Job Description

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 service, partnership, and innovation. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic culture sets Aviso Wealth 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 .

The Opportunity: We\xe2\x80\x99re looking for a Corporate Actions Tax Specialist to join our Operations team.

Reporting to the Supervisor, Corporate Actions, the Corporate Actions Tax Specialist is responsible for daily processing and reconciling of all corporate actions within Aviso. The position liaises with various departments internally and externally daily and is considered a subject matter expert. The Corporate Actions Tax Specialist also provides backup to the Supervisor, Corporate Actions by coaching and mentoring to the team and assisting with various department projects.

Who you are:

• Service \xe2\x80\x93 You consider both internal and external stakeholders and demonstrate intent of understanding and putting the clients\xe2\x80\x99 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 \xe2\x80\x93 You are committed to achieving your goals and to succeed. This includes focusing on \xe2\x80\x9cgetting things done\xe2\x80\x9d, 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 \xe2\x80\x93 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:

• Monitor and provide oversight on all corporate action, entitlement and GIC payment instructions ensuring accurate and timely set up of payments and assess the reconciliation of all payments
• Research and investigate certain income and corporate action reorganization events for tax reporting purpose
• Coordinate the review, and distribution all Canadian and US mandatory and voluntary bulletins
• Ensure that the policy and procedures within the department are understood and followed daily basis
• Act as back-up for the Supervisor and all corporate actions administration positions
• Understand Aviso\xe2\x80\x99s clients and business to ensure holistic resolution and seamless processing integration
• Offer written suggestions for process and procedural improvements to the Supervisor
• Subject matter expert for internal and external parties
• Provides training/mentoring to new and existing team members
• Escalate issues that may result of an error that could be a dilution or risk to the firm
• Assist in monthly box count reconciliations
• Provide excellent customer service to external and internal clients
• Ensures internal manuals are current and updated regularly in adherence with internal controls, regulatory requirements and system/procedure changes
• Communicate with peers and supervisor of any issues/changes that arise on daily activity to ensure all parties are kept up to date on such issues/changes

Requirements

Your experience and skills:

• University degree is ideal
• 3 years of related work experience in Corporate Actions and Taxation
• 1+ years of IRROC dealer experience
• Completion of CSC is an asset
• Strong analytical and problem solving skills with attention to detail
• Ability to analyze discrepancies and provide solutions
• Ability to work independently and apply knowledge with limited guidance
• Ability to organize and prioritize tasks to meet required deadlines
• Ability to multi-task and manage fluctuating workloads
• Excellent customer service and interpersonal skills
• 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

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 is a national, integrated financial services company, with over $100 billion in assets under administration and management. Aviso Wealth is owned by Credit Union Centrals, The Co-operators / CUMIS and Desjardins. Our MFDA-regulated dealer, full-service IIROC-regulated 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, VirtualWealth, give Canadians flexible choices for building their wealth. Our asset manager, NEI Investments, is a Canadian leader in 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 .

Aviso Wealth