Aviso

www.aviso.ca

2 Jobs

1,631 Employees

About the Company

Aviso empowers better wealth management for Canadians. We're a leading wealth services provider for the Canadian financial industry, helping hundreds of organizations gain a competitive edge. By connecting to our comprehensive ecosystem of integrated technologies, tools, products, services, and expertise, our partners can deliver an enhanced wealth management experience to their clients. Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins. Our team embraces a "oneaviso" culture that celebrates leadership, innovation, partnership, responsibility, and community. Aviso Wealth Inc. ('Aviso') is a wholly owned subsidiary of Aviso Wealth LP, which in turn is owned 50% by Desjardins Financial Holding Inc. and 50% by a limited partnership owned by the five Provincial Credit Union Centrals and The CUMIS Group Limited. The following entities are subsidiaries of Aviso: Aviso Financial Inc. (including divisions Aviso Wealth, Qtrade Direct Investing, Qtrade Guided Portfolios, Aviso Correspondent Partners), Aviso Insurance Inc., Credential Insurance Services Inc. and Northwest & Ethical Investments L.P. NEI Investments is a registered trademark of Northwest & Ethical Investments L.P. ("NEI LP"). Northwest & Ethical Investments Inc. is the general partner of NEI LP and a wholly-owned subsidiary of Aviso Wealth Inc. The Aviso Managed Assets Program is offered by Aviso Financial Inc. Referral fees, commissions, management fees, and expenses all may be associated with managed accounts or the investments therein. Managed accounts, and the investments therein, are not insured nor guaranteed, their values change frequently, and past performance may not be repeated. Online brokerage services are offered through Qtrade Direct Investing. Mutual funds and other securities are offered through Aviso Wealth. Qtrade Direct Investing, Qtrade Guided Portfolios and Aviso Wealth are divisions of Aviso Financial Inc.

Listed Jobs

Company Name: Aviso
Job Title: Senior Financial Analyst
Job Description: **Job Title:** Senior Financial Analyst **Role Summary:** Provide financial planning, analysis, and decision support to shared services and business units. Deliver budgeting, forecasting, and internal reporting while optimizing financial processes and systems. Collaborate with leadership to support strategic and operational objectives. **Expectations:** Advanced financial modeling, analytical, and reporting capabilities. Proven ability to manage complex projects, prioritize tasks, and maintain accuracy under time constraints. Strong stakeholder relationship-building skills to influence business decisions. **Key Responsibilities:** - Lead budget and forecast preparation, including impact analysis of business decisions. - Prepare monthly Executive Reports with key financial metrics and performance analysis. - Maintain and enhance financial models to improve process efficiency. - Manage FP&A systems (e.g., Workday Adaptive Planning) and accounting allocations in the general ledger. - Conduct variance analysis, including trade costs and project budget reporting (capitalization rates). - Provide financial insights for shared services, supporting trends, metrics, and drivers to inform decisions. - Analyze complex financial data to guide management on strategic initiatives, pricing, and new business lines. **Required Skills:** - Advanced Microsoft Excel (data modeling, Power Query). - Proficiency in Workday Adaptive Planning; SQL knowledge preferred. - Strong analytical and problem-solving abilities. - Detailed-oriented with exceptional organizational and multi-tasking capabilities. - Effective communication and leadership to collaborate cross-functionally. - Ability to adapt to ambiguity and fast-paced environments. **Required Education & Certifications:** - Bachelor’s degree in Finance, Accounting, or related field; MBA advantageous. - Professional designation (CA, CGA, CMA/CPA, CFA). - Minimum 3 years in progressive financial roles, with wealth management experience preferred.

Company Name: Aviso
Job Title: Commissions Analyst
Job Description: **Job Title:** Commissions Analyst **Role Summary:** Analyzing and reporting commission data to ensure accuracy, supporting projects, and resolving stakeholder issues related to financial commission operations. **Expectations:** 3+ years of progressive experience in accounting, financial reporting, or financial services. Advanced Excel and SQL skills required. Requires strong analytical, problem-solving, and time-management abilities. **Key Responsibilities:** - Manage commission databases and processing systems, ensuring accuracy in payments and reconciling discrepancies promptly. - Collaborate with operations/business development teams to gather requirements, conduct analysis, and support commission-related projects. - Investigate and resolve commission payment issues with stakeholders, adhering to service-level agreements. - Participate in user acceptance testing for system changes and document process improvements. - Calculate and explain complex commission structures for diverse financial products. - Coordinate daily commission reconciliations with carriers/fund companies across platforms. **Required Skills:** - Advanced Excel (Power Query an asset), SQL proficiency. - Strong analytical, problem-solving, and attention to detail. - Excellent communication and collaboration abilities. - Fluency in English; bilingualism in French is an asset. **Required Education & Certifications:** Post-secondary education in business operations, accounting, or finance. No certifications required.