Supervisor, Transfers

Aviso Wealth

. Oversee the Transfers Team, manage volumes and ensure daily deadlines are met .

Posted 10/8/2026full-timeToronto • CanadaMid-LevelSenior💰 CA$83,000 - CA$100,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong leadership in managing teams within the investment industry, ensuring compliance with regulatory standards while fostering staff development and operational efficiency. Proficient in analyzing business practices to implement process improvements and maintain high-quality service delivery.

Highest-signal resume keywords

Team LeadershipRegulatory ComplianceProcess ImprovementCustomer ServiceAnalytical Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment Industry OperationsSLA ComplianceJournal PostingsAccount ReconciliationAdvanced Excel SkillsMS WordMS ExcelMS OutlookMS AccessProblem-Solving

Soft Skills

DelegationOrganizational SkillsTime ManagementAttention to DetailCommunication Skills

Certifications & Qualifications

IFICCSC

Industry Keywords

IIROCMFDARegistered PlansCDSATONStaff TrainingCareer DevelopmentProcess ManualsWorkflow-StreamliningCustomer Inquiries

About the role

Key responsibilities & impact

Oversee the Transfers Team, manage volumes and ensure daily deadlines are met
Recruit, train, coach, mentor and schedule staff
Oversee new employee onboarding and provide career development planning and opportunities
Set and monitor departmental procedure standards to ensure quality, accuracy, efficiency and SLA compliance
Establish a positive leadership tone with staff, peers and stakeholders
Ensure timely and appropriate staff training and development
Coach staff to improve performance, engagement and career growth
Maintain current internal and external process and procedure manuals, including departmental SLAs
Manage internal and external communications and liaise with external vendors and trustees
Analyze business practices, identify process improvements, recommend changes and implement workflow-streamlining procedures
Handle departmental projects and participate in department and division initiatives
Support staff with escalated or complex issues and respond to internal and external customer inquiries
Ensure appropriate staffing, cross-training and redundancy across team positions
Review and approve daily journal postings and monthly account reconciliations (IIROC/MFDA)
Report monthly SLA standards and exceptions and create resource plans for high-volume periods
Maintain knowledge of industry initiatives, standards, registered plans products, CDS/ATON and IIROC/MFDA rules and protocols
Liaise with management on procedural reporting for external and internal auditors

Requirements

What you’ll need

Post-secondary education and continuing education relating to the Investment Industry, specifically operations functions
In-depth knowledge of relevant regulatory requirements
Successful completion of the IFIC and/or CSC is an asset
3–5 years of progressively responsible experience in the investment industry
1–2 years of supervisory experience
Excellent delegation, organizational, time management and administrative skills
Strong attention to detail and accuracy
Ability to work under pressure, set priorities and meet time constraints
Solid analytical and problem-solving skills
Ability to handle multiple tasks with appropriate attention to detail
Superior customer service skills
Ability to quickly identify and resolve problems
Intermediate computer skills in MS Word, Excel, Outlook and Access
Advanced Excel skills are an asset
Fluent English communication skills required
Bilingual French communication skills are an asset

Benefits

Comp & perks

Competitive compensation package that rewards and recognizes individual contributions
Excellent health, dental and insurance benefits
Generous vacation time
Fitness benefit
Parental leave top-up options
Matching contributions to retirement program
Learning and development opportunities
Education assistance program
Regular social events
Hybrid work arrangement