Aviso Wealth Looking for Director, Business Management at Toronto, Ontario, Canada Full Time

Aviso Wealth:

At Aviso Wealth, 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 Wealth has to offer at www.aviso.ca.

The Opportunity:

We’re looking for a Director, Business Management, to join our Business Management Team in the Service Center, Operations, and Compliance Division (SOCON).

Your role will be required to regularly perform essential duties on behalf of the company from your assigned Aviso office. Your role is considered medium flexibility, requiring you to work onsite 1-3 days per week at our office at 151 Yonge Street, Toronto, ON.
Reporting to the VP, Business Management, the Director is responsible for leading the SOCON Program portfolio – a cross-functional portfolio of projects, Divisional & Enterprise – to ensure capabilities, processes, resources, controls and a reporting structure that allows SOCON to prioritize and execute this portfolio.

Supports SOCON leadership team in translating the high-level objectives and key results into clearly defined tactics by performing quantitative and qualitative analyses to validate hypotheses and inform relevant recommendations and actions and associated capabilities to deliver the portfolio.

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
• 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:

• Your efforts are divisional & company wide and frequently cross-functional combining Governance and Program/Project Management for multiple teams in achieving business outcomes through the management of strategic actions/project implementations
• Manage the delivery and execution with SOCON Stakeholders of several key business initiatives at the same time.
• Set the change and transformation strategies, determine the change impacts to the organization/people/process/technology, and create approaches that drive project and business outcomes
• The “owner” of the intake process for SOCON for initiatives, enhancements, system changes, business asks etc., working with SBT (Strategy & Business Transformation) to validate, determine resources etc.,
• Capture findings and recommendations succinctly in a logical and coherent storyline that facilitates productive discussion and decision making
• Support our continuous improvement process by partnering with the Process Team to ensure the best practices are incorporated into strategic and business unit initiatives
• Support training and change Teams by partnering to ensure best practices are incorporated into strategic and business unit initiatives
• Create presentations, communications and business area deliverables as required
• Lead the processes for important business feedback loops and activities such as: key Initiative/project meetings, leader meetings and broader team meetings, and others including external meetings as appropriate
• Accountable to help facilitate and support SOCON in the planning process as applicable, ensuring alignment of initiatives to the broader strategy
• Deliver high-quality analysis to inform and deliver leadership on strategy and communications, identifying risks, and opportunities regarding the Program Portfolio
• Partner with senior leadership and functional leads across the business to ensure cross-functional inter-dependencies are highlighted, documented, and addressed, that projects are appropriately resourced for successful execution and to help shape and communicate leadership strategy
• Develop SOC project portfolio dashboard and reporting to manage and track performance of portfolio including the size and timing of expected benefits and any expected risks and identify business problems and risk and then strategize, implement, and scale programs that solve these issues
• Define and manage at a minimum monthly regular (e.g., quarterly) strategy review process to inform the leadership team on critical internal and external developments and overall project portfolio health

Requirements

Your experience and skills:

• 10+ years of work experience, experience in strategy, execution of strategic initiatives, or program development and management
• Excellent critical thinking skills to help solve business problems and make decisions
• Tendency to pay close attention to small details that could impact results
• Experience with managing strategic projects, programs, initiatives leading results and outcomes in a high paced environment
• Experience in building reporting dashboards and metrics that are highly informative
• Experience in utilizing data analytics to conduct predictive models to help support decision making for stakeholder
• Demonstrated success in developing entrepreneurial strategies and meeting organizational growth goals
• Demonstrated ability to work in a fast-paced, deadline driven environment with simultaneous ability to manage and prioritize multiple projects at various levels
• Excellent interpersonal and communications skills
• Excellent writing and project management and execution skills, including presentation builds for executives and stakeholders’ consumption
• Track record of success in working in and influencing a fast-paced environment
• Team player with a strong collegial style able to operate at all levels in an organization
• Ability to adapt to change quickly and is a self-starter who can think strategically.
• Able to operate successfully in a organization with the entrepreneurial spirit and mindset to make things happen
• General knowledge of business operations, objectives, strategies, process, and information flow
• Must be strong with building effective teams, conflict management, creativity, dealing with ambiguity, delegation, priority setting and have strong strategic agility
• Exceptional MS office skills

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 Wealth powers businesses that empower investors. We are a national, integrated financial services company, with approximately $110 billion in assets under administration and management. Aviso Wealth is owned by Credit Union Centrals, Co-operators / CUMIS and Desjardins. Our mutual funds dealer, securities brokerage, and insurance dealer support thousands of financial advisors at credit unions across Canada. Our award-winning online brokerage, Qtrade Direct Investing, and our digital advice platform, Qtrade Guided Portfolios, give Canadians flexible choices for building their wealth. Our asset manager, NEI Investments, offers a comprehensive lineup of responsible investment funds and portfolios, which are available through a national network of advisors. Aviso Wealth also provides custodial services and introducing broker services to independent financial organizations, including banks, trust companies, insurance companies, investment dealers, portfolio managers and financial planning firms. We have operations in Toronto, Vancouver, and Montreal with a regional office in Winnipeg. More information about Aviso Wealth is available at www.aviso.ca.

This position is posted with an expected salary range of $122,000 – $157,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.