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Mutual Funds, Senior Trader
Aviso Wealth | Montréal | Full-time | apply.workable.com |
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 Mutual Funds, Senior Trader to join our Trading team.
Your role will be required to regularly perform essential duties on behalf of the company from your assigned Aviso office. Your role is considered low flexibility, requiring you to work onsite 5 days per week at our office at 1800 McGill College Avenue, Montreal, QC.
Reporting to the Manager, Mutual Funds, the Mutual Funds, Senior Trader is responsible for insuring support and problem resolutions with all activities with Mutual Funds and plays a decisive role in placing daily Mutual Fund Trades for Portfolio Managers, Investment Advisors, and staff.
Supporting the Manager, Mutual Funds, the incumbent will gain a broad range of knowledge and is responsible in maintaining a high degree of professionalism while ensuring high levels of client service satisfaction.
Who you are:
• Service – You consider both internal and external stakeholders and demonstrate intent of understanding and putting the clients’ needs first. You advocate service excellence and work to deliver solutions that meet the needs. You 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
What your day looks like:
• Supports and performs daily executions of Mutual Fund trade orders Buys, Sells, and Switches on Dataphile
• Executes trades and cancellation orders via FundSERV if mandatory
• Supporting correspondent for Portfolio Managers, co-workers and various other Departments within the Firm to resolve escalated complaints, disputes or issues whether Client or system oriented and escalating when required
• Supports ongoing communications with Mutual Fund Companies, Regulators and Network providers to discuss and be kept abreast of any developments or changes in the industry
• Daily review of all executed and rejected trades
• Learning to calculate dilution loses or gains
• Monthly upkeep of duplicate Mutual Fund account numbers and dormant trades on the order book.
• Support PM’s and staff with the different types of Mutual Fund products, back office system along with procedures and regulations
• Administers recurring Events for all PM’s ensuring accurate processing
• Frequently answers to calls or emails with PM’s or internally to resolve or address any issues in a Client’s account and escalate when appropriate
• Revises and makes modifications to the Mutual Funds Procedure Manual keeping it up-to-date at all times
• Ensures accurate Client demographics information with Fund Companies is maintained for proper tax reporting
• Support various Departments by being a liaison between them and the PM’s on issues which affect the day to day efficiencies of our businesses
• Identifies and recommends processing improvements in the Mutual Fund operations and administrative functions to enhance productivity and profitability
• Meets established service standards for problem resolution and customer service
• Analyze trends and recommend process or operational improvements with staff and PM’s
• Supports PM’s with understanding Dataphile, different entry types, modules and order book processing
• Resolve concerns with customer accounts. Forward complaints and errors to appropriate department in a timely fashion
• Escalates administrative issues found within Departments or staff which are discovered through interactions with PM’s and internal staff
• Supports projects and follow ups to our Credential partners, fund companies and outside institutions to provide additional client services
• Recommend improvements to service quality where applicable; actively seek areas for improvement within Broker Solutions and the service provided to Credential partners and investors
• Identify areas for process improvement, makes the recommendations and once approved, implements them
• Supports senior team members to perform regular monthly, quarterly and annual duties
Requirements
Your experience and skills:
• Post secondary education
• 5 – 10 years of experience in the Investment Industry with a good understanding of Mutual Fund Investments
• Successful completion of the CSC & CPH or the IFIC
• Understanding of FundSERV N$M settlements; purchases, redemptions, switches, cash/reinvested and notional distributions, PAC/SWD’s transfer-ins and outs, rollovers, exchanges, commissions and trailer fees
• Understanding of various Mutual Fund Products; Hedge, Pooled, Investment Trusts, Flow-thru shares, Linked notes, GIC’s, HISA’s and open-end Mutual Funds
• Recognizes and understands the regulatory rules governing Mutual Funds established by IIROC and MFDA
• Outstanding versatility with the ability to conduct with professionalism, build rapport and exercise resourcefulness and understanding
• Proficient computer skills and good knowledge of FundSERV, myserv, Broadridge, MS word, Excel, and Outlook
• Independent and self-motivated and understands when to escalate issues
• Team-oriented with a positive attitude; thrive in fast-paced environments and multi-task oriented
• Maintains the quality and operational excellence with the highest level of service
• Capable to achieve required objectives within the Company and regulatory requirements
• Attends to details and pursues quality in accomplishing tasks
• Strong organizational and time management skills; Strong customer service orientation
• Fluent communication skills in both English and French are required, with the ability to collaborate effectively with others
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
Equal Employment Opportunity
Aviso Wealth welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.
We thank all applicants for their interest, however, only those selected for further consideration will be contacted.
No recruiters or agencies, please.
