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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 Transfers Supervisor – Toronto Hybrid

Lead Aviso Wealth’s Transfers Team, managing staff, service levels, regulatory operations and customer escalations. This full-time hybrid role supports wealth management and investment services in Canada.

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

Description

  • Lead the Transfers Team
  • Manage transaction volumes and meet daily deadlines
  • Recruit, train, coach, mentor and schedule team members
  • Oversee onboarding and create career development opportunities
  • Set and monitor procedures for quality, accuracy, efficiency and SLA performance
  • Promote a constructive leadership environment with employees, peers and stakeholders
  • Ensure staff receive timely, relevant training and development
  • Coach employees to strengthen performance, engagement and career progression
  • Keep internal and external procedures and departmental SLA manuals current
  • Coordinate internal and external communications with vendors and trustees
  • Assess business practices, recommend process improvements and implement more efficient workflows
  • Manage departmental projects and contribute to wider department and division initiatives
  • Resolve escalated or complex issues and respond to customer inquiries
  • Maintain suitable staffing levels, cross-training and role coverage across the team
  • Review and approve daily journal entries and monthly IIROC/MFDA account reconciliations
  • Report monthly SLA results and exceptions, and develop resourcing plans for peak-volume periods
  • Stay current on industry initiatives, operating standards, registered plan products, CDS/ATON and IIROC/MFDA rules and protocols
  • Work with management to prepare reporting for internal and external auditors

Requirements

  • Post-secondary education and ongoing studies related to investment industry operations
  • Detailed knowledge of applicable regulatory requirements
  • IFIC and/or CSC completion is considered an asset
  • Three to five years of progressively responsible investment industry experience
  • One to two years of supervisory experience
  • Excellent delegation, organization, time management and administrative abilities
  • Meticulous attention to detail and accuracy
  • Ability to work under pressure, prioritize effectively and meet deadlines
  • Strong analytical and problem-solving capabilities
  • Ability to manage multiple tasks while maintaining appropriate attention to detail
  • Exceptional customer service skills
  • Ability to identify and resolve issues quickly
  • Intermediate proficiency with Microsoft Word, Excel, Outlook and Access
  • Advanced Excel proficiency is an asset
  • Fluency in French and English, both written and verbal, is required

Benefits

  • A competitive compensation package recognizing individual contributions
  • Comprehensive health, dental and insurance coverage
  • Generous vacation allowance
  • Fitness benefit
  • Parental leave top-up options
  • Employer matching contributions to the retirement program
  • Learning and professional development opportunities
  • Education assistance program
  • Regular social events

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