Insights Principal, Private Equity (Relocation to Montreal)

About Dialectica Dialectica is a leading B2B information services firm that serves the world's top consulting, investment and largest corporate businesses, by enabling them to gather real-time information and insights from industry experts across various markets, industries, and regions. Dialectica has been recognized as one of Europe’s fastest-growing companies by the Financial Times for 5 years in a row, a Top Employer for Recent Graduates by The Career Directory in Canada and a Best Workplace.   We believe in supporting our people to do their best work and grow, and building a dynamic, empowering, and respectful workplace is core to our purpose: Accelerate the shift to a prosperous society by empowering better decision-making. For more information, visit dialecticanet.com   What you will do The Insights Private Equity group at Dialectica plays a key role in driving growth and scaling an emerging business unit within the company. Your primary responsibilities will include: Proactive Content Develop proactive content on topics of interest to private equity clients in your coverage area  Lead exploratory sessions to discuss proactive content with clients and generate  client opportunities  Scoping & Technical Sales Scope client needs and generate client opportunities / project mandates across the full suite of Dialectica’s offering for Private Equity (Expert Calls, Voice of Customer, M&A Mapping, Deal Advisors, Origin etc). Product Delivery & Relationship Management Manage Insights product team delivery and quality assurance directly (e.g. Voice of Customer Insights, M&A Mapping etc).   Work with other product groups to ensure quality assurance and excellence in delivery across the full suite of Dialectica’s offering Play the lead role in developing client user penetration through project relationships and leverage opportunities to expand the user base through referrals and relationship building. Product Innovation  Find opportunities to innovate Dialectica’s Insights product offering for private equity clients by testing and co-creating new Insights modules with clients  Account Management Own and nurture both senior relationships and central budget-holder relationships to advocate for Dialectica within your coverage area.  Handle annual renewals and package commitments sale processes.  What we are looking for 6+ years of professional services / consulting or equivalent experience; transactions experience highly valued Exceptional interpersonal and communication skills, with the ability to influence and engage stakeholders at all levels Strong business acumen and strategic thinking, with the ability to identify opportunities for revenue growth and market expansion Demonstrated leadership experience, with the ability to inspire and motivate colleagues to achieve ambitious goals Results-oriented mindset, with a focus on delivering exceptional value to clients and driving business growth What you will get Be part of a creative, entrepreneurial and fast-paced team Support and coaching from some of the most engaging colleagues around Opportunities to develop new skills and progress your career in a global organisation Learning and development programs Competitive compensation schemes RRSP with employer match Comprehensive health coverage (life, medical, dental, vision, and employee assistance programs) Substantial Wellbeing program (allowance, flexible and volunteering days A diverse and inclusive culture supported through a number of initiatives The freedom and flexibility to handle your role in a way that's right for you

Are you detail-oriented with a knack for numbers? We're looking for an Accounting Associate, Royalties & Reporting to join our growing team! In this role you'll be responsible for preparing and issuing quarterly royalty reports to producers and rights holders, managing the reporting schedule, and ensuring all tax (including withholding tax) and related obligations are handled accurately. This role will also manage inbound financial reporting from distribution and transactional partners, ensuring that data is properly tracked, validated and ingested entered into the accounting system. In addition, the role supports reporting to government funding agencies (e.g., Telefilm) and contributes to the financial close and audit processes. Key Responsibilities Royalty & Producer Reporting (Primary Focus): Prepare, review, and issue quarterly royalty statements to producers and rights holders for acquired and distributed titles. Maintain royalty reporting schedules and ensure deadlines are consistently met. Process and track royalty payments, including calculation and remittance of withholding tax (WHT). Field inquiries from producers and rights holders regarding statements, payments, and reporting details. Reconcile producer royalty statements against internal records to ensure accuracy. Inbound Partner Reporting: Receive and process financial reporting from transactional partners, home video partners, and other distribution partners. Validate and reconcile partner reports against internal records. Enter data into the accounting system for revenue recognition and royalty calculation. Monitor and track reporting timeliness and follow up with partners as required. Government & Regulatory Reporting: Assist with preparation and submission of reports to government funding agencies (e.g., Telefilm, Canada Media Fund). Ensure reporting aligns with program guidelines and contractual obligations. Support FP&A Director in