Bilingual Supervisor, Transfers

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 Bilingual Supervisor, Transfers to join our Operations team.

Reporting to the Manager of Operations, the Bilingual Supervisor, Transfers is responsible for overseeing the Transfers Team, managing volumes and ensuring daily deadlines are met. Supervisory responsibilities include recruiting, training, coaching, mentoring, and scheduling of staff, including overseeing new employee onboarding and providing career development planning and opportunities.

Who you are:

• Service – You consider both internal and external stakeholders and demonstrate intent of understanding and putting the clients’ needs first. You advocate service excellence and work to deliver solutions that meet the needs. You 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
• Leadership – You lead your team and provide regular direction, guidance, coaching, and motivation, all while striving for peak performance. You assist them in overcoming obstacles through additional resources, removal of roadblocks, and providing the level of support required for their success. You delegate and deliver feedback based on the in-depth understanding of your individual team members

What your day looks like:

• Set and monitor standards for departmental procedures, ensuring quality, accuracy and efficiency maintaining SLA’s
• Set positive leadership tone through gaining respect of staff, peers and stakeholders
• Ensure staff members receive timely and appropriate training and development
• Coach staff to increase performance while increasing/maintaining employee engagement and career growth and support onboarding of new employees
• Ensure all processes and procedures are current in all manuals – internal and external, including departmental SLAs
• Responsible for internal and external communications while following the appropriate channels for distribution, liaising with external vendors and trustees as required
• Analyze current business practices and identify areas within the department for process improvements, make recommendations and implement procedures to streamline workflow
• Handle departmental project related work and participate in the implementation of department and division initiatives as required and delegate as necessary
• Support staff with escalated or complex issues and respond to all customer inquiries (internal/external) and ensure customer service levels are maintained within the department, updating management as appropriate
• Ensure appropriate staffing, training and development needs including cross-training of staff so that individuals are up to date and can provide redundancy in all positions within the team
• Review and approve daily journal postings and monthly account reconciliations (IIROC/MFDA)
• Monthly reporting of SLA standards, including exceptions, in a timely manner and create business plans to manage resources during high volumes
• Maintain current knowledge of industry initiatives and standards (MFDA/IIROC) and registered plans products, CDS/ATON, IIROC/MFDA rules, regulations, and protocols
• Liaise with management in the process and procedural reporting for both external and internal auditors as required

Your experience and skills:

• Post-secondary education and continuing education relating to the Investment Industry, specifically operations functions
• In-depth knowledge of relevant regulatory requirements, and the successful completion of the IFIC and/or the CSC is an asset
• 3 – 5 years of progressively responsible experience in the investment industry, including past supervisory experience for a minimum of 1 – 2 years
• Excellent delegation, organizational, time management and administrative skills
• Strong attention to detail and accuracy
• Ability to work under pressure, set priorities and meet time constraints
• Solid analytical and problem-solving skills with the ability to handle multiple tasks with the appropriate attention to detail
• Superior customer service with the ability to quickly identify and resolve problems to the satisfaction of all parties
• Highly motivated and results driven
• Intermediate computer skills in MS Word, Excel, Outlook, Access. Advanced Excel skills an asset
• Fluent communication skills in both French and English are required

Why Aviso Wealth?

At Aviso Wealth, 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 Wealth 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 over $125 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, Montreal, and Winnipeg. 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 $75,000 - $85,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.