Jobs at Aviso

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.

Processes and tracks investment account transfers, including manual, ATON, internal, and external transfers. Monitors transfer inquiries and mailboxes, follows up on outstanding requests, reviews and files documentation, handles escalated items, and provides operational support to the Transfers Department. The role also assists with special projects and requires accurate, organized work in a financial securities environment while communicating fluently in English and French.

Processes daily investment account transfers, including manual, NELTC, and internal transfers; monitors transfer status, follows up on outstanding items, supports transfers to external institutions, responds to inquiries, maintains records, and handles document retention and destruction. The role also provides backup support to the transfers team and assists with special projects. Success requires accuracy, organization, problem-solving, teamwork, bilingual communication, and back-office investment administration experience.

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.

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.

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.

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.

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.

Administer and support user access across enterprise systems, including provisioning, modification, revocation, RBAC, access reviews, auditing, and compliance documentation. Troubleshoot access issues, meet service-level targets, manage escalations, collaborate with IT, HR, and business teams, and support IAM process improvements, automation, and self-service capabilities. The role specifically supports Broadridge/Dataphile and business-critical applications in a regulated environment.

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.

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.