Browse
···
Log in / Register

Risk Analyst, Data Engineering & Automation

Negotiable Salary

Financeit

Toronto, ON, Canada

Favourites
Share

Description

Who we are: Financeit is a point-of-sale financing provider serving some of the largest home improvement and retail organizations in Canada. Our platform helps businesses close more sales by offering customers affordable monthly payment options for their next big home improvement, vehicle or retail purchase. We are small enough that you can make an impact within the company and large enough to make an impact in the market. Financeit is a company where collaboration, inclusivity, fairness, and respect aren’t just ideas that get talked about, but are part of who we are. If such a workplace intrigues you, we hope you’ll join us. About the role: If you’re ready to take your strategic thinking, advanced analytic skills, and knack for digging into the details to the next level, while leaving your mark on a rapidly growing organization, we want to hear from you! As the Analyst, Risk Data Engineering & Automation, you’ll work under the direction of the Director - Risk Analytics, Data Science & Reporting to ingest and deliver new data sets, build automation pipelines and apply RPA and GenAI to dramatically improve the efficiency & effectiveness of how we record, measure, action and solve risk-related (disputes, fraud, AML, collections, etc.) issues. Oh, and yes, being fun matters. A lot. What you’ll do: Support projects and initiatives across Risk by identifying, aggregating, transforming and integrating the best data possible into proprietary tools, data warehouses, representative models, and predictive forecasts, as required Ensure data quality and accuracy by taking ownership for, and management of, Risk data repositories Architect and scale automation (RPA, GenAI, pipelines, etc.) and data infrastructure solutions that drive efficient risk management (credit, fraud, merchant) outcomes Contribute to the ongoing development and refinement of accurate operational and financial forecasts (stock-flow, time-series, econometric) that predict consumer & channel partner credit and fraud losses across products, segments, and stakeholders Support the development and delivery of on-time high-quality Loss Forecasts and Risk (vintage-level performance), Operational (e.g. Collections performance), Lender (e.g., Portfolio Performance), and Financial (e.g., IFRS) dashboards and reports Develop and support the delivery of high-quality automated triggers to notify key partners and stakeholders of the most pressing Risk issues needing their attention Support the development, implementation, and deployment of advanced risk prediction and scoring models Document data sets, tools, and processes (using tools like Confluence) in ways that ensure clarity and a seamless and accurate internal transfer of knowledge Partner with cross-functional strategy, reporting and data science teams to understand their goals and ensure they have what’s needed to succeed and thrive Participate in strategic projects and initiatives related to risk management Foster a team culture rooted in dedication, curiosity, and continuous improvement Requirements University degree in Engineering, Math, or Computer Science 2+ years of full-time and/or internship/PEY experience in data engineering, data analytics, dev ops, model ops, applied AI, and/or automation 2+ years of applied experience in building data repositories, automating data pipelines and process and/or creating analytic models using tools like dbt, Airflow, Python, and/or Redshift Advanced skills in data manipulation, visualization, and modeling, with proficiency in SQL, Looker, and Excel would be highly valued Experience working in indirect (B2B2C) lending / consumer credit risk, commercial credit risk, fraud, collections & recoveries and/or in an analytics or automation capacity at a financial institution would be a strong asset Strong strategic thinking, judgment, communication (verbal, visual, and written), and advanced problem-solving analytic skills Legitimately curious and passionate about finding the “right answer” with a detail-oriented mindset and a “healthy sense of paranoia” about quality Highly organized, disciplined and driven, with the ability to manage competing priorities while meeting deadlines. Balanced sense of pride & humility with the ability to thrive in a collaborative environment and bring energy and enthusiasm to team culture Benefits Winner of Canada’s Most Admired Corporate Culture twice, we offer more than just the basics. Take advantage of: An award-winning culture with a collaborative & inclusive team. Competitive pay and performance-based bonus. Committed to flexible work arrangements, offering hybrid workplace options. Comprehensive medical, dental and vision coverage + Lifestyle Account. RRSP Matching and Parental Leave Top UP Program. In office massage, meditation & workout sessions. Virtual events such as Lunch & Learns, company parties, fun team activities and charity initiatives. Career learning and development programs. Next Steps: If what you just read excites you, we’d like to hear from you! Please submit your application and we’ll contact you if you become selected for a phone interview. Financeit is an equal opportunity employer. Accommodation is available on request for candidates taking part in all aspects of the selection process.

