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About the Role

Oversee the Transfers Team, manage volumes, and ensure daily deadlines are met. Responsibilities include recruiting, training, coaching, mentoring, and scheduling staff, as well as onboarding new employees and providing career development planning.

Responsibilities

Set and monitor standards for departmental procedures, ensuring quality, accuracy, and efficiency while maintaining SLAs.
Set a positive leadership tone by gaining the 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, following appropriate channels for distribution, and 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), ensuring 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.

Requirements

Post-secondary education and continuing education relating to the Investment Industry, specifically operations functions.
In-depth knowledge of relevant regulatory requirements.
3 – 5 years of progressively responsible experience in the investment industry.
1 – 2 years of past supervisory experience.
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 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.
Fluent communication skills in both French and English are required.

Skills

IFIC and/or CSC completion is an asset
Advanced Excel skills an asset

Location

Toronto
Vancouver
Montreal
Winnipeg

Work Type

Full-time

Experience Level

3-5 years experience in the investment industry
1-2 years supervisory experience

Education Level

Post-secondary education in Investment Industry operations
IFIC and/or CSC

Salary/Compensations

$83,000 - $100,000 CAD annually

Benefits

Competitive compensation package
Excellent health, dental and insurance benefits
Generous vacation time
Fitness benefit
Parental leave top-up options
Matching contributions to our retirement program
Continuous improvement through learning & development
Education assistance program
Regular social events

About the Company

Aviso is a leading wealth management and investment services provider for the Canadian financial industry.
Approximately $145 billion in total assets under administration and management.
Over 1,000 employees.
Building a comprehensive, technology-enabled, client-centric wealth services ecosystem.
Trusted partner for nearly all credit unions across Canada, as well as portfolio managers, investment dealers, insurance and trust companies, and introducing brokers.
Offers specific solutions that give partners a competitive edge.
Investment dealer and mutual fund dealer and insurance services support thousands of investment advisors.
Asset manager, NEI Investments, specializes in investing responsibly.
Online brokerage, Qtrade Direct Investing®, empowers self-directed investors.
Fully automated investing service, Qtrade Guided Portfolios®, serves investors who prefer a hands-off approach.
Aviso Correspondent Partners provides custodial and carrying broker services.
Backed by the collective strength of credit union Centrals, Co-operators/CUMIS, and Desjardins.
A career with Aviso means being part of talented, energetic professionals who live their values and belonging to an organization dedicated to success and career development.

Equal 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.