Jobs at Aviso

The Director of Infrastructure Operations oversees the operational health and efficiency of on-premises and cloud environments, leading infrastructure engineering, cloud platforms, and operational security. Responsibilities include ensuring platform reliability and scalability, managing teams, and enforcing security standards.

Process and report mandatory and voluntary corporate actions for Canadian and US securities, handle daily entitlements and DRIP setups, ensure correct tax treatment, update procedure manuals, provide customer service, and participate in process improvement and team meetings while meeting service standards.

Supervise the Service Centre team to deliver high-quality client and partner support, manage escalations, coach staff, monitor metrics and quality, coordinate with cross-functional teams, optimize staffing and training, and drive continuous improvement.

Lead a small L&D team and design, develop, and deliver advisor-focused curriculum using modern adult learning methods and learning technologies. Own program lifecycle and governance, consult with stakeholders to translate needs into prioritized plans, measure outcomes, and continuously improve learning to boost advisor proficiency, compliance, and client experience.

Perform and manage tax receipt audits, withholding tax remittances and tax slip production to meet CRA/MRQ/IRS deadlines. Monitor regulatory changes (FATCA/CRS), reconcile tax accounts, support audits, resolve escalations, maintain procedures, and collaborate with reconciliation, processing and corporate actions teams to ensure accurate client reporting and regulatory compliance.

Lead design and administration of compensation, recognition, benefits and retirement programs. Manage annual compensation planning, incentive and executive pay processes, vendor relationships, HRIS governance, pay equity/transparency compliance, and enterprise recognition strategy. Provide strategic Total Rewards counsel to leaders and support cross-functional budgeting, analytics, and program documentation.

Designs, develops and delivers bilingual training for advisor partners, maintaining e-learning and webinar libraries, liaising with SMEs, tracking continuing education credits, and ensuring regulatory and product knowledge is current.

Lead taxation strategy and implementation for mutual funds, oversee distributions and tax filings, support fund events (launches, mergers), monitor tax regulations, provide tax disclosure for regulatory documents, and assist with fund reporting such as financial statements and MRFPs.

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.

Lead and enhance enterprise crisis management, business continuity, and third-party risk programs. Develop and test plans, conduct risk assessments, deliver training, mentor stakeholders, produce senior- and Board-level risk reporting, and drive mitigation strategies across the organization.

Process and track incoming and outgoing account transfers, monitor transfer mailboxes, initiate manual and ATON transfers, follow up on statuses, respond to inquiries, file/shred documents, support colleagues, and handle special projects to meet service level agreements.

Provide client support for Qtrade Direct Investing via phone, email, and chat; manage online trade order flow; investigate and resolve client issues; stay current on market trends; and drive process improvements while following policies and compliance.

Perform estates settlements, journal processing, tax document issuance and account reviews for client estate accounts. Maintain regulatory checklists and procedures, manage inquiries, track backlog status, support process improvements, and participate in committee and regulatory monitoring activities.

Process and settle mutual fund trades, GICs, and pool fund transactions; reconcile daily settlements, correct trade rejections, communicate with fund companies and partners, and meet regulatory and SLA requirements.

The Financial Reporting Analyst assists in preparing financial reports, complex journal entries, and accounting papers, supporting audits and maintaining documentation.

Manage and build operational relationships with correspondent partners, ensure service excellence, coordinate partner conversions and implementations, liaise across internal teams to resolve issues, produce SLA reporting, support projects to improve processes and operational efficiency, and develop documentation and partner communications.

Concevoir, développer et mettre en œuvre programmes d'apprentissage bilingues pour Services, Opérations, Conformité et Intégration. Évaluer besoins, créer modules (guides, vidéos, Articulate 360, LMS), animer formations virtuelles et en personne, soutenir l'intégration des nouveaux employés, mesurer l'efficacité et maintenir le contenu à jour.

The bilingual investment representative supports clients by managing their online trading orders, responding to inquiries, maintaining knowledge of market mechanics, and ensuring compliance with regulations.

The Bilingual Investment Representative will assist clients with inquiries regarding investment products, manage trading orders, resolve issues, and contribute to continuous process improvement while providing exceptional customer service.