Source:  workable View original post

Location
Toronto, ON, Canada
Show map

workable

You may also like

Workable
Senior Compliance Associate
We are looking for a full-time Senior Compliance Analyst with experience in the financial services industry to help build and support the Legal and Compliance function at Validus. This position is a great opportunity for an ambitious individual looking to join a growing business and to develop their career within a dynamic team spanning finance and technology. Support the embedding of regulatory compliance requirements across the company, ensuring all staff have read, understood, and signed the required compliance documents, policies, and procedures. Assist in monitoring the company’s compliance with regulations in all operational jurisdictions and help implement and execute the Compliance Framework and Compliance Monitoring Plan. Assist with the preparation and filing of submissions to various regulators (e.g., FCA, NFA, CFTC, OSC, NFSA), ensuring accurate and timely filings. Work closely with the Onboarding team to ensure effective ‘Know Your Customer’ checks are completed in accordance with applicable regulations. Investigate trade errors and work towards resolution while ensuring adherence to regulatory guidelines. Regularly update company policies and procedures to reflect the latest regulatory changes. Contribute to the delivery of compliance training programs across the company. Contribute to the preparation of reports for management and the Board on compliance matters, highlighting key compliance risks and issues. Conduct regular compliance audits and risk assessments to identify vulnerabilities and recommend improvements. Advise the General Counsel and Head of Compliance on regulatory developments and their potential impact on the business. Assist with managing relationships with external regulators and compliance advisors, ensuring ongoing communication and collaboration Requirements Strong educational background with a university degree. Highly organised, reliable, able to meet deadlines, self-motivated with the capacity to work autonomously, as part of a team and across teams. Able to work off own initiative and feel comfortable putting together board and senior management level presentations. Strong analytical skills. Strong communication and inter-personal skills with commercial awareness. Strong report writing skills and attention to detail. Strong time management and organisational skills, and ability to prioritise and multi-task and work within tight deadlines. High standard of written and spoken English required to communicate effectively to stakeholders at all levels. At least 5+ years’ experience in Compliance within the financial services industry Benefits Competitive salary Company and personal performance-based bonus paid semi-annually. (Eligibility to join scheme following 6 months service) Annual Learning and Development allowance. #LI-KN1
Toronto, ON, Canada
Negotiable Salary
Workable
Risk Manager
What is the opportunity? As the Design Risk Manager, you will be responsible for ensuring the effective identification, assessment, and mitigation of project risks throughout the design process and lead the risk management process throughout the design phases of engineering projects. The ideal candidate will possess a strong background in risk management principles and practices, an understanding of engineering design practices, and a passion for delivering projects that meet both technical and safety standards. You will work closely with project managers, engineers, clients, and other stakeholders to identify design-related risks and implement proactive mitigating measures. This is a key role in maintaining the reputation of Entuitive as a trusted partner within our client and consulting engineering community. Risk Identification & Assessment: Identify, assess, and track risks in a comprehensive project risk register from project initiation and throughout the project lifecycle including risks associated with project execution, technical requirements, financial management, design development, operations and maintenance requirements, safety, and regulatory compliance. Risk Mitigation: Together with the project design team, develop and implement risk mitigation strategies and action plans, such as design modifications, process adjustments, or alternative solutions to reduce or eliminate design risks, including monitoring their effectiveness and recommending any necessary adjustments. Ensure that all risk mitigation activities are tracked and evidenced in the risk register and aligned with the project design goals and objectives. Collaboration: Work closely with multi-discipline teams, including project managers, engineers, financial analysts, sub-consultants, clients and other external stakeholders, to ensure risk management practices are integrated into the design and review processes. Compliance & Standards: Ensure that design risk identification and mitigation practices comply with industry regulations, guidelines, codes, safety standards, and in accordance with best practices. Communication: Communicate risk management policies and procedures to all relevant project stakeholders and facilitate risk workshops and training sessions to promote a risk-aware culture at Entuitive. Risk Reporting: Prepare detailed risk reports with metrics and KPIs, and presentations for senior management, clients, and project teams, that provide updates on project risk status and mitigating actions. Training & Mentorship: Provide training and guidance to project team members on risk management principles and practices, fostering a collaborative risk-aware culture within the project team and Entuitive. Continuous Improvement: Stay updated on industry trends, risk management tools, and best practices, and recommend improvements to risk assessment processes and systems. Foster a culture of continuous improvement and proactive risk management. Requirements What do you need to succeed? Bachelor’s degree in Engineering, Risk Management, Finance, Business Administration, or a related field. Candidates with professional certifications such as CRMP, PMI-RMP, RIMS-RMP, CSP, FRM, PRM, PMP, P.Eng are preferred. A minimum of 15 years of experience in design risk management, with at least 10 years in the consulting