Bilingual Supervisor, Registered Plans at Aviso Wealth

Montreal, Quebec, Canada -

Full Time

Start Date

Immediate

Expiry Date

05 Jun, 26

Salary

100000.0

Posted On

07 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Bilingualism, Supervision, Registered Plan Administration, Staff Guidance, Scheduling, Training, Process Improvement, Client Service Excellence, Goal Achievement, Accountability, Collaboration, Leadership, Coaching, Delegation, Regulatory Compliance, Interpersonal Skills

Industry

Financial Services

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 to fill an opening for a Bilingual Supervisor, Registered Plans, to join our Operations team. Reporting to the Manager, Operations, the Bilingual Supervisor, Registered Plans is responsible for the supervision of registered plan activity. This involves providing guidance and motivation to staff, ensuring proper scheduling, training of staff, completion of registered plan processing and responsibilities, and working with other operational groups on day to day activities and projects. Who you are: Service – You put your clients’ needs first. You advocate service excellence, and work to deliver client-centric solutions, and proactively develop strategic partnerships that allow Aviso Wealth to become a trusted advisor and partner Execution – You are committed to achieving your goals and to succeed. This includes focusing on “getting things done”, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes Collaboration – You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization Leadership – You lead your team and provide regular direction, guidance, coaching, and motivation, all while striving for peak performance. You assist them in overcoming obstacles through additional resources, removal of roadblocks, and providing the level of support required for their success. You delegate and deliver feedback based on the in-depth understanding of your individual team members What your day looks like: Ensure all Registered Plan Administration meets SLA deadlines, such as RIF Payment Set-Ups, Updates and Runs, Non-Qualified Reporting, De-registrations, RESP/RDSP Payments, Notional updates, Monthly Reporting to CESG/CDSP, Reconciliation of RESP/RDSP error reports, Unlocking, Specialized withdrawals from Registered Plans (RIF, LIF, RSP, LRSP etc.) and providing proceeds to the client 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 Review and approval of all journals posted to Registered and Non-Registered Accounts as part of an internal transfer Be the IIROC and MFDA Trustee point of contact and responsible for ensuring all trustee updates are applied to current procedures and manuals Complete Trustee reporting by generating and filing reports for IIROC and MFDA trustees Ensure regulatory updates that arise from CRA, IIROC, MFDA, trustees and federal budget changes are implemented Ensure all reporting is completed by the teams within SLAs and escalate any issues Actively participate in IIAC Tax Committees Distribute CRA/RQ/CESP/CDSP bulletins to the team as it impacts Reg Plans procedures Point of Contact for CESP/CDSP, RQ, CRA and all other external auditors Work closely with our system vendors and maintain good working relationships across Aviso Monitors adjustments and estates with registered plans and verifies and approves all irregular or unusual transactions Identifies areas of operational and systematic improvements and develops and implements recommendations Your experience and skills: Post-secondary education or equivalent experience, in-depth knowledge of all current operational procedures governing the mutual fund industry In-depth and applied knowledge of RDSP/RESP products 3-5 years of progressively, responsible experience in the mutual fund industry, including 1 to 2 years in a supervisory role Completion of CSC Excellent interpersonal and leadership skills Ability to use time management and organizational skills to work effectively in a fast paced environment Ability to work under pressure, set priorities and meet time constraints 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 Fluency (written and spoken) in English and French is required to effectively communicate with partners, clients, and colleagues across Canada Why Aviso? At Aviso, 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, 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. 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 $83,000 - $100,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.

Responsibilities

The supervisor will oversee all registered plan activity, including providing guidance and motivation to staff, ensuring proper scheduling, and managing staff training and development. Key duties involve ensuring Registered Plan Administration meets SLA deadlines for various payments and reporting, and acting as the IIROC and MFDA Trustee point of contact.