maintaining compliance with reporting and audit requirements. Preparation and filing of monthly withholding tax returns, HST returns and quarterly QST returns. Annual reconciliation and filing of withholding tax NR4 forms General Accounting & Month-End Support: Prepare journal entries and reconciliations related to royalties, licensing revenue, and deferred revenue. Support quarterly close through roll forward schedules and working papers specific to royalties and reporting. Ad Hoc & Audit Support: Provide documentation for recurring audits, particularly royalty, WHT, partner, and Telefilm-related items. Support distribution and production teams with ad hoc financial reporting as needed. Contribute to process improvements in royalty, partner, and government reporting workflows. Compensation Salary: $53,000 - $60,000 Vacation: starting at two (2) weeks per year, plus one (1) week company closure over Winter holidays Hybrid work model, in office Mon-Wed and work remotely Thurs/Fri (subject to change based on Company needs) About Elevation Pictures Founded in 2013 in partnership with Teddy Schwarzman of Black Bear Pictures, Elevation Pictures has grown to become Canada’s leading independent entertainment company specializing in distribution and production of feature films. Elevation is known for releasing both commercial and critically acclaimed films, including Academy Award-winning films The Imitation Game, Room, Everything Everywhere All At Once, and Moonlight. Most recent accolades include Anora, which won 5 Academy Awards including Best Picture. Elevation is also known for its strong slate of Canadian films, including Elevation productions Alice, Darling starring Anna Kendrick, Infinity Pool starring Alexander Skarsgård and Mia Goth, and BlackBerry starring Jay Baruchel and Glenn Howerton. For more information, please visit elevationpictures.com Requirements Post-secondary degree/diploma in Accounting, Finance, or related field (CPA track an asset). 1–3 years of accounting or finance experience (film/media experience is an asset but not required). Strong Excel skills; familiarity with accounting/ERP systems preferred. Detail-oriented with strong organizational and time management skills. Strong communication skills (written and verbal), with the ability to respond to external inquiries professionally. Interest in the film/media industry and willingness to learn specialized reporting requirements. Benefits This is a hybrid opportunity (3 days in office, 2 remote) Extended Healthcare Plan (Medical, Disability, Dental & Vision) Group Life - AD&D - Critical Illness Insurance Cell phone reimbursement for business usage Access to film screenings during TIFF

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 an Estates Specialist to join our Operations team. Reporting to the Supervisor Operations, Estates, the Estates Specialist is responsible for the review, preparation, settlement, and taxation filing of client estate accounts. This role is responsible for delivering on our Service Level Agreements and work with partners to resolve escalations in an urgent and efficient manner. 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 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 What your day looks like: Performs estates settlements, journal processing, issuance of tax documents for estates accounts, address estate related inquiries/issues per internal deadlines Ensures all information and request channels are current and up to date (e.g. requests for OSM, Laserfiche, mailbox) Proactively offers assistance and maintains a positive attitude as a member of the team and works closely with other Operational teams Reviews current processes of MFDA and IIROC estate settlements and pro-actively make recommendations for improvement Ensures training checklist is up to date and current Provide regular status and immediately highlights if there are any items in backlog so resources can be allocated Reviews and ensures the following are current: MFDA and IIROC checklists, departmental procedures and manuals per trustee or regulatory changes Actively participates in IIAC Committee meetings and remains current on CRA, RQ, HRSDC and trustee regulations through the review of legislation, press releases, and industry information bulletins Provide support to the Estates Contact Centre by proactively responding to partner inquiries by delivering on fast, friendly and efficient service Resolve problems at first point of contact where possible Requirements Your experience and skills: Post-secondary education Minimum of 5 years’ financial industry experience, preferably in Estates, Registered Plans or Operations Industry knowledge of MFDA, IIROC, CRA and RQ rules and regulations preferred Pro-active in problem solving with strong analytical skills, presenting recommendations for review and implementation Extremely detail oriented and accurate with a focus on quality assurance Ability to work independently and in a team environment Outstanding customer service focus Excellent time management and organizational skills with the ability to work well under pressure and meet time deadlines Intermediate to advanced computer skills in Word, Outlook, Excel Experience with Dataphile is an asset Fluent communication skills in English are required and bilingual skills in French are an asset Ability to work EST/PST standard hours Benefits 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, 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 $60,000 - $70,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.