engineering industry. Experience with assessing and managing risks in projects that upgrade or re-develop operational rail and transit stations is preferred. Proven experience in developing and implementing risk management plans that identify and quantify project risks and their root cause and prioritize resources to control the most critical risks that threaten successful delivery of project scope, schedule and budget while also detailing strategies for capturing possible opportunities enhancing the project’s success. Experience with developing and managing Risk Registers that track and detail risk types, risk root causes, impacts to the public, client and stakeholder assets or interests, health and safety, operations and maintenance, and project scope, costs, and schedule with corresponding mitigation requirements and the responsible mitigation owner. Proficiency in the use of risk identification techniques as well as qualitative and quantitative risk analysis and risk monitoring and reporting tools and software such as SWIFT methodologies, Risk matrices, FMEA, FTA, ETA, PRA, Monte Carlo Simulation, Oracle Primavera Risk Analysis, Primavera P6, and DOORS. Strong knowledge of risk management standards and guidelines such as ISO 31000 and ISO 31010, ISO 9001, ISO 45001, BS-6160-1, NEBOSH, CDM2015, MODSafe, and FTA Guidelines. Exceptional leadership and team management skills, with the ability to collaborate with the client and across design teams and stakeholders, and with various Entuitive departments and offices. Excellent communications, presentation, and interpersonal skills, capable of engaging with internal teams, external consultants, clients, the public, and stakeholders. An analytical mindset with problem-solving capabilities and a keen eye for detail. A passion for proactive design risk management and mitigation. Knowledge and interest related to embodied carbon is considered an asset Benefits Why Entuitive?  Flexible working hours, 37.5 hour work week.  Minimum 3 days a week in office. Building strong relationships and collaborating internally is important to us!  Commitment to staff growth through mentoring and training.  Employer paid medical, dental, and vision insurance premiums for employees and their dependents.  Generous parental leave policy.  RRSP matching up to 5%.   Participation in our discretionary profit-sharing plan.    About Entuitive  We are deeply committed to fostering an inclusive, equitable, and accessible environment where all employees and clients feel valued, respected, and supported. Entuitive will ensure that reasonable accommodations are made to persons with disabilities during the recruitment and assessment processes.  If you are excited about this opportunity and are interested in learning more about Entuitive, please check out our About Us page.  At Entuitive, we prioritize human-centric evaluation methods and do not utilize AI for screening or recruitment processes. 
Toronto, ON, Canada
Negotiable Salary
Workable
Accounting Associate, Royalties & Reporting
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
Toronto, ON, Canada
CA$53,000-60,000/year
Workable
Estates Specialist
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.
Toronto, ON, Canada
CA$60,000-70,000/year
Workable
Compliance Officer
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 Compliance Officer to join our Compliance team. Reporting to the Senior Manager, Branch Examination, the Compliance Officer is responsible for conducting onsite and/or remote branch and sub-branch examinations of CIRO dealer business locations. As this is a hybrid role, work will be performed from an Aviso office and also onsite at partner branches. The Compliance Officer role is a position which requires supervisor registration. 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: Conduct onsite and/or remote examinations of CIRO (both mutual funds and investment), branch and sub-branch locations of our dealer business Prepare pre-visit audit materials and schedule and plan examinations in accordance with regulatory requirements and dealer policies and procedures Communicate audit results and follow up on action items Update and maintain the audit schedule and prepare detailed audit reports, identifying issues, recommending corrective actions, and following up with our financial institution partners in closing outstanding items in accordance with existing policy and procedures Support the maintenance and improvement of the Branch Review Program in accordance with updated regulatory changes and dealer policies and procedures Perform various internal testing and examinations at head office as required and perform other duties and special projects Requirements Your experience and skills: University Degree related to finance and securities preferred Successful completion of requisite courses (ie: Canadian Securities Course) with an ability to be licensed with CIRO 3 to 5 years of compliance supervision experience within the financial services industry Experience as a Branch Compliance Officer, Branch Manager, Branch Auditor, Compliance Officer, or Financial Advisor in a mutual fund dealer or investment dealer firm is preferred Sound knowledge of the rules and regulations governing the securities industry Proficient in Microsoft Outlook, Excel and Word Experience operating in a Credit Union system and familiarity with Dataphile is an asset Excellent analytical and investigative skills with strong attention to detail Excellent interpersonal skills with the ability to present information to different audiences Excellent organizational and time management skills Disciplined work ethic and committed to producing excellence in work output Ability to work with minimum supervision with a strong commitment to customer service This position must have the ability to travel to branch locations up to 25%. Travel may increase in the future. 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 $80,000- $87,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.
Toronto, ON, Canada
CA$80,000-87,000/year
Workable
Senior Financial Analyst
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.
Toronto, ON, Canada
CA$93,000-113,000/year
Cookie
Cookie Settings
Our Apps
Download
Download on the
APP Store
Download
Get it on
Google Play
© 2025 Servanan International Pte. Ltd.