About

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 Director, Strategic Finance, to join our Finance team.
• Reporting to the Vice-President, Financial Planning & Analysis, the Director, Strategic Finance is the primary finance partner delivering exceptional service, support and training to our Asset Management business line. The Director, Strategic Finance provides value-added decision support and works with line-of-business leaders to develop and implement solutions that achieve strategic priorities and outcomes. 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. The Director, Strategic Finance oversees the forecasting and budgeting processes for line(s) of business and is involved with client pricing decisions and overseeing analysis/reporting of key business metrics and drivers. At times, the role will involve supporting the Strategy & Innovation team with mergers & acquisitions analysis/modelling as well as supporting other departments with financial modelling.

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

• Lead the annual budgeting/forecasting process with the assigned line(s) of business and update forecasts on a quarterly basis for executives/Board
• Lead and provide strategic finance support, including business casing, pricing analyses and other financial models, for Asset Management
• Join the Asset Management Executive Committee and contribute to the business’ strategic direction
• Act as a key partner to executives, business leaders and their teams, including regularly educating them via presentations and other means, on financial performance, drivers and opportunities
• Oversee and manage all FP&A line of business executive/board reporting, including ongoing reporting improvements
• Collaborate and support leaders across a variety of departments, including Product, Investment Management, Sales, Compliance, Legal etc.
• Analyze complex financial information to provide accurate and timely financial reports/recommendations to support strategic and tactical decisions
• Regularly uncover opportunities to drive efficiencies/savings, including support for various contract renegotiations
• Write monthly and quarterly commentaries for executive/board reports
• Create ad hoc financial models to support departments across Aviso, as required
• Work with the Strategy & Innovation team and executives on ad hoc M&A opportunities as well as one-off/custom board reports
• Demonstrate leadership within the FP&A team through mentoring and educating analysts to support team growth and succession planning

Your experience and skills

• Bachelor’s degree in Finance or Accounting
• MBA and/or professional designation (CA, CGA, CMA / CPA, CFA)
• A minimum of 10 years’ progressive experience in finance/financial services roles, with at least five years at a Director level, preferably within the wealth/asset management industry
• At least five years’ experience leading and managing a team
• Advanced skills in Microsoft Excel
• Experience with investment products, including mutual funds and SMA platforms
• Strong understanding of data analytics
• Familiarity with enterprise planning tools to facilitate budgeting and forecasting activities
• Highly analytical and detail-oriented
• Exceptional organizational skills and ability to prioritize and handle multiple simultaneous assignments
• Strong interpersonal and leadership skills
• Proven ability to anticipate business needs and priorities, working with all levels of management and employees
• Superior communication and presentation skills to persuade and influence peers and upper management
• Demonstrated willingness to roll-up sleeves and work with team members in a hands-on management capacity
• Ability to thrive in a past-paced performance-driven environment, dealing with ambiguity and change
• Fluent communication skills in English are required and bilingual skills in French are an asset
• 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 $140,000 - $165,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.