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Salary: CAD 83,000 - 100,000 / annual
Aviso Wealth is a leading wealth management and investment services provider for the Canadian financial industry, with approximately $145 billion in total assets under administration and management and over 1,000 employees. The company operates offices in Toronto, Vancouver, and Montreal, and is backed by credit union Centrals, Co-operators/CUMIS, and Desjardins.
The 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 volumes, and ensuring daily deadlines are met.
Key responsibilities include:
- Recruiting, training, coaching, mentoring, and scheduling staff, including overseeing new employee onboarding and providing career development planning
- Setting and monitoring standards for departmental procedures, ensuring quality, accuracy, and efficiency while maintaining SLAs
- 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, liaising with external vendors and trustees as required
- Analyzing business practices and identifying areas for process improvements; implementing procedures to streamline workflow
- Handling departmental project work and participating in department and division initiatives
- Supporting staff with escalated or complex issues and responding to customer inquiries (internal/external) while maintaining service levels
- Ensuring appropriate staffing, training, development, and cross-training so individuals are current and provide redundancy across all team positions
- Reviewing and approving daily journal postings and monthly account reconciliations (IIROC/MFDA)
- Monthly reporting of SLA standards, including exceptions, and creating business plans to manage resources during high volumes
- Maintaining current knowledge of industry initiatives and standards (MFDA/IIROC), registered plans products, CDS/ATON, and relevant rules, regulations, and protocols
- Liaising with management on process and procedural reporting for external and internal auditors
Aviso values leadership, innovation, partnership, responsibility, and community. The culture emphasizes doing the right thing for clients, partners, and colleagues; challenging the status quo with bold ideas; collaborating openly; and taking ownership of work to deliver meaningful results.
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 a minimum of 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 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; advanced Excel skills are an asset
- Fluent communication skills in English (required); bilingual communication in French is an asset
