Bilingual Supervisor, Transfers

Aviso; Toronto; On-site; CAD 83,000 - 100,000; Full time

Benefits offered by this job

Health & dental benefits

Retirement matching

Education assistance

Paid vacation & leave benefits

Social events

Job summary

Aviso is seeking a Bilingual Supervisor, Transfers to join the Operations team in Toronto. You will lead the Transfers Team, manage volumes, and ensure daily deadlines are met.

Responsibilities include recruiting, training, coaching, mentoring, onboarding, and scheduling staff while upholding high service and compliance standards. You will oversee procedures, SLAs, and communications with vendors and trustees, driving process improvements and handling complex customer inquiries with a

Qualifications

• Post-secondary education related to the Investment Industry.
• IFIC and/or CSC completion is an asset.
• 3–5 years of progressively responsible experience in the investment industry, with 1–2 years in supervision.
• Excellent delegation, organizational, time management and administrative skills.
• Strong attention to detail and accuracy.
• Ability to work under pressure, set priorities and meet deadlines.
• Analytical and problem-solving skills with multitasking ability.
• Superior customer service with problem resolution.
• Motivated and results-driven.
• MS Word, Excel, Outlook, Access; advanced Excel is an asset.
• Fluent communication in French and English.

Responsibilities

• Oversee Transfers team and manage volumes to meet daily deadlines.
• Recruit, train, coach, mentor, and schedule staff; onboard new employees.
• Set and maintain departmental SLAs and standard procedures.
• Provide effective internal/external communications and liaise with vendors and trustees.
• Analyze business practices, identify improvements, and implement streamlined workflows.
• Handle departmental projects and support escalated customer inquiries.
• Ensure staffing, training, and cross-training for redundancy across positions.
• Review daily journal postings and monthly reconciliations (IIROC/MFDA).
• Prepare monthly SLA reports and assist with resource planning for high volumes.
• Stay current on MFDA/IIROC rules and registered plans products.

Skills

Post-secondary education

IFIC/CSC asset

Delegation

Organizational skills

Time management

Administrative skills

Attention to detail

Pressure handling

Analytical thinking

Customer service

MS Office

Advanced Excel

French & English

Education

Post-secondary education related to Investment Industry

IFIC/CSC certification

Tools

MS Word

MS Excel

MS Outlook

MS Access

Job description

Aviso:

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 Bilingual Supervisor, Transfers to join our Operations team.

Reporting to the Manager of Operations, the Bilingual Supervisor, Transfers is responsible for overseeing the Transfers Team, managing volumes and ensuring daily deadlines are met. Supervisory responsibilities include recruiting, training, coaching, mentoring, and scheduling of staff, including overseeing new employee onboarding and providing career development planning and opportunities.

Asoneaviso:

• We Care– Youdo the right thing forclients,partnersand colleagues. Youbuild trusted relationships,championservice excellence, andcontribute to a culture where people feel valued and supported

• We Dare– You challenge the status quo with bold ideasand fresh perspectives. Youembrace change, seek opportunities toinnovateand are comfortable exploring new ways of working

• We Share– Youcollaborate openlyand build meaningful relationships. Youseek outdiverse perspectives, share yourknowledgeand work together to helpcolleagues,clientsand partners succeed

• We Deliver– Youtake ownership of your work,honouryourcommitmentsand focus on delivering meaningful results.You hold yourself accountable and continuously look for ways to improve

What your day looks like:

• Set and monitor standards for departmental procedures, ensuring quality, accuracy and efficiency maintaining SLA’s
• Set positive leadership tone through gaining respect of staff, peers and stakeholders
• Ensure staff members receive timely and appropriate training and development
• Coach staff to increase performance while increasing/maintaining employee engagement and career growth and support onboarding of new employees
• Ensure all processes and procedures are current in all manuals – internal and external, including departmental SLAs
• Responsible for internal and external communications while following the appropriate channels for distribution, liaising with external vendors and trustees as required
• Analyze current business practices and identify areas within the department for process improvements, make recommendations and implement procedures to streamline workflow
• Handle departmental project related work and participate in the implementation of department and division initiatives as required and delegate as necessary
• Support staff with escalated or complex issues and respond to all customer inquiries (internal/external) and ensure customer service levels are maintained within the department, updating management as appropriate
• Ensure appropriate staffing, training and development needs including cross-training of staff so that individuals are up to date and can provide redundancy in all positions within the team
• Review and approve daily journal postings and monthly account reconciliations (IIROC/MFDA)
• Monthly reporting of SLA standards, including exceptions, in a timely manner and create business plans to manage resources during high volumes
• Maintain current knowledge of industry initiatives and standards (MFDA/IIROC) and registered plans products, CDS/ATON, IIROC/MFDA rules, regulations, and protocols
• Liaise with management in the process and procedural reporting for both external and internal auditors as required

Your experience and skills:

• Post-secondary education and continuing education relating to the Investment Industry, specifically operations functions
• In-depth knowledge of relevant regulatory requirements, and the successful completion of the IFIC and/or the CSC is an asset
• 3 – 5 years of progressively responsible experience in the investment industry, including past supervisory experience for a minimum of 1 – 2 years
• Excellent delegation, organizational, time management and administrative skills
• Strong attention to detail and accuracy
• Ability to work under pressure, set priorities and meet time constraints
• Solid analytical and problem-solving skills with the ability to handle multiple tasks with the appropriate attention to detail
• Superior customer service with the ability to quickly identify and resolve problems to the satisfaction of all parties
• Highly motivated and results driven
• Intermediate computer skills in MS Word, Excel, Outlook, Access. Advanced Excel skills an asset
• Fluent communication skills in both French and English are required

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 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.

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.

Salary

This position is posted with an expected salary range of $83,000 - $100,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.