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're looking for a Director, Financial Planning & Analysis to join our Finance team.

Reporting to the Vice President, Financial Planning and Analysis the Director Financial Planning & Analysis will provide strategic and financial insights, supporting shared services and business lines. This role will lead and manage the budget and forecast preparation, shared service model, internal reporting, business decision support initiatives and project management for FP&A projects. Strong business acumen, ability to influence and make sound recommendations as well as build and maintain solid relationships with stakeholders are key success factors in this role.

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:

• Leads budgeting processes and manage planning through close collaboration with lines of business to align with overall company objectives and KPIs
• Drive continued development of budgeting, financial forecasting, operating plans and modeling tools
• Analyze complex financial information to provide accurate and timely financial recommendations to management for decision making purposes
• Support the Vice-President, Financial Planning & Analysis in identifying and analyzing the impact of cross-functional financial decisions across the lines of businesses and support functions
• Work with Accounting to ensure processes are set-up to facilitate the integrity and accessibility of data for analysis purposes
• Lead Trade Cost Allocation process. Review monthly allocation metrics and analyze business drivers to ensure accuracy of trade cost
• Create and implement the annual Shared Service Allocation Methodology which includes key business metrics for each department
• Develop and maintain budget to actual reporting for shared services
• Work with project groups to manage and monitor project time tracking for capitalization purposes
• Provide project management on FP&A integration projections, with a focus on documentation of processes, controls, and procedures. Conduct post implementation reviews, to ensure all aspects are effectively integrated into operational processes
• Perform special projects and ad-hoc financial analysis as required
• Provide change management support for new or changed process to ensure the departmental standards for accuracy and professional work product are consistently achieved
• Support the broader Finance team in aligning financial policies and procedures to achieve organizational objectives

Requirements

Your experience and skills:

• Bachelor's degree in Finance, Business, Economics or other relevant field, Master's degree is an asset
• Professional designation (CA, CGA CMA/CPA
• Minimum of 10 years progressive experience in financial roles, with at least 5 years of management experience
• Significant experience in budgeting, reporting, planning, analysis and integrating financial systems. Sage Intacct and Workday experience an asset.
• Experience working in complex organization, with a preference for experience in the financial services industry
• Project management experience, including leading and managing delivery and documentation, specifically experience where there have been multi-department impacts
• Strong financial modeling, analytical and problem-solving skills with attention to detail
• Mastery skills in Microsoft Excel
• Strong understanding of data mining techniques and principles
• Familiarity with enterprise planning tools to facilitate budgeting and forecasting activities
• Exceptional organizational skills and ability to prioritize and handle multiple simultaneous assignments
• Proven ability to anticipate business needs and priorities, working with all levels of management and employees
• Superior communication and presentation skills to persuade and influence peers and upper management
• Ability to thrive in a fast-paced performance-driven environment, dealing with ambiguity and change
• Excellent verbal and written communication skills and the ability to interpret and summarize financial analysis results in a clear, concise, accurate manner
• Desire to formulate and drive process improvements, with confidence to challenge the status quo
• 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 .