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Aviso Wealth
Aviso Wealth
501 – 1,000 Employees
ConsultingInsuranceLogistics
Aviso Wealth is a Canadian wealth management company serving financial institutions, investment advisors, credit unions, and investors. Its offerings span investment dealer and correspondent services, institutional solutions, online brokerage, automated advice, investing, and insurance. The company combines technology-enabled financial experiences with advisor and client relationships, supporting organizations that help people invest and plan for their financial futures. Aviso Wealth’s team works across wealth management, insurance, consulting, and related business services, with a stated focus on professional growth and long-term team success.
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Bilingual Transfer Supervisor

Lead Aviso Wealth’s bilingual Transfers team within a Canadian wealth management and investment services provider. Oversee operations, staff performance, service standards, and departmental projects.

CACanada
$83,000 – $100,000 / year
HybridFull-timeMiddleSeniorEnglish RequiredFrench RequiredBilingual
Flux

Description

  • Lead the Transfers team, allocate workloads, and ensure daily deadlines are met.
  • Recruit, train, coach, mentor, and schedule team members.
  • Manage onboarding, team integration, career planning, and professional development.
  • Set and monitor departmental standards and procedures for quality, accuracy, efficiency, and service-level compliance.
  • Build a positive workplace and provide leadership to employees, colleagues, and stakeholders.
  • Support employee training, development, engagement, and career progression.
  • Maintain current processes and procedures in internal and external manuals.
  • Coordinate internal and external communications while working with vendors and trustees.
  • Assess business practices, propose improvements, and simplify workflows.
  • Lead departmental projects and contribute to divisional initiatives.
  • Help employees resolve complex issues while sustaining customer service standards.
  • Anticipate staffing and training requirements, including cross-training needs.
  • Review and authorize daily journal entries and monthly account reconciliations.
  • Prepare monthly service-level reports and develop action plans for peak-volume periods.
  • Track industry developments and standards, registered plan products, CDS NELTC services, and CIRO and MFDA requirements.
  • Work with management to prepare process and procedure reports for auditors.

Requirements

  • Postsecondary education and ongoing education related to investment-industry operations.
  • Strong understanding of applicable regulations; IFIC or Canadian Securities Course (CSC) completion is an asset.
  • Three to five years of progressively responsible investment-industry experience, including one to two years in supervision.
  • Proven delegation, organization, time management, and administrative capabilities.
  • Consistent attention to detail and accuracy.
  • Capacity to work under pressure, prioritize responsibilities, and meet deadlines.
  • Strong analytical and problem-solving ability while handling multiple priorities.
  • Excellent customer service skills and prompt issue-resolution ability.
  • Strong personal drive to meet objectives.
  • Intermediate proficiency with MS Word, Excel, Outlook, and Access; advanced Excel knowledge is an asset.
  • Fluent written and verbal communication in both French and English.

Benefits

  • Compensation that recognizes and rewards individual contributions.
  • Comprehensive health and dental coverage with extensive insurance protection.
  • Generous vacation, health, and fitness benefits.
  • Additional parental-leave options.
  • Employer matching contributions to the retirement plan.
  • Professional learning opportunities and education assistance.
  • Regular social events designed to support teamwork.

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