Impress employers and recruiters.
Choose from hundreds of resume examples.
Impress employers and recruiters.
Choose from hundreds of resume examples.
Target Resume Now
Tailor your resume to this superviseur ou dune superviseure des transferts bilingue role.
Rezi rewrites your resume against Aviso Wealth's job description. Free.
Tailor your resume to this superviseur ou dune superviseure des transferts bilingue role.
Rezi rewrites your resume against Aviso Wealth's job description. Free.
Don't guess if your resume is good enough.
See how it scores against the superviseur ou dune superviseure des transferts bilingue posting at Aviso Wealth — free, in seconds.
Don't guess if your resume is good enough.
See how it scores against the superviseur ou dune superviseure des transferts bilingue posting at Aviso Wealth — free, in seconds.
About the Role
Aviso is seeking a bilingual Transfer Supervisor to oversee the transfer team, manage workloads, and ensure daily deadlines are met. This role involves recruitment, training, coaching, mentoring, and scheduling staff, including onboarding and career development.
Responsibilities
- Set and monitor service standards for quality, accuracy, and efficiency, adhering to service level agreements.
- Foster a positive and leading environment by earning respect from staff, peers, and stakeholders.
- Ensure staff receive timely training and development.
- Coach staff to improve performance, increase engagement, and support career advancement, including onboarding new employees.
- Maintain up-to-date processes and procedures in all manuals, including service level agreements.
- Manage internal and external communications through appropriate channels, liaising with external vendors and trustees.
- Analyze current business practices, identify areas for process improvement, recommend changes, and implement procedures to streamline workflow.
- Manage service project work and participate in service and division initiatives, delegating as needed.
- Support staff with complex or escalated issues, respond to client inquiries, and ensure customer service levels are maintained.
- Forecast staffing, training, and development needs, including cross-training staff for versatility.
- Review and approve daily journal entries and monthly account reconciliations.
- Report monthly on service level agreement metrics, including exceptions, and create business plans for high-volume periods.
- Stay current with industry initiatives and standards, and update knowledge on registered plan products, specific services, and regulations.
- Liaise with management regarding process and procedure reporting for external and internal auditors.
Requirements
- Post-secondary education and ongoing training related to the investment industry, specifically operations.
- In-depth knowledge of relevant regulatory requirements.
- Three to five years of experience in progressively responsible roles within the investment industry, with one to two years in a supervisory capacity.
- Excellent delegation, organization, time management, and administrative skills.
- High attention to detail and accuracy.
- Ability to work under pressure, prioritize, and meet deadlines.
- Strong analytical and problem-solving skills, with the ability to multitask while maintaining attention to detail.
- Excellent customer service skills and the ability to quickly identify and resolve issues satisfactorily.
- Highly motivated with a focus on achieving goals.
- Intermediate computer skills in MS Word, Excel, Outlook, and Access.
- Excellent communication skills in both French and English are required.
Skills
- Bilingualism (French and English)
- Supervisory skills
- Team management
- Workload management
- Deadline adherence
- Recruitment
- Training
- Coaching
- Mentoring
- Scheduling
- Onboarding
- Career development
- Process improvement
- Project management
- Customer service
- Staffing forecasting
- Financial reporting
- Regulatory knowledge
- MS Office Suite (Word, Excel, Outlook, Access)
- Advanced Excel skills (asset)
Location
- Canada
Work Type
- Full-time
Experience Level
- 1-2 years supervisory experience
- 3-5 years investment industry experience
Education Level
- Post-secondary education
Salary/Compensations
- 83,000 - 100,000 CAD per year
Benefits
- Competitive compensation program
- Comprehensive health, dental, and insurance benefits
- Generous vacation time
- Health and wellness benefits
- Top-up options for parental leave
- Matching contributions for retirement program
- Commitment to continuous staff improvement through learning and development
- Training support program
- Regular social events
About the Company
- Aviso is a leading wealth management organization dedicated to improving the financial well-being of Canadians.
- We are committed to leadership, innovation, and responsibility, with a focus on partnership and community.
- Our dynamic 'oneaviso' culture and employees distinguish us from other companies.
- We offer a dynamic and inclusive culture that values innovation and celebrates employee successes.
- With approximately $145 billion in total assets under administration and management, and over 1,000 employees, Aviso is a major provider of wealth and investment management services for the Canadian financial sector.
- We are building a comprehensive, state-of-the-art, client-centric wealth management services ecosystem.
- Our clients include partners, advisors, and investors.
- We are a trusted partner for nearly all credit unions in Canada, as well as a wide range of portfolio managers, investment dealers, insurance companies, trust companies, and wholesale brokers.
- Our partners rely on Aviso for precise solutions that provide a competitive edge in a rapidly evolving and highly competitive industry.
- Our investment dealer, mutual fund dealer, and insurance services support thousands of investment advisors.
- Our asset manager is NEI Investments, specializing in responsible investing.
- Our online brokerage service, Qtrade Direct Investing, empowers self-directed investors, and our fully automated investment service, Qtrade Guided Portfolios, serves investors who prefer a passive approach.
- Aviso Correspondent Services provides custody and account broker services to a wide range of companies.
- We have offices in Toronto, Vancouver, Montreal, and Winnipeg.
- Aviso is backed by the collective strength of its owners: credit union centrals, Co-operators/CUMIS, and Desjardins.
- We are proud to empower businesses that empower investors.
- Building a career at Aviso means being part of a group of talented and energetic professionals who live their values daily, and belonging to an organization dedicated to your success and career development.
- If you are looking for interesting and challenging work within a people-focused company, apply to join our team!
Equal Opportunity
- Aviso welcomes and encourages applications from all qualified individuals, including applicants/individuals with disabilities.
- If you require accommodation, we will work with you to meet your needs at all stages of the hiring process.