Supervisor, Operations, Asset Management

Job title:

Supervisor, Operations, Asset Management

Company

Aviso Wealth

Job description

Job Description:Aviso Wealth:At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic ‘oneaviso’ culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso has to offer at .The Opportunity:We’re looking for a Supervisor, Operations Asset Management to join our team.Reporting to the Director, Operations Asset Management, the Supervisor is responsible for overseeing the successful functions of the Operations Asset Management team, including identifying, developing and maintaining a high level of data integrity. This involves providing guidance and motivation to staff, ensuring proper scheduling, training of staff, completion of registered plan processing and responsibilities, and working with other operational groups on day to day activities and projects.Who you are:

• Service – You consider both internal and external stakeholders and demonstrate intent of understanding and putting the clients’ needs first. You advocate service excellence and work to deliver solutions that meet the needs. You proactively develop strategic partnerships that allow Aviso Wealth to become a trusted advisor and partner
• Execution – You are committed to achieving your goals and to succeed. This includes focusing on “getting things done”, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes
• Collaboration – You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization
• Leadership – You lead your team and provide regular direction, guidance, coaching, and motivation, all while striving for peak performance. You assist them in overcoming obstacles through additional resources, removal of roadblocks, and providing the level of support required for their success. You delegate and deliver feedback based on the in-depth understanding of your individual team members

What your day looks like:

• Acts as an escalation point for issues or complaints raised by internal and external parties and ensures that the issue is resolved in a timely manner
• Coach staff to ensure that they completely understand their responsibilities and their value to Aviso and maintaining employee engagement
• Ensures that the dept is compliant with legislation and industry standards. Represents the company on industry committees and liaise with government bodies, trustees, and vendors in business and legislative issues
• Active participation in internal and external meetings
• Set a positive leadership culture through gaining respect of staff, peers and stakeholders
• Complete Trustee reporting by generating and filing reports by established deadlines
• Ensure regulatory updates that arise from CRA, ESDC, MRQ, trustees and federal budgets are appropriately implemented and shared with the team
• Works closely with vendors and partners and maintains a good working relationship across depts within Aviso
• Review daily reports and queries to ensure all errors and anomalies are corrected appropriately
• Pro-actively make recommendations for improvement of departmental processes and procedures

Requirements:Your experience and skills:

• Minimum 10 years of experience in the Mutual Fund or Financial Institution industry, with at least 3 years in a supervisory role
• Successful completion of the Canadian Securities Course (CSC) or IFIC Operations course would be an asset
• Excellent communication and interpersonal skills
• Detailed knowledge of all investment funds, taxation, and plan types
• In-depth and applied knowledge of RESP and GRSP products
• Experience with Unitrax is a strong asset
• Sound knowledge of all current legislation governing registered products and the mutual fund industry
• Self-motivated, results oriented with strong attention to detail and accuracy
• Proven ability to work well under pressure and in a fast-paced environment
• Intermediate computer skills in MS Word, Excel, Outlook, Access, Adobe Acrobat
• Fluent communication skills in English are required and bilingual skills in French are an asset

Benefits:Why Aviso Wealth?At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.
Here are a few things that set us apart:

• Competitive compensation package that rewards and recognizes individual contributions
• Excellent health, dental and insurance benefits to meet the diverse needs of our employees
• Generous vacation time, fitness benefit, parental leave top-up options
• Matching contributions to our retirement program
• Commitment to the continuous improvement of our staff through learning & development and an education assistance program
• Regular social events to foster teamwork

Equal Employment OpportunityAviso Wealth 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.We thank all applicants for their interest, however, only those selected for further consideration will be contacted.No recruiters or agencies, please.Company Overview:Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with over $130 billion in total assets under administration and management, and over 1,000 employees. We’re building a comprehensive, technology-enabled, client-centric wealth services ecosystem. Our clients include our partners, advisors, and investors. We’re a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. Our partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry. Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors. Our asset manager, NEI Investments, specializes in investing responsibly. Our online brokerage, Qtrade Direct Investing®, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios®, serves investors who prefer a hands-off approach. Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms. We have offices in Toronto, Vancouver, Montreal, and Winnipeg. Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins. We’re proud to power businesses that empower investors.A career with Aviso means being part of a group of talented, energetic professionals who live their values every day, and belonging to an organization dedicated to your success and career development. If you’re looking for interesting and challenging work, at a company committed to its people, apply to join our team.SalaryThis position is posted with an expected salary range of $79,000 – $87,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.

Expected salary

$79000 – 87000 per year

Location

Vancouver, BC

Job date

Thu, 30 Jan 2025 05:27:44 GMT

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