Jobs at Aviso

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.

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.

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.

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.

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.

Processes new and fee-based investment accounts accurately and within service-level agreements. Reviews documentation, updates client data, codes transactions for tax reporting, maintains compliance notes and manuals, and provides ongoing administrative support for fee-based programs. Uses Laserfiche, OSM, Dataphile, and Microsoft Office while collaborating with operations teams and advisors. Supports cross-training and continuous improvement initiatives. Requires fluent written and spoken English and French and availability during EST hours.

Processes new and fee-based accounts accurately and within service-level agreements. Reviews and updates client documentation and data, uses Laserfiche, OSM, and Dataphile, codes transactions for tax reporting, maintains procedure manuals, communicates issues, supports cross-training, and contributes to continuous improvement. The role requires bilingual French and English communication, administrative experience, financial-services familiarity, and availability during Eastern Time standard business hours.

Manage and evolve leave, disability management, workplace accommodation, and return-to-work programs. Oversee intake, case coordination, documentation, and complex case resolution. Provide guidance on statutory leaves, compliance, policies, workflows, and privacy requirements. Partner with stakeholders and external providers, track program metrics, and deliver reporting to improve governance and employee experience.

Lead development and administration of leave, disability and workplace accommodation programs. Oversee case management, advise managers and HR on compliance and accommodations, design policies and workflows, monitor program metrics, coordinate stakeholders and support return-to-work processes.

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.

Design, build, and deploy scalable, secure data solutions on-premise and in Azure. Collaborate with engineering, security, and ops to implement modern data practices (Databricks, Snowflake, Python, SQL), produce solution designs, support project delivery, and promote DevSecOps and cloud best practices.

Lead talent management and leadership development partnerships across the organization. Design and implement succession planning, talent assessment, leadership programs, career paths, and Workday-integrated reporting. Advise HR business partners and senior leaders using talent analytics to drive internal mobility and leadership capability.

Lead talent management and leadership development strategy across the enterprise. Partner with HRBPs to design succession, assessment, and development programs, integrate talent processes into Workday, analyze talent data for senior leaders, and deliver leadership curricula, coaching, and career-path initiatives to strengthen the leadership pipeline.

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.

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.