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 www.aviso.ca.
The Opportunity:
We’re looking for a Commissions Analyst to join our Finance team.
Reporting to the Manager, Commissions, the Commissions Analyst is responsible for analysis and reporting to ensure the accuracy of commissions for our partners. The position also takes part in projects and supports issues with stakeholders.
Who you are:
- Service – You put your clients’ needs first. You advocate service excellence, and work to deliver client-centric solutions, and proactively develop strategic partnerships that allow Aviso 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:
- Ensure the accuracy and operational effectiveness across all platforms including managing revenues, commission payments and expenses in commission record-keeping systems; resolving discrepancies, delays, and errors in payment
- Respond to external and internal inquiries about projects, commission compensation, and liaising with financial service providers to resolve issues by working with the team to investigate and resolve issues within our SLA’s, ensuring prevention of reoccurrence
- Input compensation data into the commission databases and processing systems, and generating commission extracts to enable payments to partners
- Support projects by working with Operations/Business Development teams to gather and document business requirements for projects, and perform ad hoc analysis to support decisions in conversion projects
- Review scheduled changes on Aviso’s systems, assessing potential impacts and participating in commissions related UATs (user acceptance testing) of changes before implemented on systems
- Analyze current business practices and identify areas for improvement and document new processes as projects are being completed
- Support daily commission processing from carriers and fund companies across all platforms, reconciling any discrepancies in a timely manner
- Re-calculate and explain complex commissions’ calculations on a broad range of products and reconcile and resolve all un-reconciled commissions’ payments prior to month end
Requirements
Your experience and skills:
- Post-secondary education in business operations, accounting, or finance
- Advanced Excel skills needed, with knowledge of Power Query as an asset
- Knowledge of SQL and able to use queries
- 3+ years progressive work experience in accounting, financial reporting, or financial services
- Self-motivated, accountable, results driven, proactive and comfortable asking questions to ensure clarity
- Solid organizational and problem-solving skills
- Strong attention to detail, deadline driven and customer focused
- Able to work independently and as part of a team
- Fluent communication skills in English are required and bilingual skills in French are an asset
Benefits
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
Your Information
By submitting your application, you consent to the collection, use, and disclosure of your provided personal information for the purposes of assessing your qualifications and suitability for employment with Aviso. Your information will be handled in accordance with applicable Canadian privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA) and relevant provincial legislation. Your data may be shared with authorized personnel involved in the recruitment process and retained only as long as necessary to fulfill these purposes or as required by law.
Further information is available on the Privacy link on our Career Page – Privacy Policies
Equal Employment Opportunity
Aviso 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 approximately $145 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 $70,000 - $80,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.
