A career with Aviso Wealth means being part of an organization dedicated to your success and career development. It means belonging to a group of talented, energetic professionals who live their values every day. Our amazing people and dynamic culture set Aviso Wealth apart. If you’re looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso Wealth has to offer.
We’re looking for a Director, Finance, to join our Finance & Treasury Team.
Reporting to VP, Finance & Treasury, the Director, Finance will oversee financial and regulatory reporting, corporate tax compliance, accounting policy administration, internal controls development and enforcement. This position is accountable for delivering accurate financial reports to internal and external stakeholders, successful implementation of Finance projects and department objectives. The incumbent will manage, mentor and evaluate members of the financial reporting and corporate tax teams.
Who you are:
You take initiative, seeking out and owning opportunities to improve yourself, your team, and our business
You’re comfortable in a fast-paced environment, maintaining a keen attention to detail even when under pressure
You thrive in a collaborative environment, sharing your knowledge with your colleagues, and celebrating success as a team
You’re a life-long learner, staying current on market events, industry news, and innovative trends and technologies
You believe in sustainable financial strength, and you’re committed to long-term wealth solutions.
You consider the impact of your actions on your team members, our partners, our clients, and the places where we live and work
What your day looks like:
Oversee month end and year end close processes, preparation of financial statements, regulatory and management reporting, in accordance with IFRS, regulatory requirements and approved corporate policies. Ensure all SLAs are met
Accountable for timely delivery of accurate financial reports to external and internal stakeholders including but not limited to Board of Directors, regulators, executive and senior management, and department leaders
Ensure all regulatory filings are delivered by the deadlines. Pass Corporate and regulatory audits with minimal audit findings
Challenge the status quo, streamline the month end processes and shorten the month end timeline
Prepare and present analysis of monthly results to SVP, Chief Financial Officer, Chief Administrative Officer and the Vice-President, Finance & Treasury
Acquire a solid understanding of Aviso’s products and services across all business lines. Be well verse of the levers and drivers of corporate performance
Acquire a solid understanding Aviso’s ERP system, trade record keeping system and insurance system; and how data from each system are mapped and captured on Aviso’s financial statements.
Act as technical specialist for Finance on accounting, regulatory reporting and tax issues, including researching and preparing position papers
Work closely with senior management, and relevant internal committees in the formulation and articulation of financial policy needs, procedures and best practices
Ensure all policies, procedures and internal controls are followed. Identify process changes to improve efficiencies, tighten internal controls and enhance information value
Establish relationships with FP&A, Accounting Operations and Finance teams, understand their needs and coordinate reporting requirements accordingly
Manage financial reporting systems and associated accounting and finance applications. Ensure the system and applications’ versions are up-to-date and seamless integration with banking, invoicing and expense processes
Act as a liaison with corporate auditors, tax consultant and regulators - IIROC, MFDA and Securities Commissions
Manage Corporate audits, regulatory audits and internal audits. Stay up to date of accounting standard and regulatory changes and assess the respective financial reporting impacts. Maintain a low risk audit environment
Provide strong leadership, effective supervision, mentorship and direction to the financial reporting and corporate tax teams. Establish and maintain effective functional and cross-functional training and communication. Provide regular constructive feedback to team members
Develop and maintain metrics to track and measure achievements of finance objectives
Be an advocate of continuous improvements
Your experience and skills:
Strong business acumen, ability to influence and make sound recommendations as well as build and maintain solid relationships with stakeholders are key success factors in this role
Experience in wealth management and asset management industry is an asset
Strong interest and curiosity in capital markets, investment vehicles and functions of securities broker-dealers
Professional designation (CPA, CA) and 3+ years of audit experience with a global accounting firm
Minimum of 7 years’ experience with managing accounting and finance functions in medium to large enterprises
Hands on experience in accounting for financial instruments under IFRS 9, corporate and commodity tax compliance
Experience in managing a team of finance professionals and engaging in their career development
Perseverance to gather information from various stakeholders and take the project from start to finish in a logical manner
Good and working knowledge of capital markets and financial services industry
Superior computer skills; ACCPAC, Excel, Database query language, and report writers
Detail oriented with strong organizational skills
Customer service oriented to respond quickly and effectively to non-routine enquiries
Strong analytical skills and judgment
Excellent oral and written communication skills
Ability to work well under pressure and with tight deadlines
Ability to deliver presentation to a large group of audience
At Aviso, you’ll find a dynamic, entrepreneurial culture that rewards innovation and celebrates success. We offer a competitive compensation package, career enrichment, and regular social events to foster teamwork. Aviso Wealth 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.
Aviso Wealth is a national, integrated financial services company, with approximately $65 billion in assets under administration and management. Aviso is owned by Credit Union Centrals, CUMIS and Desjardins. Our MFDA-regulated dealer, full-service IIROC-regulated brokerage, and insurance dealer support thousands of financial advisors at hundreds of credit unions across Canada. Our award-winning online brokerage, Qtrade Investor, and our digital advice platform, VirtualWealth, give Canadians flexible choices for building their wealth. Our asset manager, NEI Investments, is a Canadian leader in Responsible Investment funds and portfolios, which are available through a national network of advisors. Aviso also provides custodial services and introducing broker services to independent financial organizations, including banks, trust companies, insurance companies, investment dealers, portfolio managers and financial planning firms. Aviso has major operations in Vancouver and Toronto, along with regional offices across Canada. More information about Aviso Wealth is available at www.aviso.ca.