning targets, activity, pipeline execution, skills, processes, and technology.

The Sales Strategy and Operations Leader supports the sales strategy, 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 key representative and voice of the Direct Investing 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 leadership role in driving clarity, focus, accountability, consistent execution, and continuous improvement across the sales team.

Asoneaviso:

• We Care- Youdo the right thing forclients,partnersand colleagues. Youbuild trusted relationships,championservice excellence, andcontribute to a culture where people feel valued and supported

• We Dare-You challenge the status quo with bold ideasand fresh perspectives. Youembrace change, seek opportunities toinnovateand are comfortable exploring new ways of working

• We Share-Youcollaborate openlyand build meaningful relationships. Youseek outdiverse perspectives, share yourknowledgeand work together to helpcolleagues,clientsand partners succeed

• We Deliver-Youtake ownership of your work,honouryourcommitmentsand focus on delivering meaningful results.You hold yourself accountable and continuously look for ways toimprove

What your day looks like:

• Own the monthly and quarterly sales reporting cycle, ensuring timely, accurate, and executive-ready reporting on sales performance, pipeline health, target achievement, incentive progress, risks, and opportunities
• Establish and lead monthly business reviews with the leadership team, translating performance data into clear insights, decisions, actions, and follow-up accountability
• Lead sales target setting, achievement-to-plan governance, forecasting discipline, incentive achievement tracking, and coaching recommendations that support consistent execution against business objectives
• Drive CRM implementation, adoption, governance, data quality, usage discipline, and reporting integration, ensuring the platform becomes the single source of truth for sales activity, pipeline, relationship management, and performance visibility
• Develop executive-level presentations, dashboards, and briefing materials for leadership meetings, steering committees, and cross-functional governance forums
• Lead onboarding and training of new hires, including sales process education, CRM usage, reporting expectations, playbooks, partner context, and coaching plans to accelerate productivity
• Manage, coach, and develop direct report(s), with the potential to expand people leadership responsibilities as the sales strategy and operations function scales
• Translate sales strategy into scalable operating models that connect activity, pipeline generation, deal progression, partner engagement, client outcomes, and revenue performance
• Represent Sales in enterprise initiatives, workshops, pilots, and cross-functional programs, consolidating feedback, shaping recommendations, and ensuring sales priorities influence business decisions

Supplemental (as required)

• Lead go-to-market readiness for sales-impacting changes, product launches, and partner initiatives, ensuring the sales organization is equipped to execute effectively
• Champion change management for new sales processes, tools, governance routines, and ways of working, driving adoption and sustained behavioural change across teams

Your experience and skills:

• Post-secondary degree/diploma in Business, Commerce, Finance, or a related field
• 7-10 years of progressive experience in sales strategy, sales operations, revenue operations, sales enablement, or sales performance leadership roles
• Demonstrated experience owning monthly and quarterly sales reporting cycles, leadership business reviews, performance governance, and executive-level reporting routines
• Experience leading sales target setting, achievement-to-plan management, incentive achievement tracking, forecasting discipline, and coaching recommendations
• Proven ability to lead CRM implementation, adoption, governance, usage management, reporting integration, and sales technology change management
• Strong executive communication and presentation development skills, including the ability to create steering committee materials, business review decks, dashboards, and decision-ready recommendations
• Experience designing and leading onboarding, training, playbooks, coaching frameworks, and capability-building programs for sales teams and new hires
• People leadership experience, including managing, coaching, and developing direct report(s), with the ability to scale a team as business needs evolve
• Strong analytical and commercial judgment, with the ability to translate complex sales data into clear insights, actions, and leadership decisions
• Experience in self-directed investing, with a strong understanding of the online brokerage industry, investor needs, competitive landscape, and key operational drivers
• Fluent communication skills in English are required and bilingual skills in French are an asset
• Experience in wealth management, online brokerage, or financial services, with an understanding of partner-led distribution models is preferred

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

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.

We thank all applicants for their interest, however, only those selected for further consideration will be contacted.

No recruiters or agencies, please.

Company Overview:

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.

Salary

This position is posted with an expected salary range of $110,000 - $135,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.