Jobs at Aviso

The Business Analytics Specialist maintains and distributes business reporting, performs ad-hoc data mining, and analyzes financial performance metrics. The role develops and enhances reporting solutions using SQL, Excel Services, and Power BI; prepares monthly reports for senior management; interprets financial data; and supports decision-makers. It also involves light project management, collaboration with stakeholders, and ensuring accurate, timely reporting within business and regulatory requirements.

Processes incoming, outgoing, internal, manual, and ATON transfers within service-level agreements. Monitors transfer inquiries and mailboxes, initiates and tracks transfers, follows up with external institutions, reviews and approves items, maintains documentation, resolves escalations, and provides operational coverage and project support. The role requires accuracy, organization, financial securities back-office experience, problem-solving, and proficiency with Microsoft Office and related transfer systems.

Lead end-to-end major incident and problem management to restore services, run incident bridges, perform root cause analysis, track corrective actions, mature ITIL-aligned processes, support production/release readiness, produce operational metrics, and partner across engineering, infrastructure, cloud, security, vendors, and business teams to improve reliability and resilience.

Provides operational and client service support for separately managed account programs. Responsibilities include handling inquiries, processing account setups, transfers, contributions, redemptions and investment instructions, executing discretionary trades, resolving issues and complaints, supporting advisors, assisting with fee billing, and preparing operational trend and escalation reports. The role requires financial services experience, bilingual English and French communication, regulatory exam completion, strong organization, and proficiency with portfolio management tools and Microsoft Office.

Leads sales strategy and operations for a direct investing organization. Responsibilities include sales reporting, target setting, forecasting, pipeline governance, CRM implementation and adoption, executive business reviews, onboarding and training, sales enablement, change management, cross-functional initiatives, and people leadership. The role translates sales data and strategy into scalable operating models that improve execution, accountability, partner engagement, and revenue performance.

Manage discretionary managed-account portfolios, model portfolios, investment mandates, trading oversight, performance reporting, compliance monitoring, and client reporting. Partner with advisors, sub-advisors, technology, operations, compliance, and product teams to improve managed-account platforms and workflows. Support investment strategy, market communications, portfolio accounting, fee billing, attribution analysis, and operational automation using data analytics and technology tools.

Lead design and implementation of enterprise Identity & Access Management: define policies, build and configure platforms (SSO/MFA, IGA, PAM, federation), automate lifecycle and provisioning, run access reviews and recertification, support audits and regulatory compliance, and translate access risk into business-level guidance.

Administer separately managed account portfolios, manage account data and discrepancies, execute discretionary trades, monitor restrictions, support fee billing, and produce investment and supervision reports. Maintain investment materials, support advisors and portfolio managers with proposals and presentations, and assist the Investment Strategy Committee with market research, analysis, and presentations.

Leads an IT application support team, ensuring business application availability, reliability, maintenance, monitoring, and SLA performance. Develops support strategies, policies, procedures, and KPIs; coordinates with development teams, vendors, clients, and IT leadership; manages budgets, application evaluations, implementations, and service requests. Recruits, mentors, and develops staff while maintaining strong customer satisfaction and service delivery.

Processes mutual fund trades, registered plan transactions, RESP and GRSP adjustments, transfers, estates, and related government grant files. Handles inquiries from dealers and financial institutions, reconciles processing files, monitors reports, meets recurring deadlines, and supports process improvements. The role also provides onboarding, coaching, mentoring, and guidance to team members while staying current on regulatory, industry, and trustee updates.

Leads IT internal audit engagements covering applications, infrastructure, security, technology and data governance across on-premises and cloud environments. Plans audits, evaluates controls, communicates findings, recommends risk mitigation, coordinates third-party auditors, supports quality assurance, guides team members, and improves audit processes through analytics, visualization, and reporting.

Processes new account setups and fee-based account maintenance within service-level agreements and regulatory requirements. Ensures account and transaction accuracy, applies tax-reporting rules, generates and posts monthly fees, maintains procedural manuals, and documents requests clearly. Collaborates with Operations and Service Centre teams, communicates issues, supports cross-training, and contributes to continuous-improvement initiatives while meeting partner and client expectations.

Performs tax audits, reconciliations, withholding tax remittances, tax slip production, year-end reporting, and regulatory compliance for Canadian and non-resident client accounts. Reviews CRA, MRQ, IRS, FATCA, CRS, and CIRO requirements, resolves discrepancies, supports audits, maintains procedures, and implements workflow improvements. Requires strong analytical, organizational, communication, and problem-solving skills, with fluency in English and French.

Processes incoming, outgoing, manual, ATON, and internal transfers within service-level agreements. Monitors transfer inquiries and mail, tracks transfer status, follows up with external institutions, reviews and approves transactions, resolves escalated items, maintains records, shreds documents, and supports departmental projects and coverage needs.

Administrer et traiter les demandes liées aux régimes enregistrés (REEE, REER, CELI, FRR, CELIAPP), assurer conformité réglementaire et délais, réaliser audits, collaborer avec équipes fiscales et opérationnelles, mettre à jour procédures et soutenir le service à la clientèle.

Manage financial and regulatory reporting for NEI investment funds; coordinate with fund administrators, auditors and internal teams; ensure IFRS-compliant filings; support fund launches, mergers and tax reporting; and drive process improvements and internal controls.

The Wealth Coordinator or Associate Wealth Advisor supports a Senior Wealth Advisor through administrative and sales tasks, assists in client interactions, manages files, and helps with marketing activities while learning about financial strategies and industry trends.

Provide holistic financial advice and planning, manage investment and insurance accounts, complete complex documentation (estate/trust), pursue business development and marketing, build long-term client relationships, and collaborate with internal teams to deliver integrated wealth management solutions while delivering exceptional client service.

Provide administrative support to financial planners: respond to client inquiries, process transactions and account openings/maintenance, schedule appointments, maintain regulatory files and financial planning records, assist with marketing coordination, and identify referral opportunities to support client relationships and service delivery.

Provide operational and administrative support for separately managed accounts and investment management programs. Handle account inquiries, setups, transfers, contributions, redemptions, investment instructions, discretionary trades, fee billing, complaints, investigations, and issue resolution. Support advisors with procedures and forms, maintain compliance and accuracy, and prepare operational trend and escalation reports. The role requires financial services experience, securities licensing, strong customer service, organizational, communication, and analytical skills.