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Aviso Wealth

Canadian wealth management services group

Bilingual Supervisor - New Accounts

Business OperationsConfirmed live in the last 24 hours
ContractMontreal, QC, CanadaCA$83k - CA$100k /yr

About the Job

Requirements

  • Postsecondary studies and continuing education in the investment sector, particularly in investment operations functions.
  • In-depth knowledge of relevant regulatory requirements.
  • Three to five years of experience in the investment sector with increasing responsibility, including at least one to two years in a supervisory role.
  • Proficiency in written and spoken French and English to communicate effectively with partners, clients, and colleagues across Canada.
  • Interpersonal skills, including delegation and mentoring.
  • Attention to detail and accuracy, along with organization, time-management, and administrative skills.
  • Ability to work under pressure, set priorities, and meet deadlines.
  • Analytical and problem-solving skills, and ability to manage multiple tasks while maintaining appropriate attention to detail.
  • Customer-service skills and ability to identify and resolve issues promptly to the satisfaction of all parties.
  • Intermediate computer skills in Microsoft Word, Excel, Outlook, and Access.

Responsibilities

  • Supervise and coordinate all department activities to ensure prompt and accurate processing.
  • Oversee department administration, including account opening and maintenance, customer service, establishing banking information for electronic funds transfers, system reconciliations, welcome letters, mail distribution, filing, and scanning.
  • Manage all client files escalated internally or externally and maintain the department's customer-service level.
  • Implement quality controls and facilitate regular quality-assurance testing.
  • Collect and analyze key departmental performance metrics; provide monthly summaries of overall activity, identifying unique circumstances affecting the department and anticipated future events.
  • Recommend ways to simplify or improve processes where appropriate.
  • Maintain current knowledge of industry regulations.
  • Update process diagrams and procedure manuals to reflect regulatory, process, and workflow changes.
  • Monitor departmental workload and assess needs as volumes change; manage resources by prioritizing functions and reallocating resources to meet deadlines.
  • Provide training and ongoing support to new and existing staff.
  • Provide staff with effective and ongoing performance feedback.
  • Facilitate staff meetings to review departmental activities, encourage idea-sharing, and solicit relevant discussion topics from the team.

Desired Qualifications

  • Successful completion of the IFIC course and/or the Canadian Securities Course.

About the Company

Aviso Wealth

Canadian wealth management services group

Aviso Wealth works as a Canadian wealth-management services group. It provides investment dealers, asset management, online brokerage, custody, clearing, and back-office services to credit unions, advisors, and investors. Its operating model is specific: its businesses include Qtrade and NEI Investments alongside shared technology, operations, compliance, and service capabilities. Roles span wealth operations, investment management, engineering, product, risk, compliance, sales, and corporate functions. The profile is Aviso Wealth and its owned service ecosystem, not every credit-union partner.

Company size
501-1,000
Company stage
Not listed
Total funding
Not listed
Headquarters
Toronto, Canada
Founded
2018

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