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 Senior Financial Analyst to join our Finance team. Reporting to the Director, Financial Planning & Analysis, the Senior Financial Analyst is responsible for the delivery of services and accountabilities for the FP&A team and providing financial support to the shared services business units. This role will deliver on tasks for budget and forecast preparation, shared service model, internal reporting (including project reporting), business pricing model and business decision support initiatives. The Senior Financial Analyst provides financial support to the shared service business units relating to the detailed budgeting process and analysis of key business metrics and drivers. This role will also support certain aspects of the accounting month-end and year-end close process as it relates to allocations and ensuring proper classification of expenses (will require creating and posting journal entries in the accounting general ledger). Strong business acumen, ability to influence and make sound recommendations as well as build and maintain strong relationships with stakeholders are key success factors for this role. As required, the role will also support the Vice-President, Financial Planning & Analysis in forecasting activities. 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 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 What your day looks like: Support the preparation and validation of inputs to the forecast as well as analyzing the impact of business decisions across the lines of businesses and support functions Prepare the monthly Executive Report package including analysis on key financial metrics and performance Maintain and protectively improve financial models to enhance and streamline existing processes to analyze monthly financial results Maintain FP&A systems, namely Workday Adaptive Planning Preparation and/or review of monthly accounting allocation entries and variance analysis, including trade cost Prepare monthly project budget reporting including capitalization rates and other analysis Provide financial decision support to shared services, including key trends, metrics and business drivers to inform decision making in support of achieving operational and strategic objectives Analyze complex financial information to provide accurate and timely financial recommendations to management for decision making purposes Support the preparation of financial analysis on new lines of business, product development and pricing decisions Requirements Your experience and skills: Bachelor's degree in Finance, Accounting, or a related field, MBA an asset Professional designation (CA, CGA, CMA / CPA, CFA) A minimum of 3 years progressive experience in financial roles, preferably within the wealth management industry Advanced skills in Microsoft Excel including data modelling and power query knowledge Experience with Workday Adaptive Planning is highly preferred Working knowledge of SQL is an asset 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 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 Benefits 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, 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 $93,000 - $113,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.

Join Our Team as Senior Commercial Finance Analyst at TCP- Canada! TCP- Canada is seeking a dynamic and experienced Commercial Finance Analyst to join our Integrated Finance function in a full-time, salaried role based in Etobicoke, CN. This position plays a pivotal role in strengthening & accelerating our core business, unlocking synergies and creating a future ready organization. You'll work closely with the Director of Finance and Supply Chain, supporting Finance, as well as Sales and Marketing, ensuring they receive high level financial support, insight, and challenge. This role is responsible for partnering with our Commercial Team to achieve the organization’s business objectives. This highly collaborative and analytical role will be a key player in monitoring and influencing business performance, providing insightful and actionable intelligence to Commercial Partners.  The ideal candidate will bring a passion for process improvement and data analytics & working cross-functionally.   Performance Review and Forecasting Preparation of Monthly Performance Analysis of Full P&L (Revenue to EBIT) Deliver accurate, insightful, and timely analysis of financial results. Perform investigation of variances, highlighting financial issues with strategic and operational impacts, and recommend options to resolve or address gaps Preparation of monthly LE and summarization of changes LE vs LE Develop and maintain price forecasting model to support planning and analyze monthly/quarterly vs. appropriate benchmarks, make value-added recommendations, and prepare ad hoc analyses as requested to facilitate the formation of business plans. Preparation of financial model to carry out mix analysis (product, price and volume) Support Commercial team on ROI analysis, promotions vs Budget/PY Analyzing transactions, reviewing general ledger accounts, creating journal entries Maintaining timely, accurate financial records and performing financial analysis Monthly P&L and volumes confirmed between SAP and Prophix (budgeting/LE software) Quarter End and Year End external audit and additional disclosure deliverables Participating in internal and external audits, providing support and financial analysis as required Participating in ad hoc reporting and what-if analysis as directed and completing special projects as assigned   Innovation stage-gate business case development Provide financial analysis on cross-functional project teams, inclusive of product launches, helping to build the financial business case P&L's, challenging assumptions, providing insights and strategic direction for commercial activities. Serve as a key financial resource in new product development teams in defining customer pricing requirements. Model pricing strategy and margin expectations on new product launches.   