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 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 \xe2\x80\x98oneaviso\xe2\x80\x99 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 .

The Opportunity: We\xe2\x80\x99re looking for a Senior Product Manager to join our Digital Wealth 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 medium flexibility, requiring you to work onsite 1-3 days per week at our office at 151 Yonge Street, Toronto, ON. Reporting to the Director, Product Management, the Senior Product Manager is responsible for the P&L of Qtrade Direct Investing and Qtrade Guided Portfolios, balancing the profitability of their products with meeting the needs and expectations of clients. You will have responsibility to ensure that your products are competitively positioned in the market, and you advocate for ongoing product enhancements to increase the value proposition of our solutions. You proactively monitor the performance your products and take the lead to solve problems with the assistance of our vendors and partners to meet and exceed product performance goals and client satisfaction.

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
• Leadership \xe2\x80\x93 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:

In partnership with the Director, Product Management, ensures that Qtrade Direct Investing and Qtrade Guided Portfolios continues to meet the needs of Qtraders and prospective clients by:

• Being the Subject Matter Expert for the QDI and QGP product
• Ensuring that the QDI and QGP products are operating efficiently
• Leading the discovery of ideas to continually improve the QDI and QGP products
• Recommending new features/enhancements to QDI/QGP to continually enhance our value proposition
• Managing approved incremental enhancements and improvements to the product
• Understanding Qtrader\xe2\x80\x99s engagement with these products and identifying areas for improvement and making a case for change
• P&L responsibility for Qtrade Direct Investing (QDI) and Qtrade Guided Portfolios (QGP)
• Conduct ongoing industry and competitive analysis to obtain market insights and identify opportunities
• Ensure optimal operation of QDI and QGP (managing the costs of the product offerings)
• Managing issues with downtime/outages to minimize client impact
• Ensure critical updates are scheduled (with Technical Product Owner)
• Evaluating vendor performance, ensuring that KPIs are being met and identifying areas for continuous improvement with our vendors and recommending any changes to vendor relationships
• Lead problem solving sessions with partners and vendors. Build and maintain view on vendor / partner capabilities
• Monitoring and report on key QDI and QGP KPIs, enabling an exceptional and consistent customer experience across for QDI and QGP (desktop and mobile)
• Supporting the Director, Product Management in managing the backlog of approved QDI and QGP product enhancements with the Technical Product Owner ensuring that prioritized items on the product roadmap are delivered on time and on budget
• Implementing required regulatory changes to QDI and QGP, identifying solutions and implementation plans
• Working with operations, service and delivery team, assists in identifying opportunities to improve client experience and create efficiencies for Digital Wealth products
• Execute on approved strategies/plans for continued improvement and enhancement of QDI and QGP by scheduling enhancements with the Technical Product Owner

Requirements

Your experience and skills:

• Minimum of 7 years of experience in the financial services industry, preferably with an investment management or online brokerage organization
• The ideal candidate would have experience in Online Brokerage or Robo Advisor
• 7-10 years\' experience in product management, technology, business architecture, and related fields
• Experience working in agile environment with technology teams
• Analysis and Problem Solving: Focuses and defines the problem space, engages resources across functional boundaries to develop creative solutions.
• Strong technical abilities, understanding and developing complex technical solutions
• Organizational skills, with the ability to effectively multi-task and manage competing high priority initiatives, including flexibility to adapt to rapidly changing requirements
• Interpersonal skills, with a track record of building strong relationships with internal/external stakeholders
• Bachelor\xe2\x80\x99s degree required - Canadian Securities Course and additional industry certifications preferred
• Critical thinking skills are a must to uncover opportunities and go beyond the surface of issues
• Strong communication 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 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 .

Aviso Wealth