Company Overview:
Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with over $125 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 $75,000 - $90,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.
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 Mutual Funds, Senior Trader to join our Trading team.
Your role will be required to regularly perform essential duties on behalf of the company from your assigned Aviso office. Your role is considered low flexibility, requiring you to work onsite 5 days per week at our office at 1800 McGill College Avenue, Montreal, QC.
Reporting to the Manager, Mutual Funds, the Mutual Funds, Senior Trader is responsible for insuring support and problem resolutions with all activities with Mutual Funds and plays a decisive role in placing daily Mutual Fund Trades for Portfolio Managers, Investment Advisors, and staff.
Supporting the Manager, Mutual Funds, the incumbent will gain a broad range of knowledge and is responsible in maintaining a high degree of professionalism while ensuring high levels of client service satisfaction.
Who you are:
• Service – You consider both internal and external stakeholders and demonstrate intent of understanding and putting the clients’ needs first. You advocate service excellence and work to deliver solutions that meet the needs. You 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
What your day looks like:
• Supports and performs daily executions of Mutual Fund trade orders Buys, Sells, and Switches on Dataphile
• Executes trades and cancellation orders via FundSERV if mandatory
• Supporting correspondent for Portfolio Managers, co-workers and various other Departments within the Firm to resolve escalated complaints, disputes or issues whether Client or system oriented and escalating when required
• Supports ongoing communications with Mutual Fund Companies, Regulators and Network providers to discuss and be kept abreast of any developments or changes in the industry
• Daily review of all executed and rejected trades
• Learning to calculate dilution loses or gains
• Monthly upkeep of duplicate Mutual Fund account numbers and dormant trades on the order book.
• Support PM’s and staff with the different types of Mutual Fund products, back office system along with procedures and regulations
• Administers recurring Events for all PM’s ensuring accurate processing
• Frequently answers to calls or emails with PM’s or internally to resolve or address any issues in a Client’s account and escalate when appropriate
• Revises and makes modifications to the Mutual Funds Procedure Manual keeping it up-to-date at all times
• Ensures accurate Client demographics information with Fund Companies is maintained for proper tax reporting
• Support various Departments by being a liaison between them and the PM’s on issues which affect the day to day efficiencies of our businesses
• Identifies and recommends processing improvements in the Mutual Fund operations and administrative functions to enhance productivity and profitability
• Meets established service standards for problem resolution and customer service
• Analyze trends and recommend process or operational improvements with staff and PM’s
• Supports PM’s with understanding Dataphile, different entry types, modules and order book processing
• Resolve concerns with customer accounts. Forward complaints and errors to appropriate department in a timely fashion
• Escalates administrative issues found within Departments or staff which are discovered through interactions with PM’s and internal staff
• Supports projects and follow ups to our Credential partners, fund companies and outside institutions to provide additional client services
• Recommend improvements to service quality where applicable; actively seek areas for improvement within Broker Solutions and the service provided to Credential partners and investors
• Identify areas for process improvement, makes the recommendations and once approved, implements them
• Supports senior team members to perform regular monthly, quarterly and annual duties
Requirements
Your experience and skills:
• Post secondary education
• 5 – 10 years of experience in the Investment Industry with a good understanding of Mutual Fund Investments
• Successful completion of the CSC & CPH or the IFIC
• Understanding of FundSERV N$M settlements; purchases, redemptions, switches, cash/reinvested and notional distributions, PAC/SWD’s transfer-ins and outs, rollovers, exchanges, commissions and trailer fees
• Understanding of various Mutual Fund Products; Hedge, Pooled, Investment Trusts, Flow-thru shares, Linked notes, GIC’s, HISA’s and open-end Mutual Funds
• Recognizes and understands the regulatory rules governing Mutual Funds established by IIROC and MFDA
• Outstanding versatility with the ability to conduct with professionalism, build rapport and exercise resourcefulness and understanding
• Proficient computer skills and good knowledge of FundSERV, myserv, Broadridge, MS word, Excel, and Outlook
• Independent and self-motivated and understands when to escalate issues
• Team-oriented with a positive attitude; thrive in fast-paced environments and multi-task oriented
• Maintains the quality and operational excellence with the highest level of service
• Capable to achieve required objectives within the Company and regulatory requirements
• Attends to details and pursues quality in accomplishing tasks
• Strong organizational and time management skills; Strong customer service orientation
• Fluent communication skills in both English and French are required, with the ability to collaborate effectively with others
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
Equal Employment Opportunity
Aviso Wealth welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.
We thank all applicants for their interest, however, only those selected for further consideration will be contacted.
No recruiters or agencies, please.
Company Overview:
Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with over $125 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 $75,000 - $90,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.
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