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Salary: CAD 83,000 - 100,000 / annual
Aviso is a leading wealth management and investment services provider for the Canadian financial industry, administering approximately $145 billion in assets with over 1,000 employees. The company operates offices in Toronto, Vancouver, Montreal, and Winnipeg, serving credit unions, portfolio managers, investment dealers, insurance and trust companies, and introducing brokers across Canada.
The Bilingual Supervisor, Transfers will join the Operations team, reporting to the Manager of Operations. This is a people-management role responsible for overseeing the Transfers Team, managing daily volumes, and ensuring deadlines are consistently met.
Key responsibilities include:
- Recruiting, training, coaching, mentoring, and scheduling staff; overseeing new employee onboarding and career development planning
- Setting and monitoring departmental standards for procedures, quality, accuracy, and efficiency while maintaining SLAs
- Establishing positive leadership tone and gaining respect from staff, peers, and stakeholders
- Coaching staff to increase performance while maintaining employee engagement and supporting career growth
- Ensuring all processes and procedures are current in internal and external manuals, including departmental SLAs
- Managing internal and external communications through appropriate channels; liaising with external vendors and trustees
- Analyzing business practices and identifying process improvement opportunities; implementing procedures to streamline workflow
- Handling departmental project work and participating in department and division initiatives
- Supporting staff with escalated or complex issues; responding to customer inquiries (internal/external) and maintaining service levels
- Ensuring appropriate staffing, training, development, and cross-training so all positions have redundancy
- Reviewing and approving daily journal postings and monthly account reconciliations (IIROC/MFDA)
- Monthly reporting of SLA standards and exceptions; creating business plans to manage resources during high volumes
- Maintaining current knowledge of industry initiatives, standards (MFDA/IIROC), registered plans products, CDS/ATON, and relevant rules and regulations
- Liaising with management on process and procedural reporting for external and internal auditors
Aviso values leadership, innovation, partnership, responsibility, and community. The company offers a dynamic, inclusive culture that rewards innovation and celebrates success.
REQUIREMENTS:
- Post-secondary education and continuing education relating to the Investment Industry, specifically operations functions
- In-depth knowledge of relevant regulatory requirements; successful completion of IFIC and/or CSC is an asset
- 3–5 years of progressively responsible experience in the investment industry, including minimum 1–2 years of 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 ability to handle multiple tasks with appropriate attention to detail
- Superior customer service with ability to quickly identify and resolve problems to 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 (required)
