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 an Accountant to join our Finance team for 14 months.
Reporting to the Manager, Financial Accounting the Accountant is primarily responsible for the daily cash planning including fund transfers, bank reconciliation, month-end and year-end accounting for the Aviso group. The Accountant also assists the manager with the regulatory audits and annual corporate audits. This position will provide back-up for other team members as necessary.
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
What your day looks like:
Financial Accounting Duties
- Manage daily cash planning including making bank transfers as requested
- Prepare bank reconciliation and post journal entries as required
- Prepare reconciliation of the GL accounts to supporting documents, including monthly variance analysis. This includes analyzing source data and accounting systems, and liaising with other departments to validate month end balances and solve reconciliation issues
- Respond to external inquiries
- Ensure accurate and timely monthly, quarterly and year end processes as per service level agreement
- Act as back up of other accounting duties as assigned
- Manage month end reconciliation process including the preparation of binders
- Prepare monthly variance analysis for P&L items
- Ensure compliance with internal controls and escalate issues as appropriate
- Develop and document business processes and accounting policies to support and maintain internal controls
Audit Duties
- Prepare audit working papers and reconciliations
- Respond to auditors’ queries as appropriate
Your experience and skills:
- Post-secondary education in business or commerce, with a major in accounting is preferred
- Minimum of 2 years’ experience in the financial reporting
- Superior computer skills; Sage Intacct, Excel
- Understanding of securities and capital markets as well as previous experience in the security brokerage industry would be an asset
- Detail oriented with strong organizational skills
- Strong analytical skills and judgment
- Fluent communication skills in English are required and bilingual skills in French are an asset
- Ability to work well under pressure and with tight deadlines
- Ability to work independently to achieve required objectives
- Working towards a CPA designation is an asset
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 Opportunity
Aviso 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.
Salary
This position is posted with an expected salary range of $55,000 - $65,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.
