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 Manager, Operations, Transfers, to join our Operations team.
Reporting to the Director, Operations - Transfers, the Manager, Operations - Transfers is responsible for leading and overseeing transfer-related processes for our CU Wealth and Qtrade lines of business. This role ensures the accurate, timely, and compliant execution of transfer activities while driving operational excellence, risk mitigation, and continuous process improvement at scale.
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, coach, and manage a team of Transfer Supervisors, overseeing day-to-day transfer operations
- Establish performance expectations, KPIs, and SLAs related to transfer volumes, and error rates. This includes analyzing trends and root causes to rejections, delays, and customer complaints
- Manage capacity planning and workload distribution to meet volume fluctuations
- Support hiring, training, performance management, and succession planning for the transfer team.
- Responsible for partner-facing reporting on account transfers
- Ensure appropriate management of the shared Transfers inbox(es) so that accurate and timely responses are provided to business partners in a professional and service-first manner. This includes leading the development of a process or system to identify and track the advisor/partner queries
- Assist with the planning and execution of corporate and department level projects or initiatives, as assigned by the Director, Operations – Transfers
- Identify and drive process optimization and scalability improvements
