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 to fill an open role for a Senior Registered Plans Administrator to join our Operations team. Reporting to the Supervisor, Registered Plans the Senior Registered Plans Administrator is responsible for ensuring the overall administration of registered plans is consistent and in accordance with company policies, Canada Revenue Agency Income Tax rulings, governing pension legislation and CIRO (formerly MFDA and IIROC) regulations, ensuring deadlines are met. The incumbent provides backup for the supervisor, maintaining reporting, providing training for Registered Plans Administrators and ensures that escalations are addressed.

As oneaviso

We Care – You do the right thing for clients, partners and colleagues. You build trusted relationships, champion service excellence, and contribute to a culture where people feel valued and supported We Dare –You challenge the status quo with bold ideas and fresh perspectives. You embrace change, seek opportunities to innovate and are comfortable exploring new ways of working We Share – You collaborate openly and build meaningful relationships. You seek out diverse perspectives, share your knowledge and work together to help colleagues, clients and partners succeed We Deliver – You take ownership of your work, honour your commitments and focus on delivering meaningful results. You hold yourself accountable and continuously look for ways to improve What your day looks like: Complete CIRO (formerly IIROC and MFDA) month-end reconciliations Complete Daily Trustee Settlement for CWT Complete Trustee Reporting and Annual Certificate of Compliance An active participant in Friday Operations meetings, industry committee meetings Train and assign coverage of CIRO Reg Plan tasks Pro-actively offers assistance when required and maintains a positive attitude as a senior member of the team Confirm all audits are completed by the administrators by deadlines Identify issues and implement checks and balances to avoid occurrences in the future Research, report and promptly resolve escalated issues Ensure year-end tasks are completed prior to year-end Enter DOR reports, Monthly Deadlines s/s and the Operations Dashboard Identify opportunities for process improvements, implementing changes and updating departmental procedures and manuals Actively shares updates with the rest of the team and management to ensure all are aware of procedural updates Your experience and skills: Post-secondary degree in accounting, business or finance Minimum of 5 years of experience in Registered Plans Administration or Tax reporting role in a CIRO (formerly IIROC or MFDA) environment Industry knowledge of CIRO, CRA and RQ rules and regulations preferred, completion of the CSC or IFIC would be an asset Experience with Dataphile is a strong asset Excellent communication and active listening skills Leadership and mentorship skills with the ability to delegate effectively Ability to work independently and in a team environment Exemplary time management and organizational skills Pro-active and superior problem-solving abilities and strong analytical skills Excellent customer service orientation Extremely detail oriented and accurate Maintain composure and work well under pressure, meeting time sensitive deadlines Advanced computer skills in MS Office and Adobe Acrobat Fluent communication skills in English are required and bilingual skills in French are an asset. 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, and Montreal. 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 $55,000 - $70,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.