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Aviso Wealth

Supervisor, Transfers

Remote, Canada

Remote

$83,000 to $100,000 CAD / year · Full-time

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Job details

Pay: $83,000 to $100,000 CAD / year
Job type: Full-time
Workplace: Remote
Experience: 3 – 5 years of progressively responsible experience in the investment industry, including past supervisory experience for a minimum of 1 – 2 years
Posting language: English
Posted: Oct 7, 2026

Original job description

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 for a Supervisor, Transfers to join our Operations team.

Reporting to the Manager of Operations, the Supervisor, Transfers is responsible for overseeing the Transfers Team, managing volumes and ensuring daily deadlines are met. Supervisory responsibilities include recruiting, training, coaching, mentoring, and scheduling of staff, including overseeing new employee onboarding and providing career development planning and opportunities.

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:

Set and monitor standards for departmental procedures, ensuring quality, accuracy and efficiency maintaining SLA’s
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
Ensure all processes and procedures are current in all manuals – internal and external, including departmental SLAs
Responsible for internal and external communications while following the appropriate channels for distribution, liaising with external vendors and trustees as required
Analyze current business practices and identify areas within the department for process improvements, make recommendations and implement procedures to streamline workflow
Handle departmental project related work and participate in the implementation of department and division initiatives as required and delegate as necessary
Support staff with escalated or complex issues and respond to all customer inquiries (internal/external) and ensure customer service levels are maintained within the department, updating management as appropriate
Ensure appropriate staffing, training and development needs including cross-training of staff so that individuals are up to date and can provide redundancy in all positions within the team
Review and approve daily journal postings and monthly account reconciliations (IIROC/MFDA)
Monthly reporting of SLA standards, including exceptions, in a timely manner and create business plans to manage resources during high volumes
Maintain current knowledge of industry initiatives and standards (MFDA/IIROC) and registered plans products, CDS/ATON, IIROC/MFDA rules, regulations, and protocols
Liaise with management in the process and procedural reporting for both external and internal auditors as required

Your experience and skills:

Post-secondary education and continuing education relating to the Investment Industry, specifically operations functions
In-depth knowledge of relevant regulatory requirements, and the successful completion of the IFIC and/or the CSC is an asset
3 – 5 years of progressively responsible experience in the investment industry, including past supervisory experience for a minimum of 1 – 2 years
Excellent delegation, organizational, time management and administrative skills
Strong attention to detail and accuracy
Ability to work under pressure, set priorities and meet time constraints
Solid analytical and problem-solving skills with the ability to handle multiple tasks with the appropriate attention to detail
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. Advanced Excel skills are an asset
Fluent communication skills in English is required and bilingual communications 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 $83,000 - $100,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.

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More about this job

Responsibilities

The Supervisor, Transfers is responsible for overseeing the Transfers Team, managing operational volumes, and ensuring daily deadlines are met. Responsibilities include recruiting, training, coaching staff, and identifying opportunities for process improvements to streamline workflows.

Requirements

Candidates must have 3-5 years of experience in the investment industry with at least 1-2 years in a supervisory role. A post-secondary education and knowledge of relevant regulatory requirements such as IIROC or MFDA are required.

Skills

Supervisory
Operations management
Team leadership
Staff training
Performance coaching
Process improvement
Regulatory compliance
Customer service
Project management
Analytical skills
Problem solving
Time management
Delegation
MS Office
Financial reporting
Communication

Benefits

Health insurance
Dental insurance
Insurance benefits
Generous vacation time
Fitness benefit
Parental leave top-up
Retirement program matching
Learning and development
Education assistance program

Visa sponsorship

Not detected in the job text

Keywords

Wealth management
Operations
Transfers
IIROC
MFDA
Supervision
Onboarding
SLA
Journal postings
Account reconciliations
CDS
ATON
Regulatory compliance
Process improvement
Workflow
MS Word
Excel
Outlook
Access
Investment industry
Financial services
Leadership
Mentoring
Stakeholder management
Auditing
Customer service
Reporting
Business planning
Registered plans
Investment advisors

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