Financial Planning & Decision Support Preparation of Annual Operating Plan Maintaining up to date factor tables and preparing uploads for the budget preparation process Work closely with Commercial & Operations teams during budget preparation to validate variable factors by customer and product Year over year variance analysis for cost components Latest estimate support (balance sheet / working capital tracking) Financial models and other financial support for strategic decision-making, ad hoc projects Serve as the main point of consumer planning/research for the global planning team Requirements What are the Critical success factors for the Role? 5+ years of relevant work experience, in CA CPG environment Bachelor’s degree in accounting, CPA (or working towards designation) Experience using SAP S/4 Hana Business partnered with Marketing and Sales teams, in CA CPG environment Contributed to short- and medium-term planning cycles Proficiency in Microsoft Office suite, with advanced Excel skills Exposure / working knowledge of Trade Promotion Management system Exposure / working knowledge of Nielsen Strong cross-functional collaboration and communication skills Exceptional analytical and problem-solving skills, organisation skills and self- motivated and fast learning professional Continuous Improvement (CI) mindset and approach to processes Positive mindset and flexibility to adapt in a dynamic and demanding growth environment Desire to take responsibility and ownership and make a difference Highly numerate and financially literate Benefits Total Target Compensation Hiring Range: 85,000 CAD to 115,500 CAD per year The Total Target Compensation (TTC) at the time of hiring represents the pay range applicable upon commencement of employment. This range is effective from your hire date to March 31, 2026, and comprises both base pay and bonus pay. For further details regarding pay, please consult with your recruiter. Final compensation for each employee will be determined based on various factors, including—but not limited to—geographical location, knowledge, skills and abilities, relevant experience, and educational background. In addition to the Total Target Compensation, as part of Tata Consumer Products Canada Inc., this position is eligible for our comprehensive employee benefits program. Benefits include a retirement savings plan, private health coverage, access to Employee Assistance Programs (EAP), leave entitlements, and special TCP discounts. Detailed information regarding benefit plan participation will be provided upon receipt of an employment offer or upon joining the organization. Please note: The Company reserves the right to modify base salary and any other discretionary compensation programs at any time. Adjustments may be made based on individual performance, company or departmental performance, and market factors. The Company also reserves the right to amend benefits in accordance with company policies.

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 for a Director, Responsible Investing, to join our Client Insights Group in support of NEI’s retail and institutional Sales team, and their stakeholders. Reporting to the Senior Director, Sales Enablement, the Director, Responsible Investing, will form a critical conduit between the RI team and the NEI retail and institutional sales teams to translate NEI’s stewardship activities into compelling, business-ready narratives that inspire advisors and investors and create new growth opportunities across all distribution channels. 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: Use your expertise and understanding of Responsible Investing (RI) to communicate the application and benefits of NEI’s RI stewardship activities As the subject matter expert in responsible investing, you will work with a diverse group of stakeholders to grow awareness of NEI’s Responsible Investing program Use your superb communication skills to be the face of NEI’s stewardship and responsible investing initiatives. In partnership with Sales and Marketing you’ll translate complex activities into compelling business-focused narratives that highlight this competitive differentiator for advisors and investors Partner with the Responsible Investing team, to stay current on NEI’s responsible investing program, stewardship initiatives, engagement activities, industry developments, and research to ensure timely, relevant stories are brought to market Build strong relationships with financial advisors, institutional clients, and credit union partners, inspiring them to integrate RI into their business strategies and client conversations Partner with retail and institutional sales teams to attend client and prospect meetings, delivering high-impact presentations, seminars, and webinars that highlight the value of NEI’s stewardship work Proactively identify opportunities through advisor conversations, market events, and industry developments to showcase the RI team’s stewardship activities across different industries highlighting their relevance to clients and communities Equip wholesalers and distribution partners with persuasive messaging, presentation materials, and content to capture new business and deepen existing relationships Anticipate and address sales and advisor questions on RI and stewardship, positioning NEI as a trusted thought leader Work with marketing and sales to ensure stewardship messaging is consistently integrated into campaign, materials and client touchpoints Requirements Your experience and skills: Post-secondary degree/diploma in Finance, Business, Sustainability, Communications, Sales or a combination of these and related fields is preferred Preference will be given to candidates who have an MBA, CFA, Masters of Sustainability or related field 2+ years’ experience in the sale or support of responsible or impact investing is beneficial with exposure to the principles of RI and understanding the role it plays as a financial concept and financial planning 5+ years’ experience in the investment advice business either within a sales or client portfolio management role Superior skills in relationship building, analysis, research, written and verbal communication and presenting complex ideas in a compelling and impactful way Highly organized and able to maintain multiple relationships both internally and externally The ability to self-start and support key initiatives tied directly to the organization’s core value proposition Experience in an organization that offers RI solutions is an asset Fluent communication skills (written and verbal) in English are required and bilingual skills in French are an asset Benefits 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 $135,000 - $160,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.