Responsable du service des finances F/H - Direction gestion, finance (H/F)

As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. We’re looking to fill an opening for a Supervisor, Client Solutions to join our Client Solutions team.

Reporting to the Manager, Service Centre the Supervisor, Client Solutions oversees the team’s delivery of high quality service to our partner and clients and provides a main point of contact for any issues, escalations and questions with a focus on continuous improvement.

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 to become a trusted advisor and partner

You are consistently looking for ways to improve your personal best and see value in continuous improvement. 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. Nurture a culture of continuous improvement where team members have a client-first focus and find ways to improve the service to our partners and clients

Work with peers to find efficiencies across the business lines, providing support to ultimately make Aviso a great place to work and a best place for our partners and clients to do business

Support and provide 1 on 1 coaching to the Service Centre team members across our offices

Partner with the other supervisors to provide quality reviews, job sharing with team members in other offices, and team building as one Service Centre team

Collaborate with the Relationship Management, Operations, Compliance and IT teams to ensure the consistent delivery of exceptional service experiences to partners and clients

Regularly manage team members quality reviews and provide regular meaningful support that helps improves team member’s skill sets and service

Ensure team members regularly track their metrics and use the issue tracking applications and that team members output and quality targets are met

Manage the staffing levels related to scheduling of breaks, vacations and stat holidays, making sure there is sufficient coverage at all times

Ensure team members are adequately trained on new products, processes, and policies in advance of launches

Monitor email and phone queues to maintain service level

Provide a main point of contact for day-to-day Service Centre support, escalations and issues, managing escalated issues as they arise

Contribute to the Service Centre Operating plan

Subject matter expert to represent the Service Center on cross departmental projects and to support Service Centre initiatives

Coaching and people management – know how to support your team’s development to perform at their best

Ability to use metrics to strengthen the voice of our clients and partners.

Industry knowledge on Contact Centre best practices

Strong understanding of the Operational functions within the Wealth Management business

Strong Market knowledge – e.g. trading systems, order management, corporate actions

Strong customer service focus and ability to manage and resolve escalated issues impacting our partners and clients

Fluent communication skills in English are required and bilingual skills in French are an asset

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

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

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.

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. 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. We’re proud to power businesses that empower investors .

This position is posted with an expected salary range of $83,000 - $90,000 CAD annually.