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Salary: CAD 83,000 - 100,000 / annual
Aviso is a leading wealth management organization serving the Canadian financial sector, with approximately $145 billion in assets under administration and management and over 1,000 employees. The company provides comprehensive wealth management and investment services to credit unions, portfolio managers, investment brokers, insurance companies, trust companies, and discount brokers across Canada.
We are seeking a bilingual Transfers Supervisor to join our Operations team. Reporting to the Operations Manager, you will supervise the transfers team, manage work volumes, and ensure daily deadlines are met. Your supervision responsibilities include recruiting, training, coaching, mentoring, and scheduling staff, including onboarding new employees, supporting career development, and identifying professional growth opportunities.
Key responsibilities include:
- Establish and monitor service procedures to ensure quality, accuracy, and efficiency in compliance with service-level agreements
- Create a positive leadership climate and earn respect from staff, peers, and stakeholders
- Ensure timely training and professional development for team members
- Coach staff to improve performance while maintaining and increasing employee engagement and career advancement
- Keep all processes and procedures current in internal and external manuals, including service-level agreements
- Handle internal and external communications through appropriate channels and liaise with external vendors and trustees as needed
- Analyze current business practices and identify process improvement opportunities; make recommendations and implement streamlined procedures
- Manage service-related project work and participate in service and divisional initiatives as needed
- Support staff with complex issues, respond to customer inquiries (internal and external), and maintain service levels
- Forecast appropriate staffing levels and training needs, including cross-training to keep employees current
- Review and approve daily journal entries and monthly account reconciliations (IIROC and MFDA)
- Report monthly on service-level agreement standards, including exceptions, and create business plans for high-volume periods
- Stay current with industry initiatives and standards (MFDA and IIROC) and maintain knowledge of registered plan products, CDS NELTC service, IIROC and MFDA rules, and applicable laws and protocols
- Liaise with management on process and procedure reports for external and internal auditors as needed
Requirements:
- Postsecondary education and ongoing training related to the investment sector, specifically operations functions
- In-depth knowledge of relevant regulatory requirements; CFIC or CCVM certification is an asset
- 3–5 years of experience at increasingly responsible levels in the investment sector, including 1–2 years in a supervisory role
- Excellent delegation, organization, time management, and administrative skills
- Strong attention to detail and accuracy
- Ability to work under pressure, prioritize, and meet time constraints
- Strong analytical and problem-solving skills; ability to multitask while maintaining attention to detail
- Excellent customer service skills and ability to quickly identify and resolve issues satisfactorily for all parties
- High motivation, particularly for achieving objectives
- Intermediate computer skills in MS Word, Excel, Outlook, and Access; advanced Excel skills are an asset
- Excellent communication skills in both French and English (required)
